Technical IFA Administrator

4 weeks ago


Fareham, United Kingdom Premier Jobs UK Limited Full time

This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team

You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers

As a Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning process and client journey. Part of your duties will include documenting, researching and report writing for ISAs and other standard cases.

You will receive support from the Administrators who undertake general administrative duties and the Paraplanners on complex cases.

Technical IFA Administrator Requirements

  • You should have 3+ years’ experience in financial planning administration with good product knowledge
  • You should ideally have some of your industry qualifications

The Company

This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure.

Technical IFA Administrator Benefits

  • Salary of £32,000 to £38,000 dependent upon experience
  • Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation
  • Normal working hours of 9 - 5:30pm, Monday to Friday (possible movement on start / finish time)
  • Office based role

Location

Fareham

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.



  • Fareham, United Kingdom Premier Jobs UK Limited Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive teamYou will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial AdvisersAs a Technical IFA Administrator you...


  • Fareham, United Kingdom Premier Jobs UK Limited Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive teamYou will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial AdvisersAs a Technical IFA Administrator you...


  • Fareham, United Kingdom Premier Jobs UK Limited Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive teamYou will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial AdvisersAs a Technical IFA Administrator you...


  • Fareham, United Kingdom Premier Jobs UK Limited Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive teamYou will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial AdvisersAs a Technical IFA Administrator you...


  • Fareham, United Kingdom Premier Jobs UK Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator you...


  • Fareham, United Kingdom Premier Jobs UK Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive teamYou will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial AdvisersAs a Technical IFA Administrator you...


  • Fareham, Hampshire, United Kingdom Premier Jobs UK Limited Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively...


  • Fareham, South East, United Kingdom Premier Jobs UK Limited Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive teamHave you got the right qualifications and skills for this job Find out below, and hit apply to be considered.You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively...


  • Fareham, Hampshire, United Kingdom Premier Jobs UK Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator you...


  • Fareham, United Kingdom Financial Careers Ltd Full time

    Our client is a highly successful IFA and is now growing. They are now seeking a bright and experienced Technical Administrator/Paraplanner to join them. This is a multifaceted office-based role and requires someone with exceptional attention to detail and accuracy. You will receive full training and support and a chance to progress your career in Financial...


  • Fareham, United Kingdom Financial Careers Ltd Full time

    Our client is a highly successful IFA and is now growing. They are now seeking a bright and experienced Technical Administrator/Paraplanner to join them. This is a multifaceted office-based role and requires someone with exceptional attention to detail and accuracy. You will receive full training and support and a chance to progress your career in Financial...

  • Ifa Administrator

    2 months ago


    Fareham, United Kingdom mbf. Full time

    We are currently working with a National Wealth Management organisation to recruit an additional IFA Administrator to join their Fareham office. Our client is a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide support to a...


  • Fareham, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    _**Job Title: Senior IFA Administrator**_ - **Location: Portsmouth area**_ - **Salary: £28,000 - £32,000 DOE**_ **About the firm** Our client is a successful family run IFA firm based in the Portsmouth area who have an emphasis on their personal and transparent approach to their clients. They have been running for over 20 years and pride themselves in...

  • Ifa Administrator

    1 month ago


    Fareham, United Kingdom mbf. Full time

    We are currently working with a National Wealth Management organisation to recruit an additional IFA Administrator to join their Fareham office. Our client is a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide support to a...

  • IFA Administrator

    2 months ago


    Fareham, Hampshire, United Kingdom Premier Jobs UK Full time

    You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning...

  • Administrator

    13 hours ago


    Fareham, United Kingdom Brook Street Full time

    Brook Street are pleased to be working with a client based in central Fareham who seek a full time IFA administrator to join their team. Working hours are Monday-Friday 9 _till_ 5 however the client can consider a 4 day working week. **Main Roles and Responsibilities** - The Administrator will have the responsibility of supporting the new client sales...


  • Fareham, United Kingdom Appointed Ltd Full time

    **Whole of market financial planning practice are in need of a IFA Administrator to work on a hybrid basis from their Fareham office to provide both clerical and administrative support to ensure the smooth running of the firm.** You will be supporting a team of financial advisers and paraplanners with all areas of administration, specifically submitting new...


  • Fareham, United Kingdom Ortus PSR Full time

    **Client Services Administrator** **Location: Fareham** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...


  • Fareham, United Kingdom Lawrence Clarke Ltd Full time

    Lawrence Clarke Ltd are offering a fantastic opportunity to join our successful IFA support team. We are looking to recruit an enthusiastic administrator who is able to support our team of advisers and technical administrators. Experience of the financial services industry would be fantastic. **About Lawrence Clarke Ltd** We are a leading independent...


  • Fareham, United Kingdom Appointed ltd Full time

    **Whole of market financial planning practice with a longterm client bank built of the back of teams exceptional, professional and caring services provided are recruiting within their close knit team based in Fareham.** As the Head Client Relationship Manager you have a extremely important part to play overseeing and managing the Client Relationship...