IFA Administrator

3 weeks ago

Farnborough Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

, ,

IFA Administrator - Farnborough - Artemis Recruitment Consultants

Financial Services

Farnborough

03/11/2023

Type of Position: IFA Administrator - Farnborough
Pay: £28k - £32k

IFA Administrator - Farnborough

Our client is looking for an IFA Administrator to join their busy team in Farnborough. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate.

Key Skills:

  • Attention to Detail
  • Analytical/Problem Solving
  • Customer Focus
  • Planning & Organising
  • Resilience
  • Teamwork
  • Embracing Change
  • Excellent record keeping skills
  • Accurate data keying skills
  • Excellent organisation and time management skills
  • Proficient in Excel and Word
  • Training will be given on back office system, workflow and common business process

Qualifications / Experience:

  • Administration and customer service experience is essential.
  • Telephone based experience would be beneficial.
  • Financial Services experience would be beneficial.
  • Qualifications desirable, or a willingness to study.

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk

Apply for this job Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .

© Artemis Recruitment Consultants 2015-2023 - All Rights Reserved| Company Number: 9843254 Registered In England & Wales| Website by

#J-18808-Ljbffr

  • Technical IFA Administrator

    2 weeks ago

    Fareham, Hampshire, United Kingdom Premier Jobs UK Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator...

  • Technical IFA Administrator

    2 weeks ago

    Fareham, Hampshire, United Kingdom Premier Jobs UK Limited Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator...

  • Technical IFA Administrator

    3 weeks ago

    Fareham, Hampshire, United Kingdom Premier Jobs UK Full time

    This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator you...

  • Junior Ifa Administration

    7 days ago

    Farnborough, United Kingdom Financial Divisions Full time

    My client is a dynamic and forward-thinking Independent IFA Firm in Farnborough, who due to expansion are looking to take on a versatile and experienced IFA Administrator who is passionate about what they do. This role will offer full career progressionand support you in becoming a Paraplanner. You will be supporting the advisers in the company with support...

  • IFA Administrator

    3 weeks ago

    Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    , , IFA Administrator - Fareham - Artemis Recruitment Consultants Financial Services Fareham 12/12/2023 Type of Position: IFA Administrator - Fareham Pay: £28k - £32k IFA Administrator - Fareham Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and...

  • IFA Administrator

    2 weeks ago

    Fareham, Hampshire, United Kingdom Premier Jobs UK Limited Full time

    You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning...

  • IFA Administrator

    3 weeks ago

    Fareham, Hampshire, United Kingdom Premier Jobs UK Full time

    You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning...

  • Ifa Administrator

    3 weeks ago

    Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    IFA Administrator - Fareham - Artemis Recruitment Consultants Financial Services Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and...

  • Senior Client Servicing Administrator

    4 weeks ago

    Alton, Hampshire, United Kingdom Optima Recruitment Full time

    An excellent opportunity has arisen for a financial planning administrator to work in a growing team. Our client is looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisors, liaise with providers and third parties. You will be part of a fast-paced team who provide full end to end administrative...

  • Trainee Paraplanner

    3 weeks ago

    Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Trainee Paraplanner - Farnborough Pay: £25k - £32k Trainee Paraplanner - Farnborough Our client is looking for a Trainee Paraplanner to join their team in Farnborough. Key responsibilities: To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product research, in...

  • Client Services Administrator

    4 weeks ago

    Alton, Hampshire, United Kingdom Optima Recruitment Full time

    Overview: An excellent opportunity has arisen for a financial planning administrator to work in a growing team. Our client is looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisors, liaise with providers and third parties. You will be part of a fast-paced team who provide full end to end...