Trainee IFA Administrator

2 weeks ago


Ipswich, United Kingdom Coast Specialist Recruitment Full time

The role is based in Ipswich with a highly respected IFA Wealth Manager.

Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge.

You will be trained in KEY RESPONSIBILITIES & ACCOUNTABILITIES

  • New business processing and submission to Business quality, submitting onto external and internal systems
  • Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
  • Liaison with a variety of product providers and use of their online systems to gather valuations etc
  • Working with back-office system to maintain client records, process annual reviews reports and new business processing
  • Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
  • General Administration and client servicing support as needed

The role offers a competitive basic salary and supporting benefits with genuine opportunity to develop as an administrator.


  • Ifa Administrator

    3 days ago


    Ipswich, United Kingdom PB Recruitment Consultants Ltd Full time

    **An exciting career opportunity is available with a leading, reputable, and award-winning Financial Planner, it currently require an experienced IFA Administrator to join it’s vibrant and friendly team.** **An established company, which has been successfully trading for more than 27 years’ providing a professional, impartial, and friendly service to...

  • IFA Administrator

    2 weeks ago


    Ipswich, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based in Ipswich who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key role in the Financial Planning process and they require a...


  • Ipswich, United Kingdom Aspire Executive Search Full time

    IFA Support Administrator, Ipswich Salary up to £30,000 (Dependent upon level of experience) Excellent benefits including a bonus. This is an excellent and interesting opportunity to work for a Ipswich based IFA firm who have a client centred approach and are experienced in helping clients with complex needs. The purpose of the role is to provide client...


  • Ipswich, United Kingdom Chassis Cab Ltd Full time

    Chassis Cab is a family run business that holds the award winning DAF Truck franchise for Suffolk, North Essex and Cambridgeshire. An exciting opportunity has become available at our Ipswich Dealership. We are currently seeking a Trainee Office Administrator to join our successful Warranty Team. The main focus of the role will be to assist the Warranty...


  • Ipswich, United Kingdom Employment Specialists Ltd Full time

    **Trainee Underwriter** Employment Specialists are pleased to be working alongside a well-respected name within the Insurance Industry who are looking to recruit a **Trainee Fleet Underwriter** to support an exciting period of growth. You will work in a Team committed to develop and nurture you to your full potential. The role will involve providing...

  • IFA Administrator

    4 weeks ago


    Ipswich, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    TEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: Financial Services AdministratorLocation:IpswichBenefits:Competitive salary,No weekends,22 days holiday plus bank holidayPension 5% employee and 5% employerQualifications funded and supportedSalary: £24k ~ £30k Depending on experience.About the Company:This prestigious and excellent...

  • IFA Administrator

    4 weeks ago


    Ipswich, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    TEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: Financial Services AdministratorLocation:IpswichBenefits:Competitive salary,No weekends,22 days holiday plus bank holidayPension 5% employee and 5% employerQualifications funded and supportedSalary: £24k ~ £30k Depending on experience.About the Company:This prestigious and excellent...


  • Ipswich, United Kingdom Accord Resourcing Full time

    **Regional Invoicing Administrator needed** **(Trainee position)** **£24 300 per annum** **Ipswich** Our client, a top brand Truck and Bus manufacturer and dealer, is seeking for a Trainee Invoicing Administrator to join their team. **Role**: Invoicing Trainee Administrator **Salary**: £24 300 per annum **Hours**: Monday to Friday 8:30am to5;00pm(1...


  • Ipswich, United Kingdom Eriks Full time

    **Job title:  Trainee Customer Service Administrator** **Job Location:  Ipswich** **ABOUT US -** We are ERIKS, a technology driven, specialist industrial services provider offering a wide range of mechanical engineering solutions and technical services to an incredibly broad spectrum of industries. We are involved, often without you knowing, in your...

