IFA Administrator
4 weeks ago
Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity.
The Role
- Build & maintain strong relationships with the Financial Planners and their clients
- Work closely Paraplanning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
- Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation.
- Assist with structured scheduling of reviews and for the preparation for meetings
- Ensure that client files pre & post meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up to date
- Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion
- Maintain a basic level of industry knowledge through private reading/attending workshops etc.
To Be Considered
- Minimum 2 year’s administrative experience within a similar position
- Responsibility, accountability and the ability to be pro-active and intuitive in role
- Attention to detail and pride in work
- Strong communicator, Written, verbal, and listening
- This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning.
- You will be joining a well-known and highly respected organisation where you can start an exciting career
Package
- To £35,000
- Discretionary Bonus & benefits including pension, death in service, PMI and much more
- Hybrid working split 3 days in the office & 2 working from home
-
Ifa Administrator
2 days ago
Bristol, United Kingdom Heat Recruitment Full timeA fantastic opportunity to join a fast growing Financial Planning firm based in Bristol. Due to growth our client is looking for a bright and motivated IFA Administrator to join their existing team. The role will involve collaborating with Financial Plannersand other colleagues to provide support to both them and the firms clients. The company are proud of...
-
IFA Administrator
6 months ago
Bristol, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm. You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As an IFA Administrator, your duties will include: Input data...
-
Ifa Administrator
3 weeks ago
Bristol, United Kingdom Finlink Ltd Full timeIFA Administrator South of Bristol Office based role Up to 30k This role is best suited to those with 2+ years' experience within IFA Administration.While initially you will be providing administration support, there is the ability to take on Paraplanning duties, starting with basic report writing, with the possibility to progress down the line.Salary up to...
-
Ifa Administrator
7 months ago
Bristol, United Kingdom Recruit UK Full time**Job Title: IFA Administrator** **Industry: Wealth Management** **Location: Bristol** **Salary: up to £28,000 (higher negotiable dependent on experience)** **Job reference: 8906** **Do you want to work for a firm who truly value your work - life balance, as well as caring about the planet and the environment?** Recruit UK are proud to be working with...
-
Ifa Administrator
7 months ago
Bristol, United Kingdom Finlink Ltd Full timeThis role is suited to those with 3+ Years of experience in IFA Administration within an advisory firm. The role is based in the close-knit office, where they value and reward hard work, team players and flexibility. Within the role, there is a direct route to senior administrator, and potential progression to Trainee Paraplanner in the future. The salary...
-
IFA Administration Specialist
2 weeks ago
Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full timeIFA Administration SpecialistWe are seeking an experienced IFA Administration Specialist to join our team in Bristol. This is an excellent opportunity for someone with a passion for financial services administration to take their career to the next level.The ideal candidate will have 2+ years of experience in financial services administration, with a proven...
-
Ifa Administrator
7 months ago
Bristol, United Kingdom Finlink Ltd Full timeThis role is for you if you are an experienced Administrator with experience of working within an IFA business. Paying a salary of up to £35,000 depending on experience, this opportunity is for those looking to become part of a dynamic team within a well-respected firm, where your contributions will be valued and your professional growth supported. **The...
-
Ifa Support Administrator
3 days ago
Bristol, United Kingdom Aspire Executive Search Full timeIFA Support Administrator, Bristol. Salary up to £28,000 (Dependent upon level of experience) Excellent benefits including a bonus and an element of home working. This is an excellent and interesting opportunity in the Brsitol area to work for an IFA firm who have a client centred approach and are experienced in helping clients with complex needs. The...
-
Ifa Administrator
3 weeks ago
Bristol, United Kingdom Mbf Full timeJob Description Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation.They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with...
-
Ifa Administrator
2 days ago
Bristol, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: IFA Administrator** **Salary: £24,000 - £28,000** **Location: Bristol** This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow, despite the challenges of Covid. They place an emphasis on client care and providing a tailored solution. They have a broad...
-
Senior Ifa Support Administrator
3 days ago
Bristol, United Kingdom Aspire Executive Search Full timeSenior IFA Support Administrator, Bristol. Salary up to £30,000 (Dependent upon level of experience) Excellent benefits including a bonus and an element of home working. This is an excellent and interesting opportunity in the Brsitol area to work for an IFA firm who have a client centred approach and are experienced in helping clients with complex...
-
Ifa Administrator
7 months ago
Bristol, United Kingdom Recruit UK Full time**Job Title: IFA Administrator - Part-time** **Industry: Wealth Management** **Location: Bristol** **Salary: £26,000 - £30,000** **Job reference**: Do you have previous financial planning administration experience and seeking your next role? Recruit UK are proud to be working with a wealth management firm in Bristol that are looking to bring on a...
-
Ifa Administrator
7 months ago
Bristol, United Kingdom Recruit UK Full time**Job Title: IFA Administrator - Part-time** **Industry: Wealth Management** **Location: Bristol** **Salary: £26,000 - £30,000** **Job reference: 9008** Do you have previous financial planning administration experience and seeking your next role? Recruit UK are proud to be working with a wealth management firm in Bristol that are looking to bring on...
-
Ifa Administrator
2 days ago
Bristol, United Kingdom enable Recruitment Full time**- Up to £25,000 annual salary** **- Fun, supportive culture** **- Modern office next to Temple Meads** We are working with a rapidly growing Wealth Management company to find an IFA Finance Administrator with an ambitious, friendly attitude to be part of their team. They pride themselves on providing a market-leading, personalised service to a wide array...
-
IFA Administrator
3 weeks ago
Stockport, Greater Manchester, United Kingdom Medlock Partners Full timeTechnical IFA Administrator Stockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Group Life Scheme Hybrid working Flexible working hours Our client are a highly...
-
IFA Administrator
3 weeks ago
Stockport, Greater Manchester, United Kingdom Medlock Partners Full timeTechnical IFA Administrator Stockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Group Life Scheme Hybrid working Flexible working hours Our client are a highly...
-
Ifa Administrator
1 month ago
Bristol, United Kingdom Mbf Full timeMbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation.They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth...
-
Ifa Administrator
8 hours ago
Bristol, United Kingdom Finlink Ltd Full timeAn excellent opportunity to join a well-established firm of Chartered Financial Planners who are based just outside of Bristol. This company is directly authorised and specialise in providing advice in pensions, investments and protection as well as providing corporate services. The firm are now in a position to appoint a new administrator to join their...
-
Ifa Administrator
7 months ago
Bristol, United Kingdom Recruit UK Full time**Job Title: IFA Administrator (Trainee Financial Adviser)** **Industry: Wealth Management** **Location: Bristol (1 day a week in the office)** **Salary: £28,000 - £30,000** **Job reference: 9019** Are you an IFA Administrator with aspirations to become a Financial Planner? Recruit UK are working with a thriving wealth management firm in Bristol who...
-
IFA Administrator Role
2 weeks ago
Bristol, Bristol, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJoin Our Team as an IFA Administrator!We are seeking a highly skilled Insurance Industry Professional to join our dynamic team in Bristol.This is an exciting opportunity to work with a reputable firm that values innovation, collaboration, and continuous improvement.The successful candidate will be responsible for delivering exceptional administrative...