senior ifa administrator - london/ hybrid - salary up to 35k 40k Jobs - 106
IFA Administrator
Ortus PSR - RH109LW
Employment Type : Full-Time
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for. Salary on offer to join their IFA...
IFA Administrator
Finlink Ltd - BS481UR
Employment Type : Full-Time
This role is suited to those with 3 Years of experience in IFA Administration within an advisory firm. The role is based in the close-knit office, where they value and reward hard work, team players and flexibility. Within the role, there is a direct route to senior administrator, and potential progression to Trainee Paraplanner in the future. The salary is up to 38,000 for a senior Administrator. Team leader experience desired. The Company The ...
IFA Administrator
MERJE Ltd - B357AZ
Employment Type : Full-Time
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis. As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications. Role Responsibilities: Maintain / keep up to date all trackers / spread...
Senior IFA Administrator
Reed - CM20PP
Employment Type : Full-Time
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to 27k per annum. Key Responsibilities: To provide administration support to the Wealth Client Executive(s) and Financial Planner(s)...
IFA Administrator
Vision-FS Recruitment - KT171AB
Employment Type : Full-Time
Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to 36,000; Annual bonus; Study support; Employer pension scheme (5% 5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training); Free parking YOUR NEW COMPANY Our client is an award-w...
IFA Administrator
Search - Bristol
Employment Type : Full-Time
Senior IFA Administrator based in Bristol, 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 se...
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 ...
IFA Administrator
MERJE Ltd - B357AZ
Employment Type : Full-Time
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis. As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications. Role Responsibilities: Maintain / keep up to date all trackers / spread...
Senior IFA Administrator
Reed - NG185FB
Employment Type : Full-Time
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to 27k per annum. Key Responsibilities: To provide administration support to the Wealth Client Executive(s) and Financial Planner(s)...
Senior IFA Administrator
Reed - NG185FB
Employment Type : Full-Time
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to 27k per annum. Key Responsibilities: To provide administration support to the Wealth Client Executive(s) and Financial Planner(s)...