IFA Administrator

Our client is a successful leading Chartered Accountancy Practice whose IFA division offers professional, informed Financial Planning Advice to high-net worth clients. Due to expansion, they are now seeking to employ an experienced IFA Administrator to jointheir Exeter office. On offer is an attractive salary and a chance to progress in a well-established,...

**Job Title - IFA Administrator** **Location - Exeter** **Salary - £24,000+** Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an IFA Administrator to join a practice in Worcester. The firm prides themselves on providing a high-quality service with a priority of putting theirclients first. They have...

**Job Title - IFA Administrator** **Location - Exeter** **Salary - £20,000 - £25,000** Capio Recruitment is working with a multiprofessional firm on an exciting opportunity for an IFA Administrator to join a practice in Exeter. They have an excellent level of knowledge in services such as retirement planning, estate planning and investmentmanagement....

Are you an experienced IFA Administrator looking to take the next step in your career? Mbf are working with a successful Financial Planning organisation in Exeter who are seeking to recruit an IFA Administration Team Leader/Supervisor. The business is well established and have grown considerably over the past few years. They are now seeking to recruit an...

A fantastic opportunity to join a well established Financial Planning firm based in Exeter as an IFA Administrator. Due to a period of growth our client is looking for a bright and motivated person who can join their existing client service team. The role willinvolve collaborating with Financial Planners and other colleagues to service existing client...

**Job Title - Senior IFA Administrator** **Location - Exeter** **Salary - £27,000 - £32,000** Capio Recruitment is working with a growing independent financial planning firm on an exciting opportunity for an Senior IFA Administrator to join a practice in Exeter. The firm prides themselves on providing a high-quality service with a priority of...

**IFA Administrator** Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to - Assistance with...

**Westward Financial Management Ltd is seeking a Junior Administrator to join our team in Tiverton / Exeter** **Duties and responsibilities**: - Day to day administration in a busy IFA Practice - Business located in Exeter and Tiverton - Ideally some experience of Intelligent Office - Working alongside Chartered Financial Planners and Head of...

Mbf recruitment are currently working with a well established, successful Financial Planning business who are looking to recruit an IFA Administrator to their team in Exeter. The company pride themselves on the high-quality service that they deliver to their clients and as such, reward their staff with excellent salaries. The company have a genuinely...

A market leading Financial Planning business with multiple offices across the UK currently has a vacancy for an IFA Administrator to join their team in Exeter The company are a true market leader, being one of the largest and most successful Financial Planning organisations in the country. The role will be working alongside an experienced Administration...

**Salary £25k-£30k DOE | Excellent Benefits Package** **Are you looking for an exciting opportunity where you can develop your skills as a Financial Services Administrator?** Our client, a forward-thinking and dynamic Wealth Management Firm based in Exeter is seeking a **Financial Services Administration Team Leader** to join their Administration...

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. **The Opportunity** During a period of growth, our client is looking for someone to provide high-quality technical administration and analytical support to...

**FINANCIAL SERVICES ADMINISTRATOR / EXETER - PERMANENT OPPORTUNITY** **Location**: Science Park, EX5 **Assignment**: Permanent contract **Hours**: Monday to Friday 08:45am - 17:30pm **Pay**: £20,000 - £28,000 per annum, dependent on experience Flexible working (working from home up to 2 days per week) is available for this role once deemed fully...

**Job Title**: Senior Administrator **Location**: Exeter **Salary**: Up to £33,000 **Reference**:6709 Recruit UK are currently recruiting a Senior Administrator to join a leading Wealth Management firm based in Exeter. This company are continuously growing and pride themselves on having a great working culture. They are motivated by their employee’s...

**Competitive Salary | Hybrid Working | Excellent Benefits** Our client, a well-established Chartered Independent Financial Planning firm is seeking a **Financial Services Administrator** to join their team based in Exeter. This position is primarily office based; however, you will have the opportunity to work two days from home. This role may also be...

**FINANCIAL SERVICES ADMINISTRATOR / EXETER - PERMANENT OPPORTUNITY** **Location**: Science Park, EX5 **Assignment**: Permanent contract **Hours**: Monday to Friday 08:45am - 17:30pm **Pay**: £20,000 - £28,000 per annum, dependent on experience Flexible working (working from home up to 2 days per week) is available for this role once deemed fully...

MB Fitzgerald are working with a national Financial Planning organisation who are looking to recruit a Financial Services Administrator to join their friendly team in Exeter. The organisation is very well known in the industry, they have offices across theUK are a true market leader. Due to continued growth & expansion they now have the requirement for an...

**Job Title: Paraplanner Location: Exeter Hours of work: 36.5 hours, 5 days per week (Flexible hours working is available) **Salary**: £30,000 - £40,000** **Key Responsibilities**: - Support the Financial Planning team to meet business targets. - Research clients' financial arrangements, analyse investment and client data. - Construct financial planning...

**Flexible and Hybrid Working| 25 Days Annual Leave | Buy and Sell Holiday** **Paraplannerresponsibilities include: -** - Research clients’ financial arrangements, analyse investment and client data - Construct financial planning strategies and research financial product marketplace - Produce financial planning reports and letters - Act as a point of...

Our client is looking for an experienced Paraplanner to join their growing business in Exeter. You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forwardthinking IFA business. **Key Responsibilities**: - Preparing and maintaining the client file. -...