Current jobs related to IFA Administrator - Bracknell - Search
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IFA Administrator
5 months ago
Bracknell, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in Bracknell who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key role in the Financial Planning process and they require a...
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IFA Administrator
5 months ago
Bracknell, United Kingdom Ortus PSR Full timeThe opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the...
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Trainee Client Services Administrator
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Bracknell, United Kingdom Ortus PSR Full timeTrainee IFA Administrator – Bracknell | Up to £25,000 | Office Based Are you looking to begin your career in financial services? An exciting opportunity has opened for a Trainee IFA Administrator in Bracknell. This role is perfect for someone eager to learn and grow within a professional, client-focused environment. What’s on Offer: Salary up to...
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Financial Planning Administrator
3 weeks ago
Bracknell, Bracknell Forest, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in Bracknell who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.This is a key role in the Financial Planning process and they require a...
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Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeTrainee IFA Administrator OpportunityWe are seeking a motivated and organized individual to join our team as a Trainee IFA Administrator in Bracknell. This role offers a chance to begin a career in financial services and provides full training and career progression opportunities.Key Responsibilities:Support Independent Financial Advisors with key...
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Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeTrainee IFA Administrator OpportunityWe are seeking a motivated and organized individual to join our team as a Trainee IFA Administrator in Bracknell. This role offers a chance to begin a career in financial services and provides full training and career progression opportunities.Key Responsibilities:Support Independent Financial Advisors with key...
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Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeTrainee IFA Administrator OpportunityWe are seeking a motivated and organized individual to join our team as a Trainee IFA Administrator in Bracknell. This role offers a chance to begin a career in financial services and provides full training and career progression opportunities.Key Responsibilities:Support Independent Financial Advisors with key...
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Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeTrainee IFA Administrator OpportunityWe are seeking a motivated and organized individual to join our team as a Trainee IFA Administrator in Bracknell. This role offers a chance to begin a career in financial services and provides full training and career progression opportunities.Key Responsibilities:Support Independent Financial Advisors with key...
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Trainee Financial Services Coordinator
2 days ago
Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeTrainee IFA Administrator OpportunityWe are seeking a motivated and detail-oriented individual to join our team as a Trainee IFA Administrator in Bracknell. This role offers a fantastic opportunity to start your career in financial services and gain valuable experience in a client-focused environment.Key Responsibilities:Support Independent Financial...
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Trainee Financial Services Coordinator
2 days ago
Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeTrainee IFA Administrator OpportunityWe are seeking a motivated and detail-oriented individual to join our team as a Trainee IFA Administrator in Bracknell. This role offers a fantastic opportunity to start your career in financial services and gain valuable experience in a client-focused environment.Key Responsibilities:Support Independent Financial...
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Financial Services Trainee
1 week ago
Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeTrainee IFA Administrator OpportunityWe are seeking a motivated and organized individual to join our team as a Trainee IFA Administrator in Bracknell. This role offers a chance to start your career in financial services and gain valuable experience in a client-focused environment.Key Responsibilities:Support Independent Financial Advisors with key...
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Financial Services Trainee
1 week ago
Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeTrainee IFA Administrator OpportunityWe are seeking a motivated and organized individual to join our team as a Trainee IFA Administrator in Bracknell. This role offers a chance to start your career in financial services and gain valuable experience in a client-focused environment.Key Responsibilities:Support Independent Financial Advisors with key...
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Trainee Financial Services Coordinator
2 weeks ago
Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeJob Summary:Ortus PSR is seeking a highly motivated and organized individual to join our team as a Trainee Client Services Administrator. As a key member of our administrative team, you will play a vital role in supporting our Independent Financial Advisors (IFAs) with key administration tasks, managing client documentation, and ensuring compliance.Key...
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Trainee Financial Services Coordinator
2 weeks ago
Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeJob Summary:Ortus PSR is seeking a highly motivated and organized individual to join our team as a Trainee Client Services Administrator. As a key member of our administrative team, you will play a vital role in supporting our Independent Financial Advisors (IFAs) with key administration tasks, managing client documentation, and ensuring compliance.Key...
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Trainee Financial Services Coordinator
3 weeks ago
Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeJob Summary:Ortus PSR is seeking a highly motivated and organized individual to join our team as a Trainee Client Services Administrator. As a key member of our administrative team, you will play a vital role in supporting our Independent Financial Advisors with key tasks, ensuring compliance, and delivering exceptional client service.Key...
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Trainee Financial Services Coordinator
3 weeks ago
Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeJob Summary:Ortus PSR is seeking a highly motivated and organized individual to join our team as a Trainee Client Services Administrator. As a key member of our administrative team, you will play a vital role in supporting our Independent Financial Advisors with key tasks, ensuring compliance, and delivering exceptional client service.Key...
IFA Administrator
3 months ago
Bracknel- IFA Administrator- £28K
Job Summary:
The Client Services team is the primary point of contact for clients and prospects seeking advice and services. They manage inbound and outbound communications, book appointments for Advisers, and handle customer inquiries.
Key Responsibilities:1. Handle inbound and outbound calls to book appointments and provide pension-related information.2. Conduct outbound calls for appointment bookings following campaign launches.3. Generate quality appointments where there is a genuine need for advice.4. Report on performance and identify areas needing different approaches or training.5. Adhere to call scripts and accurately record and report all call activities.6. Ensure compliance with company policies, regulatory guidelines, and quality assurance requirements.
Key Behaviours * Attention to detail* Communication* Customer focus* Initiative* Planning and organising* Embracing change
Skills:* Excellent communication and listening skills* Strong telephone manner* Customer-focused with the ability to manage and overcome objections* Accuracy and attention to detail* Resilient and diplomatic
Knowledge and Experience:* Knowledge of telephone-based customer service* Understanding of regulations and products in the retail financial services market* Track record of meeting and exceeding targets* IT literacy and telephone user skills* Experience in financial services, business development, or customer service* Negotiation and objection handling experience is desirable* Experience in building and maintaining positive customer relationships
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
