ifa admin support jobs in London

You should have experience as an IFA Administrator or similar roleIndividuals with Intelliflo experience would be ideal, but not essential

You should be able to manage multiple tasks and complete within agreed timescalesThe CompanyThis long established Independent Financial Advisory firm is well established in the Shrewsbury area.

A leading personal care company is seeking a Sales Admin Executive in London. Increase your chances of an interview by reading the following overview of this role before making an application. The role involves supporting the Sales Team with various administrative tasks, including managing accounts, checking invoices, and assisting in data analysis. The ideal candidate will be a numerate...

Job Description My Client is looking for an Operations Assistant to provide essential support to the Operations team within a leading insurance syndicate. The role involves administrative support, coordinating facilities and supplier activities, assisting with marketing initiatives, and producing internal and external reports for senior management. This is a varied role ideal for someone...

A reputable financial services firm in The City of London is seeking a Trainee Broker to join their team. Apply fast, check the full description by scrolling below to find out the full requirements for this role. This full-time role is suitable for individuals without prior experience, as comprehensive training will be provided. The position involves delivering legal advice, engaging with...

You will support advisers by preparing client files and managing correspondence. Responsibilities include ensuring compliance with FCA requirements and assisting in new business processing. The ideal candidate has at least 2 years in financial services, possesses strong organisational skills, and communicates effectively with a client-focused attitude.

You will be working alongside some exceptional IFA's providing excellent administrative support to their senior IFA's.

You will be encouraged to progress toward CF and Diploma qualifications and the role could progress to Paraplanning role in the future. The ideal candidate will be working as an IFA support currently and will be looking to progress their career.

A recruitment agency in Beckenham is seeking an experienced Financial Administrator to support Financial Advisers with administration tasks. This office-based role involves managing client records, ensuring compliance, and using various CRM systems like Salesforce. The ideal candidate will have experience in Financial Planning and possess strong organisational skills. Competitive salary between...

Job Description ABOUT THE ROLEAs an Admin Assistant at a Barchester care home, you'll carry out a range of responsibilities to help us deliver the quality care and support our residents deserve. In this varied role, we'll need you to answer the phone, handle our files and support our managers. You'll also meet and greet visitors, engage with residents and show prospective clients and their...

Edgewell is not just a company, but a vibrant global community of6,800 visionaries, doers, and makers. Our family of over25 personal care brands serves people in more than50 countries. We are dedicated to infusing joyfulness into every aspect of our work. Our pledge goes beyond our products, with our fundamental value ofPeople First guiding us to foster a diverse, inclusive, and respectful...

TRANSPORT ADMIN / YARD ?? Howden | Temp to Perm ?? Pay Rate: £12.93 per hour ? Hours: 37.5 hours per week ?? Shifts Available: 1 x 0600 - 14001 x 2200 - 0600 Howdens Joinery Transport is looking for a reliable and proactive TRANSPORT ADMIN (SOME YARD WORK)to support day-to-day yard operations at our Howden site. This is a Does invlove outdoor work , hands-on role , ideal for someone...

You will be responsible for supporting the team in growing SEI's UK Asset Management business with IFAs and Wealth Managers.

You will play an integral role in providing pre and post sales support to SEI's UK IFA and Wealth Management clients.

You will help to build on SEI's reputation for enhancing IFA and client experience.

You will be advise clients as appropriate to their circumstances and objectives. Specific responsibilities

Trainee IFA Administrator - London £25,000 - £28,000 Start your career in financial services with one of London's most respected advice firms. If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step. You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four...

The Role: to assist in providing administrative and technical support to the Paraplanner(s) within the business. Reports To: Paraplanner and Financial Planner 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...

ABOUT THE ROLE As an Admin Assistant at a Barchester care home, you'll carry out a range of responsibilities to help us deliver the quality care and support our residents deserve. In this varied role, we'll need you to answer the phone, handle our files and support our managers. You'll also meet and greet visitors, engage with residents and show prospective clients and their families around so...

You will advise clients as appropriate to their circumstances and objectives.

You will also be working closely with the Paraplanners and the Financial Planners to make sure all processes and procedures are maintained within the business. Ideal candidates will have previously managed teams of Support staff in the past and have worked within a Independent Financial Planning practice.

Type of Position: Financial Administrator (IFA) - London, Harrow Pay: £25,000 - £30,000 Reference: #2331216 Our client is looking for a Financial Administrator to join their team in London . The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before cases are...

Our clients are a long established and successful wealth management business based in South London who service Private and Corporate clients across the UK. The role will be to run the operations of the private client business and manage the private client sales support administration team. Duties will include Overseeing the IT CRM System, Overseeing staff Training and Development, providing...