IFA Administrator

2 weeks ago


Stamford Lincolnshire, United Kingdom RecruitMe Full time
We have a fantasticIFA Financial Administrator opportunity to join a successful and progressivewealth managementfirm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current expansion and planned growth, they have a requirement for additional Paraplanners to support a large team of professional advisors. They have built a growing client base and due to further expansion have a requirement for an IFA Administrator to join their close knit team. In the job you will be providing administrative support to financial advisers within the office, so it is imperative that you are able to work across multiple levels of the business. You will also ensure that all work is carried out in a fully compliant nature, in line with FCA regulations and requirements.

My client is flexible on skills and experience, but their strong preference would be for someone who has experience in an IFA office and knowledge of FCA regulations although training is provided. They would also like the candidate to be analytical and have a keen eye for detail. With the close-knit nature of the team, you will be a committed, enthusiastic individual with a flexible approach to your work. Along with this you would also have the opportunity to work in a friendly, relaxed, professional environment with the chance to work with highly experienced professionals where you would learn from some of the industry's best professionals. In return my client is Employee Owned and can offer a competitive salary and benefits and progression to the right individual.

TPBN1_UKTJ
  • IFA Administrator

    2 weeks ago


    Stamford, Lincolnshire, United Kingdom RecruitMe Full time

    We have a fantasticIFA Financial Administrator opportunity to join a successful and progressivewealth managementfirm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current...


  • Stamford, United Kingdom Recruit UK Full time

    **Job Title**: Senior IFA Administrator **Industry**: Financial Services **Location**: Stamford **Salary**: Up to £30,000 **Reference Number**: 7587 Recruit UK has partnered with a dynamic and growing financial planning company looking for an experienced and motivated senior IFA administrator to join their team. This business is linked to a large...


  • Stamford, Lincolnshire, United Kingdom RecruitMe Full time

    We have a fantasticIFA Financial Administrator opportunity to join a successful and progressivewealth managementfirm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. In the job you will...


  • Stamford, United Kingdom Service Service Employment Agency Limited Full time

    My client is a team of Financial Planning professionals dealing with the outsourcing of administration and paraplanning duties for their clients, IFA practices large and small, nationwide. Their offices are located in an attractive rural setting just outside of the market town of Stamford, this role is available in an office based capacity as well as hybrid...

  • IFA Administrator

    2 weeks ago


    Stamford, Lincolnshire, United Kingdom RecruitMe Full time

    We have a fantasticIFA Financial Administrator opportunity to join a successful and progressivewealth managementfirm based in the idyllic Roman and Medieval town of Stamford.They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.Due to current expansion...

  • Account Executive

    1 month ago


    North East Lincolnshire, United Kingdom EG Recruiting Full time

    Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under own initiative and prioritise work Strong and effective communicator A keen eye for detail Team player ...

  • IFA Administrator

    3 weeks ago


    Stamford, United Kingdom RecruitMe Full time

    We have a fantasticIFA Financial Administrator opportunity to join a successful and progressivewealth managementfirm based in the idyllic Roman and Medieval town of Stamford.They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.Due to current expansion...

  • Financial Controller

    2 weeks ago


    Stamford, Lincolnshire, United Kingdom RecruitMe Full time

    Stamford - £23k - £25k depending on experience Financial Administrator We have a fantastic Financial Administrator opportunity to join a successful and progressive wealth management firm in the Stamford area that offers both private and corporate financial services. My client is a reputable Financial practice with a successful history providing...


  • South Holland, Lincolnshire, United Kingdom Paradigm Employment Services Full time

    Paraplanner A truly exciting opportunity for a Paraplanner to join one of UK’s leading wealth management and financial advisory specialist based in Lincolnshire area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation...


  • South Holland, Lincolnshire, United Kingdom Paradigm Employment Services Full time

    Paraplanner A truly exciting opportunity for a Paraplanner to join one of UK’s leading wealth management and financial advisory specialist based in Lincolnshire area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation...