ifa admin support jobs in Buckinghamshire

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service.

Location High Wycombe Salary £30000 - £40000 TypePermanent WorkplaceHybrid Ref89230 IFA Administrator High Wycombe Location: High Wycombe Salary: Up to £40,000 DOE Benefits: 25 days holiday + BH, discretionary bonus, pension, DIS x4, PMI, PHI Hours: Full-time, office-based (with up to 2 non-contractual WFH days post probation) About the Company Join a growing, independent financial planning...

You will be working alongside an exceptional team providing excellent administrative support to their advisers. Duties will include day to day administration processing new business applications, chasing outstanding information, research reviews and renewals and dealing with external companies.

IFA AdministratorLocation: Gerrards Cross, Buckinghamshire SL9 8EBPosition: Full-time (office based – Gerrards Cross)Basic Salary: To £30k pa (DOE)We are seeking an experienced, enthusiastic Administrator to complement our existing team. The successful candidate will be confident in their ability to take ownership of their role and to provide support to our advisers, paraplanner and other team...

Job Description This is a newly created position for a Zoho CRM Support Administrator to join a leading & growing finance firm in the Northampton area. This role is paying £40,000 + up to 15% bonus and is 5 days a week in the office with no work from home options. To be considered for this position, you will have several years of experience working with Zoho One this will include Zoho CRM, Zoho...

Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for an experienced Administrator to join one of their regional offices, one of 50+ nationwide.The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards...

You will act as the first point of contact for incoming customer enquiries, handling calls, emails and follow-ups in a professional and approachable manner. A key part of the role is asking the right questions to fully understand customer requirements, including application, expectations and translating this information into clear and accurate quotations.

You will ensure the smooth flow of goods from origin to final delivery destination, maintaining awareness of cost efficiencies, market restrictions and brand requirements.

Join Our Team as a Reception & Administration Assistant at One YMCA -High Wycombe Do you have a passion for delivering excellent front-of-house customer service and strong administrative skills? Would you enjoy working in a hostel where homeless and vulnerable individuals are supported to build a better future? Do you want to be part of a friendly, supportive team that values your...

You will work with a variety of technologies, including public and private clouds, virtualization platforms, storage, networks, and security solutions. This role will require strong technical expertise, problem-solving skills, and the ability to collaborate with cross-functional teams.

Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking...

Administrative OfficerLocation: Aylesbury CourtsContract Type: Temporary (until end of March 2026 with a view to extend)Working Pattern: Full-timePay rate: £12.36 per hour raising to £13.25 after 12 weeksAbout the RoleAs an Administrative Officer, you'll play a key role in ensuring cases progress efficiently through the justice system while delivering outstanding service to court users and...

Job Description: Linux System Administrator Location: Cheltenham ( 5 Days on Site) At DXC Technology, delivering excellence for our customers and colleagues is more than just a motto, it’s something we strive towards constantly through our work. Every day we deliver mission critical services in a secure environment whilst promoting our people first agenda, a real sense of community and a...

Location Milton Keynes Salary £26000 - £32000 TypePermanent WorkplaceOn-Site Ref88217 Recruiter Managing This Role Are you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business. This Savings and Investments firm...

You will be working alongside some exceptional IFA's providing excellent administration support.

You will hold some RO/CF exams and will be encouraged to progress toward Diploma status as this role will progress to a Paraplanning role in the future. The ideal candidate will be working as an IFA support currently and will be looking to progress their career.

We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator. Key Responsibilities:- New business processingDeal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctlyInvolvement in pension transfer work and drawdown related mattersDeal with adviser...

We are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking for an IFA Administrator to join their team. This role offers flexible home working 4 days a week. They are looking for an experienced IFA Administrator. They are a growing Independent Financial Planning firm, specialising in delivering Financial Life Planning. They are looking to recruit an...

We are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA Administrator is responsible for the efficient...

We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of role This new role will support the Central Administration Team in ensuring the efficient and...

We are currently recruiting for a Financial Planning practice based in High Wycombe who are looking for an experienced IFA Administrator to join their team. Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team membersAn understanding of FCA regulations and guidelines relating to financial services...