See more Collapse

IFA Administrator

1 month ago

Doncaster South Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning.
We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their clients, by producing compliant documentation.
Acting as the first point of contract to providers and clients and supporting them with queries relating to their portfolio of products.
* Receiving incoming requests and producing review packs for the Financial Advisors in a timely manner to support Advisor / Client annual reviews.
* Obtaining valuations in relation to Pensions, Protection, Savings and Investment products and consolidating valuations from several providers to present to the Advisors in preparation for review meetings.
* Using Intelligent office to add, configure, navigate and update client records and complete a fact find report which is compliance ready.
* Uploading review pack documentation to a Digital Wealth Management platform to allow the Advisors to advise and service clients during virtual meetings.
* We would be seeking candidates witth around 1-3 years experience working within the Financial Advice / Financial Services sector with a level of Financial Services knowledge across Investments, Pensions, Retirment / Estate Planning. You will also have good working knowledge of Microsoft Office products such as Word, Excel, Outlook and a good basic education in Maths and English.
A great salary is offered for this fixed term 1 year contract, which will potentially be renewed or with a chance of being taken on permanently

We have other current jobs related to this field that you can find below

  • IFA Administrator

    5 days ago

    Doncaster, United Kingdom Premier Jobs UK Full time

    This hybrid based IFA Administrator job in Doncaster 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. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

  • IFA Administrator

    5 days ago

    Doncaster, United Kingdom Premier Jobs UK Full time

    This hybrid based IFA Administrator job in Doncaster 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. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

  • IFA Administrator

    6 days ago

    Doncaster, United Kingdom Premier Jobs UK Limited Full time

    This hybrid based IFA Administrator job in Doncaster 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. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

  • Ifa Administrator

    4 weeks ago

    Doncaster, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    Capio recruitment are working with an Independent Financial Planning firm who are looking for an IFA Administrator to join their team in Doncaster. The firm has over 20 years of experience and offer an holistic approach to financial planning. Supportingtheir clients with their Pensions, investments, tax planning and wealth management to help reach their...

  • IFA Administrator

    1 month ago

    South East, United Kingdom Netbox Recruitment Full time

    IFA Administrator £26,000 plus quarterly bonus between £300-£500 Medway Mon-Fri 8:45am-5:30pm A new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will...

  • Ifa Administrator

    2 weeks ago

    Doncaster, Doncaster, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    Capio recruitment are working with an Independent Financial Planning firm who are looking for an IFA Administrator to join their team in Doncaster. The firm has over 20 years of experience and offer an holistic approach to financial planning. Supportingtheir clients with their Pensions, investments, tax planning and wealth management to help reach their...

  • IFA Administrator

    4 weeks ago

    South East, United Kingdom Netbox Recruitment Full time

    IFA Administrator£26,000 plus quarterly bonus between £300-£500MedwayMon-Fri 8:45am-5:30pmA new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will be...

  • IFA Administrator

    2 weeks ago

    South East, United Kingdom Netbox Recruitment Full time

    IFA Administrator£26,000 plus quarterly bonus between £300-£500MedwayMon-Fri 8:45am-5:30pmA new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will be...

  • Ifa Administrator

    2 weeks ago

    Doncaster, Doncaster, United Kingdom Medlock Partners Ltd Full time £27,000

    IFA Administrator, Salary up to £27,000 (Experience dependant) Doncaster based Hybrid working 25 Days Holiday Death in service, Private medical Exam support and funding Free on-site parking We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family orientated working environment. The role will involve providing...

  • Ifa Administrator

    2 weeks ago

    South West London, United Kingdom Ortus PSR Full time

    Are you looking for an exciting opportunity in a fast-paced and rewarding environment? Are you a motivated individual with excellent organisational skills? Look no further! We are recruiting a skilled IFA Administrator working for a leading IFA firm where you will support the Principle Financial Advisers and Mortgage Broker. The salary range for an IFA...

  • IFA Administrator

    2 weeks ago

    Doncaster, Doncaster, United Kingdom Medlock Partners Limited Full time

    Hybrid workingIFA Administrator25 days Holiday IFA Administrator, Salary up to £27,000 (Experience dependant) Doncaster based Hybrid working 25 Days Holiday Death in service, Private medical Exam support and funding Free on-site parking We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family orientated...

  • IFA Administrator

    3 weeks ago

    Doncaster, United Kingdom Medlock Partners Limited Full time

    Hybrid workingIFA Administrator25 days Holiday IFA Administrator, Salary up to £27,000 (Experience dependant)  Doncaster based  Hybrid working  25 Days Holiday  Death in service, Private medical  Exam support and funding  Free on-site parking  We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family...

  • IFA Administrator

    1 month ago

    Marlborough, Wiltshire, South West, United Kingdom Premier Jobs UK Limited Full time

    This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial AdvisorsScroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.In your role as a IFA Administrator, you will be the main point of contact for client...

  • IFA Administrator

    1 month ago

    Doncaster, United Kingdom Lime People Search & Select Ltd Full time

    My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning. We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their...

  • IFA Administrator

    1 month ago

    Doncaster, United Kingdom Lime People Search & Select Ltd Full time

    My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning.We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their...

  • IFA Administrator

    2 days ago

    Bristol, South West, United Kingdom Cavendish Maine Full time

    The Company:Find out if this opportunity is a good fit by reading all of the information that follows below.My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce.The Role:This is an office-based role that will involve providing...

  • Ifa Administrator

    4 weeks ago

    West Yorkshire, United Kingdom Idex Full time

    Our client are growing to be the leading financial advice firm in the North of England. They are People - focused in everything they do with a family culture and will look after their team in the same way that they look after their clients, building and investing in personal relationships for the long term. Due to growth our client is looking for a Client...

  • IFA Administrator

    2 weeks ago

    Skellow, South Yorkshire, United Kingdom Medlock Partners Ltd Full time £27,000

    IFA Administrator, Salary up to £27,000 (Experience dependant) Doncaster based Hybrid working 25 Days Holiday Death in service, Private medical Exam support and funding Free on-site parking We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family orientated working environment. The role will involve providing...

  • Ifa Administrator

    2 weeks ago

    Yorkshire, United Kingdom Ortus PSR Full time

    Are you seeking an exciting opportunity to work in the heart of Harrogate? Do you have a passion for financial planning and a drive to provide exceptional service to clients? Look no further! This leading IFA firm are offering a salary of up to £35,000. You will play a crucial role in supporting our Principle Financial Advisers and Paraplanners. Your...

  • IFA Administrator

    1 month ago

    West Yorkshire, United Kingdom Medlock Partners Full time €30,000

    IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth now...