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• Worcester
• £40000 - £70000 per annum
• Posted 9 days ago

Inheriting a book of business is always nice, but when a majority of the clients have been with the business for years makes it even sweeter. You will be inheriting a £250k income book of business (mixed bag really, a slight lean towards manufacturing, construction and property) with premiums ran...

• Bromsgrove
• Up to £35000 per annum
• Posted about 1 month ago

About Our Client A nationally acclaimed leading Financial Services business who provide services in Financial and Wealth Planning, Mortgages and Protection. About the role Provide support and advice to clients with their mortgage and protection needs, investigate and research suitable options and...

• Kidderminster
• £25000 - £29000 per annum
• Posted about 2 months ago

My client is currently looking for an experienced IFA Administrator to join their team in Kidderminster. The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients. Key Duties: Processing new b...

• Worcester
• £28000 - £31000 per annum
• Posted 2 months ago

My client is a national financial planning and wealth management business with offices in Worcester. They are currently looking for a Financial Planning Client Administrator to join their team. Duties will include: Responsible for the ongoing monitoring activities including periodic reviews and o...