Senior IFA Administrator jobs

Senior...

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.

Senior IFA Administrator / Practice Manager Location: Liverpool Salary: £32,000 DOE Experience Required: Minimum 3 years in a financial planning firm Qualifications Required: Minimum R01 About the Role We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the...

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...

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.

IFA Administrator Warwick Based Hybrid Working (2 Days WFH) Up to £35,000 DOE 23 Days Holiday + Bank Holidays (increasing with service) Pension, income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you...

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

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 provide high-quality administrative support to Financial Advisers, manage client communication, and coordinate financial planning reviews. This role is ideal for someone with existin...

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 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...