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Ifa Administrator
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Ifa Administrator
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Ifa Administrator
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IFA Administrator
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Ifa Administrator
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West Grinstead, United Kingdom Appointed Ltd Full time**My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.** They are seeking a IFA Administrator to join their team to assist in delivering an exceptional service to their clients. This is a full time...
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Senior IFA Administrator
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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...
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Senior IFA Administrator
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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...
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Ifa Administrator
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Senior IFA Administrator
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Ifa Administrator
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Ifa Administrator
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Yorkshire, United Kingdom Ortus PSR Full timeAre you seeking an exciting opportunity to work in the heart of Harrogate? Do you have a passion for financial planning and a drive to provide exceptional service to clients? Look no further! This leading IFA firm are offering a salary of up to £35,000. You will play a crucial role in supporting our Principle Financial Advisers and Paraplanners. Your...
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Financial Services Administrator
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Paraplanning Administrator
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Financial Planning Administrator
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Financial Planning Administrator
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West Bridgford, Nottinghamshire, United Kingdom North Oak Recruitment Full timeAbout the RoleWe are seeking an experienced IFA Administrator to join our team at North Oak Recruitment. The successful candidate will have a strong background in administration, with a focus on financial planning and services.Key ResponsibilitiesProcess authority letters and gather financial data for new clients and annual reviews.Prepare application forms...
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Financial Planning Administrator
3 days ago
West Bridgford, Nottinghamshire, United Kingdom North Oak Recruitment Full timeAbout the RoleWe are seeking an experienced IFA Administrator to join our team at North Oak Recruitment. The successful candidate will have a strong background in administration, with a focus on financial planning and services.Key ResponsibilitiesProcess authority letters and gather financial data for new clients and annual reviews.Prepare application forms...
IFA Administrator
4 months ago
IFA Administrator Do not pass up this chance, apply quickly if your experience and skills match what is in the following description. West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth now have an excellent opportunity for a Financial Planning. The Client Administration Team is responsible for the day to day administration of clients sourced by our team of Wealth Planning Advisers, and to support the Paraplanners and Financial Planners to deliver an excellent service to their Clients. Responsibilities: The role will see you working closely with the Client Administration Team Leader and established team of Administrators to provide an integral function to the wider team.
- Processing new business
- Illustrations and projections
- Valuations
- Producing plan information updates
- Accurately update and maintain information on the back-office systems
- Liaising with providers to obtain fund values/unit prices/transaction statements
- Preparation of enclosure documents for suitability reports
- Liaising with clients and providers
- To comply at all times with the Compliance and Training and Competence Procedures of the Company.
- In the event of a complaint, to ensure that this is immediately reported to Compliance.
- Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales.
- Prioritise and action all activity entries allocated for your clients taking into consideration all the work being undertaken for the clients allocated to you.
- Preparation for client meetings within agreed timescales
- Prepare any pre-approval forms as and when required
