A firm of Independent Financial Advisers are looking for an IFA Administrator to join their headquarters in Hertfordshire. We are looking for an individual who comes from an IFA background and has knowledge of dealing with post sales tasks including suitability letters, new business administration, chasing lenders and liaising with clients. You will be assisting a back office team with the processing of new bus...
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...
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Date: 4 days ago
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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...
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 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...
My Client, a Chartered Wealth firm based in Birmingham, is looking to expand their professional IFA support team with a pro active and self motivated senior IFA Administrator In this role you will be working within a dedicated support team, providing technical support to a team of 4-5 IFAs. The main duties of the role will include processing of new business from submission to completion, managing the consultants pipeline. Obtain quot...
Paraplanner / Private Client Administrator Leeds - City Centre £20,000 - £28,000 (depending on experience) + benefits My client, a national Wealth Management firm, is looking for Paraplanner / Senior IFA Administrator to join the team in their Leeds city centre office. The role will involve providing technical IFA administrative support to the Private Wealth Advisors working alongside the general admin tea...
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...
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...
Ref: 1184 Senior Administrator / PA Buckinghamshire £20-30,000 Our clients are seeking an experienced IFA administrator/PA to join a professional team of people within a firm in Buckinghamshire. Experience and attitude is important for this role, alongside experience within the financial services industry. Intelligent Office software experience is preferred for this role, as is the ability to think pro acti...
Ref: 1440 IFA Office Administrator London to £22,000 Our client, an established and successful IFA firm based in central London are currently seeking an office administrator/junior IFA administrator as an addition to their current team due to an increase in business. The role will involve supporting a team of IFAs and paraplanners. Responsibilities will include maintaining back office databases, meeting a...
115 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.</...
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 ...
Are you a pro-active and self motivated Senior Financial Services Administrator looking to work for a friendly and high performing boutique IFA in the City? Then I have an excellent role for you. In this role you will be working alongside one other Administrator, providing technical support to the IFAs with all new business administration, as well as undertaking the analysis of individual portfolios where required. You will be respon...
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...
Well established IFA practice based in Bury requires an experienced administrator to compliment their existing team. The role will include valuations, new business processing, pipeline chasing, servicing existing business and liaising with clients and providers. An attractive salary plus benefits including flexible working hours are on offer for the right candidate. ...
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...
Experienced IFA Administrator required for Manchester based IFA practice. Duties will include new business processing, valuations, liaising with clients and providers and providing administration support for the office. Previous IFA administration experience is essential and 1st software experience desirable. An attractive salary is on offer for the right candidate. ...
Our client , a high net worth wealth management Company is looking to expand the team and take on a motivated IFA Sales Support/Administrator to join their very successful office. A long established firm and local success story, the company takes pride in its in house asset management and will soon be running their own platform to give clients full benefit from their excellent investment expertise. Within this...
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 ...
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 ...
