IFA Administrator
1 month ago
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. Specifically you'll be responsible for:
- Receiving and opening all incoming correspondence, scanning and logging documents onto the systems as required.
- 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.
- Conducting research using research tools such as FE Analytics, Dynamic Planner and Smart Search to ensure review packs are produced with up-to-date and accurate information.
- 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.
- Use of a Diary Management System to track work flow and update completed tasks.
- Preparing and posting letters and documents required for the successful transfer or set up of new clients.
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Ifa Administrator
7 days ago
Doncaster, United Kingdom CAPIO RECRUITMENT LIMITED Full timeCapio 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...
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IFA Administrator
3 weeks ago
Doncaster, South Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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IFA Administrator
1 month ago
Doncaster, South Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Doncaster, South Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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IFA Administrator
4 weeks ago
Doncaster, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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IFA Administrator
3 weeks ago
Doncaster, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Junior IFA Administrator
1 month ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeMy client is a successful IFA business, providing both businesses and individuals with sound Independent Financial Advice across Investments, Pensions & Retirement Planning. Due to the significant growth over the past year, we require additional support within the Operations team, who generally provide Administrative support to the Financial Advisers of the...
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Office Manager Ifa
1 week ago
Huddersfield, West Yorkshire, United Kingdom IDEX Consulting Ltd Full timeIFA Office Manager Huddersfield Our client are growing to be the leading Chartered financial advice firm in their area. Due to growth our client is looking for an IFA Office Manager to join their firm. This role will suit someone who has previous office/operational management experience within the financial services profession. Ensure business...
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Office Manager Ifa
1 day ago
Huddersfield, West Yorkshire, United Kingdom IDEX Consulting Ltd Full timeJob Description IFA Office Manager Our client are growing to be the leading Chartered financial advice firm in their area. Due to growth our client is looking for an IFA Office Manager to join their firm. This role will suit someone who has previous office/operational management experience within the financial services profession. Ensure business...
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Office Manager Ifa
1 week ago
Huddersfield, West Yorkshire, United Kingdom IDEX Consulting Ltd Full timeIFA Office Manager Huddersfield Our client are growing to be the leading Chartered financial advice firm in their area. Due to growth our client is looking for an IFA Office Manager to join their firm. This role will suit someone who has previous office/operational management experience within the financial services profession. Ensure business...
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IFA Office Manager
1 week ago
Huddersfield, West Yorkshire, United Kingdom IDEX Consulting Ltd Full timeIFA Office Manager Huddersfield Salary £35,000 DOE Our client are growing to be the leading Chartered financial advice firm in their area. They are well known to have a family culture and a strong focus in looking after their team and clients. Due to growth our client is looking for an IFA Office Manager to join their firm. This role will suit someone...
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IFA Office Manager
1 day ago
Huddersfield, West Yorkshire, United Kingdom IDEX Consulting Ltd Full timeJob Description IFA Office Manager Huddersfield Salary £35,000 DOE Our client are growing to be the leading Chartered financial advice firm in their area. They are well known to have a family culture and a strong focus in looking after their team and clients. Due to growth our client is looking for an IFA Office Manager to join their firm. This role...
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IFA Office Manager
1 week ago
Huddersfield, West Yorkshire, United Kingdom IDEX Consulting Ltd Full timeIFA Office Manager Huddersfield Salary £35,000 DOE Our client are growing to be the leading Chartered financial advice firm in their area. They are well known to have a family culture and a strong focus in looking after their team and clients. Due to growth our client is looking for an IFA Office Manager to join their firm. This role will suit someone...
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Ifa Admin
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeMy client is a Financial Advisory firm, providing Financial Advice to both businesses and individuals. We are seeking an IFA Administrator / Trainee Paraplanner. liaising with the Financial Advisers to obtain information to enable case completion writing suitability reports presenting cases to the Financial Advisers providing feedback on new business...
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IFA Administrator
4 weeks ago
South West London, United Kingdom Fram Executive Search Limited Full timeFram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset. Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and businesses. They are actively seeking someone who is client focused with a high level of...
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Office Manager
1 month ago
Doncaster, South Yorkshire, United Kingdom Lime Search & Select Ltd Full timeMy client is a Financial Advisory firm providing 1st class Financial Solutions and Financial Planning to both individuals and businesses in the South Yorkshire areas and are part of a larger firm dealing in other areas of Financial Services. We are currently seeking an experienced Office Manager / Paraplanner to oversee a multi-functional team dealing with...
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Paraplanner (Pensions Management)
3 weeks ago
Guiseley, West Yorkshire, United Kingdom CB3 Associates Ltd Full timeWorking: 100% office based Package: £34-37k base DOE + bonus & full company benefits Standard contributory pension, death in service plus medical/healthcare scheme Holidays: 25 days holiday + stats The Role: A broad, private wealth focused Paraplanning role geared around supporting multiple high performing financial advisers working in HNW...
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Paraplanner (Pensions Management)
3 weeks ago
Guiseley, West Yorkshire, United Kingdom CB3 Associates Ltd Full timeWorking: 100% office based Package: £34-37k base DOE + bonus & full company benefits Standard contributory pension, death in service plus medical/healthcare scheme Holidays: 25 days holiday + stats The Role: A broad, private wealth focused Paraplanning role geared around supporting multiple high performing financial advisers working in HNW...
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Senior Benefit Administrator
1 month ago
Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeMy client, a successful and well-respected financial solutions business (IFA) is looking for an Employee Benefit Consultancy Support Associate to join their professional and experienced team based in Harrogate, North Yorkshire. As an Employee Benefit Consultancy Support Associate, you will have strong administrative experience with excellent MS Word, Excel...
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Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeMy client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary...