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Blakemore Recruitment jobs

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IFA ADMINISTRATOR

General Administration duties. handling incoming mail, scanning, filing. arranging client meetings. preparing client files for meetings. processing new business. maintaining client files, database management. corresponding with cl...

CompanyBlakemore Recruitment
AddressSuffolk, England
CategoryAdministrative
Salary£25,000 - £35,000 per annum
Job typePermanent, full-time
Date Posted yesterday See detail

IFA Administrator

Blakemore Recruitment

Suffolk, England

£25,000 - £35,000 per annum

General Administration duties. handling incoming mail, scanning, filing. arranging client meetings. preparing client files for meetings. processing new business. maintaining client files, database management. corresponding with cl...

yesterday seen See more...

IFA Sales Support Administrator

Blakemore Recruitment

Reading, Berkshire

£30,000 - £35,000 Annual

Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant forms for client...

2 days ago seen See more...

Senior Paraplanner

Blakemore Recruitment

Cambridgeshire, England

£40,000 - £50,000 per annum

Supporting the Financial Planners in research and analysis to meet Client needs and objectives. Supporting the Financial Planners in preparing Client financial plans and suitability reports. Promoting the profile of the business w...

5 days ago seen See more...

Wealth Management Administrator

Blakemore Recruitment

Gerrards Cross, Buckinghamshire

£30,000 - £36,000 Annual

Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations. Provisi...

a week ago seen See more...

IFA Sales Support Administrator

Blakemore Recruitment

Biggleswade, Bedfordshire

£33,000 - £36,000 Annual

Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant forms for client...

a week ago seen See more...

Senior Paraplanner

Blakemore Recruitment

Hertfordshire, England

£45,000 - £50,000 Annual

Senior Paraplanner / Technical Manager Based: Hertfordshire (home based 3 days a week) Salary: 45,000 - 50,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new rol...

a week ago seen See more...

Paraplanner - Hillingdon

Blakemore Recruitment

Middlesex, England

£35,000 - £40,000 per annum

Preparing analysis on existing financial products. Formatting recommendation reports for clients. Formatting and sending letters / portfolio reviews to clients. Completing analysis and due diligence on existing client prod...

3 weeks ago seen See more...

IFA Administrator - London

Blakemore Recruitment

South East

£30,000 - £35,000 per annum

Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the...

3 weeks ago seen See more...

Senior Paraplanner

Blakemore Recruitment

South East

£55,000 - £65,000 per annum

Supporting the Financial Planners in research and analysis to meet Client needs and objectives. Supporting the Financial Planners in preparing Client financial plans and suitability reports. Promoting the profile of the business w...

3 weeks ago seen See more...

IFA Administrator

Blakemore Recruitment

Hertfordshire, England

£24,000 - £28,000 per annum

Presale administration completed, adding clients information to intelligent office database, Creating and updating Wealth Report. Prepare and gather information e.g. LOAs and Policy information checklists. Meeting prep undertaken...

a month ago seen See more...

Operations Manager

Blakemore Recruitment

London, England

£45,000 per annum

At least four years exposure working for an IFA. Experience in using Intelligent Office is essential. Excellent Excel skills are essential. Excellent customer service and administration skills. Comfortable and credible when speaki...

a month ago seen See more...

Paraplanner

Blakemore Recruitment

South East

£45,000 - £55,000 per annum

It is essential to have at least 2 years experience in a Paraplanning role. Solid generalist experience within the Financial Services sector. Good understanding of compliance issues and maintenance of client files and confidentia...

a month ago seen See more...

Senior IFA Administrator

Blakemore Recruitment

South East

£35,000 - £40,000 per annum

Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the...

a month ago seen See more...

IFA Administrator

Blakemore Recruitment

Hertfordshire, England

£30,000 - £35,000 Annual

An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound underst...

2 months ago seen See more...

Top Jobs

Senior Administrator, Paraplanner, Compliance Officer, Administrator, Sale Support, Financial Plan, Financial Adviser, Technical Administrator, Mortgage Protection, Financial Planner, Junior Paraplanner, Senior Paraplanner,

What companies are hiring for similar jobs Blakemore Recruitment?

The top companies hiring now for Blakemore Recruitment similar jobs are Brook Street, Office Angels, Adecco, eFinancialCareers, FlexJobs, Heat Recruitment, Reed Insurance, Hays Specialist Recruitment Limited, Reed Business Support, Morson Talent, Ortus PSR, qed legal, Oval Recruit, St. James's Place Wealth Management, MI Search Ltd,

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