IFA Administrator

We are working with a successful IFA firm based in Cardiff that is looking to grow its team by taking on an additional Administrator to support its thriving Financial Advisers and Paraplanners. This is a full-time role. However part time could be discussed for the right candidate. IFA Administration experience is needed for this position. If you have a keen...

My client is a recognised regional based IFA firm that is actively growing, based in Exeter who seek to add to their IFA Admin support teams. The main objective of this role is to provide administration support to the Directors and para-planners. To promote the Company in a good light. Remain customer service focussed at all times and ensure empathy with...

Are you an experienced IFA Administrator looking to take the next step in your career? Mbf are working with a successful Financial Planning organisation in Exeter who are seeking to recruit an IFA Administration Team Leader/Supervisor. The business is well established and have grown considerably over the past few years. They are now seeking to recruit an...

Mbf recruitment are currently working with a well established, successful Financial Planning business who are looking to recruit an IFA Administrator to their team in Exeter.The company pride themselves on the high-quality service that they deliver to their clients and as such, reward their staff with excellent salaries. The company have a genuinely...

My client is a recognised regional based IFA firm that is actively growing, based in Exeter who seek to add to their IFA support team. If you have relevant experience and looking for a role that will allow leadership duties and growth, then this could be an ideal opportunity for you. A competitive salary can be offered plus fantastic array of benefits...

**Job Title - Senior IFA Administrator** **Location - Exeter** **Salary - £28,000 - £33,000** Capio Recruitment is working with a growing independent financial planning firm on an exciting opportunity for an Senior IFA Administrator to join a practice in Exeter. The firm prides themselves on providing a high-quality service with a priority of putting...

**IFA Administrator** Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to** - Assistance with...

A leading UK wide Financial Services and Investment firm has an opportunity for an IFA / Financial Planning Administrator to join their team in Exeter with hybrid work from home and office flexibility. This role will provide back office and client support for financial and wealth planning. Advice areas mainly include investment, estate and retirement...

**Westward Financial Management Ltd is seeking a Junior Administrator to join our team in Tiverton / Exeter** **Duties and responsibilities**: - Day to day administration in a busy IFA Practice - Business located in Exeter and Tiverton - Ideally some experience of Intelligent Office - Working alongside Chartered Financial Planners and Head of...

Mbf recruitment are currently working with a well established, successful Financial Planning business who are looking to recruit an IFA Administrator to their team in Exeter. The company pride themselves on the high-quality service that they deliver to their clients and as such, reward their staff with excellent salaries. The company have a genuinely...

Mbf recruitment are currently working with a well established, successful Financial Planning business who are looking to recruit an IFA Administrator to their team in Exeter. The company pride themselves on the high-quality service that they deliver to their clients and as such, reward their staff with excellent salaries. The company have a genuinely...

A market leading Financial Planning business with multiple offices across the UK currently has a vacancy for an IFA Administrator to join their team in Exeter The company are a true market leader, being one of the largest and most successful Financial Planning organisations in the country.The role will be working alongside an experienced Administration team,...

Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious...

**Salary £25k-£30k DOE | Excellent Benefits Package** **Are you looking for an exciting opportunity where you can develop your skills as a Financial Services Administrator?** Our client, a forward-thinking and dynamic Wealth Management Firm based in Exeter is seeking a **Financial Services Administration Team Leader** to join their Administration...

Salary £25k-£30k DOE | Excellent Benefits PackageAre you looking for an exciting opportunity where you can develop your skills as a Financial Services Administrator?Our client, a forward-thinking and dynamic Wealth Management Firm based in Exeter is seeking a Financial Services Administration Team Leader to join their Administration team.What will you be...

Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to - Assistance with onboarding new advisers -...

My client has a very strong reputation in the Exeter region, providing their clients with Independent Financial Advice. They are looking for an experienced Financial Adviser to look after a book of high net worth clients which will be supplied by the business.You will be part of a team of Independent Financial Advisers but manage your own diary and daily...

**Job Title**:Senior Paraplanner **Location**:Home Based, Southwest **Salary**:£40,000 - £48,000 **Ref**:7380 **Job Description: **Recruit UK are working on an excellent opportunity for a Paraplanner to join an Independent Financial Planning Firm whilst working from home. This is an opportunity for someone that has paraplanning experience and is...

Do you wish to progress your career as an Independent Financial Advisor? Are you level 4 qualified but your company is not letting you progress? We have a great opportunity to join a growing team across the Southwest as an Independent Financial Advisor on a self-employed basis with uncapped payment opportunities. We will provide training in all areas to...

We are currently looking for a Client Liaison to join our Financial Planning team based in Exeter. In other organisations this role may be referred to as; IFA Administrator, Client Executive, Coordinator or Assistant. However, while experience within the Financial Planning industry is desirable it's not essential and we are more interested in transferrable...