ifa / wealth planning administrator Jobs - 1420
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...
Employed IFA
Reward Recruitment - Hull
Employment Type : Full-Time
Employed IFA Opportunity, with a client bank of approx. 150 active households Hull c. 60,000 basic plus basic bonus A great opportunity for an Employed IFA to join an IFA ptactice, who have a healthy and active client bank available. The ideal candidate for this role must: Hold Competent Adviser Status Have a minimum of Level 4 Diploma Qualification Be an Holistic Adviser In return you will receive: Salary expectations upto 60k basic plus, plus ...
IFA Administrator
Premier Jobs UK Limited - GL501QB
Employment Type : Full-Time
This IFA Administrator job in Cheltenham 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 wi...
IFA Administrator
ARC - BN111QT
Employment Type : Full-Time
Job Title/Location: IFA Administrator, West Sussex Salary: To 28,000 Hybrid: Once through training & settled, there is some WFH flexibility Requirements: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact Role Snapshot: Extremely varied role, producing client portfolio valuations and quotations, process all new business and Lette...
IFA Administrator
Premier Jobs UK Limited - CV358AA
Employment Type : Full-Time
This IFA Administrator job in Warwick 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 ...
IFA Administrator
Premier Jobs UK Limited - BR87AG
Employment Type : Full-Time
This hybrid, IFA Administrator job in Swanley 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, y...
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
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
Premier Jobs UK Limited - SN82AG
Employment Type : Full-Time
This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including: Taking phone calls and handling appropriately Corresponding with clients via written and verbal Proc...
IFA Administrator
HOORAY Recruitment - Cheltenham
Employment Type : Full-Time
Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA Administrator or Wealth Administrator but perhaps you're looking for progression? Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors? Excellent, please do get in touch. Working in a team of like-minded individuals, this role would be suited to someone who has previous expe...