ifa administrator - wakefield Jobs - 879

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...

Ortus PSR - Bracknell

Employment Type : Full-Time

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high...

Reward Recruitment - York

Employment Type : Full-Time

IFA Administrator York 25,000 - 30,000, plus benefits and an excellent bonus scheme (subject to experience) Our client is an established Financial Planning firm in York, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and possibly IFA in the future. Day to day duties include: General administration and upkeep of company records Updating the ...

Bell Cornwall Recruitment - Birmingham

Employment Type : Full-Time

IFA Administrator BCR/AK/11005 Erdington/Castle Bromwich 24,000-28,000 DOE Bell Cornwall Recruitment's client is a successful Financial Services company with offices in Erdington/Castle Bromwich. They are looking to grow their client services team due to a company wide expansion! Please view the details of this IFA Administrator role below: The Role: Liaise with internal and external parties- first point of contact for clients Updating and ensur...

Blakemore Recruitment - Chelmsford

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 ...

Bell Cornwall Recruitment - Sutton Coldfield

Employment Type : Full-Time

Job Title: IFA Administrator Salary: 20,000 - 28,000 DOE Location: Sutton Coldfield Bell Cornwall Recruitment are pleased to be hiring a IFA Administrator for a leading professional services company in Sutton Coldfield. The Candidates responsibilities: Answering telephone calls and responding to emails. Ensuring meetings are booked in properly and diaries are maintained according to the companies' standards. Making sure all deadlines are met and...

Resource Matters Ltd - SK43GN

Employment Type : Full-Time

Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 year's experience in a financial service / financial advice firm. Would ideally like someone who wants to work full time but happy to look at part time (4 days or Monday to Friday reduced hours ifpreferred. Main duties & responsibilities Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in...

Heat Recruitment - PE273AB

Employment Type : Full-Time

Job Title: Independent Financial Advisor (IFA) Administrator Key Benefits: Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc. Exam Support: Support for professional exams, including coverage for the first sitting. Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Introduction of a buy/sell scheme for additional flexibility. Onsite Pa...