IFA Administrator

1 month ago

Stansted, United Kingdom Tate Recruitment Full time

A Wealth Management firm based in Stansted is seeking an experienced IFA Administrator, paying up to £31,000 plus great benefits, to support their team of advisors and client managers.


This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry. Putting its customers and working culture at the heart of their business.


There will be opportunity for growth and development within the role, but alternatively if you are looking to stay within administration, then there will be the ability to hone those skills too.


The Administrator will be supporting the team and working collaboratively in the following duties:


  • Create and maintain accurate client records on the back-office systems and platforms
  • Open and maintain client files to the required compliance standards with all appropriate KYC information
  • Prepare client documentation and correspondence pre and post meetings
  • Send Letters of Authority and gather accurate information
  • Assist with obtaining illustrations and application forms
  • Assist Client Managers in preparation and implementation of advice
  • Check accuracy and completeness of new business documentation as well as process new business applications
  • Regularly monitor and chase up progress on applications and other transaction
  • Produce accurate portfolio valuations
  • Assist with the servicing of fund top ups, withdrawals, switches and rebalances
  • Provide a friendly and professional point of contact for clients
  • Provision of ad-hoc data, analysis and reports as required by management or Client Managers
  • Record fees
  • Assist Client Managers in preparation of client catch up and review meetings


The ideal candidate will come from the finance industry and have ideally two years working in an administrative capacity. You will have a good understanding of IFA regulations/ workings as well as FCA compliance. A can-do and collaborate attitude to work, all the of the team pull together to support one another to make sure that the customer has the best service possible


If you are looking for a role in Finance, in an company with a really great environment, then please do apply directly to the advert

  • Ifa Administrator

    6 months ago

    Stansted, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Location: Stansted Mountfitchet** **Hybrid Working - 3 x days office** **Salary: £26,000 - £32,000** **Are you an IFA Administrator looking for your next role?** - Do you feel that you are underpaid or undervalued working for a larger IFA? - Would you like to work in a boutique wholly independent...

  • IFA Administrator

    4 weeks ago

    Stansted, United Kingdom Tate Recruitment Full time

    Job OverviewTate Recruitment is seeking an experienced IFA Administrator to support their team of advisors and client managers in a Wealth Management firm based in Stansted.This is a great opportunity for a candidate with a financial background to work in a firm that prioritizes its customers and working culture.The successful candidate will have the...

  • IFA Administrator

    2 weeks ago

    Stansted, United Kingdom Tate Recruitment Full time

    A Wealth Management firm based in Stansted is seeking an experienced IFA Administrator, paying up to £31,000 plus great benefits, to support their team of advisors and client managers.This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry. Putting its...

  • IFA Administrator

    3 weeks ago

    Stansted, United Kingdom Tate Recruitment Full time

    Job Description A Wealth Management firm based in Stansted is seeking an experienced IFA Administrator , paying up to £31,000 plus great benefits, to support their team of advisors and client managers. This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the...

  • IFA Administrator

    4 weeks ago

    Stansted, United Kingdom Tate Full time

    A Wealth Management firm based in Stansted is seeking an experienced IFA Administrator, paying up to £31,000 plus great benefits, to support their team of advisers and client managers.This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry. Putting its...

  • IFA Administrator

    4 weeks ago

    Stansted Mountfitchet, United Kingdom Tate Recruitment Full time

    A Wealth Management firm based in Stansted is seeking an experienced IFA Administrator, paying up to £31,000 plus great benefits, to support their team of advisors and client managers.This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry. Putting its...

  • IFA Administrator

    3 weeks ago

    Stansted, UK, Essex, United Kingdom Tate Recruitment Full time

    A Wealth Management firm based in Stansted is seeking an experienced IFA Administrator, paying up to £31,000 plus great benefits, to support their team of advisors and client managers.This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry. Putting its...

  • IFA Administrator

    2 weeks ago

    Stansted, Essex, United Kingdom Tate Recruitment Full time €31,000

    A Wealth Management firm based in Stansted is seeking an experienced IFA Administrator , paying up to £31,000 plus great benefits, to support their team of advisors and client managers. This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry. Putting...

  • IFA Administrator

    2 weeks ago

    Stansted Mountfitchet, United Kingdom Tate Recruitment Full time

    A Wealth Management firm seeks an experienced IFA Administrator to support their team of advisors and client managers in Stansted. This role offers a great opportunity for growth and development within a company that prioritizes its customers and working culture.The successful candidate will maintain accurate client records, prepare documentation, and assist...

  • Financial Services Administrator

    4 weeks ago

    Stansted, United Kingdom Tate Recruitment Full time

    Job Title: Financial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Tate Recruitment. As an IFA Administrator, you will play a vital role in supporting our team of advisors and client managers.The ideal candidate will have a good understanding of IFA regulations and FCA compliance. You will be...

  • Financial Services Administrator

    4 weeks ago

    Stansted, United Kingdom Tate Full time

    Job Title: Financial Services AdministratorJob Summary: We are seeking an experienced Financial Services Administrator to join our team at Tate. The ideal candidate will have a strong background in finance and administration, with a good understanding of IFA regulations and FCA compliance.Key Responsibilities:Create and maintain accurate client records on...

  • Senior Financial Administrator

    1 month ago

    Stansted, United Kingdom Tate Recruitment Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Senior Financial Administrator to join our team at Tate Recruitment. As a key member of our Wealth Management team, you will be responsible for providing administrative support to our Client Managers and advisors, ensuring the smooth operation of our financial services.The ideal candidate will...

  • Wealth Planning Administrator

    3 weeks ago

    Stansted, Essex, United Kingdom Cranleigh Personnel Full time £26,000 - £32,000

    Wealth Planning Administrator OpportunityLocation: Hybrid options with Monday and Friday from homeSalary: £32,000Are you looking to take the next step in your career as a Wealth Planning Administrator?We're hiring on behalf of our client, a boutique Independent Financial Advisor (IFA) firm specialising in ultra-high-net-worth clients. Whether you're looking...

  • Financial Services Administrator

    1 month ago

    Stansted Mountfitchet, United Kingdom CV-Library Full time

    A Wealth Management firm based in Stansted is seeking an experienced Financial Services Administrator, paying up to £31,000 plus great benefits, to support their team of advisers and client managers. This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the...

  • Administrator - Independent Financial Adviser (Ifa)

    2 weeks ago

    Stansted, Essex, United Kingdom Tate Recruitment Full time €31,000

    A Wealth Management firm based in Stansted is seeking an experienced Financial Services Administrator , paying up to £31,000 plus great benefits, to support their team of advisors and client managers. This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the...

  • Financial Services Administrator

    3 weeks ago

    Stansted Mountfitchet, United Kingdom Tate Full time

    A Wealth Management firm based in Stansted is seeking an experienced Financial Services Administrator, paying up to £31,000 plus great benefits, to support their team of advisers and client managers.This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry....

  • Financial Services Coordinator

    4 weeks ago

    Stansted Mountfitchet, United Kingdom Tate Full time

    Job Title: Financial Services CoordinatorJob Summary: We are seeking an experienced Financial Services Coordinator to support our team of advisers and client managers. The ideal candidate will have a good understanding of IFA regulations and FCA compliance.Key Responsibilities:Create and maintain accurate client records on our back-office systems and...