Senior IFA Administrator jobs

Senior IFA Administrator (Our ref AL1396) Quorn, Nr Loughborough, Leicestershire (Hybrid option available 3 days in office, 2 days at home) Salary £26,000 - £29,000 depending on experience My client is a Chartered Financial Planner and due to continued growth, they now have an exciting new opportunity for an experienced IFA Administrator to join their team. The role will be varied and you...

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...

⭐️ Senior IFA Administrator📍 Manchester (Hybrid)💰 Competitive SalaryAn 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 supporting...

Senior IFAAdministratorInvestments&Pensions Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an...

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...

Senior IFAAdministratorInvestments&Pensions Location:Wokingham Salary:£30,000£36,000 Full-time(optiontowork4daysperweek) Permanent Office-based AreyouanexperiencedSeniorIFAAdministratorlookingforastable,well-structuredrolewhereyourpensionsandinvestmentsknowledgeisvalued?...

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

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...

Senior IFA Administrator (Our ref AL1396)Quorn, Nr Loughborough, Leicestershire (Hybrid option available 3 days in office, 2 days at home)Salary £26,000 - £29,000 depending on experienceMy client is a Chartered Financial Planner and due to continued growth, they now have an exciting new opportunity for an experienced IFA Administrator to join their team.The role will be varied and you will work...

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

Job Description Senior...

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...

Job Description Senior IFA Administrator (Our ref AL1396) Quorn, Nr Loughborough, Leicestershire (Hybrid option available 3 days in office, 2 days at home) Salary £26,000 - £29,000 depending on experience My client is a Chartered Financial Planner and due to continued growth, they now have an exciting new opportunity for an experienced IFA Administrator to join their team. The role will be...

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.

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

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.