Current jobs related to Ifa Administrator - Billericay - Heat Recruitment Ltd
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Ifa Administrator
2 months ago
Billericay, United Kingdom Heat Recruitment Ltd Full timeThe opportunity has arisen for an experienced and enthusiastic IFA Administrator to join a well-respected financial planning practice based in Billericay. The IFA Administrator role will involve working closely with the existing team to support the company directors and advisers. The successful candidate will be provided with a broad exposure to financial...
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Ifa Administrator
2 months ago
Billericay, United Kingdom Heat Recruitment Ltd Full timeThe opportunity has arisen for an experienced and enthusiastic IFA Administrator to join a well-respected financial planning practice based in Billericay.The IFA Administrator role will involve working closely with the existing team to support the company directors and advisers. The successful candidate will be provided with a broad exposure to financial...
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Administrator - Financial Services
2 months ago
Billericay, United Kingdom Noble Recruiting Full timeAdministrator - Financial ServicesI am working with a local Wealth Management Financial Services company who are searching for an experienced IFA Administrator to join their team.ResponsibilitiesYou will work closely with the Advisor's to support them on all Administration duties * Submit new business * Contact suppliers ensuring that all contracts and legal...
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Ifa Administrator
2 months ago
The opportunity has arisen for an experienced and enthusiastic IFA Administrator to join a well-respected financial planning practice based in Billericay.The IFA Administrator role will involve working closely with the existing team to support the company directors and advisers. The successful candidate will be provided with a broad exposure to financial planning matters, a competitive salary and benefits package within a small and friendly firm.The role is paying up to £32,000 and has free parking on site. Office attendance is preferred however flexibility on this can be discussed.IFA Administrator responsibilities will include: * Ensuring all client information is correctly recorded onto the back office system * Processing of new business * Chasing providers and liaising with platforms * Booking in meetings and assisting Advisers with ad hoc responsibilities * Producing valuations and carrying out reviews * Answering and dealing with client queries * New client administrationWhat is needed for me to be considered? * Experience as an IFA Administrator within an IFA/Financial Planning firm is essential * Experience using back office systems * Experience liaising with a range of providers * Able to demonstrate a good understanding of Financial Planning products, as well as technical and industry knowledge * Corporate/Commercial client knowledge (e.g. Group Schemes) preferable but not essentialWhat next?Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.IFA Administrator, Financial Planning Administrator, Financial Services Administrator, Adviser Support