IFA Trainee Administrator

2 weeks ago


Chelmsford, United Kingdom Coast Specialist Recruitment Full time

We have an excellent new opportunity for an Independent Financial Advisory firm based in South WoodhamFerrers. This training-oriented role provides a broad and varied range of responsibilities and offers a particularly valuable combination of communication, collaboration and progression.

The Role:

Key Responsibilities:

  • To manage new business onboarding process, setting clients up on back office system, obtaining necessary compliance and AML documents and preparing/sending off terms/LOA as appropriate.
  • Obtaining client valuations and illustrations.
  • Processing life assurance applications, dealing with queries and seeing through to completion and sending out pol docs.
  • Dealing with Investment top-ups, withdrawals, surrenders, income requests and any other existing business queries.
  • Placing investment trades/carrying out fund switches on advisor instructions
  • Prepare client packs for meetings (new clients and annual reviews)
  • Prepare/send out Value Proposition schedules
  • Maintaining back office system e.g. updating fact finds, business submissions, running reports, scanning and uploading emails/documents
  • Daily reconciliation of commissions and fees
  • Coordinating advisor's diary and arrange client meetings
  • Collating information for Professional Indemnity insurance annually

Applicant Requirements:

  • Flexible and open-minded approach
  • Strong communication and organisational skills
  • Self-motivated and ability to use own initiative
  • A desire to learn and a keen interest in receiving training
  • Some experience in general financial services

This role is fully office based and has a prospective starting salary of 23K per annum.


  • Ifa Administrator

    3 weeks ago


    Chelmsford, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title**: IFA Administrator **Location**: Chelmsford **Salary**: £20,000 to £30,000 **The Position** We are currently working on a new IFA Administrator position with a Financial Planning firm to be based in from their boutique office based in Chelmsford. Our client is forward thinking with a fun, hardworking office culture built around...

  • IFA Administrator

    2 weeks ago


    Chelmsford, United Kingdom Ortus PSR Full time

    Part time, 1 year Maternity Contract - for an IFA Administrator in Chelmsford, East England Our client, a well-established boutique IFA (Independent Financial Advice) company, is seeking a IFA Administrator to join their team for a years Maternity Leave contract, part time role, with possible opportunity to go permanent at end. This is an excellent...

  • IFA Administrator

    1 week ago


    Chelmsford, United Kingdom Ortus PSR Full time

    Part time, 1 year Maternity Contract - for an IFA Administrator in Chelmsford, East England Our client, a well-established boutique IFA (Independent Financial Advice) company, is seeking a IFA Administrator to join their team for a years Maternity Leave contract, part time role, with possible opportunity to go permanent at end. This is an excellent ...


  • Chelmsford, Essex, United Kingdom Coast Specialist Recruitment Full time

    The role is based in South Woodham Ferrers with a highly respected IFA Wealth Manager.Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their...

  • IFA Administrator

    4 weeks ago


    Chelmsford, United Kingdom Finlink Ltd Full time

    IFA Administrator Up to £30,000 Office based role This role is best suited to those with IFA Administration experience who are looking to join a supportive and expanding team. The company are offering a salary of up to £30,000 dependant on experience with discretionary bonus and exam support. Within the role there is progression potential to assist with...

  • Ifa Administrator

    3 weeks ago


    Chelmsford, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Chelmsford, Essex** **Salary up to £32,500 + bonus** - Are you an experienced IFA Administrator who’s looking for hybrid working?_ - Would you like to work for a company that offers exceptional benefits, including 30 days_ - holiday + bank holidays + an additional day for wellness and your birthday...

  • Trainee IFA Admin

    2 weeks ago


    Chelmsford, United Kingdom Coast Specialist Recruitment Full time

    The role is based in South Woodham Ferrers with a highly respected IFA Wealth Manager. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their...

  • IFA Administrator

    2 weeks ago


    Chelmsford, Essex, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in Chelmsford who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. Duties:Process business submissions within our service level agreement (SLA); recording all new business where necessary (e.g. Intelligent Office,...


  • Chelmsford, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: Senior IFA Administrator** **Salary: £26,000 - £32,000** **Location: Chelmsford** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including...

