- Based within commuting distance of Croydon – 1-2 days Office 3-4 days home working
- You must hold your Level 4 Diploma in Financial Planning
- Allocated clients bank to manage
- Full market independent financial advice
- If you are working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you. If this role sounds of interest please contact Ryan at Financial Divisions via email .
-
Planning Administrator
1 week ago
Inside Out Purchasing & Supply Hertfordshire, United KingdomLocation: · Hertfordshire, England · - Sector: · Planning · - Job type: · Permanent · - Salary: · Up to £29000 per annum · - Job ref: · J13822_ · - Duration: · Ongoing (Perm) · Inside Out Purchasing and Supply has been engaged by our leading Hertfordshire based client to recruit ...
-
Financial Planning Administrator
1 week ago
Recruit Wealth Cambridge, United KingdomRecruit Wealth are representing a highly successful, well known, national Financial Planning business who are currently recruiting for an experienced Administrator to join their Cambridge team. · They deal with individuals/private clients relating to their pensions, investments a ...
-
Financial Planning Administrator
1 day ago
Recruit Wealth Ltd Cambridge, United KingdomRecruit Wealth are representing a fast growing, national Financial Planning business who are currently recruiting for several experienced Administrators to join their regional Histon offices. · The business is a modern, highly ethical and rewarding employer. They deal with indivi ...
-
Financial Planning Administrator
1 week ago
Brevere Group Cambridge, United Kingdom**Are you interested in developing your career within financial services, looking for a new role in a dynamic and supportive environment, offering genuine long term career opportunities?** · Due to continued success in providing fee-based advice to HNW clients, this successful fi ...
-
Planned Works Administrator
3 days ago
Settle Letchworth, United Kingdom**Hours: 18.5 hours per week** · **Closing Date: 2nd May 2023** · Settle could have the exciting opportunity you've been looking for, we're recruiting a Planned Works Administrator to join us. You will work as part of a team to provide administrative support to the Planned Invest ...
-
Resource Planning Administrator
2 days ago
Belron UK Limited Cardington, United Kingdom**Contract Type**: · Fixed Term (Fixed Term) · **About** **Autoglass**** **and** **Laddaw**** · We're a recognised superbrand and we know where we're going. We're a business with direction and purpose and regardless of your role here, it's about us all making a difference with re ...
-
Financial Planning Administrator
3 days ago
Jane Smith Financial Planning Ltd Olney, United Kingdom**Financial Services Administrator** · **Why choose Jane Smith Financial Planning** · This is an excellent opportunity for an experienced financial services administrator who thrives on complex client scenarios. We will encourage and support your development in specialist areas, ...
-
Financial Planning Administrator
2 days ago
CAPIO RECRUITMENT LIMITED Bedford, United Kingdom**Job Title: Financial Planning Administrator** · **Salary: £23,000 - £ 28,000** · **Location: Bedford** · A developing independent, Chartered Financial Planning firm is looking to grow their friendly back-office team by adding a new IFA Administrator to the business. · This firm ...
-
Apprentice Planning Administrator
4 days ago
Volvo Trucks Wellingborough, United KingdomApprentice Planning Administrator · **Location**:Wellingborough, GB, NN8 6AQ**Position Type**:Student**Apprentice Planning Administrator** · - You will work within the Regional Central Planning Team. As a CSR Apprentice, you will be responsible for working towards providing suppo ...
-
Financial Planning Administrator
1 week ago
The Curve Group Bedford, United Kingdom**Financial Services Administrator - Financial Planning** · This is an excellent opportunity for an experienced financial services administrator who thrives on complex client scenarios. Our client will encourage and support your development in specialist areas, improving your ski ...
-
Financial Planning Administrator
1 week ago
Mazars Milton Keynes, United Kingdom**Overview of the Mazars Private Client (MPC) service line** · The Mazars Private Client service line provides impartial, tailored financial planning, wealth management and tax advice to: · - Individuals · - Business Owner-Managers · - Trustees - Private and Charitable · Our unbi ...
