IFA Administrator

TEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: Senior IFA AdministratorLocation: NottinghamBenefits:Life CoverPension SchemeCompetitive Salary (£28k–£30k depending on experience and qualifications)ParkingAbout the Role:Our client is a well-established financial advisory firm committed to delivering bespoke financial advice to...

Are you ready to embark on a journey and develop your career as an IFA Administrator where exceptional customer service meets the power of efficient administration? Look no further! we're on the lookout for a motivated and proactive Administrator to join a dynamic IFA firm. As a regulated business, you'll be at the heart of delivering exceptional service...

A Tech lead IFA firm is looking to hire an experienced IFA Administrator to assist the Head of Advise and their Paraplanner. You will be liaising with Product providers and completing the Administration for Investments and Pension Advice. You will have the opportunity to work from home 4 days a week and 1 day in the office to handle post etc in the...

Are you looking for an exciting opportunity in a fast-paced and rewarding environment? Are you a motivated individual with excellent organisational skills? Look no further! We are recruiting a skilled IFA Administrator working for a leading IFA firm where you will support the Principle Financial Advisers and Mortgage Broker. The salary range for an IFA...

We are working with a successful financial services organisation in Ormskirk to recruit for an IFA Administrator to join their growing administration function. Client Details This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build their...

**My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.** They are seeking a IFA Administrator to join their team to assist in delivering an exceptional service to their clients. This is a full time...

Our client are growing to be the leading financial advice firm in the North of England. They are People - focused in everything they do with a family culture and will look after their team in the same way that they look after their clients, building and investing in personal relationships for the long term. Due to growth our client is looking for a Client...

My client is a Chartered Holistic IFA practice based near Solihull in Warwickshire who manage over £750million in client assets.The role is for a Senior Administrator to join a friendly and welcoming team who regularly attend social and charity events.Details of the role:Arranging and booking meetings for a team of Financial PlannersWorking closely with...

My client is a Chartered Holistic IFA practice based near Solihull in Warwickshire who manage over £750million in client assets.The role is for a Senior Administrator to join a friendly and welcoming team who regularly attend social and charity events.Details of the role:Arranging and booking meetings for a team of Financial PlannersWorking closely with...

Are you an experienced Financial Planning administrator? At Recruit UK, we are seeking an individual to join a small and friendly team at a Financial Planning firm in West Lothian. They have taken a bespoke approach for the last 30 years, going from success to success. You will play a key part in supporting a Financial Adviser who gives specialist financial...

**My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.** They are seeking a IFA Administrator to join their team to assist in delivering an exceptional service to their clients. This is a part time...

Join a leading IFA firm as Paraplanning Administrator and be part of a dynamic and innovative company. We are seeking individuals who can ensure efficient information gathering and provide valuable administrative support to the paraplanning team. The salary range for this role is £22,000 - £26,000 As a Paraplanning Administrator, you will have the...

About the RoleWe are seeking a highly skilled Paraplanning Professional to join our team at Brook Street UK. As a Paraplanning Professional, you will play a crucial role in supporting our Adviser Team in the submission of new business and replacement business.Key ResponsibilitiesFully analyse clients' requirements, develop cash flow models, and accurately...

Job Summary:We are seeking a highly organized and detail-oriented Junior Paraplanner to join our team at Burgh Recruitment Ltd. As a Junior Paraplanner, you will play a crucial role in supporting our wealth management team by providing administrative support and assisting with client cases.Key Responsibilities:Collate client information and product research...

Job Summary:We are seeking a highly organized and detail-oriented Junior Paraplanner to join our team at Burgh Recruitment Ltd. As a Junior Paraplanner, you will play a crucial role in supporting our wealth management team by providing administrative support and ensuring the smooth operation of our business.Key Responsibilities:Collate client information and...

IFA Administrator/ Trainee Paraplanner Stourbridge Salary up to £34,000 Xmas office shutdown, no annual leave required + your birthday of X4 DIS 8% Fully funded Pension Early finish on Friday’s Hybrid working after probation Exam funding Our Client are a highly successful and forever growing Firm of Independent Financial Planners who are...

IFA Administrator/ Trainee Paraplanner Stourbridge Salary up to £34,000 Xmas office shutdown, no annual leave required + your birthday of X4 DIS 8% Fully funded Pension Early finish on Friday’s Hybrid working after probation Exam funding Our Client are a highly successful and forever growing Firm of Independent Financial Planners who are...

Job Summary:We are seeking a highly motivated and organized Junior Financial Planner to join our team at Burgh Recruitment Ltd. As a Junior Financial Planner, you will play a key role in supporting our clients with their financial planning needs.Key Responsibilities:Collate client information and conduct product research to prepare suitability letters,...

Job Summary:We are seeking a highly motivated and organized Junior Financial Planner to join our team at Burgh Recruitment Ltd. As a Junior Financial Planner, you will play a key role in supporting our clients with their financial planning needs.Key Responsibilities:Collate client information and conduct product research to prepare suitability letters,...

Job Title: Junior ParaplannerJob Type: Full-timeIndustry: Financial ServicesCompany: Burgh Recruitment LtdLocation: Remote (Flexible Working Arrangements)Job Description:We are seeking a highly motivated and organized Junior Paraplanner to join our team in the wealth management industry. As a Junior Paraplanner, you will play a crucial role in supporting our...