Client Services Coordinator/ IFA Administrator

This is a leading company in the Financial Services industry based in Pinner. With a sizeable team of dedicated professionals, the company has built a strong reputation for delivering high-quality financial planning services to clients across the UK. Support the team in all administrative tasks Assist in preparing client reports and financial plans ...

IFA Administrator/ IFA Support/ IFA Sales Support. Experience of working with IFA's. **The Role**: - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. - To ensure complete and accurate records are maintained of all client dealings. **Responsibilities**: - Technical...

IFA Administrator/ IFA Support/ IFA Sales Support. Experience of working with IFA's. **The Role**: - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. - To ensure complete and accurate records are maintained of all client dealings. **Responsibilities**: - Technical...

**Job Title: Senior IFA Administrator** **Location: Central London** **Salary: £28,000 - £36,000 + Bonus Scheme** Our client is seeking a highly skilled and motivated Senior Financial Planning Administrator to join the existing team and provide support to one of the top-performing Independent Financial Advisers. (IFA) and members of the Senior...

This is a 6 Month FTC** Our client is a boutique wealth management company, highly recognised and fantastic reputation. The Client Services Assistant / Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the administrative needs. The Client Services...

This is a 6 Month FTC** Our client is a boutique wealth management company, highly recognised and fantastic reputation. The Client Services Assistant / Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the administrative needs. The Client Services...

This website uses cookies to ensure you get the best experience on our website. IFA Administrator - Gerrards Cross - Artemis Recruitment Consultants Financial Services You will be responsible for providing detail orientated and timely administrative support, reporting to the Managing Director/Principle Adviser, to help enable both in-bound and out-bound...

REED Finncial Services are proud to be representing a vastly experienced IFA client who are based in a stunning converted barn in the rural village of Doynton Bristol, conveniently situated just 5 minutes from the M4. Due to growth they seek 2 xIFA Administratorto join their successful team and in return a competitive salary plus benefits can be offered plus...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: New Business Administrator **Location**: London **Benefits**: Competitive salary, 28 days Holiday plus Bank Holidays, Life Cover, Pension, Health Care Benefits, Exam Support. **Salary**: £24,000 to £30,000 Depending on experience. **About the Company**: This...

IFA Administrator - London - Artemis Recruitment Consultants Financial Services 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. Planning & Organising Accurate data keying...

Job Description 28-35K salary (pro-rated)**This is a 6 Month FTC** The Client Our client is a boutique wealth management company, highly recognised and fantastic reputation. The Role The Client Services Assistant / Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring...

, , IFA Administrator - London - Artemis Recruitment Consultants Financial Services London 22/12/2023 Type of Position: IFA Administrator - London Pay: £25k - £35k IFA Administrator - London Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a...

Type of Position: IFA Administrator (Client Services Support) - London Pay: £30k - £37k IFA Administrator (Client Services Support) - London Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. Responsibilities: Preparing...

28-35K salary (pro-rated)**This is a 6 Month FTC** The Client Our client is a boutique wealth management company, highly recognised and fantastic reputation. The Role The Client Services Assistant / Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the...

28-35K salary (pro-rated)**This is a 6 Month FTC** The Client Our client is a boutique wealth management company, highly recognised and fantastic reputation. The Role The Client Services Assistant / Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the...

A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

**IFA Administrator**: - Job Reference: 1455 - Date Posted: 4 August 2023 - Recruiter: Independent Resourcing Consultancy - Location: London - Salary: £18,000 to £26,000 - Sector: Administration, Client Services - Job Type: Permanent - Contact: Jon Minns - Telephone: 07854851535 **IRC is proud to working with one of the UK’s leading Independent...

Job Description28-35K salary (pro-rated) **This is a 6 Month FTC** The Client Our client is a boutique wealth management company, highly recognised and fantastic reputation.The Role The Client Services Assistant / Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that...

28-35K salary (pro-rated) **This is a 6 Month FTC** The Client Our client is a boutique wealth management company, highly recognised and fantastic reputation.The Role The Client Services Assistant / Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the...

28-35K salary (pro-rated) **This is a 6 Month FTC** The Client Our client is a boutique wealth management company, highly recognised and fantastic reputation.The Role The Client Services Assistant / Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the...