-
Planned Contracts Administrator
4 days ago
Econorod Welwyn Garden City, United Kingdom**Job Description: Planned Contracts Administrator** · **About us** · We are a well established family run commercial drainage company, offering reactive and scheduled maintenance services to large restaurant, hotel, and supermarket chains. Due to continued expansion we are looki ...
-
Transport Planning Administrator
1 week ago
Miniclipper Logistics Dunstable, United Kingdom**About us** · We are an award winning 3PL operating in Central Bedfordshire for over 53 years, expanding into East Staffordshire in 2023. As a robust, fast growing family business, we now have over 210 employees working across our 5 warehousing sites and Distribution Centres. We ...
-
Financial Planning Administrator
3 days ago
Mazars Milton Keynes, United Kingdom**Benefits**: · Annual Leave + · Charitable Giving · Dental Insurance · Wellbeing Benefits · Virtual GP · Cycle to Work · Gym Discounts · Life Assurance · Pension · Flexible Benefits + · **Meet the recruiter**: · Chris Thomson ...
-
Senior Finanical Planning Administrator
6 days ago
CAPIO RECRUITMENT LIMITED Milton Keynes, United Kingdom**Job Title: Senior Finanical Planning Administrator** · **Salary: £27,000 - £35,000** · **Location: Milton Keynes** · A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in providing a tailored ...
-
Demand Planning Administrator Ftc
9 hours ago
Ocado Group Hatfield, United Kingdom**About us** · **About the role** · **This role is a fixed-term position until mid-April 2024** · The Demand Planning Administration Team are an integral part of keeping the Supply Chain function operating. You will help Supply Chain operate even more efficiently by completing a ...
-
Trainee Financial Planning Administrator
3 days ago
Brevere Group Newmarket, United Kingdom**Are you an experienced administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?** · **This role offers hybrid working (remote / office based)** · Due to continued success in providing fee based advice to HNW cl ...
-
Planning Administrator
2 days ago
Qualitair Stansted Mountfitchet, Essex, United Kingdom Full timeWe are seeking a Short Term Maintenance Planner to join and support one of our leading Clients on a permanent basis at Stansted · Process and update Technical Log and maintenance compliance information in the maintenance tracking system. · The processing of completed/incomplete ...
-
Financial Planning Administrator
1 week ago
Blakemore Recruitment St Albans, United KingdomWe are currently recruiting for a highly regarded Financial Planning practice based in St. Albans who are looking for an experienced administrator to join their team. Must have previous experience working for a Financial Adviser. · This is a key role in the Financial Planning pro ...
-
Transport Planning Administrator
6 days ago
Miniclipper Logistics Leighton Buzzard, United KingdomJob Type: Full time: Monday – Friday, 9.00am – 6.00pm · Location: Dunstable · Salary: £26,039.52 · Job summary: · You will oversee and manage all jobs that are entered onto our TMS by our warehouses and customers and ensure they are carried out based on customer requirements · Yo ...
Financial Planning Administrator - Croydon, Cambridgeshire, United Kingdom - Financial Divisions
Description
Chartered Independent Financial Advisor – Manage an existing client base Manage a book of 150+ clients with AUM between £750k-£1mHybrid Working – Based in Croydon
£75k basic salary + revenue related salary increases + bonus
My client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services.
They have a 40 year history in financial planning and have an established book of clients that continues to grow organically.
This practice requires an experienced IFA who is willing to forego the sales element of IFA work by instead choosing to nurture and develop existing clients, overseeing their complete wealth management requirements, ensuring that their needs are met, and that they continue to use and recommend this company's services.
This position is suitable to IFAs who are interested in the service and technical side of the job, rather than the sales, and commission heavy sales based IFA roles that can be found out there.
This role will suit those that prefer the offering of complete, holistic wealth management advice, truly working with the client's best interests in mind.
This role will lend itself to a career minded IFA/Independent Financial Advisor / Financial Planner who has the ability to nurture strong and ongoing relationships with their clients, and ideally someone that is willing to work towards chartered advisor status and would ultimately like to become a partner within the business.
An Experienced Financial Adviser / Ideally Chartered