Current jobs related to IFA Administrator - Colchester - Blakemore Recruitment
-
Ifa Administrator
4 months ago
Colchester, United Kingdom OCR Solutions Full time**IFA Administrator White Colne** **Duties**: - Provide comprehensive administrative support to financial advisers. - Building relationships with a variety of stakeholders. - Maintain CRM systems, updating information regularly and adhering to all policies. - Preparation of client meeting packs and valuations. - Manage client documentation and data,...
-
IFA Administrator
1 week ago
Colchester, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeTEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title:IFA AdministratorLocation:FeeringSalary:Up to £30,000 (based on experience and qualifications)About the Company:We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory (IFA) firm that offers comprehensive financial planning and investment...
-
Financial Services Specialist
5 days ago
Colchester, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the Company:We are a well-established and highly successful recruitment agency, Templegate Recruitment Limited, specializing in Financial Services. We are recruiting on behalf of a leading Independent Financial Advisory (IFA) firm that offers expert financial planning and investment advice.Job Title: IFA AdministratorLocation: FeeringSalary: Up to...
-
Financial Services Specialist
5 days ago
Colchester, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the Company:We are a well-established and highly successful recruitment agency, Templegate Recruitment Limited, specializing in Financial Services. We are recruiting on behalf of a leading Independent Financial Advisory (IFA) firm that offers expert financial planning and investment advice.Job Title: IFA AdministratorLocation: FeeringSalary: Up to...
-
Financial Services Administrator
3 months ago
Colchester, United Kingdom Time Appointments Full timeA leading Independent Financial Advisors based in Colchester is currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.The successful candidate will be fully responsible for...
-
Financial Services Administrator
2 months ago
Colchester, United Kingdom Time Appointments Full timeA leading Independent Financial Advisors based in Colchester is currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients. The successful candidate will be fully responsible for...
-
Financial Services Administrator
3 months ago
Colchester, United Kingdom TIME Appointments Ltd Full timeA leading Independent Financial Advisors based in Colchester is currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients. The successful candidate will be fully responsible for...
-
Financial Services Administrator
4 months ago
Colchester, United Kingdom Service Service Employment Agency Limited Full timeMy client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion pounds of funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to...
-
Financial Services Administrator
4 months ago
Colchester, United Kingdom Douglas Steers & Company Full timeAn exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Trainee Financial Services Administrator to provide support to our team of advisers. Please note this is a Full Time position, 9am-5pm Monday to Friday. Immediate Start Available. Financial Services experience is desirable but not essential. -...
-
Financial Services Administrator
4 months ago
Colchester, United Kingdom Douglas Steers & Company Full timeAn exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Financial Services Administrator to provide support to our team of advisers. Please note this is a Full Time position, 9am-5pm Monday to Friday. Immediate Start Available. Financial Services experience is desirable but not essential. - A good...
-
Financial Services Coordinator
1 week ago
Colchester, Essex, United Kingdom Time Appointments Full timeTime Appointments is seeking a skilled Financial Services Administrator to support their team in Colchester. As a key member of the firm, you will provide efficient, compliant, and comprehensive technical and administrative support to the Financial Consultants. Your responsibilities will include processing premium payments, answering phone calls, and...
-
Financial Services Coordinator
1 week ago
Colchester, Essex, United Kingdom Time Appointments Full timeTime Appointments is seeking a skilled Financial Services Administrator to support their team in Colchester. As a key member of the firm, you will provide efficient, compliant, and comprehensive technical and administrative support to the Financial Consultants. Your responsibilities will include processing premium payments, answering phone calls, and...
-
Financial Services Coordinator
2 weeks ago
Colchester, Essex, United Kingdom Time Appointments Full timeTime Appointments is seeking a skilled Financial Services Administrator to support their team in Colchester. As a key member of the firm, you will provide efficient, compliant, and comprehensive technical and administrative support to the Financial Consultants. Your responsibilities will include processing premium payments, answering phone calls, and...
-
Financial Services Coordinator
2 weeks ago
Colchester, Essex, United Kingdom Time Appointments Full timeTime Appointments is seeking a skilled Financial Services Administrator to support their team in Colchester. As a key member of the firm, you will provide efficient, compliant, and comprehensive technical and administrative support to the Financial Consultants. Your responsibilities will include processing premium payments, answering phone calls, and...
-
Financial Services Coordinator
12 hours ago
Colchester, Essex, United Kingdom Service Service Employment Agency Limited Full timeOur client, a leading Independent Financial Advice Practice, is seeking an experienced IFA Administrator to join their Colchester Office.About the RoleThis is an exciting opportunity to work with a successful and well-established practice, providing administrative support to Independent Financial Advisers in the provision of independent financial services to...
-
Financial Services Coordinator
10 hours ago
Colchester, Essex, United Kingdom Service Service Employment Agency Limited Full timeOur client, a leading Independent Financial Advice Practice, is seeking an experienced IFA Administrator to join their Colchester Office.About the RoleThis is an exciting opportunity to work with a successful and well-established practice, providing administrative support to Independent Financial Advisers in the provision of independent financial services to...
-
Paraplanner
3 days ago
Colchester, Essex, United Kingdom Reed Full time{"title": "Paraplanner Role", "description": "Job SummaryWe are seeking a skilled Paraplanner to provide essential support to our Independent Financial Advisers (IFAs). The successful candidate will be responsible for writing technical suitability reports, conducting market research, and ensuring client investments are managed effectively and in line with...
-
Paraplanner
3 days ago
Colchester, Essex, United Kingdom Reed Full time{"title": "Paraplanner Role", "description": "Job SummaryWe are seeking a skilled Paraplanner to provide essential support to our Independent Financial Advisers (IFAs). The successful candidate will be responsible for writing technical suitability reports, conducting market research, and ensuring client investments are managed effectively and in line with...
-
Financial Services Coordinator
3 weeks ago
Colchester, Essex, United Kingdom Time Appointments Full timeJob DescriptionTime Appointments is seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our financial services department.Key Responsibilities:Process premium payments and maintain accurate recordsProvide...
-
Financial Services Coordinator
3 weeks ago
Colchester, Essex, United Kingdom Time Appointments Full timeJob DescriptionTime Appointments is seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our financial services department.Key Responsibilities:Process premium payments and maintain accurate recordsProvide...
IFA Administrator
4 months ago
We are currently recruiting for a boutique Wealth Management firm near Colchester who are looking to recruit a Financial Planning Administrator. This is an office based role.
Job Overview
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible. The opportunity for progression into a Paraplanner or Senior Administrator role in the future.
Responsibilities and Duties
- Presale administration completed, adding clients’ information to intelligent office database, Creating and updating Wealth Report
- Prepare and gather information e.g. LOAs and Policy information checklists
- Meeting prep undertaken and presented to adviser ready for client meetings.
- Basic report writing, to include Fund Switches, Reviews, New money etc
- Basic research undertaken, using FE, Defaqto, Cashcalc, etc
- New Business and Review Case administration, submission of applications to providers, online and complete manual application forms, ensure case is in force as soon as possible.
- Prepare and maintain client files, including meeting compliance standards
- Assist specialist paraplanner with investment strategy administration where required.
- Assist with general administration duties when colleagues are absent.
Qualifications Essential:
- Minimum of 12 months - 2 years’ experience in a Financial Planning Advisers environment
- GCSE English & Math’s (C or above)
- Understand the financial planning process
- Excellent written and communication skills
- Analytical and ability to interpret data
- Meticulous attention to detail
- Happy to work independently and as part of a team
- Ability to prioritise and plan own workload Desired: