IFA Administrator

Are you an experienced IFA Administrator proficient in using X-Plan? If so this opportunity to join a dynamic and growing financial advisory services group who are based in Cardiff is for you! Our client are an FCA-regulated IFA Network operating since 2002 that supports a network of Independent Financial Advisers (IFAs) and IFA businesses across the...

**Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Cardiff **Salary**: £28,000 - £32,000 **Job Reference**:9024 Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. Our client is a long standing financial planning company, who specialise in...

**Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Cardiff **Salary**: £25,000 - £28,000 **Job Reference**:9024 Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. Our client is a long standing financial planning company, who specialise in...

IFA Administrator (Progression to Paraplanner / Advisor) 28, ,000 + Training + Progression + Company Bonus + Qualifications + Company Benefits Manchester Are you an IFA Admin or similar, looking to join a well-established Independent Financial Advisors, offering Study Support and tailored training to progress to a Paraplanner up to a Financial Advisor?On...

We are working with a successful wealth management organisation in Leeds to recruit for a Senior IFA Administrator to join their growing administration function. Client DetailsThis IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build their...

MB Fitzgerald are currently working with a leading firm of Chartered Financial Planners who are looking to add to their existing support team. This company are well established in the area and focus on providing advice to HWN and UHNW clients. They are keen to add an experienced IFA Administrator who can help them continue to provide a first class service...

**Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Cardiff **Salary**: £23-25,000 **Job Reference**:8149 Our client is a UK wide financial planning firm, who offer holistic financial planning for clients across South Wales. As their client base continues to grow, they are looking to grow their back office team and bring on...

We are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team on the outskirts of Cardiff. The business has a fantastic reputation and have grown consistently over the past 5 years. They are looking for an experienced Administrator who can provide support to the firms Paraplanners,...

Job SummaryThe company Finlink Ltd is seeking an experienced IFA Administrator to join their team. As a key member of the team, you will be responsible for delivering excellent customer service, submitting new business applications, and tracking progress.Key ResponsibilitiesAnswer client queries and provide timely responsesProcess policy amendments,...

Job Summary The Compliance Operations Supervisor role at Finlink Ltd is a key position within our Financial Services team. As a Compliance Operations Supervisor, you will be responsible for ensuring that all compliance frameworks are met in sufficient time, supporting the compliance team, and liaising with member firm financial advisors. Key...

Are you an organised Administrator with previous experience within an Accountancy setting? If so this opportunity to join a dynamic and growing financial advisory services group who are based in Cardiff is for you! Our client are an FCA-regulated IFA Network operating since 2002 that supports a network of Independent Financial Advisers (IFAs) and IFA...

**Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Cardiff **Salary**: £24-28,000 **Job Reference**:7805 Recruit UK is working on an excellent opportunity for an IFA Administrator, who wants to progress into Paraplanning! The firm has decades of experience providing Financial Advice to clients across South Wales, offering a...

**Responsibilities**: - Assist financial advisers and paraplanners with administrative tasks. - Collaborate with the team to optimise internal efficiency and enhance the overall client experience. **Requirements**: - Initiative, dynamism, and a strong work ethic are essential traits. - Dedication and self-motivation are key, as the business operates on a...

**Are you a Financial Services Administration Professional?** Due to continued success in providing advice to both Private and Corporate clients, this successful IFA practice now needs a professional, organised and disciplined Financial Services Administrator. You will need to deliver excellent customer service to a wide range of customers. Key...

Junior Compliance Administrator York 23, ,000 NJR are currently working with a leading Independent Wealth Management Advisory firm based on the outskirts of York who are looking for a Junior Compliance Administrator to join their ambitious, expanding and technically astute team. The main purpose of your role will be to provide full admin support to the...

Compliance Operations Supervisor Hybrid working Cardiff The role is suited to someone with 2+ years’ experience within the financial advice sector, as an IFA Administrator or within compliance. Ideally this will be an organised individual who will work with Financial Advisors within member firms to identify the required compliance framework and ensure it...

**Background** Our Independent Financial Advisers work alongside Hugh James lawyers, which mean clients benefit from the experience of a UK top 100 law firm that’s over 50 years old. Our independent financial advisers provide bespoke solutions on all aspects of financial planning for both private and corporate clients including but not limited to,...

Job Title: Financial Planning Administrator Industry: Wealth Management Location: Cardiff Job reference: 9164 Salary: up to £26,000 Recruit UK are working on behalf of a well-regarded Independent Financial Planning firm in Cardiff, to find a talented Financial Planning Administrator. This is a fantastic opportunity to join a dedicated team of Independent...

This role is for you if you have experience within a regulated industry and are looking for a compliance role within a financial services group. Within the role you will undertake a comprehensive training program and have support from the preexisting team. In this hybrid role, which is 4 days a week at home and 1 day in the office, they offer a salary of up...

A great opportunity for an IFA administrator in a wealth management firm near Cardiff. A family feel team who value employee well-being greatly. They have recently adopted a 4 day working week, 30 hours, whilst paying full time salaries. The firm are happy to support you in gaining qualifications, if you wish, to give you a great understanding of the...