IFA Administrator

4 weeks ago


West Bowling, United Kingdom Medlock Partners Full time

IFA Administrator


Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.

West Yorkshire

Salary up to £30,000 (Experience dependant)

Exam support + Development

Hybrid Working

Death In service

25 days holiday + Bank Hols

We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth now have an excellent opportunity for a Financial Planning.

The Client Administration Team is responsible for the day to day administration of clients sourced by our team of Wealth Planning Advisers, and to support the Paraplanners and Financial Planners to deliver an excellent service to their Clients.

Responsibilities:

The role will see you working closely with the Client Administration Team Leader and established team of Administrators to provide an integral function to the wider team.

  • Processing new business
  • Illustrations and projections
  • Valuations
  • Producing plan information updates
  • Accurately update and maintain information on the back-office systems
  • Liaising with providers to obtain fund values/unit prices/transaction statements
  • Preparation of enclosure documents for suitability reports
  • Liaising with clients and providers
  • To comply at all times with the Compliance and Training and Competence Procedures of the Company.
  • In the event of a complaint, to ensure that this is immediately reported to Compliance.
  • Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales.
  • Prioritise and action all activity entries allocated for your clients taking into consideration all the work being undertaken for the clients allocated to you.
  • Preparation for client meetings within agreed timescales
  • Prepare any pre-approval forms as and when required

Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.


  • Ifa Administrator

    2 weeks ago


    West Bridgford, United Kingdom Heat Recruitment Full time

    IFA Administrator / Financial Services Administrator / Client Services / Client Support / Business Support / Sales Support / Wealth Administrator / Wealth Planning / Paraplanner / IFA / Financial Advice / Advisory / DipPFS / DipFA / CII / LIBF / level 4diploma / Wealth Management Location - Nottingham, UK Salary - Dependent on experience Duration -...

  • Ifa Administrator

    5 days ago


    West Bridgford, Nottinghamshire, United Kingdom Heat Recruitment Full time

    IFA Administrator / Financial Services Administrator / Client Services / Client Support / Business Support / Sales Support / Wealth Administrator / Wealth Planning / Paraplanner / IFA / Financial Advice / Advisory / DipPFS / DipFA / CII / LIBF / level 4diploma / Wealth ManagementLocation - Nottingham, UKSalary - Dependent on experienceDuration - Permanent,...

  • IFA Administrator

    3 weeks ago


    West Bowling, West Yorkshire, United Kingdom Medlock Partners Full time €30,000

    IFA Administrator Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap. West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a...

  • IFA Administrator

    4 weeks ago


    West Bowling, West Yorkshire, United Kingdom Medlock Partners Full time €30,000

    IFA Administrator Do not pass up this chance, apply quickly if your experience and skills match what is in the following description. West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial...

  • IFA Administrator

    3 weeks ago


    West Bowling, West Yorkshire, United Kingdom Medlock Partners Full time €30,000

    IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols Ensure you read the information regarding this opportunity thoroughly before making an application. We are proud to be representing a Firm of Independent Financial Planners to pride on...

  • IFA Administrator

    3 weeks ago


    West Bowling, West Yorkshire, United Kingdom Medlock Partners Full time €30,000

    IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols Ensure you read the information regarding this opportunity thoroughly before making an application. We are proud to be representing a Firm of Independent Financial Planners to pride on...

  • Ifa Administrator

    3 weeks ago


    West Midlands, United Kingdom Ortus PSR Full time

    Are you ready to embark on a journey and develop your career as an IFA Administrator where exceptional customer service meets the power of efficient administration? Look no further! we're on the lookout for a motivated and proactive Administrator to join a dynamic IFA firm. As a regulated business, you'll be at the heart of delivering exceptional service...

  • Ifa Administrator

    3 weeks ago


    West Midlands, United Kingdom Ortus PSR Full time

    A Tech lead IFA firm is looking to hire an experienced IFA Administrator to assist the Head of Advise and their Paraplanner. You will be liaising with Product providers and completing the Administration for Investments and Pension Advice. You will have the opportunity to work from home 4 days a week and 1 day in the office to handle post etc in the...

  • Ifa Administrator

    2 months ago


    South West London, United Kingdom Ortus PSR Full time

    Are you looking for an exciting opportunity in a fast-paced and rewarding environment? Are you a motivated individual with excellent organisational skills? Look no further! We are recruiting a skilled IFA Administrator working for a leading IFA firm where you will support the Principle Financial Advisers and Mortgage Broker. The salary range for an IFA...

  • IFA Administrator

    3 weeks ago


    Marlborough, Wiltshire, South West, United Kingdom Premier Jobs UK Limited Full time

    This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial AdvisorsScroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.In your role as a IFA Administrator, you will be the main point of contact for client...

  • IFA Administrator

    1 month ago


    Marlborough, Wiltshire, South West, United Kingdom Premier Jobs UK Limited Full time

    This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial AdvisorsScroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.In your role as a IFA Administrator, you will be the main point of contact for client...

  • IFA Administrator

    2 days ago


    West Bromwich, United Kingdom MERJE Ltd Full time

    Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis. As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper...

  • Ifa Administrator

    3 weeks ago


    West Midlands, United Kingdom Cranleigh Personnel Full time

    Financial ServicesGot a question about this role? or Call: 01483 279 837 Overview - Technical IFA / Wealth Planning Administrator- Location: Outskirts Coventry- Salary: £24,000 - £30,000- 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...

  • IFA Administrator

    1 week ago


    West Midlands, United Kingdom MERJE Ltd Full time

    Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis. As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper...

  • Ifa Administrator

    2 months ago


    West Sussex, United Kingdom Search Consultancy Full time

    IFA Administrator West Sussex Competitive salary + market leading benefits package, bonus, flexible working Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus. - Have at least 1-2 years experience carrying out an administration/sales support role within a...


  • West Bowling, West Yorkshire, United Kingdom Medlock Partners Full time €30,000

    IFA Administrator Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap. West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a...

  • Ifa Administrator

    1 day ago


    West Grinstead, United Kingdom Appointed Ltd Full time

    **My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.** They are seeking a IFA Administrator to join their team to assist in delivering an exceptional service to their clients. This is a full time...

  • Ifa Administrator

    4 weeks ago


    West Grinstead, United Kingdom Appointed Ltd Full time

    **My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.** They are seeking a IFA Administrator to join their team to assist in delivering an exceptional service to their clients. This is a full time...

  • Ifa Administrator

    3 weeks ago


    West Yorkshire, United Kingdom Idex Full time

    Our client are growing to be the leading financial advice firm in the North of England. They are People - focused in everything they do with a family culture and will look after their team in the same way that they look after their clients, building and investing in personal relationships for the long term. Due to growth our client is looking for a Client...

  • IFA Administrator

    1 month ago


    Sutton Coldfield, West Midlands, United Kingdom Bell Cornwall Recruitment Full time €20,000 - €28,000

    Bell Cornwall Recruitment are pleased to be hiring a IFA Administrator for a leading professional services Answering telephone calls and responding to emails. Understanding and recording client data correctly. Assisting Financial Advisors with work. Ad hoc Admin duties - supporting the team with general admin work.A keen interest and/or previous experience...