IFA Administrator
2 weeks ago
Our client offer a boutique Wealth Management service and provide bespoke financial soultions to High Networth individulas and businesses. An opportunity is now available for an IFA Administrator to join a growing and dynamic business. This individual will be assisting two advisers, so they will need to have previous experience working in a fast paced environment. Responsibilties:
- Appointment Emails - Confirming appointments, and liaising with adviser to prepare for the meetings
- Client term of Business - Ensuring clients have completed our company terms of business
- Client servicing request - Amendments to client details, address, income and contributions
- New Business Processing - Processing all new business, including updating back office-system, and working on various provider platforms to ensure smooth running
- Withdrawal processing - Processing of all client withdrawals, liaising with clients, advisers, providers, ensuring the accurate processing of all the requests
- Bed &ISAs - Submitting and finalising Bed &ISA across numerous provider platforms
- Death claims - Dealing with all death claims, liaising with advisers, providers, executors
- Liaising with clients - Direct communuication with clients,via phone,email and at times,face to face
- Provider communications - Daily communications with numerous providers via phone, email, & platforms
- Smart Search - Processing smart search request for client records
- Adviser Support - Supporting advisers for numerous ad hoc requests,queries
- Liaising with teams - Internal team communications
- Excellent organisation skills
- Able to communicate effectively
- Effective time management
- Experience of provider platforms
- Take responsibility for managing own workload
- Can work independently and as part of a wider team
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IFA Administrator
3 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Vision-FS Recruitment Full timeIFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Vision-FS Recruitment. As an IFA Administrator, you will provide administrative support to our financial advisers, servicing new and existing clients.Key Responsibilities:Provide administrative support to financial advisers, including...
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IFA Administrator
3 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Vision-FS Recruitment Full timeIFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Vision-FS Recruitment. As an IFA Administrator, you will provide administrative support to our financial advisers, servicing new and existing clients.Key Responsibilities:Provide administrative support to financial advisers, including...
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IFA Administrator
4 weeks ago
Sutton Coldfield, United Kingdom NJR Recruitment Full timeNJR are currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is currently looking for an IFA Administrator to join their team. The purpose of the IFA Administrator is to work as part of the team to ensure clients receive the best service possible. They will be providing support to the business with a strong focus on...
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IFA Administrator
5 days ago
Sutton Coldfield, United Kingdom NJR Recruitment Full timeNJR are currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is currently looking for an IFA Administrator to join their team. The purpose of the IFA Administrator is to work as part of the team to ensure clients receive the best service possible. They will be providing support to the business with a strong focus on...
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IFA Administrator
3 weeks ago
Sutton Coldfield, United Kingdom NJR Recruitment Full timeNJR are currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is currently looking for an IFA Administrator to join their team. The purpose of the IFA Administrator is to work as part of the team to ensure clients receive the best service possible. They will be providing support to the business with a strong focus on...
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IFA Administrator
1 month ago
Sutton Coldfield, United Kingdom CV-Library Full timeThis IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team. You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning. As an IFA Administrator, your duties will include: * Accurately maintain and updating their CRM...
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IFA Administrator
4 weeks ago
Sutton Coldfield, United Kingdom NJR Recruitment Full timeNJR are currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is currently looking for an IFA Administrator to join their team.Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.The purpose of the IFA Administrator is to work as part of the team to ensure clients...
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Ifa Administrator
5 months ago
Sutton Coldfield, United Kingdom NJR Recruitment Full timeIFA Administrator Sutton Coldfield Salary up to £28,000 Our Client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing organisation based in the Sutton Coldfield area. Our Client provides in-depth advice across all areas of personal finance...
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Ifa Administrator
5 months ago
West Midlands, United Kingdom Ortus PSR Full timeAre you ready to embark on a journey and develop your career as an IFA Administrator where exceptional customer service meets the power of efficient administration? Look no further! we're on the lookout for a motivated and proactive Administrator to join a dynamic IFA firm. As a regulated business, you'll be at the heart of delivering exceptional service...
