IFA Administrator

Are you an experienced IFA / Wealth Planning Administrator looking for a new challenge?Cranleigh Personnel is seeking a skilled professional to join our team as a Senior IFA Administrator.In this role, you will collaborate closely with the Director, providing comprehensive administrative support and experience a working atmosphere that is both enjoyable and...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Senior Administrator **Location**: Leamington Spa **Benefits**: - Pension scheme - Life assurance - Development & training and educational support - Health Cashplan - Employee Assistance Programme (EAP) - Annual bonus scheme (discretionary bonus of...

**IFA / Wealth Planning Administrator** **Location: Leamington Spa** **Salary: £26,000 - £32,000** **Are you an IFA / Wealth Planning Administrator who is now looking for their next move?** - Has your existing practice been recently bought out by a larger firm and the culture of the company changed? - Do you want to work for a family feel business...

Technical IFA Administrator / Paraplanner RoleAbout the JobWe are seeking a skilled Technical IFA Administrator or Paraplanner to join our team at Cranleigh Personnel. As a key member of our team, you will provide comprehensive technical administrative and paraplanning support to our Director.Key ResponsibilitiesCollaborate closely with the Director to...

An independent Financial Planning and Wealth Advisory firm in Leamington Spa has an opportunity for an IFA / Financial Planning Administrator to work on a hybrid basis. This role will provide back office and client support for a director chartered financial planner. who advises clients on investment, estate and retirement planning for private clients and...

**IFA Administrator with clear pathway into Paraplanning** **Based Tunbridge Wells** **Salary £28,000 - £33,000 depending upon experience** Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role? Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next...

**IFA / Wealth Planning Administrator - hybrid working** **Location: Tunbridge Wells** **Salary: £30,000 - £35,000** Are you an IFA Administrator with at least one year’s IFA Admin experience....? Would you like to have more flexibility with working from home? Do you feel frustrated in your current role as you are not having the mentoring/training...

BENEFITSHoliday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years.Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility.GDIS scheme - 2 x salary Life Assurance. Health cash planDevelopment and training - Examination...

Financial Planning Administrator RoleMI Search is currently seeking a skilled Financial Planning Administrator to join their team in Warwick. As a key member of the team, you will provide administrative support to financial advisers and paraplanners, ensuring the smooth operation of the business.Key Responsibilities:Obtain provider information and collate...

**Summary of Key Responsibilities and Role** - The role will involve promoting the company’s services in a professional and FCA compliant manner. - Initially starting as an IFA Administrator supporting the Paraplanners within the team and working in collaboration with Private Client Advisers with progression towards becoming a Paraplanner if desired. -...

BENEFITSHoliday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years.Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility.GDIS scheme - 2 x salary Life Assurance. Health cash planDevelopment and training - Examination...

BENEFITS Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years. Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility. GDIS scheme - 2 x salary Life Assurance. Health cash plan Development and training -...

A leading financial services firm is on the hunt for an exceptional IFA Administrator to their growing support team. The salary for an Administrator within the support team is up to £30,000 and offers hybrid working. You will be joining a Client-Centric IFA firm that is dedicated to providing personalised solutions that align with each client’s unique...

BENEFITSHoliday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years.Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility.GDIS scheme - 2 x salary Life Assurance. Health cash planDevelopment and training - Examination...

BENEFITS Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years. Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility. GDIS scheme - 2 x salary Life Assurance. Health cash plan Development and...

IFA / Wealth Planning Administrator RoleAbout the CompanyCranleigh Personnel is a well-established family-run business known for its caring and friendly approach to both clients and employees. This supportive environment ensures that everyone feels valued and included.Job DescriptionIn this role, you will collaborate closely with the Director, providing...

We are currently recruiting for a Chartered Financial Planning practice based in Tunbridge Wells who are looking to recruit an IFA Administrator to join their team. ROLE Acting as point of contact between clients, advisers and third-party product providers Establishing and maintaining electronic client files Processing new business applications,...

BENEFITSHoliday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years.Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility.GDIS scheme - 2 x salary Life Assurance. Health cash planDevelopment and training - Examination...

BENEFITS Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years. Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility. GDIS scheme - 2 x salary Life Assurance. Health cash plan Development and training -...

Are you an experienced Financial Services Administrator with great attention to detail ? Are you an enthusiastic self starter - you could be the person we need. Armstrong Wealth is a successful Wealth Management business based in Tunbridge Wells. We are looking for an experienced individual to join our team providing administrative support to the...