Experienced IFA Administrator
4 weeks ago
Our client, based in Northampton require an Experienced IFA Administrator to join their team.
The ideal candidate will have a minimum of 3 years' experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: * Client communication (F2F, verbal & written). * Updating client database (Intelliflo). * Providing any other assistance the financial adviser may require in line with company procedures. * Preparing Client Portfolio reviews. * Fund/Plan Performance analysis. * Trades/Switches (processing through to sign off). * Sourcing/generating provider Illustrations. * Income Modelling/Cashflow Planning (depending on experience). * Gathering tax information/ Tax calculations. * Pension calculations (depending on experience). * New Business (processing through to sign off). * Drafting meeting summary communications for adviser. * Drafting Suitability Letters. * Provider communication (verbal & written). Benefits: * DIS cover of 2* income and membership of a Health Cash Plan. * Initially enrolled in workplace pension then - 5% employer pension contribution after 12months. * 22 days holiday initially increasing to 25 days (a day a year). After 5 years the holiday is 26 days and after 10 years it's 27. * Discretionary staff bonus scheme for non-advisory Working hours are 7.5 hours a day which can be worked flexibly between 8am & 6pm, Monday to Friday (after initial training period). Standard office hours are 8.45am to 5.15 pm. Our client supports continued study - Route to Diploma qualification would be via CII, specifically the Regulated Diploma in Financial Planning. Study text and exams are funded by the Company however study is during the employees own time #J-18808-Ljbffr-
Experienced IFA Administrator
1 week ago
Northampton, Northamptonshire, United Kingdom Pertemps Northampton Full timeOur client, based in Northampton require an Experienced IFA Administrator to join their team. The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). You will be responsible for providing...
-
Experienced IFA Administrator
4 weeks ago
Northampton, Northamptonshire, United Kingdom Pertemps Northampton Full timeOur client, based in Northampton require an Experienced IFA Administrator to join their team. The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). You will be responsible for providing...
-
Experienced IFA Administrator
1 week ago
Northampton, United Kingdom Pertemps Northampton Full timeOur client, based in Northampton require an Experienced IFA Administrator to join their team.The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).You will be responsible for providing...
-
Experienced IFA Administrator
1 month ago
Northampton, United Kingdom Pertemps Northampton Full timeOur client, based in Northampton require an Experienced IFA Administrator to join their team. The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). You will be responsible for providing...
-
Experienced IFA Administrator
1 month ago
Northampton, United Kingdom Pertemps Northampton Full timeOur client, based in Northampton require an Experienced IFA Administrator to join their team.The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).You will be responsible for providing...
-
Experienced IFA Administrator
2 weeks ago
Northampton, United Kingdom Pertemps Northampton Full timeOur client, based in Northampton require an Experienced IFA Administrator to join their team. The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). You will be responsible for providing...
-
Ifa Administrator
3 days ago
Northampton, United Kingdom Ortus PSR Full timeLooking for a challenging and rewarding role in the financial services industry? Look no further has we are recruiting for an award winning IFA firm who require a diligent IFA Administrator to join their growing team! The IFA firm prides itself on providing a personal, tailored service, building long-standing relationships with them that last for...
-
Senior Ifa Administrator
1 month ago
Northampton, United Kingdom Heat Recruitment Full timeMy client is a well respected IFA practice that seeks to build a long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service. They embrace the use of new technology and have a well-qualified support team assisting the IFA’s to make the best decisions for...
-
Ifa Administrator
2 days ago
Northampton, United Kingdom Recruit UK Full time**Job Title**:IFA Administrator **Industry**:Financial Services **Location**: Northampton **Salary**:£22,000 - £27,000** **Job reference**:5800 Do you feel undervalued in your current company? Would you like to build on your technical capabilities? Would you like to work for a firm that nurtures talent from within? If any of these resonate with you...
-
Experienced IFA Administrator
3 days ago
Northampton, United Kingdom Pertemps Northampton Full timeOur client, based in Northampton require an Experienced IFA Administrator to join their team.The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).You will be responsible for providing...
-
Ifa Administration Manager
4 weeks ago
Northampton, United Kingdom Ortus PSR Full time**IFA Administration Manager** **Location: Northampton** **Salary: £30,000 - £40,000** A brilliant opportunity for an IFA Administration Team Manager to join a financial planning with an excellent reputation. **Responsibilities**: - Responsible for the day to day oversight and management of the administration team - Acting as first point of contact...
-
Senior Ifa Administrator
4 weeks ago
Northampton, United Kingdom Ortus PSR Full time**Senior IFA Administrator** **Location: Northampton** **Salary: £30,000 - £40,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...
-
Ifa Team Leader
3 days ago
Northampton, United Kingdom Ortus PSR Full timeA fully independent integrated financial advice, investment management, and stockbroking firm, and the wealth management firm is expanding. A unique opportunity for a talented IFA Team Leader to join this IFA firm has arisen to lead the Administration team to deliver exceptional service. The successfully appointed person to the position of IFA Admin Team...
-
IFA Administrator
2 weeks ago
Northampton, United Kingdom 360-Recruitment Full timeWe have been asked to recruit an IFA Administrator for a company based in Northampton. Day to day you’ll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews… You’ll need to have a minimum of 3 years’ experience working for an IFA (and ideally have achieved a Financial Services...
-
Ifa Administrator
2 weeks ago
Northampton, United Kingdom NJR Recruitment Full timeClient Support Administrator (Pensions & Investments) £20,000-£25,000 Kettering 25 Days Holiday Free Parking X3 Death in Service NJR are currently working with a well established independent firm of Financial Planners who are based in the Kettering area, who hold an excellent reputation in the industry for providing bespoke Financial Planning Advice to a...
-
IFA Administrator
1 week ago
Northampton, Northamptonshire, United Kingdom Pertemps Northampton Full timeThe ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). Updating client database (Intelliflo). Providing any other assistance the financial adviser may require in line with company...
-
IFA Administrator
4 weeks ago
Northampton, Northamptonshire, United Kingdom Pertemps Northampton Full timeThe ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). Updating client database (Intelliflo). Providing any other assistance the financial adviser may require in line with company...
-
Financial Adviser Administrator, Northampton
3 days ago
Northampton, Northamptonshire, United Kingdom Clever-HR Full time €28,000 - €32,000Financial Adviser Administrator, Northampton Salary £28,000p.a to £32,000p.a. depending on experience + benefits We are delighted to be working with this well established Chartered firm of financial planners who now have an opportunity for an Administrator to join the business. Long term career progression available within the business. Financial Adviser...
-
Technical Administrator
2 weeks ago
Northampton, United Kingdom Brevere Group Full timeNew year and looking to take your financial planning administration role to the next level? After continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management support professional on board to advance their career. The successful candidate will have experience within a...
-
Employed Financial Advisor
2 weeks ago
Northampton, United Kingdom Heat Recruitment Full timeA chartered IFA based in Northampton are looking to add an experienced Financial Advisor to their growing sales team. You will take over existing clients in the business and provide holistic advice. You will be working with High net-worth clients. **What's on offer?** - bonus scheme - 25 days holiday + bank holidays - increases with length of service - 6%...