Administrator - Independent Financial Adviser (Ifa)

***IFA ADMINISTRATOR***Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and...

IFA ADMINISTRATOR*** Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and...

IFA Administrator required to join highly regarded Financial Advisory firm.Key responsibilities will include:Providing proactive administrative support for the paraplanners and IFAsPreparing and processing documentation for any new and existing clientsManaging cases utilising CRM portals and provider platformsHandling incoming queries from internal staff,...

IFA Administrator required to join highly regarded Financial Advisory firm.Key responsibilities will include:Providing proactive administrative support for the paraplanners and IFAsPreparing and processing documentation for any new and existing clientsManaging cases utilising CRM portals and provider platformsHandling incoming queries from internal staff,...

IFA Administrator required to join highly regarded Financial Advisory firm.Key responsibilities will include:Providing proactive administrative support for the paraplanners and IFAsPreparing and processing documentation for any new and existing clientsManaging cases utilising CRM portals and provider platformsHandling incoming queries from internal staff,...

IFA Administrator required to join highly regarded Financial Advisory firm.Key responsibilities will include:Providing proactive administrative support for the paraplanners and IFAsPreparing and processing documentation for any new and existing clientsManaging cases utilising CRM portals and provider platformsHandling incoming queries from internal staff,...

Job Description IFA Administrator required to join highly regarded Financial Advisory firm.Key responsibilities will include:Providing proactive administrative support for the paraplanners and IFAsPreparing and processing documentation for any new and existing clientsManaging cases utilising CRM portals and provider platformsHandling incoming queries from...

***IFA ADMINISTRATOR***Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and...

***IFA ADMINISTRATOR*** Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and...

IFA Administrator / Wealth Planning Administrator Location: Cobham Salary: Up to £35,000 Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development? We’re working with a highly successful, independent wealth planning firm in Cobham that’s seeking an...

IFA Administrator / Wealth Planning Administrator Location: Cobham Salary: Up to £35,000 Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development? We’re working with a highly successful, independent wealth planning firm in Cobham that’s seeking an...

IFA Administrator Are you an experienced administrator in the wealth management space? Do you thrive in a high-end, boutique environment where teamwork and culture are everything? If so, we want to hear from you! Our client believes in working collaboratively, where the team can best support each other and their clients. Working with a highly specialised...

Financial Planning Support Farnham £32-34k We are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business. We are looking for some one who can: · Input client details onto Prestwood system · New business administration · Liaise with clients for new business information, Terms of...

Salary: £45k to £50k plus discretionary bonus and excellent benefits Location: Bishop's Stortford, Office Based (5 days per week) About the Company: The company's client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings. Work with advisers, relationship managers and when...

We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions...

A boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families. Package Details: • Competitive salary • Flexible working: 3 days office, 2 days WFH • Pension scheme • Employee Benefits: 4x DIS plus income replacement policy...

An exceptional charity in the UK is seeking an experienced part-time Administrator to join their team on a remote basis.The ideal candidate will be based close to the office in Surrey and have a keen eye for detail.Key Responsibilities:Processing applications and managing the application life cycle in the CRM systemUploading documents and ensuring accurate...

About the Role:We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Go Auto.Responsibilities:Execute meticulous reviews of financial transactions and documents.Manage and maintain accurate financial records and databases.Collaborate with the finance team to ensure seamless financial operations.Provide...

Position Commercial Administrator Our client are a leading construction management company that have an annual turnover in excess of £1.They are currently seeking a Commercial Administrator to join their Leatherhead office. Assist with the commercial, contract and financial administration of all commercial activities. * Maintain a smooth running of the...

**HR Administrator**: **Location**: - Surrey Sector: Oil & Gas **Job Type**: Contract **Salary**: Market related Reference: SK/R/087204 **Role**: **HR Administrator** **Kingston-upon-Thames, Surrey - Hybrid working** **Ongoing contract** **PAYE** **Energy sector** **_ An experienced HR Administrator is required with experience in HR processes to...