IFA Administrator
3 weeks ago
We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their clients, by producing compliant documentation.
Specifically you'll be responsible for:
* Receiving and opening all incoming correspondence, scanning and logging documents onto the systems as required.
* Acting as the first point of contract to providers and clients and supporting them with queries relating to their portfolio of products.
* Receiving incoming requests and producing review packs for the Financial Advisors in a timely manner to support Advisor / Client annual reviews.
* Conducting research using research tools such as FE Analytics, Dynamic Planner and Smart Search to ensure review packs are produced with up-to-date and accurate information.
* Obtaining valuations in relation to Pensions, Protection, Savings and Investment products and consolidating valuations from several providers to present to the Advisors in preparation for review meetings.
* Using Intelligent office to add, configure, navigate and update client records and complete a fact find report which is compliance ready.
* Uploading review pack documentation to a Digital Wealth Management platform to allow the Advisors to advise and service clients during virtual meetings.
* Use of a Diary Management System to track work flow and update completed tasks.
* Preparing and posting letters and documents required for the successful transfer or set up of new clients.
We would be seeking candidates witth around 1-3 years experience working within the Financial Advice / Financial Services sector with a level of Financial Services knowledge across Investments, Pensions, Retirment / Estate Planning. You will also have good working knowledge of Microsoft Office products such as Word, Excel, Outlook and a good basic education in Maths and English.
A great salary is offered for this fixed term 1 year contract, which will potentially be renewed or with a chance of being taken on permanently
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Ifa Administrator
3 weeks ago
Doncaster, United Kingdom CAPIO RECRUITMENT LIMITED Full timeCapio recruitment are working with an Independent Financial Planning firm who are looking for an IFA Administrator to join their team in Doncaster. The firm has over 20 years of experience and offer an holistic approach to financial planning. Supportingtheir clients with their Pensions, investments, tax planning and wealth management to help reach their...
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Ifa Administrator
1 week ago
Doncaster, Doncaster, United Kingdom CAPIO RECRUITMENT LIMITED Full timeCapio recruitment are working with an Independent Financial Planning firm who are looking for an IFA Administrator to join their team in Doncaster. The firm has over 20 years of experience and offer an holistic approach to financial planning. Supportingtheir clients with their Pensions, investments, tax planning and wealth management to help reach their...
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Ifa Administrator
3 weeks ago
Doncaster, United Kingdom CB3 Associates Ltd Full time**The Company**:Established IFA firm looking to add an experienced IFA Administrator to their back-office team in support of two Financial Advisers. A truly independent advice firm who adopt a personal, tailored approach to financial planning. - **Office Location**: Doncaster - **Hybrid/Home Working**: Yes - Home/office working split following a successful...
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Ifa Administrator
3 weeks ago
Doncaster, United Kingdom CB3 Associates Ltd Full time**The Company**:Established IFA firm looking to add an experienced IFA Administrator to their back-office team in support of two Financial Advisers. A truly independent advice firm who adopt a personal, tailored approach to financial planning. - **Office Location**: Doncaster - **Hybrid/Home Working**: Yes - Home/office working split following a successful...
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Ifa Administrator
4 weeks ago
Doncaster, United Kingdom Ortus PSR Full timeThe Salary Range for this role within the IFA Administration team is up to £28,000 Tou will manage administrative tasks such as scheduling appointments, preparing paperwork, and organizing client files. Communicate with clients to answer inquiries, schedule meetings, and provide updates on financial plans. Collaborate with financial planners to develop...
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Ifa Administrator
1 week ago
Doncaster, Doncaster, United Kingdom Medlock Partners Ltd Full time £27,000IFA Administrator, Salary up to £27,000 (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 involve providing...
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IFA Administrator
2 weeks ago
Doncaster, United Kingdom Medlock Partners Limited Full timeHybrid workingIFA Administrator25 days Holiday IFA Administrator, Salary up to £27,000 (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...
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IFA Administrator
1 week ago
Doncaster, Doncaster, United Kingdom Medlock Partners Limited Full timeHybrid workingIFA Administrator25 days Holiday IFA Administrator, Salary up to £27,000 (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...
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IFA Administrator
2 months ago
Doncaster, United Kingdom Lime People Search & Select Ltd Full timeMy client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning. We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their...
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IFA Administrator
2 months ago
Doncaster, United Kingdom Lime People Search & Select Ltd Full timeMy client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning.We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their...
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IFA Administrator
3 weeks ago
Doncaster, United Kingdom Lime People Search & Select Ltd Full timeMy client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning. We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their...
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Administrator
2 weeks ago
Doncaster, United Kingdom Premier Jobs UK Full timeThis hybrid based IFA Administrator job in Doncaster is an opportunity to join a rapidly growing financial planning firm. You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to...
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IFA Administrator
4 weeks ago
Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA Administrator, Salary up to £27,000 (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 involve providing...
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IFA Administrator
3 weeks ago
Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA Administrator, Salary up to £27,000 (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 involve providing...
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IFA Administrator
4 weeks ago
Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA Administrator, Salary up to £27,000 (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 involve providing...
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IFA Administrator
3 weeks ago
Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA Administrator, Salary up to £27,000 (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 involve providing...
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IFA Administrator
4 weeks ago
Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA Administrator, Salary up to £27,000 (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 involve providing...
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IFA Administrator
4 weeks ago
Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA Administrator, Salary up to £27,000 (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 involve providing...
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IFA Administrator
3 weeks ago
Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA Administrator, Salary up to £27,000 (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 involve providing...
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IFA Administrator
3 weeks ago
Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA Administrator, Salary up to £27,000 (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 involve providing...