Technical IFA Administrator

3 weeks ago


London, United Kingdom Heat Recruitment Ltd Full time

A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available. You will receive a range of staff benefits including hybrid working (3 days a week from home), 25 days holiday, PMI, company bonus and pension contributions of 7.5%. The Technical IFA Administrator will sit within a small pod, directly working with 3 others. The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and has strong technical Administration knowledge to make a contribution to the team. If you would like the opportunity to work with high-net-worth clients, and the full support to take financial planning exams, this would be a brilliant role for you. What’s needed to be considered?

  • 2 years of experience in a Financial Planning Administrator / IFA Administrator / Senior IFA Administrator / Junior Paraplanner role
  • Experience using IO is desirable
  • Completion of one or all 6 of the Level 4 Diploma R0 exams
  • Proven experience of providing quality support to Financial Planners & Paraplanners
What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client

  • London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term.This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,.You will join a team...


  • London, United Kingdom Heat Recruitment Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term.This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,.You will join a team...


  • London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...


  • London, United Kingdom Cranleigh Personnel Full time

    **Technical IFA Administrator** **Location: City, London** **Hybrid working - 2 days per week in the office** **Salary: £30,000 - £40,000 + Bonus** Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move ? Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships with the...


  • London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...


  • London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term.This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,.You will join a team...

  • Ifa Administrator

    2 weeks ago


    London, United Kingdom GCB Agency Recruitment Full time

    Are you an experienced Wealth Management professional looking to work in an award-winning independent financial advice firm? My client is a boutique wealth planner, asset manager and employee benefits specialist. They have built the Company on integrity and trust because doing what is right for their clients is best for the business. An excellent...

  • Ifa Administrator

    2 weeks ago


    London, United Kingdom GCB Agency Recruitment Full time

    Are you an experienced Wealth Management professional looking to work in an award-winning independent financial advice firm? My client is a boutique wealth planner, asset manager and employee benefits specialist. They have built the Company on integrity and trust because doing what is right for their clients is best for the business. An excellent...

  • Ifa Administrator

    1 week ago


    London, United Kingdom Vision-FS Recruitment Full time

    IFA Administrator/ IFA Support/ IFA Sales Support. Experience of working with IFA's. **The Role**: - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. - To ensure complete and accurate records are maintained of all client dealings. **Responsibilities**: - Technical...

  • Ifa Administrator

    4 days ago


    London, United Kingdom Vision-FS Recruitment Full time

    IFA Administrator/ IFA Support/ IFA Sales Support. Experience of working with IFA's. **The Role**: - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. - To ensure complete and accurate records are maintained of all client dealings. **Responsibilities**: - Technical...

  • IFA Administrator

    2 weeks ago


    London, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: IFA AdministratornIndustry: Financial ServicesnLocation: GrimsbynSalary: Up to £34,000 + bonusnJob Reference: 9086Are you an IFA administrator withstrong technical and administrative knowledge ? Then this role is for you!Recruit UK is working with a firm who have a stronghold in the North East of England and they are looking for an experiencedIFA...

  • Ifa Administrator

    4 weeks ago


    London, United Kingdom Cranleigh Personnel Full time

    **Based City, London** **Salary £30,000 - £38,000 depending upon experience** **Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?** Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Are you stuck where you are and there...

  • Ifa Administrator

    1 week ago


    London, United Kingdom Cranleigh Personnel Full time

    **Based City, London** **Salary £30,000 - £38,000 depending upon experience** **Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?** Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Are you stuck where you are and there...


  • London, United Kingdom Cranleigh Personnel Full time

    **Technical IFA Administrator / Trainee Paraplanner** **Based City - 2 x days office based/3 x days home based** **Hours 9am-5pm - 25 x days holiday + BH** **Salary £30,000 - £35,000 + Bonus** **Are you a Technical IFA Administrator who wants to progress your technical skills?** - Do you feel frustrated in your current role as you are not having the...

  • IFA Administrator

    3 weeks ago


    London, United Kingdom Profiles Personnel Full time

    IFA ADMINISTRATOR Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and...


  • London, United Kingdom Capio Recruitment Full time

    **Job Title: Senior IFA Administrator** **Location: Central London** **Salary: £28,000 - £36,000 + Bonus Scheme** Our client is seeking a highly skilled and motivated Senior Financial Planning Administrator to join the existing team and provide support to one of the top-performing Independent Financial Advisers. (IFA) and members of the Senior...

  • Ifa Administrator

    2 weeks ago


    London, United Kingdom Recruit UK Full time

    **Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Remote **Salary**: £25,000 **Job Reference**:4117 Recruit UK is working on an excellent opportunity for a fully remote IFA administration. Our client is a remote IFA administration firm, who support Self Employed Financial Advisers across the UK with all administration...

  • Ifa Administrator

    1 week ago


    London, United Kingdom Recruit UK Full time

    **Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Remote **Salary**: £25,000 **Job Reference**:4117 Recruit UK is working on an excellent opportunity for a fully remote IFA administration. Our client is a remote IFA administration firm, who support Self Employed Financial Advisers across the UK with all administration...


  • London, United Kingdom Heat Recruitment Full time

    **Senior IFA Administrator - North London (Barnet/Enfield areas) - Up to £35,000** Our client is very well established and has a fantastic reputation in the North London area. They provide a very cheerful working environment, encourage promotion from within and have a family-friendly business feel. There is a lot of flexibility around this Senior IFA...

  • Ifa Administrator

    2 months ago


    London, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: IFA Administrator **Location**: London - Wimledon **Benefits**: Hybrid working, Pension, 25 days leave plus bank holidays **Salary**: £30,000k ~ £35k Depending on experience. **What Your Day to Day Duties Will Include as a Financial Services Administrator / IFA...