Ifa Administrator
4 weeks ago
Our client is looking for a financial planning administrator to join their established team that supports successful Financial Planners of the business. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm that forms long-term client relationships offering guidance, advice and support. This position has become available due to an internal promotion, this will also be an option for you should you wish to take exams and progress. Benefits:
- Flexibility to ensure a balanced work/ home lifestyle.
- 4 x Death in Service
- Auto Enrolment Pension
- Holiday allowance rising following each year of service
- Employee Assistance Programme
- Sick pay
- Charity days
- Previous experience within an IFA Practice as an administrator
- Good understanding of investment and pensions
- Positive attitude
- Comfortable liaising with clients and providers via email and over the phone
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Ifa Administrator
6 months ago
St Albans, United Kingdom Cranleigh Personnel Full time**IFA Administrator / Wealth Planning Administrator** **Based St Albans** **Salary £30,000 - £35,000 depending upon experience** **Are you an IFA Administrator who is now looking for your next move?** - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? - Would you like to...
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IFA Administrator
1 month ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator role in a growing IFA firm in the North West offers the chance for an experienced individual to join a team of like-minded professionals who work excellently together.The actively supportive team environment allows for progression within the company, as evidenced by this vacancy being available due to the current IFA Administrator...
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IFA Administrator
4 weeks ago
St. Helens, Merseyside, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator job in Saint Helens offers the chance for an experienced individual to join a growing IFA firm in the North West. You will be joining a team of like-minded individuals who work excellently together. The actively support progression within, as evidenced by this vacancy being available due to the current IFA Administrator progressing to...
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IFA Administrator
2 months ago
St. Helens, Merseyside, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator job in Saint Helens offers the chance for an experienced individual to join a growing IFA firm in the North West.You will be joining a team of like-minded individuals who work excellently together. The actively support progression within, as evidenced by this vacancy being available due to the current IFA Administrator progressing to...
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Senior IFA Administrator
3 weeks ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full timeJob OverviewPremier Jobs UK Limited is seeking an experienced IFA Administrator to join their team in the North West. This role offers the opportunity to work with a growing IFA firm, supporting a team of like-minded individuals who excel in their roles.The ideal candidate will have a strong understanding of IFA administration, with a proven track record of...
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IFA Administrator
2 weeks ago
St Helens, United Kingdom CV-Library Full timeOne of IT Bods leading clients is a well-respected, client-focused Financial Planning organisation that values its team and supports professional growth. They are looking for a proactive, detail-oriented IFA Administrator to join the team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience....
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IFA Administrator
4 weeks ago
St Albans, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeOur client is looking for a financial planning administrator to join their established team that supports successful Financial Planners of the business. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm that forms long-term client relationships offering guidance, advice and support. This...
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IFA Administrator
3 weeks ago
Eccleston, St. Helens, United Kingdom CV-Library Full timeJob Description: IFA Administrator Location: North West England, Merseyside, St Helens Salary: £28000 - £28000 per annum Job Duties: Assist Independent Financial Advisers (IFAs) in administrative tasks Prepare and process client documentation Handle client inquiries and provide exceptional customer service Maintain accurate and up-to-date...
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IFA Administrator Role
4 weeks ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis role offers an experienced individual the opportunity to join a growing IFA firm in the North West.The successful candidate will be part of a team that works collaboratively and supports progression within the company.As a result of internal progression, this vacancy has become available for an IFA Administrator to take on new challenges.Key...
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Ifa Administrator
5 months ago
St. Asaph, United Kingdom Avenue Recruitment Full timeWe are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners. **Responsibilities**: - Managing adviser's pipeline - Submitting new business - Chasing pipeline business - Letters of authority - Creating valuations - Booking in client reviews - Managing adviser's diary For further details...
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IFA Administrator
2 weeks ago
St. Helens, United Kingdom IT Bods Ltd Full timeOne of IT Bods leading clients is a well-respected, client-focused Financial Planning organisation that values its team and supports professional growth.They are looking for a proactive, detail-oriented IFA Administrator to join the team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience....
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IFA Administrator
2 weeks ago
St. Helens, United Kingdom IT Bods Ltd Full timeOne of IT Bods leading clients is a well-respected, client-focused Financial Planning organisation that values its team and supports professional growth. They are looking for a proactive, detail-oriented IFA Administrator to join the team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience....
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Ifa Administrator
6 months ago
Bury St. Edmunds, United Kingdom Cranleigh Personnel Full time**IFA Administrator / Wealth Planning Administrator** **Bury St Edmunds, Suffolk** **Salary up to £32,500 + bonus** - Are you an experienced IFA Administrator who’s looking for hybrid working?_ - Would you like to work for a company that offers exceptional benefits, including 30 days_ - holiday + bank holidays + an additional day for wellness and your...
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IFA Administrator
2 weeks ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full timeAbout the Role:This IFA Administrator position is a fantastic chance for an experienced individual to join a growing IFA firm in the North West.The successful candidate will work closely with a team of like-minded professionals who excel in their roles and actively support progression within the firm.Following the progression of the current IFA Administrator...
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IFA Administrator
2 days ago
St. Helens, Merseyside, United Kingdom IT Bods Ltd Full timeOne of IT Bods leading clients is a well-respected, client-focused Financial Planning organisation that values its team and supports professional growth.They are looking for a proactive, detail-oriented IFA Administrator to join the team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience....
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Paraplanning and Administration Professional
2 days ago
St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is seeking an experienced and motivated individual to join our team as a Paraplanning and Administration Professional. This role involves supporting Financial Planners to deliver exceptional results and providing administrative support to the team.Main Responsibilities include:To manage client administration tasks, including updating...
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Investment Administrator
6 months ago
St Albans, United Kingdom M.A.S Resourcing Ltd Full time**PERMANENT ADMINISTRATOR - ST ALBANS - F/T or P/T - 30 - 40K** We are looking for an experienced individual from a wealth management background. You are either an IFA administrator, wealth management admin or perhaps a paraplanner willing to also do the admin for our established St Albans based client. They are really busy so need some experienced hands on...
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Financial Planning Administrator
3 weeks ago
St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are currently seeking a skilled Financial Planning Administrator to join our esteemed Financial Planning practice based in St. Albans. Our ideal candidate will possess previous experience working for a Financial Adviser and be comfortable dealing with client queries and general assistance.This key role in the Financial Planning process requires a...
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Financial Planning Administrator
1 month ago
St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice based in St. Albans who are looking for an experienced administrator to join their team. Must have previous experience working for a Financial Adviser.This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable...
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Wealth Management Administrator
5 months ago
St Albans, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Wealth Management Administrator** **Location**:St Albans, Hertfordshire **Salary**:Highly Competitive with excellent benefits and bonus **Hours**: Full time, hybrid working option You will be joining a motivated and friendly team that manage the work generated by the Advisors in this highly successful St. James’s Place Partner Practice. This is an...