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 ...
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 ...
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 ...
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...
Administrator Hampshire Salary to £25,000 depending on experience + benefits and bonus My client is a very successful Investment focused IFA with a superb working environment. They have an immediate need for a senior office administrator to join their existing team of admin staff and assist on the day to day running of the office. Duties will also involve dealing with investment and pensio...
IFA Administrator - Expanding HNW IFA Based: Guildford area Salary: to £22k I am recruiting on behalf of a HNW IFA that is keen to recruit an experienced Financial Services Administrator as part of their continued expansion plans. Applicants must have gained financial services administration experience from either a life company, pension/EB consultancy or I...
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...
126 jobs matching this search were posted in the last week
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...
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...
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...
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...
