IFA Administrator

Amber River East Anglia Hub is made up of Emery (IFA) Ltd, Scrutton Bland Financial Services Ltd and Orwell Securities Ipswich Ltd serving the East of England, operating over two sites; one in Ipswich and one in Colchester with approximately 75 employees and growing! Amber River as a national group has a headcount of over 750 employees. We strive and...

Amber River East Anglia Hub is made up of Emery (IFA) Ltd, Scrutton Bland Financial Services Ltd and Orwell Securities Ipswich Ltd serving the East of England, operating over two sites; one in Ipswich and one in Colchester with approximately 75 employees and growing! Amber River as a national group has a headcount of over 750 employees. We strive and...

IFA Personal AdministratorOutskirts of ColchesterSalary up to £35,000 depending on experience Working on behalf of this financial services provider based in Colchester, I am seeking an experienced IFA Administrator to deliver comprehensive support to the Financial Planner(s). This business is looking for someone who has a proven background as a...

**Job Title**: IFA Administrator **Location**: Colchester **Salary**: £25,000 - £35,000 **The Position** We are currently working on a new IFA Administrator position with a well established Financial Planning firm to be based in from their boutique office based in Colchester. Our client is forward thinking with a fun, hardworking office culture built...

**IFA Administrator White Colne** **Duties**: - Provide comprehensive administrative support to financial advisers. - Building relationships with a variety of stakeholders. - Maintain CRM systems, updating information regularly and adhering to all policies. - Preparation of client meeting packs and valuations. - Manage client documentation and data,...

Kingswood Group are pleased to be assisting a financial services firm with the recruitment of an IFA Administrator to be based in their Colchester office.  With ideally a previous background working within a similar industry, the role will support a team of Independent Financial Advisor and Paraplanners.  Duties will include; Take all client requests and...

Experienced Financial Services Administrator required to provide support to our team of IFA's. Please note this is a Full Time position, 9am-5pm Monday to Friday. Immediate Start Available. Financial Services experience is essential. - A good work ethic - Ability to work as part of a team or on their own, using initiative - Highly organised & methodical...

We are currently recruiting for a boutique Wealth Management firm near Colchester who are looking to recruit a Financial Planning Administrator. This is an office based role. Job Overview To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily prepare for client...

A reputable, established IFA in Colcester is seeking a Trainee/Junior Adviser to join their thriving team. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance ofprofessionalism and friendliness has a big part to play in their success. This firm has created a...

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion pounds of funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to...

Secretary required for our leading Colchester-based client work within their IFA team where you will have the opportunity to progress into a career as a paraplanner. As Secretary, it is essential that you possess strong audio typing skills where you willprovide secretarial and administration support to ensure the smooth and efficient running of the IFA...

Secretary required for our leading Colchester-based client work within their IFA team where you will have the opportunity to progress into a career as a paraplanner. As Secretary, it is essential that you possess strong audio typing skills where you will provide secretarial and administration support to ensure the smooth and efficient running of the IFA...

An exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Trainee Financial Services Administrator to provide support to our team of advisers. Please note this is a Full Time position, 9am-5pm Monday to Friday. Immediate Start Available. Financial Services experience is desirable but not essential. -...

An exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Financial Services Administrator to provide support to our team of advisers. Please note this is a Full Time position, 9am-5pm Monday to Friday. Immediate Start Available. Financial Services experience is desirable but not essential. - A good...

A reputable, established IFA in Colcester is seeking a Trainee/Junior Adviser to join their thriving team. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance ofprofessionalism and friendliness has a big part to play in their success.This firm has created a culture...

Trainee Paraplanner for our very well-established Colchester based IFA company. As trainee paraplanner, you will receive full training from their dedicated team to become Paraplanner and ideally will already possess a CII level 4 diploma in regulated financialplanning. This is a demanding role, you will need to be self-motivated, have a keen desire to...