IFA Administrator
1 month ago
Who we are at
- Juniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily.
- We are committed to providing the training and support to help all our staff reach their full potential.
- We are a bunch of nice people; even if we do say so ourselves
We are looking for
- 2 years’ experience working in an administrative role at a financial advice firm.
- Someone with attention to detail and a passion for process, organisation and all things administration.
- Excellent verbal and written communication skills.
- A willingness to learn and try new things.
- Someone who can manage a reasonable workload and manage their time.
- An administrator excited by the idea of being part of a small, friendly team where you will see every part of the business.
- Passionate about financial planning and the good it can do.
- Interested in the human side of the job; we deal with the hopes, dreams and fears of real people, not just numbers.
What you’ll be doing
- Working closely with Financial Advisers and their clients to achieve their goals.
- Working with clients who have NHS Pensions.
- New business administration – ensuring new clients experience a smooth process.
- Dealing with administrative tasks arising out of meetings.
- Communicating with clients and providers by telephone and email.
- Doing whatever else comes along; we’re a small firm and we all need to muck in.
The package
- Competitive salary with clearly mapped out progression.
- Team based annual bonus based on - so we’re all pulling in the same direction
- 20 days holiday plus bank holidays. In addition, we close between Christmas and New Year; who wants to be working then?
-
Ifa Administrator
2 weeks ago
Preston Park, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Preston Park, Brighton** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the...
-
Ifa Administrator
2 weeks ago
Preston Park, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Preston Park, Brighton** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the...
-
Ifa Administrator
7 days ago
Stockport, Greater Manchester, United Kingdom Mitchell Hall Consulting Full timeClient Administrator role - IFA Wealth practice My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining...
-
IFA Administrator
3 days ago
Preston, Lancashire, United Kingdom Ortus PSR Full timeAbout the Company: Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services. The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working...
-
Ifa Administrator
7 days ago
Stockport, Greater Manchester, United Kingdom Mitchell Hall Consulting Full time €25,000 - €30,000Client Administrator role - IFA Wealth practice My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client...
-
Ifa Administrator
1 month ago
Stockport, Greater Manchester, United Kingdom Mitchell Hall Consulting Full timeClient Administrator role - IFA Wealth practice My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client...
-
IFA Administrator
7 days ago
Stockport, Greater Manchester, United Kingdom Mitchell Hall Consulting Full time €25,000 - €30,000My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client records amongst other aspects of financial services...
-
IFA Administrator
3 weeks ago
Stockport, Greater Manchester, United Kingdom Mitchell Hall Consulting Full timeMy client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client records amongst other aspects of financial services...
-
IFA Administrator
5 days ago
Bury, Greater Manchester, United Kingdom Recruitment22 Full time €32,000Client Services Administrator Vacancy. Bury. Up to £32,000. This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase knowledge and experience and have opportunities to further their career in the future. As an IFA administrator your will provide all 'Pre' and...
-
IFA Administrator
5 days ago
Bury, Greater Manchester, United Kingdom Recruitment22 Full time €32,000Client Services Administrator Vacancy. Bury. Up to £32,000. This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase knowledge and experience and have opportunities to further their career in the future. As an IFA administrator your will provide all 'Pre' and...
-
Preston, Lancashire, United Kingdom Ortus PSR Full timeOur client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services. The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment. This role is...
-
Bury, Greater Manchester, United Kingdom Recruitment22 Full time €32,000Client Services Administrator Vacancy. This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase knowledge and experience and have opportunities to further their career in the future. As an IFA administrator your will provide all 'Pre' and 'Post' advice administration support...
-
Bury, Greater Manchester, United Kingdom Recruitment22 Full time €32,000Client Services Administrator Vacancy. This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase knowledge and experience and have opportunities to further their career in the future. As an IFA administrator your will provide all 'Pre' and 'Post' advice administration support...
-
Client Services
4 weeks ago
London Area, United Kingdom JJ SEARCH LIMITED Full time28-35K salary (pro-rated) **This is a 6 Month FTC** The Client Our client is a boutique wealth management company, highly recognised and fantastic reputation. The Role The Client Services Assistant / Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that...
-
Client Services
4 weeks ago
London Area, United Kingdom JJ SEARCH LIMITED Full time28-35K salary (pro-rated) **This is a 6 Month FTC** The Client Our client is a boutique wealth management company, highly recognised and fantastic reputation.The Role The Client Services Assistant / Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the...
-
Client Services
4 weeks ago
London Area, United Kingdom JJ SEARCH LIMITED Full time28-35K salary (pro-rated) **This is a 6 Month FTC** The Client Our client is a boutique wealth management company, highly recognised and fantastic reputation.The Role The Client Services Assistant / Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the...
-
IFA Administrator
2 months ago
Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeThis website uses cookies to ensure you get the best experience on our website. IFA Administrator - Barnet - Artemis Recruitment Consultants Financial Services Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company...
-
IFA Administrator
2 weeks ago
Preston, Lancashire, United Kingdom Juniper Full timeJob Description Who we are at Juniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily. We are committed to providing the training and support to help all our staff reach their full potential. We are a bunch of nice people;...
-
IFA Administrator
1 month ago
Preston, Lancashire, United Kingdom Juniper Full timeWho we are at Juniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily. We are committed to providing the training and support to help all our staff reach their full potential. We are a bunch of nice people; even if we do...
-
Financial Services Administrator
3 days ago
Trafford, Greater Manchester, United Kingdom Halecroft Recruitment Full timeOur client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis... To provide efficient, friendly, and professional administration support to both clients & IFAs. The Role: Dealing with adhoc queries from Advisers/Clients/Providers Tasks to be recorded and maintained via...