IFA Administrator
2 weeks ago
Experienced IFA AdministratorBoutique wealth management firmOffices in Woking (Surrey)£30k - £40k depending on experience3 days in the office & 2 days WFH My client are a boutique independent wealth planning firm with offices near Woking (Surrey). They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Hampshire and London. In their current setup they manage the affairs of 350 clients with over £200m AUM. The business has 6 advisers who advise on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes.They have a solid operational and support function ensuring the fee earners are able to focus on their duties and grow the business. All the administrators and paraplanners have a dedicated line manager ensuring they are being offered mentorships, progression opportunities, ongoing CPD and support to ensure staff are enjoying their roles, always learning and being given the tools and resources to fulfil their duties.The business has grown organically since it's inception and they pride themselves on the exemplary service to local clients who provide a regular flow of recommendations and referrals. They have longstanding relationships with solicitors, accountants and professional introducers in the local area who additionally pass on new business opportunities to the advisers.The Managing Director is creating a brand-new role for a highly experienced Financial Administrator who will be responsible for conducting end to end administration across a broad range of advice support all the advisers in the business. You will be undertaking all duties relative to processing new business, client servicing, liaising with providers , updating all information on internal CRM's, preparing for annual reviews and any other reasonable duties to ensure the smooth running of the business.
- Salary: £30k - £40k basic salary
- Attractive benefits package and holiday allowance
- Full training and induction programme
- Reporting into a dedicated Operations Manager
If this role sounds of interest or any other roles I am working on please get in touch.
-
IFA Administrator
7 days ago
Woking, Surrey, United Kingdom Intega IT Full time{"title": "Administrative Support Role in Financial Services", "subtitle": "Join our team as an IFA Administrator", "content": "We are seeking an experienced IFA Administrator to join our client support team. As an IFA Administrator, you will provide proactive administrative support to our paraplanners and IFAs, ensuring the smooth operation of our...
-
IFA Administrator
7 days ago
Woking, Surrey, United Kingdom Intega IT Full time{"title": "Administrative Support Role in Financial Services", "subtitle": "Join our team as an IFA Administrator", "content": "We are seeking an experienced IFA Administrator to join our client support team. As an IFA Administrator, you will provide proactive administrative support to our paraplanners and IFAs, ensuring the smooth operation of our...
-
IFA Administrator
1 week ago
Woking, Surrey, United Kingdom Intega IT Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our client support team at Intega IT. As an IFA Administrator, you will play a crucial role in providing administrative support to our paraplanners and IFAs, ensuring the smooth operation of our business.Key Responsibilities:Provide proactive administrative support to...
-
IFA Administrator
1 week ago
Woking, Surrey, United Kingdom Intega IT Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our client support team at Intega IT. As an IFA Administrator, you will play a crucial role in providing administrative support to our paraplanners and IFAs, ensuring the smooth operation of our business.Key Responsibilities:Provide proactive administrative support to...
-
IFA Administrator
7 days ago
Woking, Surrey, United Kingdom Laithwaite Financial Services Ltd Full timeIFA Administrator Job DescriptionWe are seeking an experienced and dedicated IFA administrator to join our team at Laithwaite Financial Services Ltd. As an IFA administrator, you will play a vital role in supporting our Financial Advisers and ensuring the smooth operation of our back-office systems.Key Responsibilities:Provide general administration support...
-
IFA Administrator
1 week ago
Woking, Surrey, United Kingdom Laithwaite Financial Services Ltd Full timeIFA Administrator Job DescriptionWe are seeking an experienced and dedicated IFA administrator to join our team at Laithwaite Financial Services Ltd. As an IFA administrator, you will play a crucial role in supporting our Financial Advisers and ensuring the smooth operation of our back-office system.Key Responsibilities:Provide general administration support...
-
IFA Administrator
1 week ago
Woking, Surrey, United Kingdom Laithwaite Financial Services Ltd Full timeIFA Administrator Job DescriptionWe are seeking an experienced and dedicated IFA administrator to join our team at Laithwaite Financial Services Ltd. As an IFA administrator, you will play a crucial role in supporting our Financial Advisers and ensuring the smooth operation of our back-office system.Key Responsibilities:Provide general administration support...
-
IFA Administrator
7 days ago
Woking, Surrey, United Kingdom Laithwaite Financial Services Ltd Full timeIFA Administrator Job DescriptionWe are seeking an experienced and dedicated IFA administrator to join our team at Laithwaite Financial Services Ltd. As an IFA administrator, you will play a vital role in supporting our Financial Advisers and ensuring the smooth operation of our back-office systems.Key Responsibilities:Provide general administration support...
