IFA Administrator Newcastle £16,000 - £22,000 plus benefits and fantastic training An opportunity has arisen to join a successful local IFA firm in the outskirts of Newcastle. This is an opportunity to join a highly successful IFA firm as a support function to the Directors/IFA's working in the Private Wealth sector. As a Financial Services administrator within this firm, you will provide full administrativ...
IFA Administrator - North Manchester Salary: £17,000 - £20,000 A strongly respected high net worth Financial Services Practice are looking for a Financial Administrator for their office in the North of Manchester. The role will involve supporting IFAs by completing general administrative duties as well as following responsibilities: Obtaining quotations Sending letters of authority and ...
Financial Services Administrator Boston Spa/Wetherby/Tadcaster £16,000 - £20,000 plus benefits An opportunity has arisen to join a regional IFA firm as an IFA Administrator. The office is easily commutable from the Boston Spa, Wetherby, Tadcaster or North Leeds area. As a Financial Services administrator within this firm, you will provide full administrative support and also deal with some aspects of repor...
Independent Financial Advisor (IFA) PA/Administrator South Norwich £18,000 - £25,000 per annum depending on experience Our client, based south of Norwich is seeking to recruit an experienced Independent Financial Advisor (IFA) PA/Administrator to join their team. Previous similar experience within an IFA business is essential. Purpose: - To provide administrative support for Directors plu...
This successful IFA firm seeks a skilled Senior Sales Support Administrator with experience of working with HNW individuals to join their team in Surrey. Your role will be to provide holistic support to Consultants, managing administration and preparation for client meetings and reviews. You will ensure that information is maintained and updated and that compliance procedures are followed. You will act as the first point of conta...
Ref: 1453 IFA Administrator North Hertfordshire £20-25,000 Our client, a small but growing IFA firm are currently seeking an IFA administrator to join their team. This role will support 2 busy IFAs with their work. this will include maintaining the back office database (1st Software/Avelo), undertaking valuations on client holdings and liaising with the product provides and clients via telephone. Strong com...
Organisation Description My client a Leading Wealth Management and Employee Benefits IFA Practice, is very actively looking to recruit a competent Sales Support Administrator to join their highly successful team based in Farnborough. Dealing with clent administration, the role will involve new business processing, within Life, Pensions and Investments, building up both strong relationships with client and colleagues....
Organisation Description My client a Leading Wealth Management and Employee Benefits IFA Practice, is very actively looking to recruit a competent Sales Support Administrator to join their highly successful team based in Farnborough. Dealing with clent administration, the role will involve new business processing, within Life, Pensions and Investments, building up both strong relationships with client and colleagues....
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Date: Yesterday
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Poole, Dorset
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£18,000 - £20,000 per annum
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3 applications
IFA Administrator Location: Poole (Dorset) Salary: £18,000 to £20,000 An established IFA with a respected reputation in the market seeks a new administrator to join the firm. With a number of big business writing advisors who maintain a large client bank, a new administrator is required to assist with the heavy work load You will be expected to handle client business from application to completion. <...
IFA Administrator Location: Hampshire Salary: £18,000 - £25,000 This is a fantastic opportunity to be working for a well established Financial Planning company dealing with the Administration of clients financial portfolios. The successful person will have enough experience to be able to use a common sense approach to daily activities. Each client is looked aft...
IFA support administrator Preston £18,000 - £20,000 + Benefits My client, a Financial Services business with a Chartered status, are seeking to appoint a Financial Planning administrator to join a growing team based in their head office in Preston. Offering brilliant benefits package as well as excellent career progression opportunities Duties and responsibilities will involve: Producing client v...
IFA and Investment Sales Support Administrator Location: London To £25,000 Our client a leading wealth management business based in the West End is now seeking an experienced and confident client support administrator to provide support to their existing Investment Managers. To be considered for this role you should ideally be part CFP qualified and ideally h...
