IFA Administrator
3 weeks ago
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 Administration support to 2 very successful Advisers. Our Client are open to candidates who may be seeking development into Paraplanning within the next 2 years. Role Responsibilities: Prepare files for new and existing client reviews, including valuation reports. Process new business applications, withdrawals, drawdown, and fund switches. Ensure compliance of files at all times. Maintain and update client records using our back-office system (Intelligent Office). Gather necessary information on existing plans/arrangements for adviser review. Ensure availability of all required plan information, forms, and illustrations. Structure letters to providers and clients. Schedule client meetings and manage diaries. Provide general client servicing, including chasing LOAs, managing address changes, and liaising with product providers and third parties. Answer telephone calls and perform general administrative duties such as filing, scanning, and postage. Welcome and assist clients during face-to-face appointments. Provide an amazing client experience Experience Required: Proficiency in Microsoft Excel, Word, and Outlook. Experience providing administrative support in wealth management. Strong knowledge of pensions and investment products. Excellent verbal and written communication skills. Ability to prioritise and plan workload effectively. Capacity to manage time efficiently and meet strict deadlines. Self-motivated and organised, able to work well under pressure. Strong team player with excellent attention to detail. Familiarity with Intelligent Office is advantageous. To be considered for this opportunity you will need to have prior experience of working within the Wealth Management Industry and be confident in processing new business. Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion
-
Ifa Administrator
3 weeks ago
Doncaster, United Kingdom CAPIO RECRUITMENT LIMITED Full timeCapio recruitment are working with an Independent Financial Planning firm who are looking for an IFA Administrator to join their team in Doncaster. The firm has over 20 years of experience and offer an holistic approach to financial planning. Supportingtheir clients with their Pensions, investments, tax planning and wealth management to help reach their...
-
Ifa Administrator
1 week ago
Doncaster, Doncaster, United Kingdom CAPIO RECRUITMENT LIMITED Full timeCapio recruitment are working with an Independent Financial Planning firm who are looking for an IFA Administrator to join their team in Doncaster. The firm has over 20 years of experience and offer an holistic approach to financial planning. Supportingtheir clients with their Pensions, investments, tax planning and wealth management to help reach their...
-
IFA Administrator
1 month ago
South East, United Kingdom Netbox Recruitment Full timeIFA Administrator £26,000 plus quarterly bonus between £300-£500 Medway Mon-Fri 8:45am-5:30pm A new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will...
-
IFA Administrator
3 weeks ago
South East, United Kingdom Netbox Recruitment Full timeIFA Administrator £26,000 plus quarterly bonus between £300-£500 Medway Mon-Fri 8:45am-5:30pm A new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will...
-
Ifa Administrator
3 weeks ago
Doncaster, United Kingdom CB3 Associates Ltd Full time**The Company**:Established IFA firm looking to add an experienced IFA Administrator to their back-office team in support of two Financial Advisers. A truly independent advice firm who adopt a personal, tailored approach to financial planning. - **Office Location**: Doncaster - **Hybrid/Home Working**: Yes - Home/office working split following a successful...
-
Ifa Administrator
3 weeks ago
Doncaster, United Kingdom CB3 Associates Ltd Full time**The Company**:Established IFA firm looking to add an experienced IFA Administrator to their back-office team in support of two Financial Advisers. A truly independent advice firm who adopt a personal, tailored approach to financial planning. - **Office Location**: Doncaster - **Hybrid/Home Working**: Yes - Home/office working split following a successful...
-
IFA Administrator
1 month ago
South East, United Kingdom Netbox Recruitment Full timeIFA Administrator£26,000 plus quarterly bonus between £300-£500MedwayMon-Fri 8:45am-5:30pmA new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will be...
-
IFA Administrator
3 weeks ago
South East, United Kingdom Netbox Recruitment Full timeIFA Administrator£26,000 plus quarterly bonus between £300-£500MedwayMon-Fri 8:45am-5:30pmA new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will be...
-
IFA Administrator
4 weeks ago
Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA 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
3 weeks ago
Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA 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
4 weeks ago
Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA 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
3 weeks ago
Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA 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
1 week ago
South East, United Kingdom Netbox Recruitment Full timeIFA Administrator£26,000 plus quarterly bonus between £300-£500MedwayMon-Fri 8:45am-5:30pmA new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will be...
-
Ifa Administrator
4 weeks ago
Doncaster, United Kingdom Ortus PSR Full timeThe Salary Range for this role within the IFA Administration team is up to £28,000 Tou will manage administrative tasks such as scheduling appointments, preparing paperwork, and organizing client files. Communicate with clients to answer inquiries, schedule meetings, and provide updates on financial plans. Collaborate with financial planners to develop...
-
Ifa Administrator
1 week ago
Doncaster, Doncaster, United Kingdom Medlock Partners Ltd Full time £27,000IFA 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
4 weeks ago
Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA 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
3 days ago
South West London, United Kingdom Ortus PSR Full timeAre you looking for an exciting opportunity in a fast-paced and rewarding environment? Are you a motivated individual with excellent organisational skills? Look no further! We are recruiting a skilled IFA Administrator working for a leading IFA firm where you will support the Principle Financial Advisers and Mortgage Broker. The salary range for an IFA...
-
IFA Administrator
2 weeks ago
Doncaster, United Kingdom Medlock Partners Limited Full timeHybrid workingIFA Administrator25 days Holiday 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...
-
IFA Administrator
1 week ago
Doncaster, Doncaster, United Kingdom Medlock Partners Limited Full timeHybrid workingIFA Administrator25 days Holiday 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...
-
IFA Administrator
2 months ago
Doncaster, South Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy 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...