-
IFA Administrator
4 days ago
Woking, Surrey, United Kingdom Laithwaite Financial Services Ltd Full timeIFA Administrator Job DescriptionWe are seeking an experienced and dedicated IFA administrator to join our team at Laithwaite Financial Services Ltd. As an IFA administrator, you will play a crucial role in supporting our Financial Advisers and ensuring the smooth operation of our back-office system.Key Responsibilities:Provide general administration support...
-
IFA Administrator
4 days ago
Woking, Surrey, United Kingdom Laithwaite Financial Services Ltd Full timeIFA Administrator Job DescriptionWe are seeking an experienced and dedicated IFA administrator to join our team at Laithwaite Financial Services Ltd. As an IFA administrator, you will play a crucial role in supporting our Financial Advisers and ensuring the smooth operation of our back-office system.Key Responsibilities:Provide general administration support...
-
IFA Administrator
2 weeks ago
Woking, Surrey, United Kingdom Laithwaite Financial Services Ltd Full time{"About the RoleWe are seeking an experienced and dedicated IFA administrator to join our team at Laithwaite Financial Services Ltd. As an IFA administrator, you will provide general administration support to our Financial Advisers, ensuring that client files are up to date and meet Compliance standards.Key Responsibilities:* General administration support...
-
IFA Administrator
2 weeks ago
Woking, Surrey, United Kingdom Laithwaite Financial Services Ltd Full time{"About the RoleWe are seeking an experienced and dedicated IFA administrator to join our team at Laithwaite Financial Services Ltd. As an IFA administrator, you will provide general administration support to our Financial Advisers, ensuring that client files are up to date and meet Compliance standards.Key Responsibilities:* General administration support...
-
IFA Administrator
4 days ago
Woking, Surrey, United Kingdom Intega IT Full timeIFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented IFA Administrator to join our client support team at Intega IT.Key Responsibilities:Provide proactive administrative support to our paraplanners and IFAs, ensuring seamless day-to-day operations.Prepare and process documentation for new and existing clients, maintaining...
-
IFA Administrator
4 days ago
Woking, Surrey, United Kingdom Intega IT Full timeIFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented IFA Administrator to join our client support team at Intega IT.Key Responsibilities:Provide proactive administrative support to our paraplanners and IFAs, ensuring seamless day-to-day operations.Prepare and process documentation for new and existing clients, maintaining...
-
IFA Administrator
3 weeks ago
Woking, United Kingdom Laithwaite Financial Services Ltd Full timeThe role An excellent opportunity for an experienced and dedicated IFA administrator to join a well established, Independent Financial Adviser based on the outskirts of Woking. Must have previous experience working for an IFA, a mature professional attitude and the ability to produce accurate and detailed work to a consistently high standard. The position...
-
IFA Administrator
2 weeks ago
Woking, United Kingdom Intega IT Full timeIndependent Financial Adviserory group are seeking an IFA administrator, to join their client support team. Key responsibilities will include: • Providing proactive administrative support for their paraplanners and IFAs • Preparing and processing documentation for any new and existing clients • Managing cases utilising our various CRM portals and...
-
IFA Administrator
3 weeks ago
Woking, Surrey, United Kingdom Laithwaite Financial Services Ltd Full timeAbout the Role We are seeking an experienced and dedicated IFA administrator to join our team at Laithwaite Financial Services Ltd. As an IFA administrator, you will provide general administration support for our Financial Advisers, ensuring the smooth operation of our business. Key Responsibilities Provide administrative support to our Financial Advisers,...
-
IFA Administrator
3 weeks ago
Woking, Surrey, United Kingdom Laithwaite Financial Services Ltd Full timeAbout the Role We are seeking an experienced and dedicated IFA administrator to join our team at Laithwaite Financial Services Ltd. As an IFA administrator, you will provide general administration support for our Financial Advisers, ensuring the smooth operation of our business. Key Responsibilities Provide administrative support to our Financial Advisers,...
-
IFA Administrator
3 weeks ago
Woking, Surrey, United Kingdom Laithwaite Financial Services Ltd Full timeAbout the Role We are seeking an experienced and dedicated IFA administrator to join our team at Laithwaite Financial Services Ltd. As an IFA administrator, you will provide general administration support for our Financial Advisers, ensuring the smooth operation of our business. Key Responsibilities Provide administrative support to our Financial Advisers,...
-
Financial Services Administrator
4 days ago
Woking, Surrey, United Kingdom Intega IT Full timeIFA Administrator Job DescriptionIntega IT is seeking a highly organized and detail-oriented IFA Administrator to join our client support team. As an IFA Administrator, you will play a crucial role in providing administrative support to our paraplanners and IFAs, ensuring the smooth operation of our financial services.Key Responsibilities:Provide proactive...
