IFA Administrator
3 days ago
This IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm.
In this IFA Administrator role, you will be providing support to their team of Financial Advisers who provide financial planning advice to clients. Your responsibilities will include:
- Liaising with the Financial Advisers to discuss what tasks need undertaking for each client
- Obtaining and processing Letters of Authority
- Processing new business cases
- Preparing client meeting packs with the correct, up to date information
- Obtaining recent product valuations
- Undertaking general administrative duties such as photocopying, letter writing, phoning clients / providers
Our client would provide full on-the-job training to enable you to succeed in your role.
This role will suit an individual keen to stay within the role of an Administrator
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
IFA Administrator Requirements
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IFA Administrator
2 weeks ago
Leicester, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm. In this IFA Administrator role, you will be providing support to their team of Financial Advisers who provide financial planning advice to clients. Your responsibilities will include: Liaising with the Financial Advisers to discuss what tasks need...
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IFA Administrator
3 months ago
Leicester, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm.In this IFA Administrator role, you will be providing support to their team of Financial Advisers who provide financial planning advice to clients. Your responsibilities will include:Liaising with the Financial Advisers to discuss what tasks need...
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IFA Administrator
1 week ago
Leicester, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business...
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IFA Administrator
1 week ago
Leicester, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business...
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IFA Administrator
1 week ago
Leicester, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business...
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Trainee Paraplanner/ifa Administrator
2 weeks ago
Leicester, United Kingdom Medlock Partners Full time €26,000IFA Administrator/ Trainee Paraplanner We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business and promote and encourage development. Valuations, Illustrations Letter writing,...
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IFA Administrator
1 week ago
Leicester, UK, Leicestershire, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business...
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Ifa Administrator
6 months ago
Leicester, United Kingdom NJR Recruitment Full timeIFA Administrator Leicester Salary up to 26,000 Our Client are a well-established firm of Independent Financial Planners who now have an excellent opportunity for an industry experienced Administrator to join their thriving team. This role will suit someone who has been working within the industry and who can demonstrate experience of administering...
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Ifa Administrator
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Ifa Administrator
5 months ago
Leicester, United Kingdom NJR Recruitment Full time**IFA Administrator** **Leicester** **Salary up to 28,000** Our Client are a well-established firm of Independent Financial Planners who now have an excellent opportunity for an industry experienced Administrator to join their thriving team. This role will suit someone who has been working within the industry and who can demonstrate experience of...
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Ifa Administrator
2 months ago
Leicester, United Kingdom NJR Recruitment Ltd Full timeOur Client are a well-established firm of Independent Financial Planners who now have an excellent opportunity for an industry experienced Administrator to join their thriving team.This role will suit someone who has been working within the industry and who can demonstrate experience of administering Pensions & Investments. Our client offers a fantastic...
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IFA Administrator/ Trainee Paraplanner
3 weeks ago
Leicester, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...
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IFA Administrator/ Trainee Paraplanner
1 month ago
Leicester, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...
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IFA Administrator/ Trainee Paraplanner
1 month ago
Leicester, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...
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IFA Administrator/ Trainee Paraplanner
1 month ago
Leicester, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...
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IFA Administrator/ Trainee Paraplanner
3 weeks ago
Leicester, United Kingdom Medlock Partners Full timeJob Description IFA Administrator/ Trainee Paraplanner Leicestershire based Salary up to £26,000 (Experience dependant) Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family...
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IFA Administrator/ Trainee Paraplanner
1 month ago
Leicester, UK, Leicestershire, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...
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Senior Administrator
5 months ago
Leicester, United Kingdom Wallace Hind Selection Full timeWe are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. **BASIC SALARY**: £28,000 - £33,000 **BENEFITS**: - 25 Days Annual Leave...
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Financial Services Administrator
3 weeks ago
Leicester, Leicester, United Kingdom Premier Jobs UK Limited Full timeIFA Administrator Job DescriptionThis role provides an excellent opportunity to join a local Financial Services firm and contribute to their growing team. As an IFA Administrator, you will be responsible for providing administrative support to their team of Financial Advisers.Key Responsibilities:Liaising with Financial Advisers to discuss tasks and client...
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Administrative Support Specialist
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Leicester, Leicester, United Kingdom Medlock Partners Full timeJob Title: IFA Administrator/ Trainee ParaplannerJob Summary: We are seeking a talented IFA Administrator/ Trainee Paraplanner to join our team at Medlock Partners. As a key member of our team, you will be responsible for providing administrative support to our top-performing Financial Planners.Key Responsibilities:Process new business applications and...