junior ifa administrator Jobs - 134
IFA Administrator / Trainee Paraplanner
Heat Recruitment - BH121ED
Employment Type : Full-Time
We have an opportunity for someone with previous Financial Planning Administration experience to join a successful company with a great reputation based in Poole. Due to growth, the opportunity for an IFA Administrator has arisen. The ideal candidate would have some experience with report writing, and the ambitions to progress into Paraplanning in the future. This role is office based, and you'll be joining a collaborative team that strives to a...
Senior IFA Administrator
Taylor James Professional Recruitment - Wigan
Employment Type : Full-Time
Our Wigan based client are looking to appoint a Senior IFA Administrator to join their team on a permanent basis. 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 Duties & responsibilities will include: Processing new business applications across the key financial products Submitting transac...
Technical IFA Administrator
Heat Recruitment - EC1M4NA
Employment Type : Full-Time
A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received ...
Senior IFA Administrator
Alexander Mae (South West) Ltd - Bristol
Employment Type : Full-Time
Senior IFA Administrator 30,000 - 37,000 DOE (for 32.5 hour week across 5 days) Flexitime & Superb Benefits Bristol / flexibility to work across 3 local offices on an adhoc basis / 100% office based The Company: A well established and growing IFA practice with 3 local offices in Bristol with a welcoming, down-to-earth, 'team mentality’ environment - working towards shared goals and supportive of each other with ad-hoc team socials and events...
Junior Paraplanning Administrator
The Eventus Recruitment Group - WA166PD
Employment Type : Full-Time
Eventus Recruitment are seeking a Junior Paraplanning Administrator to join a well established Financial Planning / IFA business based in Knutsford, Cheshire. This is a great entry level opportunity, for a college or university leaver, who wants to pursue a career within the Financial Planning sector and join a thriving well respected company. You will benefit from 25 days holiday plus bank holidays, hybrid and flexible working options, and a go...
Account Executive (IFA Administrator)/Trainee
EGRecruiting Ltd - Billingham
Employment Type : Full-Time
Candidate Requirements: · Previous experience working as an IFA Administrator, with knowledge of pensions and investments · Previous administration experience (trainee) · Ability to build relationships with clients and providers · Able to work under own initiative and prioritise work · Strong and effective communicator · A keen eye for detail · Team player · Knowledge of XPLAN would be desirable Benefits: · 9am-5pm - (rigid - no working late her...
Account Executive (IFA Administrator)/Trainee
EGRecruiting Ltd - Billingham
Employment Type : Full-Time
Candidate Requirements: · Previous experience working as an IFA Administrator, with knowledge of pensions and investments · Previous administration experience (trainee) · Ability to build relationships with clients and providers · Able to work under own initiative and prioritise work · Strong and effective communicator · A keen eye for detail · Team player · Knowledge of XPLAN would be desirable Benefits: · 9am-5pm - (rigid - no working late her...
Technical IFA Administrator / Junior Paraplanner - SJP experience
Cranleigh Personnel - B911AA
Employment Type : Full-Time
Technical IFA Administrator / Junior Paraplanner - SJP experience Location: Solihull Salary: 25,000 - 32,000 depending upon experience Hours: Full time Are you currently working for a smaller SJP practice and are looking to join a larger practice? Or are you feeling like your career is developing enough with your current SJP practice? Or maybe you are currently working in an IFA but are looking to transition to SJP If so, then we may have the op...
IFA Administrator - Trainee Financial Adviser
Recruit UK - Bristol
Employment Type : Full-Time
Job Title: IFA Administrator (Trainee Financial Adviser) Industry: Wealth Management Location: Bristol (1 day a week in the office) Salary: 28,000 - 30,000 Job reference: 9019 Job Description: Are you an IFA Administrator with aspirations to become a Financial Planner? Recruit UK are working with a thriving wealth management firm in Bristol who are looking to bring on an IFA Administrator, who they can train up to become a Financial Planner. The...
IFA Admin
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre. You will be part of a team providing supporting a team of financial advisers, which includes the company directors Prepare suitability reports Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews/valuations Process new business Liaise with providers Deal with client queries...