ifa client support administrator Jobs - 685
IFA Administrator
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 ...
IFA Administrator
Fram Search - PR22YH
Employment Type : Full-Time
Hybrid working once established Independent financial planning firm Support for RO qualifications Fram are working with an independent financial planning firm with offices across the UK. Due to growth and retirement, they are seeking an IFA administrator to join one of their offices in Preston. Our client is looking for someone with admin and platform experience who is happy to work with a Paraplanner and support a couple of Advisors. The role i...
IFA Administrator
Page Personnel Finance - Manchester
Employment Type : Full-Time
This role as an IFA Administrator requires a detail-oriented individual with a strong grasp of financial services. The successful candidate will be responsible for supporting the IFAs in delivering exceptional administrative support to selected advisers. Client Details This firm is well established and reputable within the wealth management sector. Based in Manchester city centre, they will offer the successful candidate a chance to develop in a...
IFA Administrator
Ortus PSR - HD88EP
Employment Type : Full-Time
Are you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry? We are currently working with a leading IFA Firm who are looking to take on an IFA Administrator you will play a crucial role in supporting their team of financial advisors and Paraplanners. The salary range for an IFA Administrator is 22,000-26,000. Responsibilities: Conduct research and gather information to support th...
IFA Administrator
Ortus PSR - Preston
Employment Type : Full-Time
About the Company: Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services. The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment. Job Description: We are recruiting on behalf of our client for a dedicated and highly orga...
IFA Administrator
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...
IFA Administrator
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...
IFA Administrator
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...
IFA Administrator
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...
IFA Administrator
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 ...