  • IFA Admin

    2 weeks ago


    Chelmsford, Essex, United Kingdom Finlink Ltd Full time £30,000

    Office based roleThis role is best suited to those with IFA Administration experience who are looking to join a supportive and expanding team. The company are offering a salary of up to £30,000 dependant on experience with discretionary bonus and exam support. The business is a well-established Financial Services firm who have been in operation for over 10...

  • Ifa Administrator

    3 weeks ago


    Chelmsford, United Kingdom PB Recruitment Consultants Full time

    **A leading, highly reputable, and successful multi-office Independent Financial Planning Firm currently requires an experienced and qualified Hybrid Wealth Client Executive, an IFA Administrator to join its friendly team, on a hybrid basis in either, Chelmsford, Cheltenham, or Bath** **This is a **_HYBRID_** role, with and extremely comprehensive benefits...


  • Chelmsford, United Kingdom Adecco UK Full time

    **Trainee Accounts Assistant/Administrator** Are you looking to start a career within the Accounts sector? Do you have strong attention to detail and have an eye for numbers? We are working on the perfect role for someone keen to learn and develop their career within the Accounts sector. Adecco Chelmsford are currently on the lookout for Trainee Accounts...


  • Chelmsford, United Kingdom Coast Specialist Recruitment Full time

    We have an excellent new opportunity for an Independent Financial Advisory firm based in South WoodhamFerrers. This training-oriented role provides a broad and varied range of responsibilities and offers a particularly valuable combination of communication, collaboration and progression. The Role: Key Responsibilities:To manage new business onboarding...


  • Chelmsford, United Kingdom People By People Full time

    **Trainee Property Manager - Estate Agent in Chelmsford** **2 years of customer service and/or administration required** **Salary up to £25k** dependent on experience **Monday to Friday - 9:00 - 17:30 - No weekends** **Essentials**: - Good telephone manner - Able to use initiative - Keen to learn - full training will be provided - Live locally to...

  • Ifa Administrator

    5 days ago


    Chelmsford, United Kingdom E C Financial Services Limited Full time

    **Who we are** - **E C Financial Services Limited **are the financial planning arm of **Edmund Carr LLP Accountants** a leading Essex based firm established for over 70 years. - We are a small but well supported and effective business of approximately 600 clients and assets under advice of approximately £155m. - We have a culture where every member of the...


  • Chelmsford, Essex, United Kingdom Rayment Recruitment Full time

    Trainee Recruitment Consultant - Catering DivisionChelmsfordUp to £27,000 DOEHybrid Working Schedule This is an exciting opportunity for a Trainee Recruitment Consultant to join our Recruitment team. We have been established for 30 years and due to the increased success as Essex’s leading Catering Agency we are now looking to expand and grow our Catering...


  • Chelmsford, United Kingdom Rayment Recruitment Full time

    Trainee Recruitment Consultant - Catering DivisionChelmsfordUp to £27,000 DOEHybrid Working Schedule This is an exciting opportunity for a Trainee Recruitment Consultant to join our Recruitment team. We have been established for 30 years and due to the increased success as Essex’s leading Catering Agency we are now looking to expand and grow our Catering ...


  • Chelmsford, United Kingdom Recruit UK Full time

    **Job Title**: Entry Level Financial Administrator **Industry**:Financial Services **Location**:Chelmsford **Salary**:Up to £22,000 **Job Ref**:8663 Administrator Looking to kickstart your career? Recruit UK are working with a wealth management firm in Essex who are looking to bring on an Administrator. If you are looking for a long-term career in...


  • Chelmsford, United Kingdom Recruit UK Full time

    **Job Title**: Entry Level Financial Administrator **Industry**:Financial Services **Location**:Chelmsford **Salary**:Up to £22,000 **Job Ref**:8663 Administrator Looking to kickstart your career? Recruit UK are working with a wealth management firm in Essex who are looking to bring on an Administrator. If you are looking for a long-term career in...


  • Chelmsford, Essex, United Kingdom Rayment Recruitment Full time

    Trainee Recruitment Consultant - Catering Division at Chelmsford Salary: Up to £27,000 based on experience | Working Arrangement: Hybrid Welcome to an exciting opportunity to join our Recruitment team as a Trainee Recruitment Consultant within the Catering Division. With three decades of experience, we are the top Catering Agency in Essex and are now ready...