IFA Administrator

Our firm is seeking an Administrator to work closely with our two Independent Financial Advisers. You will need to be confident in your ability to carry out all general support tasks associated with working within an IFA practice. This could include compiling relevant client documentation, sorting out post, answering the phone and general office...

We are working with a highly successful, fully independent Financial Planning practice to recruit an IFA Compliance Administrator. Our client has offices across the UK, they are a reputable organisation that have grown considerably over the past few years. They are now seeking to recruit an Administrator who will join their compliance function. This will be...

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the...

Mbf are working with a very successful Financial Planning organisation in Bracknell to recruit an IFA Administrator. Our client are well established & have offices across the UK, they have grown substantially over the past 5 years and work at the top end of the market. They are now seeking to recruit an experienced Administrator to join their support team....

Mbf are working with a very successful Financial Planning organisation in Bracknell to recruit an IFA Administrator. Our client are well established & have offices across the UK, they have grown substantially over the past 5 years and work at the top endof the market. They are now seeking to recruit an experienced Administrator to join their support team....

**Data and Operations Administrator** **Location: Bracknell** **Salary: £23,000** **Hours: 37 hours per week, Monday - Thursday 8.30 am-5.00 pm and on Friday 8.30 pm-4.30 pm** My client in Bracknell is looking for a strong administrator to join their team. Your role will be to support the Operations team with data administration, template development...

Reporting to the Customer Process Manager, your role will be to support the Operations team and WMI department with data administration, template development and formatting requirements to maximise the effective use of data and its commercial value and ensure the standard quality of WMI reporting. Your role will include, but not be limited to/Exciting work...

**Currently looking for a full time, perm Data & operations administrator based in Brackenll. Paying £23,000. 37 hours per week, Mon - Thursday 8.30 am-5.00 pm and on Friday 8.30 pm-4.30 pm** **Your role will include, but not be limited to/Exciting work you will do**: - Design, build and maintain templates for projects and reporting systems - Support...

The role is office based initially 100% and after around 6 months they may allow up to 2 remote days only.The Job purpose is to provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction throughdirect contact with clients, and other operational colleagues, while adhering to regulatory standards. Key...

My client a hugely successful Nationwide business is actively looking to recruit a Technical Financial Advisory Individual to join the business and it will be an amazing opportunity to progress. **There will be a great opportunity to develop and to complete CII diploma in regulated financial planning as a following extension from your current ability on the...