We have other current jobs related to this field that you can find below
-
IFA Administrator
4 weeks ago
Chelmsford, Essex, United Kingdom Noble Recruiting Full timeI am working with a Financial planning practice who are searching for an enthusiastic IFA Administrator to join their team. ResponsibilitiesEnsuring all client information is correctly recorded and updated on the systemAdministration for all new clientsBooking meetings and assisting advisers with administration tasksDealing with any queries and...
-
IFA Administrator
1 month ago
Chelmsford, United Kingdom Noble Recruiting Full timeI am working with a Financial planning practice who are searching for an enthusiastic IFA Administrator to join their team. Responsibilities Ensuring all client information is correctly recorded and updated on the systemAdministration for all new clientsBooking meetings and assisting advisers with administration tasksDealing with any queries and...
-
Ifa Administrator
3 months 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...
-
IFA Administrator
1 month ago
Chelmsford, United Kingdom Blakemore Recruitment Full timeWe 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,...
-
IFA Administrator
2 weeks ago
Chelmsford, United Kingdom Noble Recruiting Full timeA reputable Wealth Management business are hiring an Financial Services Administrator with strong attention to detail skills to join their team. Responsibilities: You will be responsible for supporting the advisor's and para planners with quality administration duties * Process new business cases * Liaising with clients and supporting with any...
-
IFA Administrator
2 weeks ago
Chelmsford, United Kingdom Noble Recruiting Full timeA reputable Wealth Management business are hiring an Financial Services Administrator with strong attention to detail skills to join their team.Responsibilities:You will be responsible for supporting the advisor's and para planners with quality administration duties * Process new business cases * Liaising with clients and supporting with any questions or...
-
IFA Administrator
2 weeks ago
Chelmsford, United Kingdom Noble Recruiting Full timeA reputable Wealth Management business are hiring an Financial Services Administrator with strong attention to detail skills to join their team. Responsibilities: You will be responsible for supporting the advisor's and para planners with quality administration duties Process new business cases Liaising with clients and supporting with any questions or...
-
IFA Administrator
2 hours ago
Chelmsford, United Kingdom Noble Recruiting Full timeA reputable Wealth Management business are hiring an Financial Services Administrator with strong attention to detail skills to join their team. Responsibilities: You will be responsible for supporting the advisor's and para planners with quality administration duties Process new business casesLiaising with clients and supporting with any questions or...
-
Ifa Administrator
2 months 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...
-
Entry Level Administrator
3 months ago
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...
IFA Administrator
2 months ago
We are a well established IFA practice looking to recruit an experienced administrator to support our growing team. The role will be based from Ford End (Chelmsford) and would suit a full time requirement. Part-time options would also be considered.
Key Responsibilities
- Pre and post new business sales processing
- Back office administrative support
- Preparing client valuations & documentation for client meetings
- Client liaison
- Diary management
- Creating/issuing letters of authority and obtaining relevant policy information
- Obtaining illustrations from industry service providers
- Fund switching
- Back office system updates
- Assisting the Paraplanners with designated administration activities
The successful candidate must have occupied a similar role within the Financial Services industry, ideally with an IFA firm & be capable of handling a high workload. Experience in Intelligent Office, Assureweb and Financial Express would be an advantage, as would experience in dealing with the investment platforms.
Whilst some progress with professional qualifications would be welcomed, this is not essential. What is most important is being dedicated, having a willing, "can-do" attitude & a pleasant, team orientated personality.
This is a superb opportunity to join a friendly, forward thinking company, with excellent potential for long term career development, where the efforts & achievements of each member of staff makes a valued & tangible contribution to the overall success of the team.
Salary £24-£28K + Bonus, according to experience & qualifications.
