Ifa Administrator

1 week ago

Mid Devon Devon, United Kingdom Premier Jobs UK Full time €26,000

This IFA Administrator job in Tiverton provides you the opportunity to join a growing IFA firm In this IFA Administrator role, you will be supporting their growing team of Financial Advisors, who provide excellent financial planning to their clients. The business is ideally seeking an individual with previous experience within financial planning sector or someone with genuine desire to build a career within the industry. As an IFA Administrator your duties will include:

  • Support their Chartered Financial Planners and Paraplanners
  • Prepare and process client documentation
  • Ensure client records are maintained accurately and up to date
  • Co-ordinate and schedule client meetings
Full on the job training will be provided to the successful candidate IFA Administrator Requirements
  • You should ideally have experience as an Administrator within financial planning or keen desire to build a career within this industry
  • You must have excellent administrative skills, be organised, high attention to detail, strong communication, confident using Microsoft Office and be a team player
The Company Our client has been established for over 40 years and is a thriving firm of Independent Financial Advisers. The business is experiencing excellent levels of growth from organic means and also from acquiring local IFAs who want their clients to be serviced by a team of local IFAs. IFA Administrator Benefits
  • Salary of up to £26,000 depending on experience
  • Normal office hours of 8:30am – 5pm, Monday to Friday
  • Office based role in Tiverton with some occasional travel to their office on the outskirts of Exeter
  • Opportunities for career growth and development
  • Plus, discretionary bonus, company pension, 20 days holiday plus bank holidays and office closure for Christmas and free onsite parking
  • Small, dynamic business continually looking to grow and develop with an excellent team environment
Locations Tiverton Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

  • IFA Administrator

    1 week ago

    Mid Devon, Devon, United Kingdom Premier Jobs UK Full time €26,000

    This IFA Administrator job in Tiverton provides you the opportunity to join a growing IFA firm In this IFA Administrator role, you will be supporting their growing team of Financial Advisors, who provide excellent financial planning to their clients. The business is ideally seeking an individual with previous experience within financial planning sector or...

  • IFA Administrator

    3 days ago

    Tiverton, Devon, United Kingdom Premier Jobs UK Limited Full time

    This IFA Administrator job in Tiverton provides you the opportunity to join a growing IFA firm In this IFA Administrator role, you will be supporting their growing team of Financial Advisors, who provide excellent financial planning to their clients. The business is ideally seeking an individual with previous experience within financial planning sector or...

  • IFA Administrator

    6 days ago

    Tiverton, Devon, United Kingdom Premier Jobs UK Limited Full time

    This IFA Administrator job in Tiverton provides you the opportunity to join a growing IFA firmIn this IFA Administrator role, you will be supporting their growing team of Financial Advisors, who provide excellent financial planning to their clients. The business is ideally seeking an individual with previous experience within financial planning sector or...

  • Home-based Financial Adviser

    1 week ago

    North Devon, Devon, United Kingdom Premier Jobs UK Full time €60,000

    In this employed Financial Advisor job you will inherit an existing client bank across the Devon area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and...

  • Financial Adviser

    4 months ago

    Devon, United Kingdom Premier Jobs UK Limited Full time

    In this employed Financial Advisor job you will inherit an existing client bank across the Devon area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and ...

  • Financial Advisor

    1 week ago

    North Devon, Devon, United Kingdom Premier Jobs UK Full time €60,000

    In this employed Financial Advisor job you will inherit an existing client bank across the Devon area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and...