ifa administration team manager Jobs - 127
Senior IFA Administrator
Alexander Mae (South West) Ltd - Bristol
Employment Type : Full-Time
Senior IFA Administrator 30,000 - 37,000 DOE (for 32.5 hour week across 5 days) Flexitime & Superb Benefits Bristol / flexibility to work across 3 local offices on an adhoc basis / 100% office based The Company: A well established and growing IFA practice with 3 local offices in Bristol with a welcoming, down-to-earth, 'team mentality’ environment - working towards shared goals and supportive of each other with ad-hoc team socials and events...
Senior IFA Administrator
Blakemore Recruitment - Teddington
Employment Type : Full-Time
We are recruiting for a highly regarded IFA practice in Teddington who are looking for an experienced IFA Sales Support Administrator to join the team. Key responsibilities: Provide comprehensive administrative support to financial planners and advisers Build relationships with a variety of stakeholders Maintain CRM systems, updating information regularly and adhering to all policies Preparation of ad-hoc client meeting packs and valuations Mana...
Financial Services Administrator / Manager - IFA firm NEW
Astral Recruitment - Horsham
Employment Type : Full-Time
Our client is a successful and established IFA firm with offices across Sussex They are currently looking for a Senior Administrator/Manager to join the team. This role offers the chance to be based in either Horsham or Haywards Heath You will deal with FS administration ie processing Investment and Pension work with 30% of your time dedicated to helping train new entrants The ideal candidate will be a Senior Administrator with training or manag...
Financial Services Administrator / Manager - IFA firm NEW
Astral Recruitment - Horsham
Employment Type : Full-Time
Our client is a successful and established IFA firm with offices across Sussex They are currently looking for a Senior Administrator/Manager to join the team. This role offers the chance to be based in Horsham You will deal with FS administration ie processing Investment and Pension work with 30% of your time dedicated to managing and helping train new entrants (Administrators) The ideal candidate will be a Senior Administrator with training or ...
Financial Services Administrator / Manager - IFA firm NEW
Astral Recruitment - Haywards Heath
Employment Type : Full-Time
Our client is a successful and established IFA firm with offices across Sussex They are currently looking for a Senior Administrator/Manager to join the team. This role offers the chance to be based in either Horsham or Haywards Heath You will deal with FS administration ie processing Investment and Pension work with 30% of your time dedicated to helping train new entrants The ideal candidate will be a Senior Administrator with training or manag...
Financial Services Administrator / Manager - IFA firm NEW
Astral Recruitment - Shoreham-by-Sea
Employment Type : Full-Time
Our client is a successful and established IFA firm with offices across Sussex They are currently looking for a Senior Administrator/Manager to join the team. This role offers the chance to be based in Shoreham You will deal with FS administration ie processing Investment and Pension work with 30% of your time dedicated to managing and helping train new entrants (Administrators) The ideal candidate will be a Senior Administrator with training or...
IFA Administrator / Wealth Planning Administrator
Cranleigh Personnel - LN21AF
Employment Type : Full-Time
IFA Administrator / Wealth Planning Administrator Location: Lincoln Hybrid Working available after probation Salary: 22,000 - 26,000 Are you an IFA Administrator looking for your next role? Are you currently working in the office full time and looking for more flexibility? Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank? If so, we can help Company/Role Information: Our client is a bouti...
IFA Sales Support Administrator
Blakemore Recruitment - Biggleswade
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...
IFA Sales Support Administrator
Blakemore Recruitment - Biggleswade
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...
IFA Administrator / Wealth Planning Administrator
Cranleigh Personnel - B357AZ
Employment Type : Full-Time
IFA Administrator / Wealth Planning Administrator Birmingham - Castle Vale 25,000 - 30,000 depending on experience Are you an IFA Administrator looking for your next role? Would you like to feel valued by working in a boutique wealth planning company instead of a corporate IFA firm? Are you looking to work for a company that offers growth and support for career development? If so, we can help Company/Role Information: You will be fully supported...