IFA Administrator

We are a well established IFA practice looking to recruit an experienced administrator to support our growing team. The role will be based from Ford End (Chelmsford) and would suit a full time requirement. Part-time options would also be considered. Key Responsibilities Pre and post new business sales processingBack office administrative supportPreparing...

**IFA Administrator / Wealth Planning Administrator** **Chelmsford, Essex** **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 birthday...

We are currently recruiting for a Financial Planning practice in Chelmsford who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. Duties: Process business submissions within our service level agreement (SLA); recording all new business where necessary (e.g. Intelligent Office,...

TEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: IFA AdministratorLocation:ChelmsfordBenefits:Monday to FridayFlexible workingCompetitive salary is on offer dependent on experience, skills and qualifications.Death In ServiceFree ParkingProgression opportunities Salary: £26,000 to £32,000 Depending on Qualifications and...

TEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: IFA AdministratorLocation:ChelmsfordBenefits:Monday to FridayFlexible workingCompetitive salary is on offer dependent on experience, skills and qualifications.Death In ServiceFree ParkingProgression opportunities Salary: £26,000 to £32,000 Depending on Qualifications and...

We are currently recruiting for a Financial Planning practice in Chelmsford who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. Duties: Process business submissions within our service level agreement (SLA); recording all new business where necessary (e.g. Intelligent Office,...

NEW to market Our client is a successful IFA business and they are currently looking for a Trainee Paraplanner to join their team This is a successful IFA firm with around 100 employees This is an office based role in Chelmsford with all training We need candidates from a Financial Services background who are looking for a great chance within the FS...

About the RoleWe are seeking an experienced IFA Administrator to join our expanding team at Finlink Ltd. As a key member of our team, you will provide administrative support to our advisors and paraplanners, ensuring the smooth delivery of our services to clients.Key ResponsibilitiesProcess new business and update the back office accuratelyLiaise with...

About the RoleWe are seeking an experienced IFA Administrator to join our expanding team at Finlink Ltd. As a key member of our team, you will provide administrative support to our advisors and paraplanners, ensuring the smooth delivery of our services to clients.Key ResponsibilitiesProcess new business and update the back office accuratelyLiaise with...

Administrative Support Role for IFA PracticeWe are a well-established IFA practice seeking an experienced administrator to join our growing team. The successful candidate will be based at our Ford End office in Chelmsford and will be required to work full-time, although part-time options may be considered.Key Responsibilities:Pre and post-new business sales...

Administrative Support Role for IFA PracticeWe are a well-established IFA practice seeking an experienced administrator to join our growing team. The successful candidate will be based at our Ford End office in Chelmsford and will be required to work full-time, although part-time options may be considered.Key Responsibilities:Pre and post-new business sales...

Financial Planning Practice in Chelmsford seeks an experienced IFA Administrator to support their team. Key responsibilities include processing business submissions, recording new business, and managing internal and external enquiries. The successful candidate will also assist with accounts-related enquiries, business succession tracking, and monitoring...

Financial Planning Practice in Chelmsford seeks an experienced IFA Administrator to support their team. Key responsibilities include processing business submissions, recording new business, and managing internal and external enquiries. The successful candidate will also assist with accounts-related enquiries, business succession tracking, and monitoring...

IFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented IFA Administrator to join our team in Chelmsford. As an IFA Administrator, you will play a crucial role in supporting our Financial Planning practice in delivering exceptional client service.Key Responsibilities:Business Submissions: Process business submissions within our...

IFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented IFA Administrator to join our team in Chelmsford. As an IFA Administrator, you will play a crucial role in supporting our Financial Planning practice in delivering exceptional client service.Key Responsibilities:Business Submissions: Process business submissions within our...

We are currently recruiting for a boutique Wealth Management firm near Chelmsford 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...

A reputable Wealth Management business are hiring an Financial Services Administrator with strong attention to detail skills to join their team. Responsibilities: You will be responsible for supporting the advisor's and para planners with quality administration duties * Process new business cases * Liaising with clients and supporting with any...

A reputable Wealth Management business are hiring an Financial Services Administrator with strong attention to detail skills to join their team. Responsibilities: You will be responsible for supporting the advisor's and para planners with quality administration duties Process new business cases Liaising with clients and supporting with any questions or...

A reputable Wealth Management business are hiring an Financial Services Administrator with strong attention to detail skills to join their team. Responsibilities: You will be responsible for supporting the advisor's and para planners with quality administration duties Process new business casesLiaising with clients and supporting with any questions or...

Castle Wealth Ltd is seeking an experienced administrator to support our growing team. The successful candidate will be responsible for pre and post new business sales processing, back office administrative support, and preparing client valuations & documentation for client meetings. Key responsibilities include client liaison, diary management,...