IFA Administrator

Check out this new opportunity for an IFA Administrator in Plymouth! Supporting the Financial Planners, the IFA Admin role is pivotal in the customer-client relationship where you will undertake a range of IFA Admin duties and responsibilities. Working for this holistic Financial Planning firm, you will paly an integral role in their continued...

TEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title:Senior IFA AdministratorLocation: PlymouthBenefits:Competitive Salary, Pension, DIS, Exam Support, Closed over Christmas.Salary:£25,000 to £30,000 depending on qualifications and experienceAbout the Company:Our client is a respected Independent Financial Advisor (IFA) firm committed to...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Senior IFA Administrator **Location**: Plymouth **Benefits**: Competitive Salary, Pension, DIS, Exam Support, Closed over Christmas. **Salary**: £25,000 to £30,000 depending on qualifications and experience **About the Company**: Our client is a respected...

TEMPLEGATE RECRUITMENTBe one of the first applicants, read the complete overview of the role below, then send your application for consideration.Financial Services Specialist RecruitersJob Title:Senior IFA AdministratorLocation: PlymouthBenefits:Competitive Salary, Pension, DIS, Exam Support, Closed over Christmas.Salary:£25,000 to £30,000 depending on...

This hybrid based IFA Administrator job in Barnstaple is an opportunity to join a respected financial planning firm. You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards.Make your application after reading the following skill and qualification requirements for this...

An independent Financial Planning firm in Plymouth, experiencing consistent growth and fostering a tight-knit team environment are looking for a Senior Administrator to join their team. As a Senior IFA Admin, you'll play a pivotal role in client servicing, new business processing, and ensuring compliance with regulatory requirements. You'll support...

An independent Financial Planning firm in Plymouth, experiencing consistent growth and fostering a tight-knit team environment are looking for a Senior Administrator to join their team. As a Senior IFA Admin, you'll play a pivotal role in client servicing, new business processing, and ensuring compliance with regulatory requirements. You'll support...

An independent Financial Planning firm in Plymouth, experiencing consistent growth and fostering a tight-knit team environment are looking for a Senior Administrator to join their team. As a Senior IFA Admin, you'll play a pivotal role in client servicing, new business processing, and ensuring compliance with regulatory requirements. You'll support...

**Accounts Administrator**: - 371109788**£22,000 - £26,000 Per Annum** - Full Time**Permanent** **Plymouth, Devon** **Accountancy** **Job Description**: - Do you have a background in Administration and Accounts? - Our client, a firm of Independent Financial Advisers (IFAs) is seeking a dynamic Accounts Administrator to join their busy team! - They...

Experience is not necessary as full training and support will be provided. **Responsibilities**: - Maintenance of client records on the back-office system (currently Intelligent Office) - Maintenance of client records on our document storage system - Preparation of client review packs - Liaising with both clients and third parties - Ordering quotes and...

**Job Title: Administrator** **Purpose of Job**:To support our network of Financial Advisers in providing an exceptional Customer service to our client’s. You will work alongside our growing Head office team in a varied role, which requires good organisational skills, excellent communication, and telephone skills, and ready for a challenge. **Reports...

Accounts Support Administrator - Independent Financial AdvisorsOur client, a leading firm of Independent Financial Advisors offering impartial advice on financial matters, tailored to their client's needs, are looking to bring an Accounts Support Administrator to their team.This unique position of Accounts Support Administrator, the ideal candidate will be...

We are delighted to be working with this firm of Independent Financial Advisers (IFAs), who are professionals who offer impartial advice on financial matters that are tailored to meet their clients’ needs and objectives. They will recommend suitable financial products and assist with financial planning after conducting a detailed review of their financial...

_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...

_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery team aligned to either our Plymouth or...

About our clientIdex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private...

About our clientIdex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private...

Junior Independent Financial Adviser At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a employed adviser. In this role, you will work alongside an experienced and successful IFA to support your development. They'll support you to...

Junior Independent Financial Adviser At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a employed adviser. In this role, you will work alongside an experienced and successful IFA to support your development. They'll support you to...