IFA Client Support Administrator
4 weeks ago
Our client is seeking an experienced IFA Administrator to join in a unique role, whereby you will be providing overflow support across the business to plug temporary gaps in their workflow As a national IFA firm with 12 regional offices, there are times where the business has gaps in their local support teams, as such they are looking for a confident and capable individual who is comfortable being drafted in to assist with providing excellent administrative support to the regional IFAs. Reasons for gaps in workflow could be team sickness, gap between recruitment drives, regional overload of work etc Therefore, you will have a very varied role, with lots of change. However your core function will mainly be focused around providing day-to-day support and servicing to clients throughout the holistic financial planning journey. You will be working on a hybrid arrangement from the regional office closest to you, providing your support remotely. As an IFA Administrator, your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include: Providing proactive support to their Financial Advisors Managing the Financial Advisor's diary and arranging client meetings Contacting clients through various methods to ensure the advice process is not held up Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process Prepare meeting packs and information ahead of client appointments Process new business Key illustrations, projections and valuations IFA Administrator Requirements You should have experience as an Administrator within a financial planning firm You should have good knowledge of financial planning processes and how a Financial Advisor operates You should be comfortable and confident when contacting clients You should be confident picking up cases mid process and being able to maintain great client service The Company This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. IFA Client Support Administrator Benefits Salary of £28,000 - £32,000 depending on experience Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Hybrid working, available to be based in any of the following office locations: Glasgow Falkirk Newcastle Northallerton Wirral St Helens Warwick Cheltenham Borehamwood Swanley Westerham Cardiff Arundel Reading 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 days ago
London, United Kingdom Cranleigh Personnel Full time**IFA / Wealth Planning Administrator** **Location: City, London** **Salary: £28,000 - £35,000** Are you an IFA Administrator with at least one year’s IFA Admin experience....? Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Are you stuck where you are and there isn’t...
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IFA Administrator
1 week ago
London, United Kingdom Premier Jobs UK Limited Full timeThis well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journey As an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertaking typical IFA administration duties and supporting their...
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Ifa Administrator
2 weeks ago
London, United Kingdom Templegate Full time**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: IFA Administrator **Location**: London - Wimledon **Benefits**: Hybrid working, Pension, 25 days leave plus bank holidays **Salary**: £30,000k ~ £35k Depending on experience. **What Your Day to Day Duties Will Include as a Financial Services Administrator / IFA...
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Ifa Support Administrator
2 days ago
City of London, United Kingdom Aspire Executive Search Full timeIFA Support Administrator, London Salary up to £30,000 (Dependent upon level of experience) Excellent benefits including a bonus and 30 days holiday. Immediate start available. This is an excellent and interesting opportunity to work for a London based IFA firm who have a client centred approach and are experienced in helping clients with complex needs and...
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IFA Administrator
3 weeks ago
London, United Kingdom Ortus PSR Full timePart-Time IFA Administrator (3 Days a Week) | Wealth Management SupportCompany Overview Join a thriving and client-focused Wealth Management firm that prides itself on delivering tailored financial advice with integrity, precision, and care. Known for our supportive team culture and commitment to work-life balance, we are seeking a highly organised IFA...
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Ifa Administrator
2 weeks ago
London, United Kingdom May & Stephens Full timeIFA ADMINISTRATOR 28 - 32K DOE CITY OF LONDON A hugely successful and well-respected firm of accountants and financial advisors seeks an Administrator to join the Financial Advisory team. The company: Established in the 1920s, our client is an award-winning firm of auditors, accountants, and business advisors. Working with businesses, not for profits, and...
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Senior Ifa Administrator
6 days ago
London, United Kingdom Ortus PSR Full timeAre you an experienced IFA administrator that is looking for company that invests in its staff? We have an exciting opportunity for an experienced Administrator working in a Financial Planning firmto join a national IFA firm. We are able to offer this opportunity out as complete remote or flexible office working depending on your requirements. As an...
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London, United Kingdom Cranleigh Personnel Full time**Job Title: IFA Administrator/Client services representative** **Location: London, City** **Salary: DOE - ranging between £32000 and £38000 plus up to 12% bonus** Are you an IFA Administrator looking for your next challenge and genuine career progression opportunities? Or perhaps you are a career administrator, keen to make a difference in an...
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Ifa Administrator
6 days ago
London, United Kingdom Cranleigh Personnel Full timeAre you an IFA Administrator looking to make your next career move: - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? - Are you stuck where you are and there isn’t the scope for progression into Paraplanning or Operations / Compliance - Or have you been promised exams or study...
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Ifa Branch Administrator
4 days ago
London, United Kingdom Financial Careers Ltd Full time**Branch IFA Administrator** Our client is a major national IFA company, with offices nationwide. Due to continued growth, they are looking to recruit experienced Branch IFA Administrators, to be based at their offices in Bath, Cardiff and London. You will be an experienced IFA Administrator, perhaps looking for a new challenge. Your role will be to...
