ifa administrator - penn Jobs - 793

Titan Wealth Planning Ltd - BS16DZ

Employment Type : Full-Time

Titan Wealth Holdings Limited (previously known as Aspira Corporate Solutions Ltd) is a top financial planning company located in Bristol, UK. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The business was recently acquired by Titan Wealth Holdings, so an exciting time for the busi...

Vision-FS Recruitment - SM27AJ

Employment Type : Full-Time

Position : IFA Administrator Location : Cheam, Surrey Minimum Requirements : At least 2 years' IFA administration experience; Intelligent Office experience; Volume experience ideal but not essential Salary/package : Up to 33,000 YOUR NEW COMPANY Our client is a hugely successful, award-winning boutique IFA business based in Cheam, Surrey. Due to expansion, the firm has a requirement for a new IFA Administrator to join it's growing Private Client...


Vision-FS Recruitment - KT171AB

Employment Type : Full-Time

Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to 36,000; Annual bonus; Study support; Employer pension scheme (5% 5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training); Free parking YOUR NEW COMPANY Our client is an award-w...

Vision-FS Recruitment - RH130AA

Employment Type : Full-Time

One of Horsham's most successful, award-winning boutique IFA firms has partnered with Vision-FS Recruitment to find a suitable IFA Administrator for its growing team. The 25-year old business specialises in giving expert retirement advice to it's vast number of clients. The role has arisen due to expansion. Reporting to the Senior IFA Administrator, the IFA Administrator's key duties will include: Processing LOA’s Pre meeting preparation prior t...

Vision-FS Recruitment - GU11AA

Employment Type : Full-Time

Position: IFA Administrator Location : Guildford, Surrey Minimum Requirements : At least 2 years' IFA administration experience; Intelligent Office back-office system experience; Elevate and AJ Bell platform experience ideal Salary : Up to 35,000 Bonus Pension Group Life Assurance (8 x salary) Free Parking YOUR NEW COMPANY Our client is a very successful boutique IFA firm based in Guildford, Surrey. Due to an increase in business and overall fin...

Vision-FS Recruitment - GU227AE

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 ...

JohnstonGreer - AB115AL

Employment Type : Full-Time

IFA Administrator 22,000 to 30,000 plus benefits IFA Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses. The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector. Working in support to Financial Planners you will be responsible for - research work liaon internally with Advisors, Par...

Heat Recruitment - TF33BD

Employment Type : Full-Time

Are you organized, detail-oriented, and passionate about finance? Are you looking for an opportunity to join a dynamic team in the heart of Telford? If so, we have the perfect role for you! We are currently seeking a dedicated Individual Financial Advisor (IFA) Administrator to join our team. As an IFA Administrator, you will play a crucial role in providing administrative support to our team of financial advisors, ensuring the smooth operation ...

Heat Recruitment - EC2A4FT

Employment Type : Full-Time

Role: IFA Administrator Location: City of London Salary: Up to 30,000 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...

Profiles Personnel Ltd - GU97LS

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...