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    12 jobs - Page 1 of 1 (0.20 seconds)
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    MB Fitzgerald
    |
    England
    - 3d ago
    MB Fitzgerald are currently working with an interesting, progressive IFA business in the centre of Manchester who are recruiting for a Financial Advice, Sales Support Executive to join their...
    First 2 Recruit Ltd
    |
    Salisbury, England
    - 15h ago
    If yes, read on. We are on the lookout for a Service Executive for a market leading pensions provider... You'll be building and maintain relationships with IFAs, clients and other third parties whilst working...
    NJR Recruitment
    |
    England
    - 1d ago
    Preparing client portfolio reports and income statements. Maintain records of client reviews held so... ..candidate must have previous experience as an Administrator working within an IFA practice...
    NJR Recruitment
    |
    Manchester, England
    - 1d ago
    Client Executive (IFA Administrator). Our client, an IFA Practice based in the heart of Manchester is... Preparing illustrations, updating client portfolios and investment transfers. General office...
    Exchange Street Executive Search
    |
    Edinburgh, Scotland
    - 1d ago
    Due to an ongoing demand for their services they require an additional consultant in Edinburgh. A full client portfolio and ongoing leads will be provided. there is no requirement for any...
    Parkside
    |
    Addlestone, England
    - 1d ago
    Provide administrative support to help the management of group risk scheme portfolio's for a range of... Collating quotes from insurers and summarising for the Account Executive. Completion of business...
    OPR Resourcing Specialists
    |
    Weybridge, England
    - 12d ago
    And more Main Administrative Responsibilities. Admin Support to help the wider teams portfolio of... Assisting with queries from employers. Collect quotes from insurers for the account executives. Ensure...
    Exchange Street Executive Search
    |
    Altrincham, England
    - 3d ago
    ..an IFA practice and have previously dealt with the full suite of financial planning products... processing new business, administering portfolios, providing valuations and liaising with clients and...
    Exchange Street Executive Search
    |
    Warrington, England
    - 11d ago
    Primarily office based, the main focus of the role is to provide regular reviews to the client portfolio, assess the suitability of the arrangements in place and react to client requests...
    Reward Recruitment
    |
    Clitheroe, England
    - 1d ago
    Who support professional and executive clients looking for tax planning, protection, retirement and... You will be an experienced Paraplanner within an IFA environment, ideally with Level 4 or good progress...
    Coast Specialist Recruitment
    |
    Weybridge, England
    - 1d ago
    Essential. Minimum level 4 qualified. Experience of working as a Paraplanner within an IFA environment... The team consists of five Client Experience Executives (who deal with the administration and are the...
    Optima Recruitment
    |
    United Kingdom
    - 9d ago
    Some teams specialise in working with business owners, others with senior corporate executives and... Assisting the Advisers with routine reviews and technical queries. Producing accurate portfolio...