ifa support administrator jobs in Trowbridge

You will be undertaking technical administration and managing money in / out on behalf of the Financial Advisors instructions.

You must be experienced in supporting Financial Advisors as an IFA Administrator / Client Support role

You should have desire to be part of a growing team and take an active role in delivering growth for the business

You will work as part of a team responsible for the processing of Manufacturer warranty claims and ensuring claims are handled efficiently and to the highest standards. - Process warranty claims in a timely and accurate manner, ensuring compliance with company policies and manufacturer guidelines

You must be meticulous and thorough with IT skills.

You will be undertaking typical IFA administration duties and supporting their Platform Administrators, Paraplanners and Financial Advisors. IFA Administrators Requirements *

You must be experienced in supporting Financial Advisors as an IFA Administrator / Client Support role *

You must be within a commutable distance to attend the office 5 days per week whilst training. CMD Recruitment endeavour to respond to all applicants via email or phone to inform you of the outcome of your application

You will be a team player with great attention to detail, strong organisational skills, and a proactive approach to problem-solving.

You will thrive in a busy environment, balancing accuracy with excellent customer service.

You will join a friendly and supportive team that values innovation, collaboration, and excellence in everything we do.

Contentious Probate Lawyer - Trowbridge Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required. Are you an experienced probate litigator ready for a standout opportunity? We're seeking a confident and skilled Solicitor or CILEx (3+ years PQE) to join an expanding litigation team. If you thrive on...

Commercial Property Secretary - Trowbridge Location: Trowbridge (Flexible Working) Salary: Salary Up to £30,000 + Bonus Are you an organised, proactive property secretary with experience in commercial and/or residential property? We're pleased to support our client with a fantastic opportunity to join a friendly, supportive legal team where your contribution will be valued and your career can...

Litigation Secretary Trowbridge Full Time – Permanent 9.00am – 5.00pm – Monday – Friday Salary is dependent on experience We are currently recruiting for an experienced Litigation Secretary to join our client based in their Trowbridge office. They are looking for someone with strong typing and audio skills, a good telephone manner and a positive, client centred approach. Litigation...

Private Client Solicitor Interested in this role You can find all the relevant information in the description below. Location: Trowbridge Salary: Up to £60,000 (DOE) Working Arrangement: Hybrid working About the Role A new opportunity has arisen for a Private Client Solicitor to join a growing and well-regarded team based in Trowbridge. This role offers the chance to manage a varied caseload...

People Team Administrator – Hybrid (Westbury) Salary: £26,000 per annum Hours: Monday – Friday, 9:00am – 5:30pm (40 hours per week) Contract: Permanent, Full-Time Location: Hybrid (minimum 2 days per week in Westbury office) Overview Join an award-winning People Team as a People Team Administrator and help shape the employee experience from day one. This is a key role within a Motor Trader...

About the RoleWe’re recruiting for an HR & Recruitment Administrator to support recruitment, onboarding and general HR administration within a busy office-based environment. This is a hybrid role, with a minimum of two days per week required in the office.The role suits someone who enjoys working with detail, supporting hiring activity and keeping HR processes running smoothly.Key...

At Ontic, we’re experts in what we do. Guided by our core values, we’re a team of driven individuals who are committed to continuous innovation in the aerospace sector. Together, we embrace the challenge to push our mission forward — becoming more than the sum of our parts. We're continuing to grow and to support that we are looking for a Recruitment Administrator to join the Rest of World...

People Team Administrator - Westbury (Hybrid)Location: Hybrid - at least 2 days per week in Westbury officeSalary: £26,(Apply online only) per yearHours: Monday to Friday, 9:00 - 17:30, 40 hours per weekType: Full-time, PermanentWe're looking for a proactive, organised, and people-focused People Team Administrator to manage recruitment and onboarding processes, support HR administration, and help...

You will be joining a strong team who provide holistic financial planning to HNW and UHNW clients.

You will be overseeing their team of circa 4 – 6 team members.

You should have experience of leading a team *

You should have previous experience as an IFA Administrator *

You should have desire to be part of a growing team and take an active role in delivering growth for the business *

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis.What you will be doing:Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for :General correspondence...

You will be joining a strong team who provide holistic financial planning to HNW and UHNW clients. The business requires an IFA Admin Team Leader to manage and lead their small team of support staff. The business is due to embark upon their next chapter of growth and are looking for grow...

Thrive Trowbridge are delighted to working with our market leading client in the Trowbridge area who are looking to recruit a Workforce Operations Administrator on a permanent basis.What you will be doing:Providing essential administrative support, setting up new clients on the system and raising purchase orders Collating information for the production of quotes and invoices Assisting with...

Manage and lead a team of support staff within a financial planning firm.

Thrive Trowbridge are delighted to be working with our client in Devizes, who are actively seeking to engage a Compliance Assistant (legal) to provide essential support across the firm. What you will be doing: Supporting a number of departments and individuals, you will be tasked with a wide range of administrative duties to include; Anti Money Laundering Monitoring - collecting, reviewing, and...

Thrive Group are delighted to be working with our client who are actively seeking to engage a Legal Secretary to support their Commercial Department. What you will be doing: Supporting the fee earners within the department, you will be tasked with a wide range of secretarial and administrative duties to include; Drafting legal documentation and correspondence Digital dictation and copy...