IFA Administrator

2 weeks ago

Leicester, United Kingdom Premier Jobs UK Limited Full time

This IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm.

In this IFA Administrator role, you will be providing support to their team of Financial Advisers who provide financial planning advice to clients. Your responsibilities will include:

  • Liaising with the Financial Advisers to discuss what tasks need undertaking for each client
  • Obtaining and processing Letters of Authority
  • Processing new business cases
  • Preparing client meeting packs with the correct, up to date information
  • Obtaining recent product valuations
  • Undertaking general administrative duties such as photocopying, letter writing, phoning clients / providers

Our client would provide full on-the-job training to enable you to succeed in your role.

The Company

Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.

IFA Administrator Requirements

  • You should have experience as an Administrator
  • You should have an organised approach to your work and be able to handle multiple cases simultaneously
  • You should be confident working independently and within a team
  • Individuals with experience within a Financial Services firm would be preferred

IFA Administrator Benefits

  • Salary of up to £25,000 depending on experience
  • Office based role within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities
  • 25 days holiday plus bank holidays
  • 37.5 hours per week, Monday to Friday
  • Working within a business that is passionate about helping their clients
  • Regular paid team events through the year to get involved in

Locations

South Leicester

  • IFA Administrator

    3 weeks ago

    Leicester, United Kingdom Premier Jobs UK Limited Full time

    This IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm.In this IFA Administrator role, you will be providing support to their team of Financial Advisers who provide financial planning advice to clients. Your responsibilities will include:Liaising with the Financial Advisers to discuss what tasks need...

  • IFA Administrator

    2 weeks ago

    Leicester, United Kingdom Premier Jobs UK Limited Full time

    This IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm. In this IFA Administrator role, you will be providing support to their team of Financial Advisers who provide financial planning advice to clients. Your responsibilities will include: Liaising with the Financial Advisers to discuss what tasks need...

  • IFA Administrator

    3 weeks ago

    Leicester, United Kingdom Medlock Partners Limited Full time

    IFA Administrator, Leicestershire based Hybrid workingSalary up to £26,000 (Experience dependant)Death in Service Social EventsExam FundingBonus SchemeFree on site paring and Onsight Gym   Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to...

  • IFA Administrator

    2 weeks ago

    Leicester, United Kingdom Medlock Partners Full time

    IFA Administrator, Leicestershire based Increase your chances of an interview by reading the following overview of this role before making an application.Hybrid workingSalary up to £26,000 (Experience dependant)Death in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Our Client are a highly progressive and buoyant Firm of...

  • IFA Administrator

    3 weeks ago

    Leicester, United Kingdom Medlock Partners Full time

    IFA Administrator, Leicestershire based Hybrid workingSalary up to £26,000 (Experience dependant)Death in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to...

  • IFA Administrator

    2 weeks ago

    Leicester, United Kingdom Medlock Partners Full time

    IFA Administrator, Leicestershire based Hybrid workingSalary up to £26,000 (Experience dependant)Death in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Considering making an application for this job Check all the details in this job description, and then click on Apply.Our Client are a highly progressive and buoyant Firm...

  • IFA Administrator

    3 weeks ago

    Leicester, United Kingdom Medlock Partners Full time

    IFA Administrator, Leicestershire based Hybrid workingSalary up to £26,000 (Experience dependant)Death in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to...

  • IFA Administrator

    3 weeks ago

    Leicester, United Kingdom Medlock Partners Full time

    IFA Administrator, Leicestershire based Hybrid workingSalary up to £26,000 (Experience dependant)Death in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to...

  • IFA Administrator

    1 day ago

    leicester, United Kingdom Medlock Partners Full time

    IFA Administrator, Leicestershire based Hybrid working Salary up to £26,000 (Experience dependant) Death in Service Social Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke...

  • IFA Administrator

    3 weeks ago

    Leicester, United Kingdom Medlock Partners Full time €26,000

    IFA Administrator, Leicestershire based Hybrid working Salary up to £26,000 (Experience dependant) Death in Service Social Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke...

  • IFA Administrator

    15 hours ago

    leicester, United Kingdom Medlock Partners Full time

    Job DescriptionIFA Administrator, Leicestershire based Hybrid workingSalary up to £26,000 (Experience dependant)Death in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke...

  • IFA Administrator

    2 weeks ago

    Leicester, United Kingdom Medlock Partners Full time

    IFA Administrator, Leicestershire based Hybrid workingSalary up to £26,000 (Experience dependant)Death in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Considering making an application for this job Check all the details in this job description, and then click on Apply.Our Client are a highly progressive and buoyant Firm...

  • IFA Administrator

    3 weeks ago

    Leicester, United Kingdom Medlock Partners Full time

    IFA Administrator, Leicestershire based Hybrid workingSalary up to £26,000 (Experience dependant)Death in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to...

  • IFA Administrator

    3 weeks ago

    Leicester, United Kingdom Medlock Partners Full time

    IFA Administrator, Leicestershire based Hybrid working Salary up to £26,000 (Experience dependant) Death in Service Social Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke...

  • Ifa Administrator

    4 months ago

    Leicester, United Kingdom NJR Recruitment Full time

    IFA Administrator Leicester Salary up to 26,000 Our Client are a well-established firm of Independent Financial Planners who now have an excellent opportunity for an industry experienced Administrator to join their thriving team. This role will suit someone who has been working within the industry and who can demonstrate experience of administering...

  • Ifa Administrator

    3 months ago

    Leicester, United Kingdom NJR Recruitment Full time

    **IFA Administrator** **Leicester** **Salary up to 28,000** Our Client are a well-established firm of Independent Financial Planners who now have an excellent opportunity for an industry experienced Administrator to join their thriving team. This role will suit someone who has been working within the industry and who can demonstrate experience of...

  • IFA Administrator

    3 weeks ago

    Leicester, United Kingdom NJR Recruitment Full time

    IFA ADMINISTRATOR Salary | £30,000 + Benefits + Exam Support Central Leicester |Hybrid Working Pattern Our Client are a leading and National Independent Provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an additional 'Client Relationship Manager' to join the incredibly ...

  • Administrator - Independent Financial Adviser (Ifa)

    3 weeks ago

    Leicester, United Kingdom Medlock Partners Full time €26,000

    IFA Administrator, Leicestershire based  Hybrid working Salary up to £26,000 (Experience dependant) Death in Service Social Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial...

  • Junior Paraplanner

    3 months ago

    Leicester, United Kingdom Robinson Financial Careers Full time

    A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner / IFA Administrator at their office in Kibworth. Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial...

  • Senior Administrator

    3 months ago

    Leicester, United Kingdom Wallace Hind Selection Full time

    We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. **BASIC SALARY**: £28,000 - £33,000 **BENEFITS**: - 25 Days Annual Leave...