Employment Type : Full-Time
Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Preparing valuations Processing new business and renewals Process fund switches Assisting with research Sending letters of authority Booking client appointments for the IFA Updating...
Employment Type : Full-Time
***IFA ADMINISTRATOR*** Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and collaborative team. Note this vacancy could suit experienced Administrators with a proven inte...
Employment Type : Full-Time
We are working with a successful financial services organisation in Altrincham to recruit for an IFA Administrator to join their growing administration function. Client Details This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK. Based in a great loc...
Employment Type : Full-Time
IFA Administrator Wakefield, Leeds c. 30,000, plus benefits Our client is an established Financial Planning practice in Wakefield, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and IFA in the future. Day to day responsibilities: General administration and upkeep of company records Updating the back-office system Keeping both clients and Ad...
Employment Type : Full-Time
Are you ready to take your career to the next level? Look no further! Our clients thriving team is seeking an exceptional IFA Administrator to join their ranks. You will be join a team dedicated to providing comprehensive financial solutions. They utilise technology to streamline and improve the customer Salary is up to 35,000 with flexible working and bonus scheme As an IFA Administrator, you’ll be the backbone of our client support team. Here’...
Employment Type : Full-Time
This hybrid, IFA Administrator job in Northallerton is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administra...
Employment Type : Full-Time
Position : IFA Administrator (full time OR 4 days per week, flexible hours available) Location : Sutton, Surrey Minimum Requirements : 2 years IFA Administration experience, Intelligent Office experience, excellent communication skills, staff management experience Salary/package : Up to 36,000 discretionary bonus 5% pension study support 27 days annual leave YOUR NEW COMPANY Our client is a market-leading Top 5 Financial Planning firm which offe...
Employment Type : Full-Time
This IFA Administrator job in Arundel is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administrator, you will ...
Employment Type : Full-Time
Role: IFA Administrator Location: City of London Salary: Up to 35,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clie...
Employment Type : Full-Time
The Company: Extremely well-respected, client-centric focused IFA firm based in York looking to add an experienced IFA Administrator who ideally holds some basic suitability report writing experience to their adviser support team: Office Location: Central York Hybrid/Home Working: Yes - 4-days office, 1-day WFH Package: 27-30k base DOE annual bonus & full company benefits Holidays: 25 days holiday stats Working Hours: Full-time - 37.5hrs p/w...