IFA Administrator
3 weeks ago
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).
Updating client database (Intelliflo).
Providing any other assistance the financial adviser may require in line with company procedures.
Fund/Plan Performance analysis.
Sourcing/generating provider Illustrations.
Income Modelling/Cashflow Planning (depending on experience).
Gathering tax information/ Tax calculations.
Pension calculations (depending on experience).
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
5 hours a day which can be worked flexibly between 8am & 6pm, Monday to Friday (after initial training period). Standard office hours are 8.Our client supports continued study - Route to Diploma qualification would be via CII, specifically the Regulated Diploma in Financial Planning.
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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...
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IFA Administrator
7 days 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...
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Experienced IFA Administrator
3 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...
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Experienced IFA Administrator
4 days 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...
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Ifa Administrator
6 days 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...
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Experienced IFA Administrator
4 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...
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Experienced IFA Administrator
5 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...
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Experienced IFA Administrator
4 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...
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Experienced IFA Administrator
7 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...
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IFA Administrator
4 days 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...
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Technical Administrator
7 days 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...