Employment Type : Full-Time
Hybrid working IFA Administrator 25 days Holiday IFA Administrator, Salary up to 27,000 (Experience dependant) Doncaster based Hybrid working 25 Days Holiday Death in service, Private medical Exam support and funding Free on-site parking We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family orientated working environment. The role will involve providing Admi...
Employment Type : Full-Time
Are you looking for an exciting opportunity in the Wealth Management industry? Are you passionate about building strong client relationships? If so, we have the perfect role for you! Our client, a leading Wealth Management company, is seeking an enthusiastic and dedicated individual to join their team as an IFA (Independent Financial Advisor) Administrator. As an IFA Administrator, you will be an integral part of their team, providing crucial su...
Employment Type : Full-Time
My client is currently looking to appoint an experienced IFA Administrator to join their team in Preston. The administrator role is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Good communication skills will be important, as is accuracy of output and good client service. Responsibilities Work closely with the Adviser on all aspects of their day-to-day work with clients Be involve...
Employment Type : Full-Time
The enjoyment gained in an IFA Administration role is perhaps determined by the working environment as much as the work itself. This great opportunity based in the Bury area will see you join an extremely supportive and hard working team where development is high and staff turnover is low, certainly well below average for the industry. You will be involved in varied work covering new business processing, building relationships with providers thr...
Employment Type : Full-Time
IFA Administrator Based: St Albans, Hertfordshire Salary: 35,000 Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical a...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice in Chelmsford who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. Duties: Process business submissions within our service level agreement (SLA); recording all new business where necessary (e.g. Intelligent Office, Business Register, File Tracker etc.) Submitting new business to providers, manage internal ...
Employment Type : Full-Time
We are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Glasgow office. Purpose of role To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company. To provide a high level of suppo...
Employment Type : Full-Time
Position : IFA Administrator Location : Caterham, Surrey Minimum Requirements : 2 years IFA administration experience; 1st Software experience; XPlan experience ideal but not essential Salary/package : Up to 32,000 YOUR NEW COMPANY Our client is a Top 20 Chartered Financial Planner & Employee Benefits firm, based in Caterham, Surrey. Due to expansion, this award-winning business has a requirement for a new IFA Administrator to join it's grow...
Employment Type : Full-Time
IFA Administrator York 25,000 - 29,000 We are delighted to be working with a well-established wealth management firm specialising in providing holistic financial services to their well established client bank. Due to growth, a position has become available for an experienced Financial Planning Administrator to join their team. What’s in it for you? Excellent basic salary 25 days holiday Bank Holidays Christmas shut down Hybrid working after prob...
Employment Type : Full-Time
Position : IFA Administrator Location : Royston, Hertfordshire (up to 2 days per week working from home) Minimum Requirements : 2 years' IFA administration experience; Strong experience of Intelligent Office; Good platforms knowledge; Live a commutable distance to Royston Salary/package : Up to 37,000; Bonus; 25 days' holiday; Pension; Income Protection; Study Support YOUR NEW COMPANY: Our client is a successful Financial Planning arm of an awar...