IFA Administrator

One of IT Bods leading clients is a well-respected, client-focused Financial Planning organisation that values its team and supports professional growth. They are looking for a proactive, detail-oriented IFA Administrator to join the team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience....

Job Description: IFA Administrator Location: North West England, Merseyside, St Helens Salary: £28000 - £28000 per annum Job Duties: Assist Independent Financial Advisers (IFAs) in administrative tasks Prepare and process client documentation Handle client inquiries and provide exceptional customer service Maintain accurate and up-to-date...

One of IT Bods leading clients is a well-respected, client-focused Financial Planning organisation that values its team and supports professional growth.They are looking for a proactive, detail-oriented IFA Administrator to join the team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience....

We are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners. **Responsibilities**: - Managing adviser's pipeline - Submitting new business - Chasing pipeline business - Letters of authority - Creating valuations - Booking in client reviews - Managing adviser's diary For further details...

**IFA Administrator / Wealth Planning Administrator** **Based St Albans** **Salary £30,000 - £35,000 depending upon experience** **Are you an IFA Administrator who is now looking for your next move?** - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? - Would you like to...

**IFA Administrator / Wealth Planning Administrator** **Bury St Edmunds, Suffolk** **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...

One of IT Bods leading clients a leading Mortgage Adviser and IFA firm in St Helens, Merseyside. They are recruiting for an experienced Mortgage Administrator to join the existing team This is an exciting opportunity to join a small, well-established practice with a strong reputation, known for generating business through personal recommendations and...

About UsIT Bods Ltd is a leading Mortgage Adviser and IFA firm based in St Helens, Merseyside.Job SummaryWe are seeking an experienced Mortgage Administrator to join our dynamic team. This role will provide an opportunity for career advancement and growth within the company.Key Responsibilities:Manage mortgage applications and paperwork efficiently and...

One of IT Bods leading clients a leading Mortgage Adviser and IFA firm in St Helens, Merseyside. They are recruiting for an experienced Mortgage Administrator to join the existing team This is an exciting opportunity to join a small, well-established practice with a strong reputation, known for generating business through personal recommendations and...

One of IT Bods leading clients a leading Mortgage Adviser and IFA firm in St Helens, Merseyside. They are recruiting for an experienced Mortgage Administrator to join the existing team This is an exciting opportunity to join a small, well-established practice with a strong reputation, known for generating business through personal recommendations and...

About IT Bods LtdAt IT Bods Ltd, we pride ourselves on being a leading Mortgage Adviser and IFA firm in St Helens, Merseyside. This exciting opportunity allows you to join a small, well-established practice with a strong reputation for generating business through personal recommendations and word-of-mouth referrals.

We are a leading Mortgage Adviser and IFA firm in Merseyside, seeking an experienced Mortgage Administrator to join our team.Job DescriptionThe successful candidate will provide administrative support to Mortgage and Protection Advisers, including processing mortgage, protection, and general insurance applications. This will involve liaising with estate...

Our client based in Bury St Edmunds is keen to recruit an additional Financial Planning Administrator to their team. This role will report to the Senior Financial Planning Administrator and involves working closely with the Financial Planning Advisers and Paraplanners in the team. The role involves (but is not limited to) - Dealing with Client enquiries,...

Bond Recruitment is recruiting a part-time IFA Administrator on behalf of our client, a well-established Chartered Financial Planning firm in St Helens, Merseyside. This is an office-based position where the successful candidate will provide comprehensive admin support to the financial advisers to include (but not limited to): Diary & email management ...

About IT Bods LtdIT Bods Ltd is a leading Mortgage Adviser and IFA firm based in St Helens, Merseyside. The company has established a strong reputation for generating business through personal recommendations and word-of-mouth referrals.Job SummaryWe are seeking an experienced Mortgage Administrator to join our dynamic and supportive team environment. This...

Blakemore Recruitment is seeking an experienced and motivated individual to join our team as a Paraplanning and Administration Professional. This role involves supporting Financial Planners to deliver exceptional results and providing administrative support to the team.Main Responsibilities include:To manage client administration tasks, including updating...

**PERMANENT ADMINISTRATOR - ST ALBANS - F/T or P/T - 30 - 40K** We are looking for an experienced individual from a wealth management background. You are either an IFA administrator, wealth management admin or perhaps a paraplanner willing to also do the admin for our established St Albans based client. They are really busy so need some experienced hands on...

This employed, Independent Financial Advisor job in Saint Helens offers the chance for a proactive, hungry Advisor to join a growing IFA firm in the North West. The business will provide you with circa 15 existing clients to service each month and undertake their ongoing financial planning reviews. In addition, the business receives regular enquiries from...

**Wealth Management Administrator** **Location**:St Albans, Hertfordshire **Salary**:Highly Competitive with excellent benefits and bonus **Hours**: Full time, hybrid working option You will be joining a motivated and friendly team that manage the work generated by the Advisors in this highly successful St. James’s Place Partner Practice. This is an...

Blakemore Recruitment is proud to present an exceptional opportunity for a seasoned administrator to join a reputable Financial Planning practice based in St. Albans. This role plays a pivotal part in the Financial Planning process, requiring a skilled and diligent individual who can handle client queries and general tasks with ease.Responsibilities:Carrying...