If you are the IFA Administrator/Accounts & Payroll Administrator we are looking for you will be… friendly, hard working, enthusiastic, conscientious and good with figures. You will describe yourself as up-beat, courteous, having high standards, paying attention to detail, able to use your own initiative and be a relaxed team player. You will be responsible for four main roles within Cestrian Financial Plannin...
Ref: 1484 Junior Paraplanner / Senior IFA Administrator West Sussex £20-30000 Our client, a professional services firm based on the South Coast, are currently seeking a junior paraplanner as an addition to their financial services team. The role will support 2 IFAs, working alongside another paraplanner. Responsibilities within this position would include report writing, product research, client and produc...
Our Client is a large Accountancy Firm with a wealth management division and they are currently looking for an experienced financial Services Administrator Based in their offices in the Royston you will be supporting the IFA's We feel this is a great opportunity for someone to initially work in a FS support role and have a career path if required within this great organisation Salary negotiable but circa £22000 to ...
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Date: 11 June
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Bristol, Avon
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£22,000 - £24,000 per annum
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3 applications
A superb opportunity exists to join a well-established and successful IFA firm as a Senior Sales Support Administrator / Paraplanner due to increased business levels. You will be required to deal with the submission of all new business applications proactively managing the consultants pipeline ensuring business is seen through from start to completion. You will also get involved in some para planner duties where you will carry out research,...
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...
Our client, a rapidly expanding IFA, currently requires an Administrator / Junior Paraplanner to join their growing team. Candidates will be required to: - Supporting IFA's in preparing research, suitability letters and other documentation ahead of client meetings - Use of various software / systems to produce quotes and research products. - Liaise with product providers, clients and IFA’s. Experience: - Pre...
An IFA Administrator is required to join a Financial Services practice based in North Essex . This role will suit someone looking to join a small practice where you can get fully involved with the following: - Report Writing - Client Annual Reviews - Process New business applications - Write Suitability letters - General Back office support Candidates will need to have previous...
Position: IFA Administrator Location: Bromsgrove Salary: £14,000 - 16,000 DOE We are now recruiting for an established firm in Bromsgrove who are now looking for a Financial Services Administrator to join their growing team. An exciting opportunity for the right candidate to progress technically and further their career within a Financial Services company. Responsibilities General administration ta...
Position: IFA Administrator Location: Wilmslow Salary: £14,000 - 16,000 DOE We are now recruiting for an established firm in Wilmslow who are now looking for a Financial Services Administrator to join their growing team. An exciting opportunity for the right candidate to progress technically and further their career within a Financial Services company. Responsibilities General administration tasks<...
IFA Administrator / Paraplanner Location: Warwickshire Salary: £18,000 - £25,000 DOE An excellent opportunity for an experienced IFA Administrator/Paraplanner to join a local IFA firm. Due to an ever increasing work load our client is looking for an IFA Administrator/Paraplanner to take the strain enabling them to focus on what they do best - writing business. Responsibilities: Preparing clien...
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Date: 5 days ago
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Bath, Somerset
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£20,000 - £24,000 per annum
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2 applications
This reputable financial services business that provides independent financial advice is seeking a IFA Senior Administrator The Role As a IFA Senior Administrator you will work closely with the directors and manage their client banks on a day to day basis, ensuring both clients and Directors receive the required levels of service. Responsibilities will include: Managing client reviews including preparing client va...
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...
Financial Services Administrator Boston Spa/Wetherby/Tadcaster £16,000 - £21,000 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...
108 jobs matching this search were posted in the last week
Life and Pensions Administrator Leicester £18,000 - £23,000 + training, bonus and flexi-benefits This is a fantastic opportunity to work for a success, established IFA firm in the Leicester as a Financial Services Administrator working predominantly in Life and Pensions and also some investments. The successful applicant will support the Independent Financial Advisors in all aspects of pre and post sales t...
My client is a Wealth Advice and investment management firm who are well established in Nottingham. They specialise in providing a first class advice service to both Corporate and Private clients. Their growth has opened up a fantastic opportunity in their IFA support team. They are looking for an experienced and industry qualified IFA administrator to work closely with the IFA’s and provide a high level of administrative and client s...
My client is a Wealth Advice and investment management firm who are well established. They specialise in providing a first class advice service to their expanding loyal clients. Their growth has opened up a fantastic opportunity in their IFA support team. They are looking for an experienced and industry qualified IFA administrator to work closely with the IFA’s and provide a high level of administrative and client service. You ...
My client is a Wealth Advice and investment management firm who are well established. They specialise in providing a first class advice service to their expanding loyal clients. Their growth has opened up a fantastic opportunity in their IFA support team. They are looking for an experienced and industry qualified IFA administrator to work closely with the IFA’s and provide a high level of administrative and client service. You...
IFA practice based in Cheshire requires a commission’s administrator. This role will entail entering trail and renewal commission onto their system. Prospective applicants will need to understand how commissions work so that they can establish correct information from providers and then enter it correctly and accurately on to a computer system. Previous experience of dealing with commissions in an IFA environment is essential. ...
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...
FS / IFA Administrator Central London Attractive salary + benefits. My client advises high net worth individuals, small business owners, families and trustees who require qualified financial advisory specialists to co-ordinate retail banking, estate planning, legal resources, tax professionals and investment management. With expansion they need an experienced FS administrator to wo...
My client is a leading Wealth Advice and investment management firm who have established themselves across the UK. They specialise in providing a first class advice service to HNW private individuals. Their success and growth has led to a rare opportunity within their IFA support team. They seek an experienced and industry qualified IFA administrator to work closely with the IFA’s and provide a high level of administrative and client ...
Our client, a well established and leading IFA, currently requires an Administrator / Junior Paraplanner to join their growing team. Candidates will be required to: - Supporting Paraplanners in preparing research, suitability letters and other documentation ahead of client meetings - Use of various software / systems to produce quotes and research products. - Liaise with product providers, clients and IFA’s. Expe...
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 ...
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...
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 ...
