IFA Administrator
7 days ago
" Report writing / preparing client financial planning reports and fund switch/review reports
" Complete research including performance/charges information/illustrations
" Complete relevant tax calculations i.e. CGT/IHT/Chargeable events
" Due Diligence and Central Research records maintained for business and kept up to date
" Some new business processing
" Valuations issued to clients
" Obtaining illustrations/research - using Exchange/Exweb, O&M
" Client liaison by phone and some face to face
" Preparing client files and reviews for advisers/appointments
" Review preparations including valuation reports
The successful candidate will need to have previous experience working as a Financial Planning Administrator - with knowledge of Platform/Wrap use and back office systems. Those who are working towards the CII Diploma in Financial Planning or who has the desire to become qualified are of high interest. Our client is looking for a Self-motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.
For more information please contact one of specialist consultant quoting REF: NJR 15217
-
Ifa Administrator
5 months ago
Stoke-on-Trent, United Kingdom Ortus PSR Full timeAs a Pension & Investment Administration Administrator, you will play a key role in overseeing day-to-day client administration. Your responsibilities include efficiently handling pension schemes, maintaining high standards of work, and resolving complex issues. You'll collaborate with clients, internal departments, and third-party companies, ensuring...
-
IFA Administrator
4 weeks ago
Stoke-on-Trent, United Kingdom CV-Library Full timeNJR Recruitment are currently working with a market leading & National Firm of Independent Financial Planners who have built up and maintained an excellent reputation. An exciting opportunity is now available for an IFA Administrator to join and work from their offices in Stoke on Trent. The successful candidate will be responsible for providing technical...
-
IFA Administrator
3 weeks ago
Stoke-on-Trent, Staffordshire, United Kingdom NJR Recruitment Ltd Full timeNJR Recruitment are currently working with a market leading & National Firm of Independent Financial Planners who have built up and maintained an excellent reputation. An exciting opportunity is now available for an IFA Administrator to join and work from their offices in Stoke on Trent. The successful candidate will be responsible for providing technical...
-
Ifa Administrator
5 months ago
Stoke-on-Trent, United Kingdom Ortus PSR Full timeAre you ready to take your Financial Administration skills to new heights? Look no further! We have an exciting opportunity for a Financial Administrator to join a market-leading Wealth Management Company in Cardiff. Join a highly successful and established administration team and be part of company with a reputation for excellence and a history of...
-
Financial Planning Administrator
5 months ago
Stoke-on-Trent, United Kingdom Ortus PSR Full timeAre you ready to embark on an exciting journey with a thriving National Wealth Management firm? Here's your chance to be a part of a growing company as a Financial Planning Administrator that offers exceptional financial advice to a mix of HNW individuals and families across the West Midlands. With a warm and supportive approach that leads to an outstanding...
-
Administration Assistant
1 month ago
Stoke Pound, United Kingdom CV-Library Full timeAdministration Assistant A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our IFA Administration team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office. You will join us on a full-time, permanent...
-
Senior IFA Administrator
6 months ago
Henley-on-Thames, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a National Financial Planning practice who are looking for a Senior IFA Administrator in their Henley-on-Thames office. Job Purpose The Senior Administrator will provide high quality administrative support to our Financial Planners to enable them to provide an outstanding service to their clients. Principal...
-
IFA Administrator
3 weeks ago
Stoke-on-Trent, Staffordshire, United Kingdom NJR Recruitment Ltd Full timeNJR Recruitment are currently working with a market leading & National Firm of Independent Financial Planners who have built up and maintained an excellent reputation. The successful candidate will be responsible for providing technical support to a team of Financial Planners consist of; " Report writing / preparing client financial planning reports and...
-
New Business Administration Assistant
1 month ago
Stoke Pound, United Kingdom CV-Library Full timeNew Business Administration Assistant A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office. You will join us on a full-time, permanent basis, and in return, you will receive a competitive...
-
Executive Assistant
5 months ago
Stoke-on-Trent, United Kingdom Ortus PSR Full timeA Chartered Financial Planning firm is seeking an experienced Executive Assistant to join their team to support an Adviser. You will be working within a team that prioritises Teamwork, Passion, Ambition, Community, and Honesty to guide their approach to work and their clients. We are looking for an experienced IFA Administrator who is looking for a new...
