Ifa Administrator
4 weeks ago
Job Title: Independent Financial Advisor (IFA) Administrator Key Benefits:
- Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc.
- Exam Support: Support for professional exams, including coverage for the first sitting.
- Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Introduction of a buy/sell scheme for additional flexibility.
- Onsite Parking: Available for all employees in our unique office location
- Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development.
- Provide administrative support to Independent Financial Advisors in day-to-day operations.
- Assist in the preparation and processing of client documentation and financial transactions.
- Maintain accurate and up-to-date client records using our internal systems.
- Liaise with clients, both in person and over the phone, providing excellent customer service.
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IFA Administrator
4 weeks ago
Oadby & Wigston, Leicestershire, United Kingdom Heat Recruitment Ltd Full timeJob Title: Independent Financial Advisor (IFA) Administrator Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc. Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Onsite Parking: Available for all employees in our unique office location ...
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Ifa Administrator
3 weeks ago
Wigston Magna, United Kingdom Heat Recruitment Ltd Full timeJob Title: Independent Financial Advisor (IFA) AdministratorKey Benefits: * Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc. * Exam Support: Support for professional exams, including coverage for the first sitting. * Employee Benefits: Private medical insurance and 32 days of annual leave,...
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Paraplanner, Senior IFA Administrator
4 weeks ago
Perth, Perth & Kinross, United Kingdom Eden Scott Full timeMy client is a reputable organisation with offices throughout Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their busy Perth office. The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs. In the role you will be accountable for all technical...
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Paraplanner - Hybrid/flexible Working
4 weeks ago
Charnwood, Leicestershire, United Kingdom Heat Recruitment Ltd Full timePermanent, Full time, Hybrid We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services. They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality. As a...
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Paraplanner, Senior IFA Administrator
4 weeks ago
Perth, Perth & Kinross, United Kingdom Eden Scott Full timeA rare job opportunity has become available for an experienced Paraplanner to join their busy Perth office. A large amount of your time will be spent writing reports, creating 'reasons why' letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. You will be a dynamic, hard working and committed...