IFA Administrator
4 weeks ago
This IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as an IFA Administrator, your duties will include: Processing of new business applications on all types of Pensions, Investments & Protection Liaising with product providers Producing illustrations, comparison quotations including the collating of literature and pre-population of applications Processing letters of authority Updating client portfolios for annual reviews and printing reports Completion of ad hoc administration and requests on behalf of the team Diary management- scheduling/rescheduling appointments Occasional meeting & greeting of clients/visitors to the office Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. IFA Administrator Requirements You must be an experienced IFA Administrator You must have good written and verbal communication skills Experience with IO would be advantageous but not essential Our client is focused on values driven individuals who are motivated by delivering great service to clients IFA Administrator Benefits Competitive salary to be discussed at interview Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone Call us now on 0208 0044 154 or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information? TPBN1_UKTJ
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Ifa Administrator
2 weeks ago
Maidstone, United Kingdom Ortus PSR Full timeIFA Administrator is required to assist Advisers within their Maidstone office. You will work be working as a team and provide timely and efficient administration to support the IFA’s. The team has fostered a strong sense of community, with a commitment to aiding personal improvement through further education. **Responsibilities**: To provide efficient...
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IFA Administrator
1 week ago
Maidstone, United Kingdom Sahasraa Solutions Full timeJoin to apply for the IFA Administrator role at Sahasraa Solutions This IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm looking to grow their team with likeminded individuals. In your role as an IFA Administrator, your duties will include: Processing new business applications on all types of...
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IFA Administrator
3 weeks ago
Maidstone, United Kingdom Premier Jobs UK Full timeThis IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as an IFA...
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Trainee Ifa Administrator
2 weeks ago
Maidstone, United Kingdom Ortus PSR Full timeJoin a friendly Administration team as an IFA Senior Administrator at one of the UK’s leading independent financial advisory and wealth management firms. The firm have all the processes in place for you to do your job to the best of your ability and arean advocate of implementing IT systems to speed up the processes. You will have access to the People...
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IFA Administrator
3 weeks ago
Maidstone, United Kingdom Financial Divisions Full timeExperienced Financial Planning AdministratorFull time or part-time Maidstone offices – Chartered IFA firmSalary negotiable £30k - £40k + bonuses25 days holiday plus attractive benefits package My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer whole of market...
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Ifa Administrator
5 days ago
Maidstone, United Kingdom Financial Divisions Full time**Overview** Our client, a new and exciting development in the IFA acquisition market, are looking to recruit a new IFA Administrator to join their team. This is fast growing multisite Business which has a strong belief in providing a first-class ethical service to itsclients demonstrating a proven track record and in-depth technical knowledge. **The...
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IFA Administrator
5 days ago
Maidstone, Kent, United Kingdom Bond Recruitment Full time £25,000 - £40,000 per yearOur client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Maidstone offices.The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the...
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Corporate Ifa Admin
2 weeks ago
Maidstone, United Kingdom Idex Full timeOne of the UK's leading independent financial advisory and wealth management firms has an exciting opportunity to join the existing Corporate team. The Corporate Administrator will primarily assist the Corporate Team in providing administration support to the IFA's and their clients. A high performing team looking for timely and efficient administration and...
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IFA
3 weeks ago
Maidstone, United Kingdom The Coast Partnership Ltd Full timeThis particular role will tick the boxes if you are looking for Clients, an employed contract and also some flexibility on Office/Home working !This is a true IFA position. The RoleWe’re seeking an experienced Financial Planner to join a growing advisory team. This is a fantastic opportunity for a highly qualified professional to work with an established...
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Employed IFA
3 weeks ago
Maidstone, United Kingdom The Coast Partnership Ltd Full timeThis particular role will tick the boxes if you are looking for Clients, an employed contract and also some flexibility on Office/Home working !This is a true IFA position. The RoleWe’re seeking an experienced Financial Planner to join a growing advisory team. This is a fantastic opportunity for a highly qualified professional to work with an established...