IFA Support

2 months ago


Newbury, United Kingdom KFS Recruitment Full time

IFA Support

Newbury

£28-£32k

Hybrid


We are pleased to be working with an IFA firm based in Newbury on their search for a new team member.


Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning.


Responsibilities:

  • Providing administration services to both existing and potential new customers
  • Following company procedures to ensure that customers receive the best possible service
  • Process new business applications and liaise with both the client and the provider to ensure the business is dealt with in an efficient and timely manner
  • Prepare and maintain client files
  • Provide the product and provider research for advisers by researching the market using the appropriate tools and following the Firm’s Investment Process
  • Prepare client annual review reports and suitability reports in a compliant and timely manner and in line with our processes


Skills and experience:

To be working towards the Level 4 Diploma qualification – support will be offered from the firm with this


Benefits:

DIS (4 x salary)

BUPA

5% employer pension contributions


  • Ifa Support

    16 hours ago


    Newbury, United Kingdom Kfs Recruitment Full time

    Job Description IFA Support Newbury £28-£32k Hybrid We are pleased to be working with an IFA firm based in Newbury on their search for a new team member.Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx.18 months, that 80% of the role will be paraplanning.

  • Ifa Support

    5 days ago


    Newbury, United Kingdom Kfs Recruitment Full time

    IFA Support Newbury £28-£32k Hybrid We are pleased to be working with an IFA firm based in Newbury on their search for a new team member.Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx.18 months, that 80% of the role will be paraplanning.Responsibilities: Providing...

  • IFA Support

    2 months ago


    Newbury, United Kingdom KFS Recruitment Full time

    IFA SupportNewbury£28-£32kHybridWe are pleased to be working with an IFA firm based in Newbury on their search for a new team member.Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning.Responsibilities:Providing administration...

  • IFA Support

    2 months ago


    Newbury, United Kingdom KFS Recruitment Full time

    IFA SupportNewbury£28-£32kHybridWe are pleased to be working with an IFA firm based in Newbury on their search for a new team member.Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning.Responsibilities:Providing administration...

  • IFA Support

    2 months ago


    Newbury, United Kingdom KFS Recruitment Full time

    IFA SupportNewbury£28-£32kHybridWe are pleased to be working with an IFA firm based in Newbury on their search for a new team member.Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning.Responsibilities:Providing administration...

  • IFA Support

    3 months ago


    Newbury, United Kingdom KFS Recruitment Full time

    IFA SupportNewbury£28-£32kHybridWe are pleased to be working with an IFA firm based in Newbury on their search for a new team member.Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning.Responsibilities:Providing administration...

  • Ifa Administrator

    1 month ago


    Newbury, United Kingdom CV-Library Full time

    Do you only want to go into the office once a week? At this company, they owe their success to their people and processes. The administrator and paraplanners are the supportive force behind both, and they are currently seeking someone exceptional to join. The ideal IFA Administrator for the job will be a problem solver with excellent communication skills...

  • Ifa Administrator

    2 weeks ago


    Newbury, United Kingdom Heat Recruitment Ltd Full time

    Do you only want to go into the office once a week? At this company, they owe their success to their people and processes. The administrator and paraplanners are the supportive force behind both, and they are currently seeking someone exceptional to join. The ideal IFA Administrator for the job will be a problem solver with excellent communication skills...

  • IFA Support

    2 months ago


    Newbury, UK, West Berkshire, United Kingdom KFS Recruitment Full time

    IFA SupportNewbury£28-£32kHybridWe are pleased to be working with an IFA firm based in Newbury on their search for a new team member.Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning.Responsibilities:Providing administration...

  • IFA Support

    2 months ago


    Newbury, Berkshire, United Kingdom KFS Recruitment Full time €28,000 - €32,000

    IFA Support Newbury £28-£32k Hybrid We are pleased to be working with an IFA firm based in Newbury on their search for a new team member. Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning. Responsibilities: Providing...

  • IFA Support

    2 months ago


    Newbury, Berkshire, United Kingdom KFS Recruitment Full time €28,000 - €32,000

    IFA Support Newbury £28-£32k Hybrid We are pleased to be working with an IFA firm based in Newbury on their search for a new team member. Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning. Responsibilities: Providing...


  • Newbury, West Berkshire, United Kingdom Bloor Homes - Sales & Marketing Full time

    OverviewBloor Homes - Sales & Marketing is a leading company in the industry, and we are looking for an experienced Sales Manager to join our team.About the RoleWe offer a competitive salary of £60,000 per annum, based on experience. As a Sales Manager at Bloor Homes - Sales & Marketing, you will be responsible for managing the sales process from initial...

  • Sales Manager

    3 weeks ago


    newbury, United Kingdom Bloor Homes - Sales & Marketing Full time

    Sales ManagerWhen registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed.Theres nothing better than knowing you are part of a team that has made something perfect for someone. At Bloor Homes our Sales Manager is a vital role in our large,...

  • Business Consultant

    4 weeks ago


    Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full time

    About Premier Jobs UK LimitedA highly respected IFA firm is seeking a skilled financial professional to join their team of experienced advisors. With a strong industry presence and continually improving client proposition, this is a unique opportunity to work from home with quality leads and existing clients provided.Key Responsibilities* Utilize existing...

  • Sales Manager

    4 weeks ago


    Newbury, Berkshire, United Kingdom Bloor Homes - Sales & Marketing Full time

    Sales Manager When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. Theres nothing better than knowing you are part of a team that has made something perfect for someone. At Bloor Homes our Sales Manager is a vital role in our...