IFA Administrator

IFA Administrator £26,000 plus quarterly bonus between £300-£500 Medway Mon-Fri 8:45am-5:30pm A new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will...

IFA Administrator £26,000 plus quarterly bonus between £300-£500 Medway Mon-Fri 8:45am-5:30pm A new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will...

IFA Administrator £26,000 plus quarterly bonus between £300-£500 Medway Mon-Fri 8:45am-5:30pm A new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will...

IFA Administrator £26,000 plus quarterly bonus between £300-£500 Medway Mon-Fri 8:45am-5:30pm A new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will...

Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. Key Responsibilities: Maintenance of MS teams folders & version control. Support with maintaining internal...

Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under own initiative and prioritise work Strong and effective communicator A keen eye for detail Team player ...

One of the UKs leading firms of Financial Planners have an exciting opportunity for an IFA Administrator to join their Annual Reviews team in Birmingham Booking the Annual Reviews each month, by telephone, email or post. • Preparing the Annual Review packs, to include valuations, fund factsheets, provider literature and any required compliance...

One of the UKs leading firms of Financial Planners have an exciting opportunity for an IFA Administrator to join their Annual Reviews team in Birmingham Booking the Annual Reviews each month, by telephone, email or post. • Preparing the Annual Review packs, to include valuations, fund factsheets, provider literature and any required compliance...

Our client, a Financial Planning firm with offices across the Midlands, is seeking a dedicated Financial Support Officer to join their team. This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and professional service delivery to clients. As a Financial Support Officer, you will...

Our client, a Financial Planning firm with offices across the Midlands, is seeking a dedicated Financial Support Officer to join their team. This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and professional service delivery to clients. As a Financial Support Officer, you will...

IFA Administrator, Salary up to GBP27,000 (Experience dependant) Doncaster based Hybrid working 25 Days Holiday Death in service, Private medical Exam support and funding Free on-site parking We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family orientated working environment. The role will...

Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. Maintaining records of confidential information on the company software and ensure files are well presented,...

Due to continued growth, an excellent opportunity has arisen within a very well established and progressive firm of IFAs for an experienced financial adviser. The firm has over the years established a number of joint ventures with professional introducers eg accountants and solicitors to provide their clients with financial planning. A new opportunity has...

One of the UKs leading firms of Financial Planners have an exciting opportunity for an IFA Administrator to join their Annual Reviews team in Birmingham Working alongside their top performing adviser daily responsibilities will include: • Booking the Annual Reviews each month, by telephone, email or post. • Preparing the Annual Review packs, to include...

One of the UKs leading firms of Financial Planners have an exciting opportunity for an IFA Administrator to join their Annual Reviews team in Birmingham Working alongside their top performing adviser daily responsibilities will include: • Booking the Annual Reviews each month, by telephone, email or post. • Preparing the Annual Review packs, to include...

Our client, a Financial Planning firm with offices across the Midlands, is seeking a dedicated Financial Support Officer to join their team. This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and professional service delivery to clients. As a Financial Support Officer, you will...

Our client, a Financial Planning firm with offices across the Midlands, is seeking a dedicated Financial Support Officer to join their team. This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and professional service delivery to clients. As a Financial Support Officer, you will...

We seek a Financial Planning Assistant to join one of our top accounting clients in the City. You will provide efficient administrative support to the team, ensuring smooth running on the private client side. This is an exciting opportunity to join a growing and friendly organisation. The ideal candidate should possess 2 years of experience working for an...

We seek a Financial Planning Assistant to join one of our top accounting clients in the City. You will provide efficient administrative support to the team, ensuring smooth running on the private client side. This is an exciting opportunity to join a growing and friendly organisation. The ideal candidate should possess 2 years of experience working for an...

Part-Time Financial Administrator to Paraplanner – Career Progression – Dover – £28k Pro Rata Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that...