ifa administrator - wakefield Jobs - 878
IFA Administrator
Taylor James Professional Recruitment - EC1A1BB
Employment Type : Full-Time
Our client, a highly reputable firm of financial planners are looking to recruit an experienced Senior IFA/ Client Services Administrator to join London based team. Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request To provide support to Paraplanners & Financial Planners To be the first point of contact for clients To process new business a...
IFA Administrator
MERJE Ltd - B357AZ
Employment Type : Full-Time
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis. As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications. Role Responsibilities: Maintain / keep up to date all trackers / spread...
IFA ADMINISTRATOR
NJR Recruitment - Warwick
Employment Type : Full-Time
IFA ADMINISTRATOR LOCATIONS : WARWICK SALARY: 25,000 - 30,000 NJR are currently working with a market leading Firm of Independent Financial Planners who have strong name and reputation within the market. Due to a result of their ongoing growth and success they have two excellent openings available for 'Financial Planning Administrators' to join their office in Warwick. Supporting allocated IFA's, the successful candidate will be responsible for ...
IFA Administrator
Search - Hampshire
Employment Type : Full-Time
IFA Administrator based in Hampshire, competitive basic salary with good benefits Responsibilities: Dealing with new business processing, valuations, illustrations and portfolio research Understanding the Financial Planning process and ensuring compliance with FCA rules and principles. Systems management and development, including management of the CRM system. Producing management information for the board of directors. Monitoring client service...
IFA Administrator
IDEX Consulting Ltd - Birmingham
Employment Type : Full-Time
About our client An expanding financial services group has an opportunity for an IFA Administrator to join their team in Birmingham. Be part of an exciting journey as the Midlands team of this impressive national firm continues going from strength to strength. About the role This role will support Financial Advisers with back office and client support for financial and wealth planning that includes investment, retirement and estate planning. The...
IFA Administrator
Taylor James Professional Recruitment - Macclesfield
Employment Type : Full-Time
Our client, an award winning financial planning firm in Macclesfield are looking to appoint an IFA Administrator to join their experienced team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanner...
IFA Administrator
Blakemore Recruitment - AL34PA
Employment Type : Full-Time
IFA Administrator Based: St Albans, Hertfordshire Salary: 35,000 Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical a...
IFA Administrator
Taylor James Professional Recruitment - Altrincham
Employment Type : Full-Time
Our client, a prestigious & award winning financial planning firm in Altrincham are looking to appoint an IFA Administrator to join their experienced team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experien...
IFA Administrator
mbf. - TA218AA
Employment Type : Full-Time
Mbf are working with a highly successful Financial Planning practice based in Wellington recruit an additional IFA Administrator. Our client is a boutique business who provide holistic financial solutions to clients across the South West, they are a growing practice that have a fantastic reputation. As an IFA Administrator, you will play a pivotal role in supporting Financial Planners in their daily operations. The Financial Planners you will be...
IFA Administrator
360-Recruitment - Northampton
Employment Type : Full-Time
We have been asked to recruit an IFA Administrator for a company based in Northampton. Day to day you’ll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews… You’ll need to have a minimum of 3 years’ experience working for an IFA (and ideally have achieved a Financial Services qualification (CII or equivalent). There is also study support available. The company has onsite par...