276

Ifa Administrator jobs

Client Support / Administrator - IFA

Posted 5 days ago by Brevere Group

Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Financial Services Administrator to provide holistic support to the IFAs and Paraplanners. You will act as the initial point of contact for client queries as well as...

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Valuations Administrator - IFA

Posted Yesterday by Search Consultancy New Easy Apply

Valuations Administrator - IFA Leeds city centre £18,000 - £20,000 + market leading benefits My client are an award winning Independent Financial Advisor organisation and they are looking to add a Valuations Administrator to their existing support team to work out of their office in Leeds city centre...

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IFA Administrator

Posted 14 January by Heat Recruitment Featured Easy Apply

THE CLIENT: At this company, they owe their success to their people and processes. The Client Services team are the supportive force behind both, and they are currently seeking someone to join the firm.They are a Chartered company that offers bespoke financial planning to a range of clients. With specialist...

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IFA Administrator

Posted 4 days ago by Nelson Scott LLP Featured

Job Purpose: The Client Delivery Associate provides full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. Key Responsibilities: · Proactively develop and maintain effective...

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IFA Administrator

Posted 4 days ago by Fram Search Easy Apply

Fram Search are working with an excellent Wealth Management firm based in London who are looking for an IFA administrator to join their team. They are a well-known firm who place high value on the long term relationships they built with their clients. The role involves supporting one or more Advisors...

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Ifa Administrator

Posted 10 January by REED Featured Easy Apply

Chartered IFA Practice in Fareham- Lovely modern offices, free parking on site, Team of 13 overall, 4 Paraplanners 4 Advisers and then IFA support staff. Salary very negotiable for an experienced individual who can join the team and hit the ground running as a IFA Administrator. Lovely friendly team,...

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Ifa Administrator

Posted 10 January by REED Featured Easy Apply

Chartered IFA Practice in Fareham- Lovely modern offices, free parking on site, Team of 13 overall, 4 Paraplanners 4 Advisers and then IFA support staff. Salary very negotiable for an experienced individual who can join the team and hit the ground running as a IFA Administrator. Lovely friendly team,...

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Ifa Administrator

Posted 10 January by REED Featured Easy Apply

Independent wealth management practice with over £200 million assets under management are expanding their financial planning business and seeking a Administrator work in a team of 7 advisers, 4 paraplanners and administration team. Primary focus on pension and investment planning, also advise on Trusts...

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IFA Administrator

Posted 10 January by Search Consultancy Easy Apply

Senior IFA Administrator, up to £35k (experience dependant) + fantastic benefits package Job Purpose: The IFA Administrator provides full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory...

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IFA Administrator

Posted 12 December 2018 by Recruit UK Ending soon

We are working with an expert independent financial advice & mortgage advice business based in Plymouth and throughout the south of England. They are looking to strengthen and grow their team by recruiting an IFA administrator to support their growing client base and field-based specialist team. Duties...

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IFA Administrator

Posted Today by ST Resourcing Ltd New Easy Apply

I am recruiting for a Wealth Management firm in the Rochdale area as due to fantastic business performance they require additional support on the Business Support team. The base salary for this role is up to £28,000 with some great benefits and an ambitious and positive working environment. In the role...

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Ifa Administrator

Posted 14 January by REED Featured Easy Apply

Reed Insurance are recruiting for an outstanding Independent Financial Advisers in Belfast City Centre who are looking for an IFA Sales Support to join their successful and award winning team. You will be responsible for the administration of a variety of financial services products including investments...

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IFA Administrator

Posted Today by North Oak Recruitment Ltd

IFA Administrator Part time, 21 hours per week across 3 days Nottingham (our ref AL871) Remuneration - £12.50 per hour (full time equivalent £22,750pa) My client is an established Independent Financial Advisory company, offering clients the full range of wealth management and specialist retirement advice...

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IFA Administrator

Posted 14 January by Heat Recruitment Featured Easy Apply

IFA Administrator Location: Neston This is an opportunity for an IFA Administrator to join a modern, professional and respected Independent Financial Adviser practice. The firm’s client relationships are based around understanding their client’s future objectives and going the extra mile to provide a...

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IFA Administrator

Posted 4 days ago by Nelson Scott LLP Featured

Administrator (Wealth Management) - Job Description & Key Tasks Scope & Application Job description for: Administrator (Wealth Management) Relevant Skills, Experience and Qualifications Essential Previous experience in an adviser support role within an IFA firm Strong interpersonal skills and...

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IFA Administrator

Posted 14 January by Heat Recruitment Featured Easy Apply

Job Title: IFA Administrator/Junior Paraplanner Location: Stevenage Salary: £21,000 - £31,000 The Client: A well-established firm who are specialise in wealth management and financial planning. They advise across a range of products and cases and have a modern and forward-thinking outlook on the financial...

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IFA Administrator

Posted 10 January by Gotcha Recruitment

This is an exciting opportunity working closely with the Managing Director, providing admin support, scheduling meetings, organising diary movements with effective high end customer focus. You will be client/customer driven, thinking of them at all times, providing the ultimate customer/client journey...

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IFA Administrator

Posted Today by Recruit UK

Job Description: We are working with a medium sized financial planning firm in Bath who are looking to expand their support team. They offer a challenging and enjoyable environment within a relaxed atmosphere. Duties will include: Deal with telephone/email enquiries from clients and providers. Submit...

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IFA Administrator

Posted 5 days ago by Search Consultancy Easy Apply

IFA Administrator, based in Hertfordshire, competitive salary with good benefits Responsibilities Maintain Client information on Intelliflo Maintain providers/suppliers contact details Maintain optimum stationary supplies and order where necessary Process Letters of Authority Update Intelliflo with...

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Ifa Administrator

Posted Yesterday by REED Featured Easy Apply

An exciting opportunity for an Administrator to join one of the UK’s largest and longest-established providers of Financial Planning Advice and Investment Services. Based In Glasgow City Centre, they have a hardworking team of support staff and are looking to bring an experienced Administrator on board...

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IFA Administrator

Posted 9 January by Heat Recruitment Featured Easy Apply

My client is a bespoke, well respected IFA practice that seeks to build a long term, trusting relationship with their clients by providing both financial planning and accountancy services to their clientele. They provide tailored financial planning advice to both corporate and private individuals and...

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IFA Administrator

Posted Yesterday by Search Consultancy New Easy Apply

IFA Administrator based in Surrey , competitive salary and benefits package, on-site parking. Main duties of this role include: Work closely with the Advisors and Paraplanners Provide Administrative support Maintain client records on internal system Process business following process Request information...

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IFA Administrator

Posted Yesterday by Clever-HR New Easy Apply

Client Administrator We are delighted to represent this well-established independent firm of Financial Planners as they seek to add a Client Administrator to the business. You will be required to provide administrative support to the financial consultants, particularly in the areas of collating information...

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IFA Administrator

Posted 9 January by Cavendish Maine Recruitment Easy Apply

Job Description: My client is looking for an experienced Administrator from an IFA or Wealth management background with an ability to 'hit the ground running’. The role holder will be responsible for creating and updating client files, submitting new business and chasing providers for policy information...

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IFA Administrator

Posted 9 January by MB Fitzgerald Easy Apply

MB FItzgerald are currently working with one of our favourite IFA's who are looking to recruit a Junior Administrator into their growing team. This is a fantastic opportunity for a candiate to build a career in Financial Services with a team that will encourage growth and development. If you have a minimum...

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