BREVERE GROUP is looking for employees for positions:
pensions administrator
Working hours
full-time
Salary
salary
Responsibility
due to continued success in providing fee based advice to HNW clients and internal promotion, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers
are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment?
the successful candidate will have experience within an IFA or wealth management environment, ideally some exposure to FCA regulations and strong IT skills
answering the door and greeting any visitors to the building, making sure that all visitors comply with any site regulations
Requirements
financial services: 1 year
office administrator
Working hours
full-time
Salary
salary
Requirements
wealth management support: 1 year
due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Senior Financial Services Administrator / Office Manager to provide holistic support to the Financial Advisers
the successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice
compliance manager
Working hours
full-time
Language
english
Requirements
compliance
financial Planning
wealth Management
oversight
you will be level 4 Diploma in Financial Planning qualified with relevant financial planning compliance experience. This role is with a highly reputable long-established company and offers genuine opportunities to develop your career
Salary
salary
head of finance
Requirements
commercial Finance
compliance
financial Services
research
suitability
Language
english
sales support administrator
Requirements
administrative Support
financial Planning
financial Services
investments
wealth Management
pensions
independent Financial Advice
team manager
Requirements
financial Planning
financial Services
investments
pensions
wealth Management
technical consultant
Requirements
financial Services
paraplanning
private Client Services
independent Financial Advice
wealth Management Services
pa
Working hours
full-time
Requirements
advice
diary Management
financial Services
minute taking: 1 year
due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Administrator to support the business CEO
Salary
salary
Responsibility
minute taking at various meetings including Senior Management meeting
arranging travel plans for CEO and staff as required
investment, Compliance and Board meetings
part time administrator
Requirements
administrative Support
adviser
financial Services
after continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management support professional on board to advance their career
the successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills
Responsibility
arranging meetings with clients on behalf of the Financial Planners
ensure new business is packaged up accurately and passed across to Business Support Team Manager
senior administrator
Requirements
financial Planning
administrative Support
financial Services
adviser
paraplanning
holistic Financial Planning
wealth Management
pensions
Working hours
full-time
Salary
salary
Responsibility
arranging meetings with clients on behalf of the Financial Planners
to obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction
ensure new business is packaged up accurately and passed across to Business Support Team Manager