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IFA Administrator
1 month ago
Gerrards Cross, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA Administrator...
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Fantastic Ifa Administrator Opportunity!
3 months ago
Gerrards Cross, United Kingdom Capio Recruitment Full timeJob Title: IFA Administrator - Established IFA Firm with a Strong Culture! Location: Near Beaconsfield, South Buckinghamshire **Salary**: Highly competitive, plus annual bonus and various benefits. About Us: We are a highly successful Independent Financial Adviser firm with a remarkable 40-year history of excellence in the industry. As a trusted name in...
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IFA Administrator
3 months ago
Gerrards Cross, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA...
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IFA Support Specialist
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Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are currently seeking a skilled IFA Administrator for a prestigious Financial Planning firm. This organization excels in enhancing their clients' financial understanding, fostering clarity and confidence in their financial journeys. Key Responsibilities: The IFA Administrator plays a crucial role in ensuring the precise and timely processing of business...
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IFA Administrator
3 months ago
Gerrards Cross, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking for an IFA Administrator to join their team. This role offers flexible home working 4 days a week. They are looking for an experienced IFA Administrator. They are a growing Independent Financial Planning firm, specialising in delivering Financial Life...
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Financial Planning Administrator
3 months ago
Gerrards Cross, United Kingdom Heat Recruitment Ltd Full timeWe are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross.This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development.The role would suit a...
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Financial Planning Administrator
3 months ago
Gerrards Cross, United Kingdom Heat Recruitment Ltd Full timeWe are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross. This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development. The role would...
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Financial Services Administrator
1 week ago
Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are currently seeking a skilled IFA Administrator to become part of a reputable Financial Planning practice. This position provides the opportunity for flexible home working, allowing for a balanced work-life dynamic.As a progressive Independent Financial Planning firm, we focus on delivering comprehensive Financial Life Planning solutions. We are in...
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Ifa Financial Administrator
3 months ago
Gerrards Cross, United Kingdom Wallis Wealth Limited Full timeHours: 9:30 - 14:30 Days: Monday - Friday Location : Gerrards Cross home office (In person role - no remote working) **Salary**: up to £20,000 PA plus bonus and other benefits, depending on experience. About us: Our people are the most important asset in our business, ensuring we provide our clients with the best possible financial advice and guidance....
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Financial Services Administrator
1 week ago
Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are currently seeking a skilled Financial Services Administrator for a reputable financial planning firm. This organization is dedicated to enhancing their clients' financial understanding and ensuring a seamless experience. Key Responsibilities: The Financial Services Administrator will play a crucial role in the precise and timely handling of business...
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IFA Administrator
2 months ago
We are currently recruiting for a Financial Planning practice based in Gerrards Cross who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Key Requirements and Skills:
They will be part of an administration team, supporting in all day-to-day tasks. This will include
- General Administration duties
- handling incoming mail, scanning, filing
- arranging client meetings
- preparing client files for meetings
- processing new business
- maintaining client files, database management
- corresponding with clients
- the updating of fact finds and AML checks
- preparing valuations
- obtaining quotations
- liaising with providers
It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service.
Experience in the use of document management systems is an advantage as is the use of financial planning software like Intelligent Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications.