Senior IFA Administrator

2 weeks ago


Bournemouth Dorset, United Kingdom Fram Search Full time

Fram Search has a exciting opportunity to join a reputable Wealth Management firm based in Dorset. Our Client is committed to providing exceptional financial advice and wealth management services to a diverse client base. The team is dedicated, professional, and passionate about helping clients achieve their financial goals.

We are seeking a meticulous and proactive IFA Administrator to support the Financial Advisor team. The ideal candidate will be responsible for ensuring the smooth operation of administrative tasks, enabling the advisors to focus on client engagement and strategy.

Key Responsibilities:

  • Provide comprehensive administrative support to IFAs.
  • Manage client documentation, ensuring accuracy and compliance.
  • Coordinate client meetings and prepare necessary materials.
  • Maintain and update client records and databases.
  • Assist in the preparation of reports and financial statements.
  • Liaise with clients and providers to facilitate smooth communication and service delivery.

Qualifications:

  • Previous experience in a financial services administration role is preferred.
  • Strong organizational skills and attention to detail.
  • Excellent communication and interpersonal abilities.
  • Proficiency in Microsoft Office Suite.
  • Ability to work independently and as part of a team.
  • Knowledge of financial products and services is an advantage.

If you are a dedicated professional looking to further your career in wealth management, we would love to hear from you.



  • Bournemouth, Dorset, United Kingdom Fram Search Full time

    Fram Search has a exciting opportunity to join a reputable Wealth Management firm based in Dorset. Our Client is committed to providing exceptional financial advice and wealth management services to a diverse client base. The team is dedicated, professional, and passionate about helping clients achieve their financial goals. We are seeking a meticulous and...


  • Bournemouth, United Kingdom Fram Search Full time

    Fram Search has a exciting opportunity to join a reputable Wealth Management firm based in Dorset. Our Client is committed to providing exceptional financial advice and wealth management services to a diverse client base. The team is dedicated, professional, and passionate about helping clients achieve their financial goals.We are seeking a meticulous and...


  • Bournemouth, United Kingdom Fram Search Full time

    Fram Search has a exciting opportunity to join a reputable Wealth Management firm based in Dorset. Our Client is committed to providing exceptional financial advice and wealth management services to a diverse client base. The team is dedicated, professional, and passionate about helping clients achieve their financial goals. We are seeking a meticulous and...


  • Bournemouth, United Kingdom Fram Search Full time

    Fram Search has a exciting opportunity to join a reputable Wealth Management firm based in Dorset. Our Client is committed to providing exceptional financial advice and wealth management services to a diverse client base. The team is dedicated, professional, and passionate about helping clients achieve their financial goals. We are seeking a meticulous and...


  • Bournemouth, United Kingdom Fram Search Full time

    Fram Search has a exciting opportunity to join a reputable Wealth Management firm based in Dorset. Our Client is committed to providing exceptional financial advice and wealth management services to a diverse client base. The team is dedicated, professional, and passionate about helping clients achieve their financial goals. We are seeking a meticulous and...


  • Bournemouth, United Kingdom Fram Search Full time

    Fram Search has a exciting opportunity to join a reputable Wealth Management firm based in Dorset. Our Client is committed to providing exceptional financial advice and wealth management services to a diverse client base. The team is dedicated, professional, and passionate about helping clients achieve their financial goals.We are seeking a meticulous and...


  • Bournemouth, UK, Dorset, United Kingdom Fram Search Full time

    Fram Search has a exciting opportunity to join a reputable Wealth Management firm based in Dorset. Our Client is committed to providing exceptional financial advice and wealth management services to a diverse client base. The team is dedicated, professional, and passionate about helping clients achieve their financial goals. We are seeking a meticulous and...


  • Bournemouth, Bournemouth, United Kingdom Fram Search Full time

    Fram Search is seeking a meticulous and proactive IFA Administrator to support the Financial Advisor team in a reputable Wealth Management firm. The ideal candidate will be responsible for ensuring the smooth operation of administrative tasks, enabling the advisors to focus on client engagement and strategy.Key Responsibilities:Provide comprehensive...