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Ifa Administrator
5 months ago
West Midlands, United Kingdom Ortus PSR Full timeA Tech lead IFA firm is looking to hire an experienced IFA Administrator to assist the Head of Advise and their Paraplanner. You will be liaising with Product providers and completing the Administration for Investments and Pension Advice. You will have the opportunity to work from home 4 days a week and 1 day in the office to handle post etc in the...
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IFA Administrator
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full timeJob OverviewNJR Recruitment is working with an Independent Financial Adviser firm based in Sutton Coldfield to find a skilled IFA Administrator.The successful candidate will provide administrative support to the business, focusing on delivering exceptional customer service and ensuring clients receive the best possible service.Main Responsibilities:Support...
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IFA Administrator
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full timeJob OverviewNJR Recruitment is working with an Independent Financial Adviser firm based in Sutton Coldfield to find a skilled IFA Administrator.The successful candidate will provide administrative support to the business, focusing on delivering exceptional customer service and ensuring clients receive the best possible service.Main Responsibilities:Support...
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IFA Administrator
4 days ago
Sutton Coldfield, Birmingham, United Kingdom Vision-FS Recruitment Full timeJob Title: IFA Administrator - Private Client Support RoleWe are seeking a highly skilled IFA Administrator to join our Private Client division. The successful candidate will provide administrative support to our financial advisers, servicing new and existing clients.Key Responsibilities:Provide administrative support to financial advisersUse various...
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Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full timeJob DescriptionNJR Recruitment is currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is seeking an IFA Administrator to support their team. The role involves providing administrative support to ensure clients receive the best possible service. Key responsibilities include delivering excellent customer service, working...
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Senior IFA Administrator
1 month ago
West Midlands Combined Authority, United Kingdom IDEX Consulting Full timeSenior Administrator to Senior IFAOur client, a Chartered Holistic IFA practice based in the Midlands, is seeking a highly organized and detail-oriented Senior Administrator to join their team.The ideal candidate will have a background in Financial Planning or IFA administration and be able to work closely with a team of Financial Planners to deliver...
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Senior IFA Administrator
1 month ago
West Midlands Combined Authority, United Kingdom IDEX Consulting Full timeSenior Administrator to Senior IFAOur client, a Chartered Holistic IFA practice based in the Midlands, is seeking a highly organized and detail-oriented Senior Administrator to join their team.The ideal candidate will have a background in Financial Planning or IFA administration and be able to work closely with a team of Financial Planners to deliver...
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IFA Administrator
2 weeks ago
Sutton Coldfield, United Kingdom CV-Library Full timeOur client offer a boutique Wealth Management service and provide bespoke financial soultions to High Networth individulas and businesses. An opportunity is now available for an IFA Administrator to join a growing and dynamic business. This individual will be assisting two advisers, so they will need to have previous experience working in a fast paced...
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Ifa Administrator
1 month ago
West Bridgford, United Kingdom CV-Library Full timeTEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Senior IFA Administrator Location: Nottingham Benefits: Life Cover Pension Scheme Competitive Salary (£28k–£30k depending on experience and qualifications) Parking About the Role: Our client is a well-established financial advisory firm committed to delivering...
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Ifa Administrator
2 months ago
West Bridgford, United Kingdom Templegate recruitment Full timeTEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: Senior IFA AdministratorLocation: NottinghamBenefits:Life CoverPension SchemeCompetitive Salary (£28k–£30k depending on experience and qualifications)ParkingAbout the Role:Our client is a well-established financial advisory firm committed to delivering bespoke financial advice to...
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Senior IFA Administrator
1 month ago
West Midlands Combined Authority, United Kingdom IDEX Consulting Full timeIDEX Consulting is seeking a highly skilled Senior Administrator to join their team of Financial Planners. The ideal candidate will have a background in Financial Planning or IFA Administration and be a team player. Key responsibilities include arranging meetings, working closely with advisers and clients, and processing new business. The successful...