ifa sales support administrator Jobs - 306
IFA Sales Support Administrator
mbf. - Whiteley
Employment Type : Full-Time
Mbf are working with a highly successful, Chartered Financial Planning practice based on the outskirts of Fareham to recruit an additional IFA Sales Support 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 two Chartered Financial Planners in th...
IFA Sales Support Administrator
Coast Specialist Recruitment - Colchester
Employment Type : Full-Time
An experienced IFA Client Administrator to provide proactive and efficient administration support to Pension Planners. The role is key in providing full administrative support directly to new and existing clients, aligned to Wealth Planners and Para-Planners within the team, ensuring that all new business documentation is accurate and processed in line with agreed service standards. They are actively looking for a skilled IFA support technician ...
IFA Sales Support Administrator
Blakemore Recruitment - Penn
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team. Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team members An understanding of FCA regulations and guidelines relating to financial services clients Willingness to continue to develop knowledge of products and relat...
IFA Sales Support Administrator
Blakemore Recruitment - London
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...
IFA Sales Support Administrator
Blakemore Recruitment - Reading
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...
IFA Sales Support Administrator
Blakemore Recruitment - Biggleswade
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...
IFA Sales Support Administrator
Blakemore Recruitment - Biggleswade
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...
IFA Sales Support Administrator
Blakemore Recruitment - Reading
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...
IFA Sales Support Administrator
Blakemore Recruitment - London
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...
IFA Sales Support
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in Glasgow. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will have had exposure to the True Potential system, but anything similar will be trained. You will have experience with a variety of platforms. You will be ...