Employment Type : Full-Time
Our client is a very successful boutique IFA firm based in Woking, Surrey. Due to expansion, the company is looking to hire an experienced IFA Administrator to join the firm's busy Administration Team. Reporting to the Head of Administration, the IFA Administrator's key job duties will include: Dealing with pension, investments, protection and mortgage products Processing new business applications, fund switches, withdrawals and pension benefit ...
Employment Type : Full-Time
We are currently recruiting for a highly regarded Financial Planning practice in Chatham who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first c...
Employment Type : Full-Time
Senior IFA Administrator Brighouse 25,000 - 28,000 NJR are currently representing a leading, Chartered firm of independent financial advisers, who are now seeking an experienced Financial Planning Administrator to join their dynamic and growing business. Within this role you will be working closely with the Financial Planners and Paraplanners, to support the client advisory processes dealing with Ultra High Net Worth client portfolios. Creating ...
Employment Type : Full-Time
This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including: Taking phone calls and handling appropriately Corresponding with clients via written and verbal Proc...
Employment Type : Full-Time
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first...
Employment Type : Full-Time
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first...
Employment Type : Full-Time
About Us: Join our Client, a leading wealth management firm located in the heart of London. With a commitment to delivering bespoke financial planning and investment solutions, they serve a sophisticated client base and are dedicated to upholding the highest standards of service and professional integrity. Job Description: They are seeking a highly competent and experienced Financial Services Administrator to support their team of financial advi...
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...
Employment Type : Full-Time
Job Title: IFA Administrator Industry: Financial Planning Location: Shrewsbury Salary: 20,000 - 28,000 Job Reference: 9099 Job Description: Recruit UK is working on an excellent opportunity for a IFA Administrator near Shrewsbury to join an Independent Financial Advice practice. This company ensure their clients make sense of their options and ensure they have security as well as freedom. They are an ethical financial planning company and have t...
Employment Type : Full-Time
IFA administrator, Edgbaston Largely office based Up to 35,000, potentially higher This IFA administrator role is best suited to experienced IFA administrators, who can hit the ground running at a new business, where they feel comfortable completing annual reviews and basic suitability reports, so ideally you will be working towards your level 4 diploma. In addition to a great salary, the business will provide exam support all the way to Charter...