Current jobs related to IFA Administrator - Poole, Poole - Heat Recruitment

  • Financial Planning Assistant

    1 week ago

    Poole, Poole, United Kingdom Appointed ltd Full time

    IFA Administrator Job DescriptionAppointed Ltd is seeking a highly organized and detail-oriented IFA Administrator to support our Financial Planners and Paraplanners in delivering exceptional client service.Key Responsibilities:Obtain valuations, information, and product details for analysis and reviewLiaise with product providers and other third parties to...

  • Financial Planning Assistant

    7 days ago

    Poole, Poole, United Kingdom Appointed ltd Full time

    IFA Administrator Job DescriptionAppointed Ltd is seeking a highly organized and detail-oriented IFA Administrator to support our Financial Planners and Paraplanners in delivering exceptional client service.Key Responsibilities:Obtain valuations, information, and product details for analysis and reviewLiaise with product providers and other third parties to...

  • Financial Planning Assistant

    7 days ago

    Poole, Poole, United Kingdom Appointed ltd Full time

    IFA Administrator Job DescriptionAppointed Ltd is seeking a highly organized and detail-oriented IFA Administrator to support our Financial Planners and Paraplanners in delivering exceptional client service.Key Responsibilities:Obtain valuations, information, and product details for analysis and reviewLiaise with product providers and other third parties to...

  • Financial Planning Assistant

    7 days ago

    Poole, Poole, United Kingdom Appointed ltd Full time

    IFA Administrator Job DescriptionAppointed Ltd is seeking a highly organized and detail-oriented IFA Administrator to support our Financial Planners and Paraplanners in delivering exceptional client service.Key Responsibilities:Obtain valuations, information, and product details for analysis and reviewLiaise with product providers and other third parties to...

  • Financial Planning Assistant

    5 days ago

    Poole, Poole, United Kingdom Appointed ltd Full time

    IFA Administrator Job DescriptionAppointed Ltd is seeking a highly organized and detail-oriented IFA Administrator to support our Financial Planners and Paraplanners in delivering exceptional client service.Key Responsibilities:Obtain valuations, information, and product details for analysis and reviewLiaise with product providers and other third parties to...

  • Financial Planning Assistant

    5 days ago

    Poole, Poole, United Kingdom Appointed ltd Full time

    IFA Administrator Job DescriptionAppointed Ltd is seeking a highly organized and detail-oriented IFA Administrator to support our Financial Planners and Paraplanners in delivering exceptional client service.Key Responsibilities:Obtain valuations, information, and product details for analysis and reviewLiaise with product providers and other third parties to...

  • Financial Planning Assistant

    2 days ago

    Poole, Poole, United Kingdom Appointed ltd Full time

    IFA Administrator Job DescriptionAppointed Ltd is seeking a highly organized and detail-oriented IFA Administrator to support our Financial Planners and Paraplanners in delivering exceptional client service.Key Responsibilities:Obtain valuations, information, and product details for analysis and reviewLiaise with product providers and other third parties to...

  • Financial Planning Assistant

    2 days ago

    Poole, Poole, United Kingdom Appointed ltd Full time

    IFA Administrator Job DescriptionAppointed Ltd is seeking a highly organized and detail-oriented IFA Administrator to support our Financial Planners and Paraplanners in delivering exceptional client service.Key Responsibilities:Obtain valuations, information, and product details for analysis and reviewLiaise with product providers and other third parties to...

  • Financial Planning Assistant

    1 week ago

    Poole, Poole, United Kingdom Appointed ltd Full time

    Appointed Ltd is seeking a skilled IFA Administrator to support their Financial Planners and Paraplanners in Poole. The ideal candidate will have previous IFA administration experience and a strong understanding of the Financial Planning process. Key responsibilities include obtaining valuations, liaising with product providers, processing new business, and...

  • Financial Planning Assistant

    1 week ago

    Poole, Poole, United Kingdom Appointed ltd Full time

    Appointed Ltd is seeking a skilled IFA Administrator to support their Financial Planners and Paraplanners in Poole. The ideal candidate will have previous IFA administration experience and a strong understanding of the Financial Planning process. Key responsibilities include obtaining valuations, liaising with product providers, processing new business, and...

  • Financial Planning Assistant

    2 weeks ago

    Poole, Poole, United Kingdom mbf. Full time

    About the RoleWe are delighted to represent a highly successful Chartered Financial Planning firm located in Poole. Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.Key ResponsibilitiesEngage with the firm's valued clients to provide exceptional customer service.Liaise with insurance providers to ensure...

