Ifa Administrator

3 weeks ago


Dorking Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

Type of Position: Senior IFA Administrator - Dorking
Senior IFA Administrator - Dorking
We are looking for an experienced Senior IFA Administrator to join our clients team based in Dorking, Surrey. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Intelligent Office).
Update the back office system, to ensure accurate client data and information throughout the process.
Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service 
Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
To participate in project related work, working as one team to meet company goals and targets.
Administration and customer service experience is essential.
~ Telephone based experience would be beneficial.
~5-10 years Financial Services experience.
~ Financial Services experience is essential preferably obtained in a life and pensions environment.
~ This will be a full time office based role near Dorking, however hybrid working will be considered after successful completion of 6 month probation.
More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
#


  • IFA Administrator

    3 weeks ago


    Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    This website uses cookies to ensure you get the best experience on our website. Learn more Got it! , , IFA Administrator - Dorking - Artemis Recruitment Consultants Financial Services Dorking 22/12/2023 Type of Position: IFA Administrator - Dorking Pay: £25k - £35k IFA Administrator - Dorking Working in collaboration with Financial Advisers...

  • IFA Administrator

    3 weeks ago


    Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    This website uses cookies to ensure you get the best experience on our website. IFA Administrator - Dorking - Artemis Recruitment Consultants Financial Services Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company...

  • Ifa Administrator

    4 weeks ago


    Surrey, United Kingdom Search Consultancy Full time

    Senior IFA Administrator based in Surrey, competitive basic salary with good benefits **Responsibilities**: Dealing with new business processing, valuations, illustrations and portfolio research Understanding the Financial Planning process and ensuring compliance with FCA rules and principles. Systems management and development, including management of...

  • Ifa Administrator

    6 days ago


    Surrey, United Kingdom Financial Divisions Full time

    **IFA Administrator - IFA Firm with HNW clients - £25k (rising to £28k) Epsom (Surrey) + Bonus + Full Study Support Package** Are you a recent Graduate or Junior IFA Administrator? Do you have some basic financial service experience or possibly an internship within a financial planning or advice practice or similar? My client is a wealth planning...


  • Godalming, Surrey, United Kingdom Ernest Gordon Recruitment Full time

    Are you an IFA Administrator/Paraplanner looking to step up into a paraplanner role for a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications. On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to...


  • Godalming, Surrey, United Kingdom Ernest Gordon Recruitment Full time

    Are you an IFA Administrator/Paraplanner looking to step up into a paraplanner role for a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications. On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to...

  • IFA Administrator

    3 weeks ago


    Shepperton, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    , , IFA Administrator - Shepperton - Artemis Recruitment Consultants Financial Services Shepperton 30/08/2023 Type of Position: IFA Administrator - Shepperton Pay: £25k - £35k IFA Administrator - Shepperton Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing...


  • Surrey, United Kingdom Fram Search Full time

    * Hybrid working - Boutique financial planning firm - Will suit a confident, experienced client services administrator Fram are working with a boutique financial planning and wealth management firm. Due to recent growth and the hire of a senior financial advisor, they are seeking an additional Client Services Administrator. The purpose of the role will be to...


  • Surrey, United Kingdom Fram Search Full time

    Hybrid working - Boutique financial planning firm - Will suit a confident, experienced client services administrator Fram are working with a boutique financial planning and wealth management firm. Due to recent growth and the hire of a senior financial advisor, they are seeking an additional Client Services Administrator. The purpose of the role will be to...


  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Job Description 28-35K Salary (depending on experience) A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment....

  • Pension Team Manager

    4 weeks ago


    Surrey, United Kingdom Alexander Lloyd Full time

    Are you currently working as a Team Manager with good people management and training experience within the Pensions/ Financial Services or Employee Benefits sector then this could be the role for you! As the Team Manager you will be responsible for overseeing a team of administrators dealing with processing retirement & divorce claims, responding to...


  • Dorking, Surrey, United Kingdom Tate Full time

    Sales Support Executive £25,000 Dorking, Surrey Exciting graduate opportunity for a business minded, ambitious individual with excellent communication skills, and a drive to succeed. The position of Sales Support Executive is a newly created role, designed to provide a training programme aimed at progression to become a New Business Executive. It is an...


  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Job Description 28-35K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth...


  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    28-35K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management...


  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    28-35K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management...


  • Dorking, United Kingdom Tate Full time

    Sales Support Executive £25,000 Dorking, Surrey Exciting graduate opportunity for a business minded, ambitious individual with excellent communication skills, and a drive to succeed. The position of Sales Support Executive is a newly created role, designed to provide a training programme aimed at progression to become a New Business Executive. It is an...


  • Dorking, United Kingdom Tate Full time

    Sales Support Executive £25,000 Dorking, SurreyExciting graduate opportunity for a business minded, ambitious individual with excellent communication skills, and a drive to succeed.The position of Sales Support Executive is a newly created role, designed to provide a training programme aimed at progression to become a New Business Executive. It is an...

  • Paraplanner

    7 days ago


    Surrey, United Kingdom Ernest Gordon Recruitment Limited Full time

    **Paraplanner** **Surrey** **£40,000 - £45,000 DOE + **Flexitime + Private Healthcare + Career Progression + Pension + Company Benefits** Do you have experience as a paraplanner, looking to work for a specialist SiPP and SSAS pension administrator with an excellent reputation, where you will be working for an exciting portfolio of clients, with the...

  • Paraplanner Pensions

    4 weeks ago


    Surrey, United Kingdom Ernest Gordon Recruitment Limited Full time

    **Paraplanner (Pensions)** **Surrey** **£45,000 - £48,000 Negotiable + **Flexitime + Private Healthcare + Career Progression + Pension + Company Benefits** Do you have experience as a paraplanner, looking to work for a specialist SiPP and SSAS pension administrator with an excellent reputation, where you will be working for an exciting portfolio of...


  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Trainee Financial Planner - Banstead Pay: £30k Trainee Financial Planner - Banstead We are working with a superb wealth management firm based in Banstead, Surrey who have the opportunity for a Trainee Financial Planner to join their team. They are offering the chance to train with their team to become a fully qualified adviser. You...