ifa administrator - wakefield Jobs - 887

Chase de Vere Independent Financial Advisers - M53EJ

Employment Type : Full-Time

PRIVATE CLIENT ADMINISTRATOR Fast paced, varied and demanding. Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard. Th...

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 ...


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...

Ortus PSR - CV311XT

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’...

Reward Recruitment - Knaresborough

Employment Type : Full-Time

IFA Administrator Kanresborough 23,000 - 28,000, plus benefits Our client is an established Financial Planning practice in Knaresborough, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and potentially IFA in the future. Day to day responsibilities: General administration and upkeep of company records Updating the back-office system Keeping ...

IDEX Consulting Ltd - Edinburgh

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...

Premier Jobs UK Limited - BN180AG

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 ...

Vision-FS Recruitment - SM11AA

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...

Ortus PSR - RH109LW

Employment Type : Full-Time

We are currently seeking a Senior IFA  Administrator to join a dynamic IFA firm directly authorised by the FCA.  As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for.  Salary on offer to join their IFA...

Page Personnel Finance - Manchester

Employment Type : Full-Time

We are working on an exciting opportunity for an IFA Administrator based in Manchester. It is a full time role, however they are also willing to consider candidates who wish to work part time. Client Details This firm, based in Manchester city centre, was established almost 50 years ago and have built a strong reputation in the financial services industry. They have been awarded Chartered Financial Planner status (one of the first in the UK) and...