Senior IFA Administrator jobs

Senior...

⭐️ Senior IFA Administrator 📍 Manchester (Hybrid) 💰 Competitive Salary An established and growing Independent Financial Adviser (IFA) firm based in Manchester is seeking an organised and proactive Senior IFA Administrator to join its busy support team. This role is ideal for someone with experience in financial services administration who enjoys working in a client-focused environment and...

Senior IFA Administrator Permanent Edinburgh Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh. Responsibilities: - Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records - Prepare client...

A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. - Producing valuations and Annual Review letters to clients - Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms,...

A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you.Producing valuations and Annual Review letters to clientsProducing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms, illustrations and...

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

IFA Technical Administrator South Leics (our ref AL1380) – Office based role Salary to £30,000 dep on exp + excellent benefits inc parking My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years’ experience within financial services, to join their...

IFA Administrator Location: Gerrards Cross, Buckinghamshire SL9 8EB Position: Full-time (office based - Gerrards Cross) Basic Salary: To £30k pa (DOE) Our client is seeking an experienced, enthusiastic Administrator to complement their existing team. The successful candidate will be confident in their ability to take ownership of their role and to provide support to their advisers,...

Quick Questions: - Do you have experience working for an IFA firm? - Do you have experience using Intelligent Office (IO) in an IFA Administrator role? - Are you looking for a Full timerole as an IFA Administrator in Nottingham? Benefits: - Competitive salary - Flexible working options - Pension scheme - Career development opportunities About the Company: - Family-run financial...

The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is based in Cambridge. The Financial Planning...

Job Description Senior...

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.

My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Key Tasks: - Daily contact for advisors, updating and liaising to conclude work related tasks - Prepare client packs, brochures, applications and anything required for a client meeting - Submission and completion of new business cases...

Senior IFAAdministratorPart timeLocation:WokinghamSalary:£30,000£36,000 (pro-rata)4daysperweekPermanent|Office-based Areyouanexperienced Senior IFAAdministratorlookingforastable,well-structuredrolewhereyourpensionsandinvestmentsknowledgeisvalued? Ourclient,awell-establishedfinancialplanningfirmbasedinWokingham,islookingtowelcomeaskilled...

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 be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey.

IFA Administrator Wokingham £30,000 - £36,000 Full time (optional to go part time 4 days) Permanent Office based My client based in Wokingham are seeking an IFA Administrator to join their team within Investments and Pensions. We are looking for candidates who have got knowledge in Pensions and Investments who have got excellent organisational management skills. Successful IFA Administrator...

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

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

This IFA Administrator job in Shrewsbury provides an opportunity to join a local IFA firm As an IFA Administrator you will be supporting 2 Financial Advisors, alongside a Paraplanner. Together, you will aim to provide excellent service to clients and the right outcomes for their financial planning needs. This is a well-rounded administrative position, supporting clients through the full...