  • IFA Administrator

    1 day ago


    Bournemouth, Bournemouth, United Kingdom mbf. Full time

    Job Summary:Mbf is seeking a highly organized and detail-oriented IFA Administrator to support the growth of our dynamic and medium-sized, Chartered and fully Independent Financial Planning practice.Key Responsibilities:Provide comprehensive administrative support to financial advisors, ensuring the smooth operation of their services.Prepare client...

  • IFA Administrator

    1 day ago


    Bournemouth, Bournemouth, United Kingdom mbf. Full time

    Job Summary:Mbf is seeking a highly organized and detail-oriented IFA Administrator to support the growth of our dynamic and medium-sized, Chartered and fully Independent Financial Planning practice.Key Responsibilities:Provide comprehensive administrative support to financial advisors, ensuring the smooth operation of their services.Prepare client...


  • Bournemouth, Bournemouth, United Kingdom Fram Search Full time

    Fram Search is seeking a meticulous and proactive IFA Administrator to support the Financial Advisor team in a reputable Wealth Management firm. The ideal candidate will be responsible for ensuring the smooth operation of administrative tasks, enabling the advisors to focus on client engagement and strategy.Key Responsibilities:Provide comprehensive...


  • Bournemouth, Bournemouth, United Kingdom Fram Search Full time

    Job OverviewFram Search is seeking a highly organized and detail-oriented IFA Administrator to support the Financial Advisor team in a reputable Wealth Management firm based in the UK.The ideal candidate will be responsible for ensuring the smooth operation of administrative tasks, enabling the advisors to focus on client engagement and strategy.Key...


  • Bournemouth, Bournemouth, United Kingdom Colten Care Full time

    About the RoleThe Senior Administrator will be responsible for the day-to-day management of the administration team and the administration function of the care home.Key ResponsibilitiesProvide exceptional customer service to residents, families, and visitors.Manage administrative tasks, including financial management, recruitment administration, and client...

  • Senior Administrator

    24 hours ago


    Bournemouth, Bournemouth, United Kingdom Colten Care Full time

    About the RoleThe Senior Administrator will be responsible for the day-to-day management of the administration team and the administration function of the care home.Key ResponsibilitiesProvide exceptional customer service to residents, families, and visitors.Manage administrative tasks, including financial management, recruitment administration, and client...


  • Bournemouth, United Kingdom Leaders in Care Full time

    Manageable Caseload | Career Progression Opportunites in year 1 | Approachable senior management | Flexible Working Arrangements  We're currently partnered with a regarded IFA in Ringwood, for an experienced practitioner to join their established Fostering service as a Supervising Social Worker. As a supervising social worker, you will also be...


  • Bournemouth, Bournemouth, United Kingdom Fram Search Full time

    Job OverviewFram Search is seeking a highly organized and detail-oriented Senior IFA Administrator to join our team. As a key member of our Financial Services department, you will play a crucial role in supporting our Financial Advisors in delivering exceptional client service.Key Responsibilities:Provide comprehensive administrative support to Financial...

  • Senior Administrator

    3 months ago


    Bournemouth, United Kingdom Link Group Full time

    **Overview** The role holder is responsible for providing administrative support and oversight to client mandates, maintaining a high level of administrative standards across multiple portfolios which vary in complexity. Working alongside the team Manager this is an important role, our aim being primarily to achieve standardised and controlled support...


  • Bournemouth, United Kingdom LV= Full time

    We have an exciting opportunity for an organised, pro-active individual to join our team as a Retirement Advice Administrator. Within your new role, you’ll provide pre and post-completion support to the Advice and Direct team, enabling our Financial Advisers to deliver advice effectively, and ensure pension funds are released in accordance with...


  • Bournemouth, United Kingdom LV= Full time

    We have an exciting opportunity for an organised, pro-active individual to join our team as a Retirement Advice Administrator. Within your new role, you’ll provide pre and post-completion support to the Advice and Direct team, enabling our Financial Advisers to deliver advice effectively, and ensure pension funds are released in accordance with...

  • Senior Administrator

    2 months ago


    Bournemouth, United Kingdom Bond Williams Full time

    Senior Administrator - Bournemouth - Temp - up to £13.37 per hourAre you an experienced Administrator with Higher Education experience?Do you have experience working within a secretarial role and taking minutes?If yes, then read on to see what's on offer!What you'll be doing:As the Senior Administrator you will be responsible for supporting the academic...