-
Post Team Administration Assistant
3 weeks ago
Stoke Pound, United Kingdom CV-Library Full timePost Team Administration Assistant A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Post team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office. You will join us on a full-time,...
-
Financial Planning Coordinator
4 weeks ago
Henley on Thames, Oxfordshire, United Kingdom Ortus PSR Full timeIFA Administrator **About the Role** We are seeking a skilled IFA Administrator to join our dynamic team at Ortus PSR, a leading wealth management firm. As an IFA Administrator, you will play a vital role in supporting our financial advisers in delivering exceptional client service. **Key Responsibilities** * Prepare and submit new business applications,...
-
Financial Planning Coordinator
4 weeks ago
Henley on Thames, Oxfordshire, United Kingdom Ortus PSR Full timeIFA Administrator **About the Role** We are seeking a skilled IFA Administrator to join our dynamic team at Ortus PSR, a leading wealth management firm. As an IFA Administrator, you will play a vital role in supporting our financial advisers in delivering exceptional client service. **Key Responsibilities** * Prepare and submit new business applications,...
-
Senior Financial Planning Administrator
2 months ago
Henley on Thames, Oxfordshire, United Kingdom Blakemore Recruitment Full time{"Job Title": "Senior IFA Administrator", "Job Summary": "We are seeking a highly skilled and experienced Senior IFA Administrator to join our National Financial Planning practice in Henley-on-Thames. The successful candidate will provide exceptional administrative support to our Financial Planners, enabling them to deliver outstanding service to clients.",...
-
Senior Financial Planning Administrator
2 months ago
Henley on Thames, Oxfordshire, United Kingdom Blakemore Recruitment Full time{"Job Title": "Senior IFA Administrator", "Job Summary": "We are seeking a highly skilled and experienced Senior IFA Administrator to join our National Financial Planning practice in Henley-on-Thames. The successful candidate will provide exceptional administrative support to our Financial Planners, enabling them to deliver outstanding service to clients.",...
-
Wealth Planning Administrator
4 weeks ago
Burnham-on-Sea, United Kingdom Cranleigh Personnel Full timeWealth Planning AdministratorIFA AdministratorBurnham-on-Sea,Salary: Up to £35,000Hybrid working (2 days from home)Are you an IFA Administrator looking for your next career move?Do you want to be part of a close-knit team that truly values collaboration?Are you seeking an environment where your growth is supported, and you’re have the opportunity to...
-
Wealth Planning Administrator
3 weeks ago
Burnham-on-Sea, United Kingdom Cranleigh Personnel Full timeWealth Planning Administrator IFA Administrator Burnham-on-Sea, Salary: Up to £35,000 Hybrid working (2 days from home) Are you an IFA Administrator looking for your next career move? Do you want to be part of a close-knit team that truly values collaboration?Are you seeking an environment where your growth is supported, and you’re...
-
Wealth Planning Administrator
1 week ago
Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time €26,000 - €35,000Wealth Planning Administrator IFA Administrator Burnham-on-Sea, Salary: Up to £35,000 Hybrid working (2 days from home) Are you an IFA Administrator looking for your next career move? Do you want to be part of a close-knit team that truly values collaboration?Are you seeking an environment where your growth is supported, and you’re have the...
-
Wealth Planning Administrator
3 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time €26,000 - €35,000Wealth Planning Administrator IFA Administrator Burnham-on-Sea, Salary: Up to £35,000 Hybrid working (2 days from home) Are you an IFA Administrator looking for your next career move? Do you want to be part of a close-knit team that truly values collaboration?Are you seeking an environment where your growth is supported, and you’re have the...
-
Financial Planning Coordinator
1 month ago
Henley on Thames, Oxfordshire, United Kingdom Ortus PSR Full timeUnlock Your Potential as an IFA AdministratorAre you a detail-oriented professional with a passion for supporting financial advisors in delivering exceptional client service? Ortus PSR is seeking a talented IFA Administrator to join our dynamic team, where you'll play a key role in ensuring the smooth running of our wealth management operations.Why Choose...