Senior IFA Administrator/Client services Administrator

2 weeks ago


Leighton Buzzard, United Kingdom Cranleigh Personnel Full time

Senior IFA Administrator/Client services Administrator.

Leighton Buzzard

Salary up to £35000 depending on experience.

Are you currently a Senior Financial Planning Administrator or similar, looking for your next opportunity?

Do you enjoy working closely with advisers and having variety within your role, working closely with clients.

If so, this Senior IFA admin role within a close team environment and a holistic financial planning business could be a great next step.

This whole of the Market financial planning company was established in 2011, and offer holistic advice to a wide range of clients including; private clients, corporate clients, sports professionals and media clients.

The business evolved from the desire of the founders to provide a truly client focused service to all clients. Since then, the business has quickly grown by attracting other similar minded financial advisers and is now a team of 11 made up of the following:

  • 2 Advisers/Business Owners
  • 1 Operations Director
  • 2 Full time and 2 Part Time Qualified Paraplanners
  • 2 Full Time Administrators
  • 1 Full Time Project Analyst
  • 1 Part Time bookkeeper

They are looking to recruit an experienced Senior Financial Planning Assistant to join their Client Servicing team and can offer the following benefits:



  • Leighton Buzzard, United Kingdom Cranleigh Personnel Full time

    Senior IFA Administrator/Client services Administrator. Leighton Buzzard Salary up to £35000 depending on experience. Are you currently a Senior Financial Planning Administrator or similar, looking for your next opportunity? Do you enjoy working closely with advisers and having variety within your role, working closely with clients. If so, this Senior IFA...


  • Leighton Buzzard, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a small Financial Planning practice based in Leighton Buzzard who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. This role offers hybrid working 3 days in the office and 2 days from home. This role will included speaking...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Reed Full time

    About the Role:We are seeking a highly skilled and experienced Senior Financial Planning Administrator Assistant to join our team at Reed. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and advisors.Key Responsibilities:Process pension, investment, and protection business...


  • Leighton Buzzard, United Kingdom Heat Recruitment Ltd Full time

    This is an exciting opportunity for an experienced Financial Planning Administrator, to join a successful independent Financial Financial Services firm, based from their renovated office. This firm focuses on providing a high-quality financial planning and investment management service to its valued clients, which has helped build the sound reputation of the...


  • Leighton Buzzard, United Kingdom Heat Recruitment Ltd Full time

    This is an exciting opportunity for an experienced Financial Planning Administrator, to join a successful independent Financial Financial Services firm, based from their renovated office.This firm focuses on providing a high-quality financial planning and investment management service to its valued clients, which has helped build the sound reputation of the...


  • Leighton Buzzard, United Kingdom Heat Recruitment Full time

    This is an exciting opportunity for an experienced Financial Planning Administrator, to join a successful independent Financial Financial Services firm, based from their renovated office.This firm focuses on providing a high-quality financial planning and investment management service to its valued clients, which has helped build the sound reputation of the...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a small Financial Planning firm who are looking to recruit a Senior Financial Services Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the company. This role offers hybrid working 3 days in the office and 2 days from home. This role will include speaking with clients on...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a small Financial Planning firm who are looking to recruit a Senior Financial Services Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the company. This role offers hybrid working 3 days in the office and 2 days from home. This role will include speaking with clients on...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Reed Full time

    About the Role:We are seeking a highly skilled and experienced Financial Services Administrator to join our team at Reed. As a key member of our team, you will be responsible for providing administrative support to our Senior Financial Planning Administrators, assisting with the processing of pension, investment, and protection business.Key...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Cranleigh Personnel Full time

    Senior Financial Planning Administrator/Client Services Administrator Role About the Company Cranleigh Personnel is a leading provider of holistic financial planning services, offering a wide range of solutions to private clients, corporate clients, sports professionals, and media clients. Our team of experienced financial advisers and administrators work...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Cranleigh Personnel Full time

    Senior Financial Planning Administrator/Client Services Administrator Role About the Company Cranleigh Personnel is a leading provider of holistic financial planning services, offering a wide range of solutions to private clients, corporate clients, sports professionals, and media clients. Our team of experienced financial advisers and administrators work...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Cranleigh Personnel Full time

    About the RoleWe are seeking an experienced Senior Financial Planning Administrator to join our Client Servicing team at Cranleigh Personnel. As a key member of our team, you will provide full administrative support and assistance to our Wealth Managers, ensuring that our clients receive an exceptional level of service.Key ResponsibilitiesProcess pension,...

  • Administrator

    3 months ago


    Leighton Buzzard, United Kingdom Red Door Recruitment Full time

    We are recruiting for an Administrator to join a global client based near Tring. This is a 12-month FTC with the potential to turn into a permanent position. You will be supporting the Customer Service Team with administration tasks including order entry, handling customer quotations and supporting the customer returns process, whilst delivering world-class...

  • Workshop Administrator

    3 months ago


    Leighton Buzzard, United Kingdom BS Trailer Services Full time

    This role is great for someone who has previously held a similar position or is keen to transfer their great administration skills into a workshop administration position. **Key Responsibilities**: - Answering phones and direct caller to appropriate individual or takes a thorough message that is passed on immediately - Calls customers to provide status...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Cranleigh Personnel Full time

    About the RoleWe are seeking an experienced Senior Financial Planning Administrator to join our Client Servicing team at Cranleigh Personnel. As a key member of our team, you will provide full administrative support and assistance to our Wealth Managers, ensuring that our clients receive an exceptional level of service.Key ResponsibilitiesProcess pension,...

  • Administrator

    3 months ago


    Leighton Buzzard, United Kingdom Connells Group Full time

    We’re looking for a highly motivated Administrator (LSC - Deposits) to complement our fantastic team in our LSC (Lettings Support Centre) in Leighton Buzzard. The main purpose of your role as Administrator (LSC - Deposits) is to provide deposit negotiation, support services and administration to branches, landlords and tenants. **What’s in it for...


  • Leighton Buzzard, United Kingdom NPK Napkins Ltd Full time

    **About us** NPK Napkins Ltd is a family business with an inclusive and forward thinking attitude. We seek a new team member to help us supply the corporate promotional industries with printed disposable goods. Our work environment and benefits include: - Self-Development Incentives - Thorough In-house training - Management support - Sick pay (after 1...

  • Deposits Administrator

    3 months ago


    Leighton Buzzard, United Kingdom Connells Group Full time

    Are you detailed oriented and enjoy providing great customer service? Are you proficient in handling administrative duties with ease? If the answer is YES, we have an exciting opportunity for you as a **Deposits Administrator** within our Lettings Support Centre Team in **Leighton Buzzard**. The main purpose of your role as a Deposits Administrator is **to...


  • Leighton Buzzard, United Kingdom GBI Cars Ltd Full time

    Job Introduction GBI Cars/Cartech Services are looking for an experienced Administrator to help with Administration at our two busy locations We are recruiting for a Service Advisor/Administrator to join our busy Service and MOT centre in the centre of Leighton Buzzard Town.. The hours of work are Monday - Friday, 08:30 - 17:30 as well as working Saturday...


  • Leighton Buzzard, United Kingdom Chicken Cyclekit Full time

    At Chicken CycleKit we continue to grow and 100 plus years on, we are still leading the market in all two-wheeled solutions from novice cyclist to professional racer. As we increase and develop our portfolio of world-renowned brands, we are creating a company that is forward-thinking, agile, passionate and focused on providing the best customer service and...