Administrator - Independent Financial Adviser (Ifa)

My client is a successful IFA business, providing both businesses and individuals with sound Independent Financial Advice across Investments, Pensions & Retirement Planning. Due to the significant growth over the past year, we require additional support within the Operations team, who generally provide Administrative support to the Financial Advisers of the...

My client is a successful IFA business, providing both businesses and individuals with sound Independent Financial Advice across Investments, Pensions & Retirement Planning. Due to the significant growth over the past year, we require additional support within the Operations team, who generally provide Administrative support to the Financial Advisers of the...

My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary...

**The Company**:Highly ambitious, expanding IFA firm based in Harrogate looking to recruit an experience IFA Administrator into their back-office team. A circa 18-adviser firm with growth plans afoot for 2023 and beyond. - **Office Location**: Harrogate - **Hybrid/Home Working**: Yes - 3-days office, 2 days WFH **Package**:£27-30k base DOE + bonus and full...

My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in...

**Independent Financial Adviser - Dewsbury/South Yorkshire** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals...

My client is a Financial Advisory firm, providing Financial Advice to both businesses and individuals. We are seeking an IFA Administrator / Trainee Paraplanner. You will be responsible for: assessing new business submitted based on information provided by the IFA’s recording new cases in the companies internal systems liaising with the Financial...

IFA Administrator (Full or Part-Time) York £23-30K dependent on experience – OTE £30-38K Monday to Friday (Hybrid working) Are you looking for an opportunity to be part of an established business who support and develop their staff to improve their knowledge, responsibility, and earnings? Well, we are delighted to be working with a long-standing...

Job Title - Independent Financial Adviser Location - Meriden, UK (flexi/remote for advisers within the West Midlands) Salary - dependent on experience / qualifications + bonus We are working with a well-established and reputable financial advisory firm in the West Midlands with a strong presence throughout the wider region. Their commitment to delivering...

My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are currently seeking an experienced Senior IFA Administrator / Team Leader to oversee a multi-functional team dealing with Administration, Valuations, Anti-money Laundering and other office...

My client is a Financial Advisory firm, providing Financial Advice to both businesses and individuals. We are seeking an IFA Administrator / Trainee Paraplanner. liaising with the Financial Advisers to obtain information to enable case completion writing suitability reports presenting cases to the Financial Advisers providing feedback on new business...

Independent Financial Adviser | South Yorkshire At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand...

We are a working with a leading financial advisory and wealth management firm in Leeds, who are currently seeking an experienced IFA Administrator to join the team. In this role, you will be responsible for providing administrative support to the Advisors, ensuring that all client needs are met efficiently and effectively. If you're looking for an...

IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth now...

IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth now...

IFA Administrator, Salary up to £27,000 (Experience dependant) Doncaster based Hybrid working 25 Days Holiday Death in service, Private medical Exam support and funding Free on-site parking We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family orientated working environment. The role will involve providing...

IFA Administrator, Salary up to £27,000 (Experience dependant) Doncaster based Hybrid working 25 Days Holiday Death in service, Private medical Exam support and funding Free on-site parking We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family orientated working environment. The role will involve providing...

Independent Financial Adviser | South Yorkshire At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand...

My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning. We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their...

My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning. We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their...