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IFA Administrator

IFA Administrator

19 March by Ortus PSR

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supp...

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IFA Administrator

IFA Administrator

2 days ago by Nelson Scott

New business submission and tracking to conclusion Day to day client management, processing any queries which may arise Processing investment trades, fund switches, and contribution/income requests Liaising with clients, product providers, and other ...

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Senior IFA Administrator

Senior IFA Administrator

14 November by Heat Recruitment

We are assisting a Bracknell based company with a Senior IFA administrator position. You will be working closely, one one-on-one, with an IFA, this adviser has been with the company for 7 years and has built some fantastic relationships with clients ...

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IFA Administration Manager

IFA Administration Manager

20 March by Ortus PSR

Seeking an Experienced Administration Manager Join a firm that champions the financial wellbeing of its clients and specialises in pensions and family wealth planning. With over 20 years of industry experience, they are dedicated to delivering except...

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IFA Administrator Study Support / 9-5

IFA Administrator Study Support / 9-5

IFA Administrator (Study Support / 9-5) 40,000 - 50,000 32 Days Holiday Stable Company 5% Matched Pension Study Support Bourne End Are you an IFA Admin looking to step up into a Paraplanner role in a tight knit IFA, which will offer you a Study Suppo...

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IFA Administrator - High Wycombe (part-time)

IFA Administrator - High Wycombe (part-time)

IFA Administrator High Wycombe Salary: 25,000 (Pro Rata) We are looking for an IFA Administrator to join a Financial Services firm in High Wycombe. This is a part time position, ideally working up to 20 hours per week and based in our clients High Wy...

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IFA Administrator - High Wycombe (part-time)

IFA Administrator - High Wycombe (part-time)

IFA Administrator High Wycombe Salary: 25,000 (Pro Rata) We are looking for an IFA Administrator to join a Financial Services firm in High Wycombe. This is a part time position, ideally working up to 20 hours per week and based in our clients High Wy...

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IFA Administrator - High Wycombe (part-time)

IFA Administrator - High Wycombe (part-time)

IFA Administrator High Wycombe Salary: 25,000 (Pro Rata) We are looking for an IFA Administrator to join a Financial Services firm in High Wycombe. This is a part time position, ideally working up to 20 hours per week and based in our clients High Wy...

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IFA ADMINISTRATOR (progress to paraplanner) - Reading - To £35k plus...

IFA ADMINISTRATOR (progress to paraplanner) - Reading - To £35k plus...

plus Bonus, Pension, Study, career development My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onbo...

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Technical IFA Administrator and Personal Assistant role - Reading - Salary up to £35 - 40k

Technical IFA Administrator and Personal Assistant role - Reading - Salary up to £35 - 40k

My client is a Chartered Independent Financial advice firm based in Reading. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonst...

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Accounts Assistant

Accounts Assistant

2 April by Berkshire IFA

The Opportunity - Accounts Assistant We have an exciting opportunity for an experienced Accounts Assistant to join our rapidly expanding Financial Services Practice. We aim to provide a highly personalised financial planning and investment management...

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Financial Planning Administrator - Wealth Management - Slough - £30K-£32K + £Bonus + Study Support

Financial Planning Administrator - Wealth Management - Slough - £30K-£32K + £Bonus + Study Support

If you are fed up of the commute into central London and perhaps looking for some work more local to home near Slough, perhaps this role may be of interest? We are delighted to offer a opportunity to work with this well run, professional IFA practice...

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Financial Services Administrator - Buckinghamshire CLOSE TO HIGH WYCOMBE OFFICE BASED

Financial Services Administrator - Buckinghamshire CLOSE TO HIGH WYCOMBE OFFICE BASED

2 days ago by Reed

My great Client a wonderful Financial Services Team in Buckinghamshire is actively looking to recruit a SKILLED FINANCIAL SERVICES ADMINISTRATOR OFFICE BASED.IT IS A PERMANENT ONLY FINANCIAL SERVICES ADMINISTATOR. You will need to be skilled within t...

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Financial Services Administrator - Buckinghamshire OFFICE BASED

Financial Services Administrator - Buckinghamshire OFFICE BASED

2 days ago by Reed

My great Client a wonderful Financial Services Team in Buckinghamshire is actively looking to recruit a SKILLED FINANCIAL SERVICES ADMINISTRATOR OFFICE BASED.IT IS A PERMANENT ONLY FINANCIAL SERVICES ADMINISTATOR. You will need to be skilled within t...

Job hidden.
Financial Services Administrator - Buckinghamshire CLOSE TO HIGH WYCOMBE OFFICE BASED

Financial Services Administrator - Buckinghamshire CLOSE TO HIGH WYCOMBE OFFICE BASED

2 days ago by Reed

My great Client a wonderful Financial Services Team in Buckinghamshire is actively looking to recruit a SKILLED FINANCIAL SERVICES ADMINISTRATOR OFFICE BASED.IT IS A PERMANENT ONLY FINANCIAL SERVICES ADMINISTATOR. You will need to be skilled within t...

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Financial Administrator - Wealth Management Firm - Wokingham - Basic salary £30k - £40k

Financial Administrator - Wealth Management Firm - Wokingham - Basic salary £30k - £40k

Financial Administrator - Wealth Management Firm - Wokingham - Basic salary 30k - 40k with bonuses and full study support My client is a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 7 m...

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Employed IFA, Established Wealth Management co, Base £80000 Remote

Employed IFA, Established Wealth Management co, Base £80000 Remote

28 September by Astral Recruitment

Our client is an established IFA firm of around 50 years established and they are looking to build a team of professional IFA's The company is ready to hire self sufficient IFA's on an employed basis and will allow remote working The offer is unique ...

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Employed IFA, Established Wealth Management co, Base £80000 Remote

Employed IFA, Established Wealth Management co, Base £80000 Remote

28 September by Astral Recruitment

Our client is an established IFA firm of around 50 years established and they are looking to build a team of professional IFA's The company is ready to hire self sufficient IFA's on an employed basis and will allow remote working The offer is unique ...

Job hidden.
Employed IFA, Established Wealth Management co, Base £80000 Remote

Employed IFA, Established Wealth Management co, Base £80000 Remote

28 September by Astral Recruitment

Our client is an established IFA firm of around 50 years established and they are looking to build a team of professional IFA's The company is ready to hire self sufficient IFA's on an employed basis and will allow remote working The offer is unique ...

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Chartered Paraplanner - Maidenhead, hybrid - Up to £55k basic + revenue related salary increases

Chartered Paraplanner - Maidenhead, hybrid - Up to £55k basic + revenue related salary increases

Chartered Paraplanner - With potential to become Financial Advisor Average Client AUM between 750k- 1m My client are a well-established Independent Financial Advice firm with offices based near Maidenhead. They offer whole of market advice on Pension...

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