IFA Administrator Leeds - Outskirts £16,000 - £20,000 plus benefits and bonus An opportunity has arisen to join a successful, regional IFA firm as an IFA Administrator. The office is easily commutable from Leeds and the surrounding areas. As a Financial Services administrator within this firm, you will provide full IFA administrative support and also deal with some aspects of report writing and will predomi...
Financial Services Administrator North Leeds £18,000 - £23,000 + training, bonus and flexi-benefits This is a fantastic opportunity to work for a success, established local IFA firm in North Leeds as a Financial Services Administrator The successful applicant will support the Independent Financial Advisors in all aspects of pre and post sales to provide clients with a first class financial advisory service...
-
Date: 7 June
-
Bath, Somerset
-
£18,000 - £21,000 per annum
-
6 applications
Position: IFA Administrator Location: Bath Salary: £16,000 - £21,000 DOE An established Financial Planners with a respected reputation in the market seeks a new administrator to join them. 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. As a part of the back office support team you will be req...
IFA and Investment Sales Support Administrator Location: London To £28,000 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...
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...
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...
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...
-
Date: 6 days ago
-
Bath, Somerset
-
£20,000 - £24,000 per annum
-
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...
90 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...
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 ...
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 ...
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...
IFA Administrator Location: Bromsgrove Salary: £14,000 - £20,000 Fantastic opportunity to join a well established growing firm of Independent Financial advisers. Looking for an experienced IFA Administrator who can assist with their large workload, this is an ideal opportunity for a skilled administrator to find a secure position with an RDR ready company. Job responsibilities IFA Adm...
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...
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...
-
Date: 6 days ago
-
Poole, Dorset
-
£18,000 - £20,000 per annum
-
13 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. <...
