Employment Type : Full-Time
Salary – Competitive dependant on experience Hours - Monday to Friday, 37.5 hours per week Holiday – 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 5 days) About the IFA Administrator role We are TC Group, the fastest-growing top 20 accountancy firm in the UK. We’re business advisors and accountants, with over 30 years of experience we’ve honed our skills and developed our servic...
Employment Type : Full-Time
Role My client is a highly successful and dynamic group providing financial planning and wealth management services across the UK. We are seeking an experienced Administrator to work on a full time, permanent basis and you will need to be office based. You will need to have the desire to want to learn and develop in a successful career within Financial Services and Financial Planning. In return you can expect investment into your professional de...
Employment Type : Full-Time
Role My client is a highly successful and dynamic group providing financial planning and wealth management services across the UK. We are seeking an experienced Administrator to work on a full time, permanent basis and you will need to be office based. You will need to have the desire to want to learn and develop in a successful career within Financial Services and Financial Planning. In return you can expect investment into your professional de...
Employment Type : Full-Time
An exciting opportunity to join our team as a Senior IFA Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry’s leading Financial Advisers. The ideal candidate will have experience of working in an administrative role in financial services, and will have worked with pensions and investments previously. They will be pro-actively supportin...
Employment Type : Full-Time
Job Purpose: To provide administrative and organisational support to ensure the smooth day-to-day operation of the IFA office. The Office Administrator/ Manager plays a central role in managing office systems, assisting the adviser support team, and maintaining a welcoming and professional environment for clients and colleagues. This role also plays a vital part in ensuring clients receive an efficient, professional, and seamless service post-ad...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice based in Amersham 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 r...
Employment Type : Full-Time
IFA Sales Support/Compliance Administrator Harrow 25-30,000 Our client, a very well established, successful and growing firm of IFAs & Mortgage Brokers is looking for an experienced IFA Administrator with a strong interest in compliance, to over time become the firm’s Compliance Monitoring Office. This is a rare and fantastic opportunity for an intelligent and ambitious person wishing to pursue career within IFA compliance. Duties include: -...
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. Role and responsibilities: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Effectively and efficiently onboarding new clients and service the existing clients Bui...
Employment Type : Full-Time
Job Title: Independent Financial Advisor (IFA) Administrator Location: Colchester Salary: 28,000 - 32,000 Key Benefits: Progression pathway: Potential pathway to Paraplanner/ IFA. The completion of the Level 4 Diploma is encouraged Exam Support: Structured training plan in place and support for professional exams Company Culture: They pride themselves on providing a unique and supportive culture, with a track record of promoting internal growth ...
Employment Type : Full-Time
Job Title: IFA Administrator Industry: Financial Services Location: Aberystwyth Salary: Up to 30,000 Reference Number: 9825 Job Description: IFA Administrator Recruit UK are working on an excellent opportunity for an IFA Administrator in Aberystwyth to join a leading Financial Advice Company. This is an excellent opportunity to work in collaboration with Financial Advisers and be part of an Administration team, you will assist the Financial Advi...