Administrator - Independent Financial Adviser (Ifa)
1 day ago
IFA Administrator required to join highly regarded Financial Advisory firm.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, clients and external providers via email and telephoneEnsuring all compiled files meet with compliance requirements and reporting any that do not to the appropriate partiesLiaising with product providers and other third partiesPromoting the company’s services in a professional and FCA compliant mannerWhat they are looking for:Previous experience of an administrative role within the financial services industry (Required)GCSE Maths and English Language (or equivalent) - graded C or above (Required)Excellent written and verbal communication skills (Required)Strong numeracy skills (Required)Exceptional attention to detail (Required)Ability to understand and analyse financial and non-financial data (Required)Experience in communicating with and managing expectations with clients (Required)Desire to learn and develop (Required)High level of initiative (Required)Ability to work independently and as part of a team (Required)Literate with MS products including Outlook, Word and Excel (Required)Prior experience working with CRMs/online portals such as Intelliflo Office (Desired)Platform experience with Nucleus, Transact, Quilter and Standard Life (Desired)
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IFA Administrator
24 hours ago
Farnham, Surrey, United Kingdom Profiles Personnel Full time €25,000 - €32,000***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...
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IFA Administrator
2 weeks ago
Waverley, Surrey, United Kingdom Profiles Personnel Full time €25,000 - €32,000IFA 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...
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IFA Administrator
2 months ago
Surrey, United Kingdom *Intega IT Recruitment Ltd*I.T & Technology Recruitment Experts* Full timeIFA 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,...
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IFA Administrator
2 months ago
Surrey, United Kingdom *Intega IT Recruitment Ltd*I.T & Technology Recruitment Experts* Full timeIFA 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,...
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IFA Administrator
2 months ago
Surrey, United Kingdom *Intega IT Recruitment Ltd*I.T & Technology Recruitment Experts* Full timeIFA 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,...
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IFA Administrator
2 months ago
Surrey, United Kingdom *Intega IT Recruitment Ltd*I.T & Technology Recruitment Experts* Full timeIFA 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,...
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IFA Administrator
1 day ago
Surrey, United Kingdom *Intega IT Recruitment Ltd*I.T & Technology Recruitment Experts* Full timeIFA 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,...
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IFA Administrator
1 month ago
Farnham, Surrey, United Kingdom Profiles Personnel Full time***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...
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IFA Administrator
2 days ago
Surrey, United Kingdom *Intega IT Recruitment Ltd*I.T & Technology Recruitment Experts* Full timeJob 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...
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IFA Administrator
1 month ago
Farnham, Surrey, United Kingdom Profiles Personnel Full time***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...
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IFA Administrator
7 days ago
Farnham, Surrey, United Kingdom Profiles Personnel Full time***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...
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IFA Administrator
4 weeks ago
Surrey, UK, South East England, United Kingdom *Intega IT Recruitment Ltd*I.T & Technology Recruitment Experts* Full timeIFA 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,...
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IFA Administrator-Wealth Planning Administrator
2 weeks ago
Cobham, Surrey, United Kingdom Cranleigh Personnel Full time €27,000 - €35,000IFA 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...
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IFA Administrator
7 days ago
Cobham, Surrey, United Kingdom Cranleigh Personnel Full time €27,000 - €35,000IFA 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...
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Finance Administrator
1 month ago
Surrey, United Kingdom *Intega IT Recruitment Ltd*I.T & Technology Recruitment Experts* Full timeFinanace / 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...
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Financial Administrator
4 weeks ago
Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in the Surrey area.Key Responsibilities:Provide exceptional customer service by effectively communicating with clients and other parties.Record and maintain accurate client communications, including written, oral, and...
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Financial Administrator
4 weeks ago
Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in the Surrey area.Key Responsibilities:Provide exceptional customer service by effectively communicating with clients and other parties.Record and maintain accurate client communications, including written, oral, and...
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IFA Administrator
2 weeks ago
Epsom & Ewell, Surrey, United Kingdom Lloyd Recruitment - Epsom Full timeIFA 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...
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Financial Planning Support
1 day ago
Farnham, Surrey, United Kingdom KFS Recruitment Full time €32,000 - €34,000Financial 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...
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Financial Administrator
4 weeks ago
Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking a highly skilled Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a Financial Administrator, you will play a crucial role in supporting our financial planning services.Key Responsibilities:Client Communication: Develop effective communication skills to deal with queries...