Experienced IFA Administrator
1 month ago
Our 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 comprehensive support to at least one of our advisers which would include the following tasks:
- Client communication (F2F, verbal & written).
- Updating client database (Intelliflo).
- Providing any other assistance the financial adviser may require in line with company procedures.
- Preparing Client Portfolio reviews.
- Fund/Plan Performance analysis.
- Trades/Switches (processing through to sign off).
- Sourcing/generating provider Illustrations.
- Income Modelling/Cashflow Planning (depending on experience).
- Gathering tax information/ Tax calculations.
- Pension calculations (depending on experience).
- New Business (processing through to sign off).
- Drafting meeting summary communications for adviser.
- Drafting Suitability Letters.
- Provider communication (verbal & written).
- 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
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Experienced IFA Administrator
1 day 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
2 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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Experienced IFA Administrator
2 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
1 month 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
2 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
2 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
1 month 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
2 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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Ifa Administrator
1 week ago
Northampton, United Kingdom Ortus PSR Full timeLooking for a challenging and rewarding role in the financial services industry? Look no further has we are recruiting for an award winning IFA firm who require a diligent IFA Administrator to join their growing team! The IFA firm prides itself on providing a personal, tailored service, building long-standing relationships with them that last for...
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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
1 week ago
Northampton, United Kingdom Recruit UK Full time**Job Title**:IFA Administrator **Industry**:Financial Services **Location**: Northampton **Salary**:£22,000 - £27,000** **Job reference**:5800 Do you feel undervalued in your current company? Would you like to build on your technical capabilities? Would you like to work for a firm that nurtures talent from within? If any of these resonate with you...
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Experienced IFA Administrator
1 week 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
18 hours ago
Northampton, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title -IFA Administrator** **Location - Northampton** **Salary - £24,000 - £28,000** Capio Recruitment is working with a highly respected financial planning firm on an exciting opportunity for a IFA Administrator to join a forward-thinking practice in Northampton, due to impressive growth in recent years. The firm prides themselves on theirservice...
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Ifa Administration Manager
1 month ago
Northampton, United Kingdom Ortus PSR Full time**IFA Administration Manager** **Location: Northampton** **Salary: £30,000 - £40,000** A brilliant opportunity for an IFA Administration Team Manager to join a financial planning with an excellent reputation. **Responsibilities**: - Responsible for the day to day oversight and management of the administration team - Acting as first point of contact...
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Ifa Administrator
18 hours ago
Northampton, United Kingdom NJR Recruitment Full time**IFA Administrator** **Northampton** **Salary up to £27,000** NJR are currently working with a well-established independent firm of Chartered Financial Planners, who hold an excellent reputation in the industry. As a result of their continued growth, they now have an excellent opportunity for an experienced FinancialPlanning Administrator to join their...
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Senior Ifa Administrator
1 month ago
Northampton, United Kingdom Ortus PSR Full time**Senior IFA Administrator** **Location: Northampton** **Salary: £30,000 - £40,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...
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Ifa Administrator
5 days ago
Northampton, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Northampton £23000 - £27000 10/02/2023 NJR13526 DESCRIPTION ** IFA Administrator ** Northampton ** Salary up to £27,000 NJR are currently working with a well established independent firm of Chartered Financial Planners, who hold an excellent reputation in the industry. As a result of their continued...
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Ifa Administrator
19 hours ago
Northampton, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Northampton £23000 - £27000 14/02/2023 NJR13526 DESCRIPTION ** IFA Administrator ** Northampton ** Salary up to £27,000 NJR are currently working with a well established independent firm of Chartered Financial Planners, who hold an excellent reputation in the industry. As a result of their continued...
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Ifa Team Leader
1 week ago
Northampton, United Kingdom Ortus PSR Full timeA fully independent integrated financial advice, investment management, and stockbroking firm, and the wealth management firm is expanding. A unique opportunity for a talented IFA Team Leader to join this IFA firm has arisen to lead the Administration team to deliver exceptional service. The successfully appointed person to the position of IFA Admin Team...
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IFA Administrator
2 weeks 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...