IFA Acquisition Team Leader

Our client is centralising their administration teams due to mergers and acquisitions and are keen to bring a Paraplanning Team Leader to bring together people and processes. **Role responsibilities**: - First line leader to ensure excellent service is provided to both clients and Advisers - Working environments run efficiently whilst also being a safe and...

Our client is centralising their administration teams due to mergers and acquisitions and are keen to bring a Paraplanning Team Leader to bring together people and processes.Role responsibilities: First line leader to ensure excellent service is provided to both clients and Advisers Working environments run efficiently whilst also being a safe and...

An exciting opportunity to join an established and respected Independent financial advisers based in Northallerton as an IFA administrator. This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established in 1904. The team is made up from highly qualified...

An exciting opportunity to join an established and respected Independent financial advisers based in Northallerton as an IFA administrator. This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established in 1904. The team is made up from highly qualified...

A highly successful and well-established IFA Firm has an immediate requirement for an additional, experienced IFA Administrator, to join their existing team in Newcastle. They pride themselves on the personal service they provide and are extremely clientfocussed. The role is full-time and office based, working out of new, modern offices. Supporting two...

**Sector**: Financial Services **Benefits**: - Mon-Fri 9-5 - 21 holidays (plus stats and off at Xmas, increases after 3 years) - DIS after qualifying period - Bonus - Study support plus exam reward **Role** A highly successful and well-established IFA Firm has an immediate requirement for an additional, experienced IFA Administrator, to join their...

Responsibilities: - Handle incoming and outgoing correspondence - Assist in the preparation of presentations and documents - Manage filing systems, both electronic and physical - Provide administrative support to clients, directors and team members Qualifications: - Proven experience as an IFA administrator - Proficient in Microsoft Office Suite (Word,...

Candidate Requirements: · Proven experience in a client service or similar role within the financial services industry, preferably in wealth management· Strong understanding of financial products and wealth management processes· Excellent communication and interpersonal skills· Detail-oriented with strong organisational and problem-solving abilities·...

Candidate Requirements: Must be an efficient and competent IFA AdministratorPossess excellent IT skills (Microsoft Office), Intelliflo would be advantageous, not essentialSuperb interpersonal and communication skills - understands how to build relationships with clientsGood literacy and numeracy skills with a high degree of accuracyAbility to work...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:IFA Administrator **Location**: Newcastle Upon Tyne **Benefits**: - 21 days holidays, - Health Care Plan - Group DIS - Pension Auto Enrolment - Office Based **Salary**: £25,000 Upwards **About the Company**: Our client were one of the first firms to achieve Chartered...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:IFA Administrator **Location**: Newcastle Upon Tyne **Benefits**: - 21 days holidays, - Health Care Plan - Group DIS - Pension Auto Enrolment - Office Based **Salary**: £25,000 Upwards **About the Company**: Our client were one of the first firms to achieve Chartered...

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team. **Responsibilities**: - Providing administration and planning support to Financial Planners and a professional...

Candidate Requirements: · Must be an experienced IFA Administrator and have supported Advisers previously· Have solid knowledge of Pensions, Investments and Protection· Possess competent IT skills· Ideally have experience of Intellifo (Intelligent Office)· Excellent inter-personal skills, both written and verbal· Accurate with good attention to...

Experience of Financial Promotions, working in Retail Financial Services - Experience of working in both IFA and Restricted environments advantageous, not essential - Broad, current knowledge of product features in all market sectors, including up to date knowledge on regulated Consumer Credit - Detailed technical knowledge of financial services including...

**Job purpose**: The Talent Acquisition team provides supports the organisation to attract the best talent to the NHSBSA, enable our existing colleagues to progress their careers, and help build and influence our employer brand. As a Talent Acquisition Advisor, you will support the Talent Acquisition Manager in providing an innovative talent acquisition...

**Job purpose**: The Talent Acquisition team provides supports the organisation to attract the best talent to the NHSBSA, enable our existing colleagues to progress their careers, and help build and influence our employer brand. As a Talent Acquisition Advisor, you will support the Talent Acquisition Manager in providing an innovative talent acquisition...

Experience of Financial Promotions, working in Retail Financial Services - Experience of working in both IFA and Restricted environments advantageous, not essential - Broad, current knowledge of product features in all market sectors, including up to date knowledge on regulated Consumer Credit - Detailed technical knowledge of financial services including...

The Talent Acquisition team supports the organisation in attracting the best talent to the NHS Business Services Authority, enables our existing colleagues to progress their careers, and helps build and influence our employer brand. You will support the Talent Acquisition Manager in providing solutions that allow our organisation to attract, develop and...

Here in the Talent Acquisition team, we are passionate about our people. We support the attraction of the best talent to the NHS Business Services Authority, enable our colleagues to progress their careers, and help to build and influence our employer brand. Supporting the Talent Acquisition Manager, you will develop solutions that allow our organisation to...

**Description**: Are you an enthusiastic, energetic and experienced leader of people and processes? Do you have superb people skills and a desire to succeed in a fast-paced environment where no two days are the same? Better still, do you have some experience of payroll processes in the UK market? If so, we have the role for you. Cintra is a fast paced, fast...