Position: IFA Administrator Location: Hampshire Salary: £18,000 - £25,000 This is a fantastic opportunity to be working for a well established Financial Planning company dealing with the Administration of clients financial portfolios. The successful person will have enough experience to be able to use a common sense approach to daily activities. Each client is looked after and dealt with in a unique bespo...
104 jobs matching this search were posted in the last week
A London based Financial Management firm is currently seeking an experienced IFA administrator to support their team of independent financial advisers. They offer a basic salary of £27,000 plus additional benefits. The company is dealing with investments and pensions providing advice to individual and corporate clients. Established over three decades ago they manage private client’s investments in excess of £400 million.</...
Financial Services Administrator Manchester £18,000 - £22,000 + benefits My client a well-respected and prominent IFA practice, based in Manchester, are looking to appoint an experienced Financial Services Administrator. Duties and responsibilities will involve: Providing support to the IFAs with all compliance and administration duties. New business administration. Liaise with both ...
IFA Administrator Manchester Salary: £18,000 - £23,000 A reputable IFA Practice in Greater Manchester is offering the excellent opportunity for a experienced IFA Administrator to join their team. This role will involve supporting a team of advisors and a successful candidate will be responsible for the administration of a range of Pensions, Investments and Life policies. Main responsi...
IFA Support Administrator South Manchester Salary: £16,000 - £20,000 One of the leading wealth management and financial planning organisations across the UK is looking to assign an additional IFA Support Administrator for their South Manchester office. Knowledge of all financial products and their providers is essential. Desirable requirement is a Certificate in Financial Planning. Ma...
An excellent opportunity has arisen for an experienced Private Client Administrator/IFA Administrator to join a long-established and well-respected national firm of Independent Advisers, based in Bath. Our client provides quality, independent whole of market advice, on the whole range of financial planning services to their clients; both private and corporate. This is a fixed term contract for 12 months. Whilst no...
Financial Services Administrator - Leading IFA Firm Our client is one of the UK's leading Independent Financial Advisers. They are currently looking to recruit a Paraplanner / Financial Services Administrator to join their team. Your main duties will be liaising with clients by telephone, obtaining further information when required, carrying out product research including illustrations, presenting findings and ...
Ref 1445 IFA Administrator £23,000- 26,000 Central London Opportunity: IFA Administrator working in a small busy team Environment: An established IFA with close connections and introducers in the accountancy environment. Responsibilities: All aspects of sales support administration coupled with some compliance monitoring compliance and paraplanning responsibilities. Essential: Relevant...
IFA Administrator - North Manchester Salary:£17,000 - £20,000 My client are a very reputable high net worth financial services practice in the north of Manchester, they are looking for an experienced financial administrator. The role is supporting 2 advisers and will include Obtaining quotations Letters of authority and collating info from providers Obtaining quotations Putting to...
Position: IFA Administrator / Paraplanner Salary: £21,000 - £25,000 Location: Birmingham My Client is current seeking an experienced administrator / Paraplanner to join an IFA practice in North East Birmingham. They are an established practice that is looking to expand with fantastic opportunities available. The Role: Prioritising and carrying out all pre and post sales administration...
Excellent IFA Administrator opportunities within a rapidly expanding Financial Advisory organisation, based in central Reading: Up to £24,000 per annum Company Bonus Scheme 35 hour working week 25 Days Holiday Pension Scheme PMI Group Life Full induction programme Study support for professional qualifications ...
Morris Jones Consulting Ref: L381329SBM Job Title: Accountancy IFA - Sales Support Administrator - Workington Salary: £20,000 - £25,000 basic Overview: An excellent opportunity has arisen for an experienced Financial Services Sales Support administrator to join a very well established Accountancy Practice who are within the top 100 Accountancy practices i...
Morris Jones Consulting Ref: L381329SBM Job Title: Accountancy IFA - Sales Support Administrator - Penrith Salary: £20,000 - £25,000 basic Overview: An excellent opportunity has arisen for an experienced Financial Services Sales Support administrator to join a very well established Accountancy Practice who are within the top 100 Accountancy practices i...
