To offer technical administrative support to the Private Client Director and Private Client Adviser within a successful team, while closely collaborating with the Senior Private Client Administrator. This dynamic position involves assisting the Private Client Director in delivering exceptional holistic financial planning services to both new and established clients. It is ideal for a self-motivated and experienced IFA administrator who thrives on proactive and collaborative work within a small team. The role presents an excellent opportunity for a candidate who is either partially or fully Diploma qualified and has aspirations to progress into a technical paraplanning role in the medium term. The right candidate will have access to our internal paraplanner training program.
Are you ready to kick-start your career in underwriting and be a part of an exciting and fast-paced team? Our client is on the lookout for an enthusiastic Underwriting Assistant who is eager to dive into the world of residential and commercial underwriting. Working closely with a senior underwriter, you’ll play a crucial role in securing new business while providing top-tier service to our clients. This is your chance to grow your skills, deepen your technical knowledge, and be an integral part of their success story. Join them and embark on a journey to become a key player in the underwriting field!
Are you ready to dive into the fast-paced world of mortgages and protection services? Join our vibrant team and become an essential member of our close-knit group! As a key player, you'll provide crucial administrative support to our Mortgage Team, ensuring seamless operations from application processing to client service. With around 20 applications and £40,000 of procuration fees managed each month, your attention to detail, productivity, and dedication to client happiness will be the driving force behind our success. Ready to take on this thrilling adventure? Your journey starts here, with direct reporting to our esteemed Mortgage Director!