  • Financial Planning Assistant

    2 weeks ago

    Poole, Poole, United Kingdom mbf. Full time

    About the RoleWe are delighted to represent a highly successful Chartered Financial Planning firm located in Poole. Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.Key ResponsibilitiesEngage with the firm's valued clients to provide exceptional customer service.Liaise with insurance providers to ensure...

  • Financial Planning Assistant

    2 weeks ago

    Poole, Poole, United Kingdom mbf. Full time

    About the RoleWe are delighted to represent a highly successful Chartered Financial Planning firm located in Poole. Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.Key ResponsibilitiesEngage with the firm's valued clients to provide exceptional customer serviceLiaise with insurance providers to ensure...

  • Financial Planning Assistant

    2 weeks ago

    Poole, Poole, United Kingdom mbf. Full time

    About the RoleWe are delighted to represent a highly successful Chartered Financial Planning firm located in Poole. Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.Key ResponsibilitiesEngage with the firm's valued clients to provide exceptional customer serviceLiaise with insurance providers to ensure...

  • IFA Administrator

    1 week ago

    Poole, United Kingdom Appointed ltd Full time

    Chartered wealth management practice based in the heart of Poole are recruiting for a IFA Administrator to join their team to carry out all administration duties to fully support Financial Planners and Paraplanners. Ideal candidates will have previous IFA administration experience and therefore have a understanding of the Financial Planning process, you will...

  • IFA Administrator

    3 months ago

    Poole, United Kingdom mbf. Full time

    We are delighted to represent a highly successful Chartered Financial Planning firm located in Poole. Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across the...

  • Ifa Administrator

    3 months ago

    Poole, United Kingdom Appointed Ltd Full time

    **Chartered wealth management practice based in the heart of Poole are recruiting for a IFA Administrator to join their team due to recent expansion within their advisory team. The nature of the role will be to support the team of Financial Advisers with the processing of new business and the servicing of existing clients. You will be responsible for...

  • Administrator

    4 months ago

    Poole, United Kingdom Lewis Investment Full time

    Lewis’ is a well-established and growing firm that is looking for a motivated, diligent, and experienced Administrator to join their team. Within this role you will join the team assisting the The Lewis Workplace Pension Trust (TLWPT) Line Manager to provide support to the Financial Advisers and Paraplanners to deliver a high standard of service. **Duties...

  • Senior Ifa Administrator

    4 months ago

    Poole, United Kingdom Appointed Ltd Full time

    **Chartered financial planners who are prestigious industry leaders with a longstanding HNW client bank with a team of highly experienced advisers who provide a ethical and caring advisory service to many clients across the South are recruiting for a Financial Planning Administrator.** As the administrator you will work with your team to provide a efficient...

  • Administrator

    3 months ago

    Poole, United Kingdom Mploy Staffing Solutions Ltd Full time

    Are you an experienced _Administrator _looking to make a career move into Financial Services? Want to learn how to administer investment, pension and mortgage products? How about working for a well-established firm of Independent Financial Advisers in a stunning location in Wimborne, Dorset? Competitive salary, highly beneficial pension scheme and company...

  • Financial Services Administrator

    3 months ago

    Poole, United Kingdom Mploy Staffing Solutions Ltd Full time

    Are you an experienced _Administrator _looking to make a career move into Financial Services? Want to learn how to administer investment, pension and mortgage products? How about working for a well-established firm of Independent Financial Advisers in a stunning location in Wimborne, Dorset? Competitive salary, highly beneficial pension scheme and company...

IFA Administrator

3 months ago

Poole, Poole, United Kingdom Heat Recruitment Full time

We have an opportunity for someone with previous Financial Planning Administration experience to join a successful company with a great reputation based in Poole.Due to growth, the opportunity for an IFA Administrator has arisen. The ideal candidate would have some experience with report writing, and the ambitions to progress into Paraplanning in the future.

This role is office based, and you'll be joining a collaborative team that strives to achieve the best results for their clients.

WHAT'S NEEDED TO BE CONSIDERED?

  • Previous experience within a financial planning practice
  • Good level of analytical capability and good communication skills
  • Experience dealing with investments, pensions and protection products
  • FCA understanding of regulations and products, and their practical application
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude

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. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.