  • Centre Administrator

    1 month ago


    Ipswich, United Kingdom East Suffolk and North Essex NHS Foundation Trust Full time

    Working within a busy Education Centre, this exciting role will enable departments to better support their trainee doctors through organising education meetings and training courses. Providing a high quality administrative and potential reception service, you will manage the Centre's room bookings and supporting speakers in setting up events. You will...

  • Trainee Administrator

    2 weeks ago


    Ipswich, United Kingdom Adecco Full time

    We are currently recruiting on behalf of a fantastic, energy client based in Ipswich, who are on the look out for an Administrator to join their team. The role will initially be offered on a temporary basis, with the potential to be offered permanent in the future. This will be an ongoing, long-term role. - **No experience required, full training will be...


  • Ipswich, United Kingdom TIME Appointments Ltd Full time

    Time Appointments are proud to be working on behalf of one of Ipswich’s leading independent financial advisors. They are currently looking to bring in an experienced individual from an IFA to progress their career and develop their skills. Our client is after an individual who they can provide further training for and put through additional qualifications...


  • Ipswich, United Kingdom Opus People Solutions Full time

    We are seeking a highly motivated and customer-focused individual for a trainee customer service administrator vacancy in Ipswich. This role would be perfect for someone who is looking to start out in their first full time office based role. **Responsibilities**: - Provide accurate information about products, services, and promotions - Assist customers...

  • Trainee Advice Worker

    1 month ago


    Ipswich, United Kingdom Suffolk Refugee Support Full time

    **Job Title: Trainee Advice Worker** **Speaker of English and one of the following refugee languages (Kurdish Sorani, Tigrinya, Amharic, Farsi, Arabic, Dari or Pashto)** **Context** Suffolk Refugee Support provides support and advice to asylum seekers and refugees who are resident in Suffolk. As part of our services offered, we run an Advice Service from...


  • Ipswich, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based in Ipswich that are looking to recruit an Administrator/Paraplanner. A large part of this job will be compiling suitability letters so they are looking for someone with relevant experience and ideally diploma qualified or almost qualified. Summary of Role To provide high quality...


  • Ipswich, United Kingdom Pertemps Bond Full time

    Trainee Legal Assistant required to join and support the Personal Injury Team based in IpswichStarting salary £20,800Office basedMon to Fri 9-5pmModern office space with lots of company benefitsCareer progression As a Personal Injury Support Assistant you will support Personal Injury team on a day to day basis.Assisting with post and...


  • Ipswich, United Kingdom East Suffolk and North Essex NHS Foundation Trust Full time

    East Suffolk and North Essex Foundation Trust is seeking to appoint a Dental Administrator. Working within the multi professional education team, the medical team supports the educational activities of all undergraduate and postgraduate medical education. We are looking for an enthusiastic, approachable and highly motivated individual to join the team to...


  • Ipswich, United Kingdom Gallagher Bassett International Full time

    **Trainee Claims Handler** **ENTRY LEVEL - FULL TRAINING PROVIDED!** - Based in our Ipswich waterfront office, Claims Settlement Agencies Limited are looking for Trainee Insurance Claim Handlers to join our fast growing team across various forms of insurance including travel, weddings, gadget, financial failure and personal accident._ **Primary...

  • Trainee Sales Advisor

    1 month ago


    Ipswich, United Kingdom Persimmon Homes Full time

    From the commitment we pour into our homes, to the belief we bring to supporting amazing careers, a role at Persimmon is a springboard for Building Your New Possible. Discover new opportunities to grow, learn new skills and release your potential. We’re Persimmon Homes, a FTSE 100 listed company and a leading UK house builder serving local communities...


  • Ipswich, United Kingdom Fred. Olsen Full time

    **Category**: Guest Services **Vacancy Type**: Permanent* Full Time **Salary**: £20,900 Per Annum **Closing Date**: Tue, Jan 3, 2023 **Location**: Ipswich **Welcome to The Olsen Way** In recent years, we have seen a new era emerging in cruising. There is a trend for everything to get bigger and busier, and for a cruise to be seen as an alternative to a...