IFA Administrator Nottingham Salary £18,000 My client is a very well established IFA with an excellent reputation. They are looking to appoint an experienced IFA Administrator as soon as possible, to cover 9 months maternity leave, so the contract will be for 9 months. Day to day the role will involve: Preparing meeting packs, including provider application forms, compliance...
IFA Administrator York £16,000 - £24,000 (depending on experience and qualifications) plus benefits An opportunity has arisen to join a successful local IFA firm in York. This is an opportunity to join a highly successful IFA firm as an administrator support function to the Directors/IFA's working in the Private Wealth sector. As a Financial Services administrator within this firm, you will provide fu...
Full time Temp to Perm inbound/ sales advisor required My client is a busy call centre who are looking for experienced customer service people to join there inbound team. You will also need to be able to sell as you will have targets to achieve as well. This will be a temporary contract leading to a permanent contract depending on the individual. Previous experience of a contact centre backgrou...
A sought after position of a Sales Support Administrator has become available for our well-established and well recognised top Financial Services consultancy, on a permanent basis to be based in Guildford. The Role This role will focus on the candidates delivering an immediate and sustainable contribution to this business' Private Client team, through assisting their consultants in developing and growing a broad, successful cli...
An exciting opportunity has arisen to join a reputable and well established Financial Planning organisation as a Sales Support Administrator. The main focus of the role is to provide full financial planning support to a team of top IFA's including processing new business, obtaining product quotations, liaising with product providers and clients. In order to be considered for the role, suitable applicants must possess previous e...
A boutique firm of Independent Financial Advisers based in Trowbridge is looking to recruit an additional administrator to their team. The role is to provide financial planning and administrative support to the Financial Planning Consultants and Paraplanners of the firm. You will be a key team member who develops strong technical knowledge and skills that become indispensable to the Financial Planning team, and someone who works enthusiasti...
A well known Financial Adviser firm in the heart of the City is seeking to recruit an IFA Sales Support Administrator. The right candidate must have experience working in a financial advisory firm, preferable an IFA Practice. Ideally you will hold CF1, as a minimum qualification, and you will have the desire of gaining further qualifications towards your Dip PFS status. This position involves working very closely with the IFA's...
A highly regarded Independent Financial Advisor firm, based in the heart of the City is looking to recruit a Senior Sales Support Administrator /Trainee Paraplanner candidate to join their already expanding team. The Role Administration Responding to client and provider queries Maintaining client database Accurate record-keeping Fund Switches Requesting and collating client plan informati...
A challenging and fast moving role now exists within Client Management division of this global leading financial organization. This specific areas provides a full range of services to clients in connection with running defined contribution pension schemes and is further responsible for the overall relationship with DC pension scheme clients’ and their consultants. This is an interesting and varied role where no two days are the...
We are currently recruiting for a leading firm of independent financial advisors, who provide clear, innovative 21st century financial solutions As one of the Client Services Administrators, you will closely with and will be responsible for supporting the Consultants. This will include preparing information and paperwork for consultant client consultations and on-going performance reviews, servicing/account managing ex...
We are currently recruiting for a leading firm of independent financial advisors, who provide clear, innovative 21st century financial solutions Their offices in Surrey are now seeking a Senior Client Services Administrator, who will work closely with and be responsible for supporting the Private Client Consultants. This will include preparing information and paperwork for consultant client consultations and on-going perf...
Defying the current climate, this leading financial services organisation has consistently grown and expanded over the last couple of years and 2012 is looking to be no different as they are now seeking a number of additional New Business Administrators. As an Administrator within this division, you will be responsible for the administration and processing of all aspects of new business. This will include ensuring that all new a...
A number challenging and progressive role now exists within this global leading firm of Investment Managers for number of Pension Associates. You will join an established team that is responsible for providing a bespoke service to all pension members, IFAs and selected administrators, in relation to the administration and servicing of pension scheme arrangements etc As a Senior Associate, you will be responsible for assisting...
Defying the current climate, this leading financial services organisation has consistently grown and expanded over the last couple of years and 2012 is looking to be no different as they are now seeking a number of additional New Business Administrators. As an Administrator within this division, you will be responsible for the administration and processing of all aspects of new business. This will include ensuring that all new ...
Defying the current climate this leading financial services organisation has consistently grown in the last year and are now seeking a number of New Business Administrators. As an Administrator within this division, you will be responsible for the administration and processing of all aspects of new business. This will include ensuring that all new applications are processed in line with regulations, handling all progress and i...
Defying the current climate, this leading financial services organisation has consistently grown and expanded over the last couple of years and 2012 is looking to be no different as they are now seeking a number of additional New Business Administrators. As an Administrator within this division, you will be responsible for the administration and processing of all aspects of new business. This will include ensuring that all new a...
Over the last couple of years my client has gone through a period of both business growth and expansion and this year is proving to be no different. Based within their IFA Sales Division, you will provide a support function for business income strategy within their IFA distribution channel, taking responsibility for providing proactive sales support. This will involve working closely the Directors, Business Developm...
Pension Administrator Leicester To £26,000 Basic + Bonus Potential + Flexible Benefits An excellent opportunity to join one of the largest Pension Specialists in the country and winners of the People Development awards, this firm has over 200 staff and the majority of senior staff started in this role and enjoyed outstanding career progression. Full support is given for helping you to achieve the qu...
An exciting career opportunity has arisen in this well respected and successful IFA consultancy. Due to growing Private Client business, the employer requires the addition of a high calibre Private Client Sales Administrator. Based in their Guildford office, you will be helping the consultants in developing their client base. The successful candidate will have a proven track record gained within an IFA environment foc...
A great opportunity has arisen to join a successful firm of Independent Financial Advisers based in Bristol as Senior IFA Administrator. Working in their office near the City Centre you will proactively support a Director on a one to one basis. Whilst not exhaustive your key responsibilities will be:- • Processing client new business and seeing it through to completion. • Managing existing ...
This high profile IFA needs an additional Sales Support Administrator to join their professional and busy team. Your role will be to support a team of paraplanners and IFAs with their administration. A great team spirit is enjoyed working within this lovely location. Previous experience of working within Sales Support for and IFA or a Provider is essential. Professional qualifications would be an advantageous, how...
A leading finacial services organisation are seeking an advanced Microsoft PowerPoint user to join their team on a 6 month temporary basis witht the view to a permanent role. ...
Title: Financial Services / Reconciliation Administrator Salary: £15,000 - £16,000 A fantastic opportunity has arisen for an experienced Financial Services Administrator to join a leading organisation based in Leedscity centre. This is a great role for someone looking to build upon and develop their skills within the finance industry. The Role: Sup...
Ref 1108 IFA Administrator Up to £25,000 London A small firm of Chartered Financial Planners are looking to hire an Administrator to join their London office. The purpose of the role will be to process new business, liaise with clients, advisers and solicitors, as well as maintain client information and prepare valuations. The role will also involve general administration tasks including compliance record ke...
Our client is a provider of financial services specialist products. Once again they are expanding and seeking experienced strong administrators ideally with experience gained with the Financial Services industry. You will be responsible for providing customer service and administrative support to the intermediaries. They seek individuals who are motivated with a customer focus, along with strong I...
