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The role is based in the Manningtree area with a highly respected IFA Wealth Manager. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a ra...
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My client is currently looking for an experienced IFA Administrator to join their team in Knutsford. The role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other ope...
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Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional IFA to join their team. You will be providing a service of the highest calibre to clients for Savings and Investments, Ta...
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My client is currently looking for an IFA Administrator to join them in Liverpool. The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagu...
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We are looking for a talented candidate administrator to join a growing and successful wealth management practice in Central London. The successful applicant must be organised, have excellent attention to detail and be passionate about helping to del...
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If you are an experienced Financial Planning Administrator who really enjoys the varied nature of the role, and with it the opportunity to suggest ideas for improvement to the client and adviser journey, then I’ve a role for you to consider. The sala...
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A dynamic and growing financial services firm committed to providing exceptional service to their clients are hiring in Manchester. As they continue to expand, the team are seeking a dedicated Administrative Assistant to join the team. As an Administ...
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Financial Planning Administrator Birmingham Area - Free onsite parking Salary 25,000-30,000 NJR are currently working alongside a well-established Independent firm of Financial Planners who have experienced year on year growth. A new and exciting opp...
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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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Hybrid working - excellent benefits - discretionary annual bonus The role of the Client Service Executive is client and adviser service focused. It is the CSE’s responsibility to ensure client on-boarding and ongoing service queries are managed effic...
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You will work within our Wealth Management team supporting Financial Advisors and Paraplanners by using the XPlan back-office system to process and report client transactions and needs Develop a strong understanding of investment, insurance and pensi...
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Snr IFA Administrator Wakefield, Leeds 30,000 to 35,000, plus benefits (subject to experience) Our client is an established Financial Planning practice in Wakefield, who are looking to recruit an experienced IFA Administrator to join their expanding ...
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A long established, well respected IFA Compliance organisation are keen to appoint a Diploma qualified IFA Compliance Consultant. The role is home based with c 2 days per week IFA visits required in the East Midlands Region. Full time Compliance Cons...
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IFA Administrator 22,000 to 26,000 salary We are looking for an IFA Administrator to join a Financial Services firm in the Barnsley area. You will ideally have experience of working within Financial Services, but this isn’t essential because full tra...
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A chartered firm of IFA’s is now seeking to appoint a Technical Administrator/Sales Support to work with and support a Chartered Financial Planner. Technical Administrator/Sales Support will be required to carry out all aspects of preparing for clien...
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Trainee IFA Administrator Location - Castle Vale, Birmingham Salary: 24,000 - 28,000 Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challeng...
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Junior IFA Administrator Huddersfield 22,000- 23,000 NJR are currently working with a leading Independent Wealth Management Advisory firm based in Huddersfield who are looking for a Trainee IFA Administrator to join their ambitious, expanding and tec...
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IFA / PENSIONS ADMINISTRATOR CENTRAL MANCHESTER SALARY IS UP TO 35,000 NJR Recruitment are working in Partnership with an independent firm of actuaries who specialise in providing pension schemes for company directors, partners and their staff. Based...
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Senior IFA Administrator 30,000 - 37,000 DOE (for 32.5 hour week across 5 days) Flexitime & Superb Benefits Bristol / flexibility to work across 3 local offices on an adhoc basis / 100% office based The Company: A well established and growing IFA pra...
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Senior IFA Administrator Based: Holborn, London Salary: 38,000 Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a tea...
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We are recruiting for a highly regarded IFA practice in Teddington who are looking for an experienced IFA Sales Support Administrator to join the team. Key responsibilities: Provide comprehensive administrative support to financial planners and advis...
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We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser withi...
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We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser withi...
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Position : Trainee IFA Administrator (office-based role) Location : Redhill, Surrey Minimum Requirements : Excellent communication skills; Hungry and ambitious to build a career within Financial Planning; Live close to Redhill Salary/package : 21,000...
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A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Admin...
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