Technical IFA Administrator
4 months ago
We are currently recruiting for a highly regarded Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. The successfull candidate will have good knowledge of Intelligent Office. This role also
Key Contributions:
- Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
- Accurate upkeep of the client details to ensure accurate records are maintained.
- Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards.
- Providing technical information to ensure workflows are followed and standards adhered.
- Conduct themselves in a professional manner at all times, whist adhering to regulatory demands.
Key Tasks and Responsibilities:
- Obtaining full policy information
- Producing client Annual Review Reports
- Dealing with client queries
- Assisting with product research
- Processing applications
- Upkeep of company database with full and accurate client records
- Liaising with product providers and other relevant third parties
- Individual workflow and task delivery
- Generate FE Performance Reports
- Supporting the delivery of and achievement of the client service standards
- Working alongside the paraplanners and administrators to ensure smooth delivery of work
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Senior Ifa Administrator
4 months ago
London, United Kingdom Capio Recruitment Full time**Job Title: Senior IFA Administrator** **Location: Central London** **Salary: £28,000 - £36,000 + Bonus Scheme** Our client is seeking a highly skilled and motivated Senior Financial Planning Administrator to join the existing team and provide support to one of the top-performing Independent Financial Advisers. (IFA) and members of the Senior...
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Technical IFA Administrator
24 hours ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Technical IFA Administrator to provide technical administrative support to our Paraplanners and Financial Advisers in our London office. The successful candidate will have excellent knowledge of Intelligent Office and be able to maintain good relationships with our clients, enhancing our profile among them and the...
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Technical IFA Administrator
1 day ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Technical IFA Administrator to provide technical administrative support to our Paraplanners and Financial Advisers in our London office. The successful candidate will have excellent knowledge of Intelligent Office and be able to maintain good relationships with our clients, enhancing our profile among them and the...
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Technical Administrator for IFA
1 month ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is seeking a dedicated Technical IFA Administrator to join a prestigious Financial Planning firm. This role is essential in delivering technical administrative assistance to the Paraplanners and Financial Advisers, ensuring a seamless operational flow. Key Contributions: Fostering strong relationships with clients to enhance the...
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Technical IFA Administrator
2 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. The successful candidate will have good knowledge of Intelligent Office. This role also involves:Key...
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Technical IFA Administrator
2 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. The successful candidate will have good knowledge of Intelligent Office. This role also involves:Key...
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Senior IFA Administrator
4 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeSenior IFA Administrator **Job Summary** We are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our administration team, you will be responsible for providing exceptional support to our financial planners and paraplanners, ensuring the highest level of service to our private...
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Senior IFA Administrator
4 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeSenior IFA Administrator **Job Summary** We are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our administration team, you will be responsible for providing exceptional support to our financial planners and paraplanners, ensuring the highest level of service to our private...
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IFA Technical Support Administrator
1 month ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is seeking a dedicated Technical IFA Administrator to join a prestigious Financial Planning firm. This role involves providing essential technical administrative assistance to the Paraplanners and Financial Advisers within the organization. The ideal candidate will possess a solid understanding of Intelligent Office. Key...
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Senior IFA Administration Manager
1 week ago
London, Greater London, United Kingdom Financial Divisions Full timeSenior IFA Administration ManagerWe are seeking a highly skilled Senior IFA Administration Manager to join our Financial Divisions team in Central London/Hybrid. As a key member of our Wealth Management function, you will be responsible for leading and managing a team of administrators, providing mentorship, support, and training to ensure exceptional client...
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Senior IFA Administration Manager
1 week ago
London, Greater London, United Kingdom Financial Divisions Full timeSenior IFA Administration ManagerWe are seeking a highly skilled Senior IFA Administration Manager to join our Financial Divisions team in Central London/Hybrid. As a key member of our Wealth Management function, you will be responsible for leading and managing a team of administrators, providing mentorship, support, and training to ensure exceptional client...
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Technical IFA Administrator
5 months ago
London, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. The successfull candidate will have good knowledge of Intelligent Office. This role also Key...
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IFA Administrator
2 days ago
London, Greater London, United Kingdom Partners Wealth Management Full timeIFA Administrator RoleAt Partners Wealth Management, we are seeking an experienced IFA Administrator to join our team. As a key member of our administration team, you will provide support to our advisers and deliver a professional, compliant, effective telephone and administration-based service to our clients.Key Responsibilities:Liaise directly with clients...
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IFA Administrator
2 days ago
London, Greater London, United Kingdom Partners Wealth Management Full timeIFA Administrator RoleAt Partners Wealth Management, we are seeking an experienced IFA Administrator to join our team. As a key member of our administration team, you will provide support to our advisers and deliver a professional, compliant, effective telephone and administration-based service to our clients.Key Responsibilities:Liaise directly with clients...
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Ifa Administrator
3 months ago
South West London, United Kingdom Ortus PSR Full timeAre you looking for an exciting opportunity in a fast-paced and rewarding environment? Are you a motivated individual with excellent organisational skills? Look no further! We are recruiting a skilled IFA Administrator working for a leading IFA firm where you will support the Principle Financial Advisers and Mortgage Broker. The salary range for an IFA...
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Senior Ifa Administrator
3 months ago
London, United Kingdom Ortus PSR Full timeAre you a highly organised and detail-oriented IFA Administrator with a passion for finance and administrative support? We are recruiting for an experienced IFA Administrator to join a reputable Independent Financial Adviser (IFA) firm based in Southwest London in Teddington. You will be reporting directly to the Partner supporting 3 Advisers and working...
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Ifa Administrator
3 months ago
London, United Kingdom Templegate Full time**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: London **Benefits**: Competitive salary, Flexi Hours. **Salary**: £28k ~ £35k Depending on experience. **About the Company**: Our Client is an established Independent Financial Services Company with over 40 years...
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Manager - IFA Administration
2 days ago
london, United Kingdom Financial Divisions Full timeTeam Manager – IFA Administration (Wealth Management) Central London/Hybrid C £50,000 and Bonus/Benefits Our client is a highly regarded, well established Wealth Manager who are looking to strengthen their IFA Administration function management team with the recruitment of a highly talented Senior IFA Administration specialist who has some experience...
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Manager - IFA Administration
1 month ago
London, United Kingdom Financial Divisions Full time €50,000Team Manager – IFA Administration (Wealth Management) Central London/Hybrid C £50,000 and Bonus/Benefits Our client is a highly regarded, well established Wealth Manager who are looking to strengthen their IFA Administration function management team with the recruitment of a highly talented Senior IFA Administration specialist who has some experience...
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Manager - IFA Administration
16 hours ago
london, United Kingdom Financial Divisions Full timeJob DescriptionTeam Manager – IFA Administration (Wealth Management)Central London/HybridC £50,000 and Bonus/BenefitsOur client is a highly regarded, well established Wealth Manager who are looking to strengthen their IFA Administration function management team with the recruitment of a highly talented Senior IFA Administration specialist who has some...