IFA Administrator

The Company:Highly ambitious, expanding IFA firm based in Harrogate looking to recruit an experience IFA Administrator into their back-office team. A circa 18-adviser firm with growth plans afoot for 2023 and beyond.- Office Location: Harrogate- Hybrid/Home Working: Yes - 3-days office, 2 days WFHPackage:£27-30k base DOE + bonus and full company benefits-...

My client is a successful IFA business, providing both businesses and individuals with sound Independent Financial Advice across Investments, Pensions & Retirement Planning. Due to the significant growth over the past year, we require additional support within the Operations team, who generally provide Administrative support to the Financial Advisers of the...

My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in...

My client, a successful and well-respected financial solutions business (IFA) is looking for an Employee Benefit Consultancy Support Associate to join their professional and experienced team based in Harrogate, North Yorkshire. As an Employee Benefit Consultancy Support Associate, you will have strong administrative experience with excellent MS Word, Excel...

My client is an Independant Financial Advisory firm (IFA) based in Harrogate, providing Financial Advice to both businesses and individuals within the Yorkshire areas. We are urgently seeking an experienced Group Life & Pensions Administrator to join the firms existing Administrative teams, secifically you'll be responsible for: Group Life & Pensions...

**The Company**:Highly ambitious, expanding IFA firm based in Harrogate looking to recruit an experience IFA Administrator into their back-office team. A circa 18-adviser firm with growth plans afoot for 2023 and beyond. - **Office Location**: Harrogate - **Hybrid/Home Working**: Yes - 3-days office, 2 days WFH **Package**:£27-30k base DOE + bonus and full...

**IFA Administrator** **Harrogate** **£25,000 to £28,000** We are acting on behalf of an established Wealth Management practice, who are currently looking to recruit a Wealth Management Administrator opportunity, to join an established Chartered Financial Planning practice who can provide support to the Directorsin the provision of advice and service to...

My client is a Financial Advisory firm providing Financial Solutions and Financial Advice to both individuals and businesses in the Yorkshire areas.We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day...

My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in...

My client is a Financial Advisory firm, providing Financial Advice to both businesses and individuals. We are seeking an IFA Administrator / Trainee Paraplanner. You will be responsible for: assessing new business submitted based on information provided by the IFA’s recording new cases in the companies internal systems liaising with the Financial...

My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are currently seeking an experienced Senior IFA Administrator / Team Leader to oversee a multi-functional team dealing with Administration, Valuations, Anti-money Laundering and other office...

My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate. We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative...

My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate. We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative...

My client is a Financial Advisory firm, providing Financial Advice to both businesses and individuals. We are seeking an IFA Administrator / Trainee Paraplanner. liaising with the Financial Advisers to obtain information to enable case completion writing suitability reports presenting cases to the Financial Advisers providing feedback on new business...

Client Administrator required to joint the Client Support team in a small firm of Chartered Financial Planners providing support to the Directors. This is an interesting and varied role with the opportunity for career development and progression to a Paraplanner. **Job Types**: Full-time, Permanent **Salary**: £23,000.00-£30,000.00 per...

My client is an Independant Financial Advisory firm (IFA) based in Harrogate, providing Financial Advice to both businesses and individuals within the Yorkshire areas. We are urgently seeking an experienced Group Life & Pensions Administrator to join the firms existing Administrative teams, secifically you’ll be responsible for: Group Life & Pensions...

My client, a successful and well-respected financial solutions business (IFA) is looking for an Employee Benefit Consultancy Support Associate to join their professional and experienced team based in Harrogate, North Yorkshire. As an Employee Benefit Consultancy Support Associate, you will have strong administrative experience with excellent MS Word, Excel...

**Paraplanner** **Harrogate** Our client is a financial services company with a wealth of experience of providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses. As a business they pride themselves in offering an expert andpersonal service for their clients. **Main Duties**: Working for the...

We are currently looking for a Paraplanner to join our clients, a Financial Services Company with more than 45 years of experience in providing fully independent advice on pensions, investments, protection, tax and wealth management for individuals and companies.They pride themselves in offering an expert and personal service for their clients in the...

My client is an Independant Financial Advisory firm (IFA) based in Harrogate, providing Financial Advice to both businesses and individuals within the Yorkshire areas. We are urgently seeking an experienced Group Life & Pensions Administrator to join the firms existing Administrative teams, secifically you’ll be responsible for: Group Life & Pensions...

My client, a successful and well-respected financial solutions business (IFA) is looking for an Employee Benefit Consultancy Support Associate to join their professional and experienced team based in Harrogate, North Yorkshire. As an Employee Benefit Consultancy Support Associate, you will have strong administrative experience with excellent MS Word, Excel...

My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary...

New Homes Sales Adviser role Key Purpose of Role: Under the direction of The Sales Manager, The New Homes Adviser is responsible for achieving New Homes Sales, in line with achieving / exceeding set targets whilst ensuring company standard procedures are followed, maximising revenues wherever possible, and positively contributing to the company’s growth. -...

New Homes Sales Adviser role Key Purpose of Role: Under the direction of The Sales Manager, The New Homes Adviser is responsible for achieving New Homes Sales, in line with achieving / exceeding set targets whilst ensuring company standard procedures are followed, maximising revenues wherever possible, and positively contributing to the company’s growth. -...

About us The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they...