Current jobs related to Administrator - Independent Financial Adviser (Ifa) - Ipswich Suffolk - Spider

  • Ifa Administrator

    1 month ago

    Ipswich, United Kingdom Spider Full time

    IFA Administrator / Technical Support Administrator - Spider is supporting a well-established firm of Independent Financial Advisers and Financial Planners based in central Ipswich, Suffolk.Apply fast, check the full description by scrolling below to find out the full requirements for this role.They offer advice to individuals, small businesses, and trustees...

  • Financial Services Administrator

    7 months ago

    Ipswich, United Kingdom Amber River (Emery (IFA) Ltd) Full time

    Amber River is a group of like-minded, values-driven people with a passion for financial planning. Amber River was created in 2019. Backed by a Board of investor directors, we are building a UK-wide independent financial planning presence through a ‘hub and spoke’ strategy. Amber River East Anglia Hub is made up of Emery (IFA) Ltd, Scrutton Bland...

  • Independent Financial Advisor

    3 weeks ago

    Ipswich, United Kingdom Opus People Solutions Ltd Full time

    Job Description ?? Independent Financial Adviser (IFA) ?? Location : Ipswich Salary : up to £45,000 per annum + Car Allowance Permanent Opus People Solutions have a great opportunity for a driven and passionate Independent Financial Adviser (IFA) to join a thriving, independent financial advisory firm based in Ipswich.If you're looking to elevate your...

  • Senior IFA Administrator

    2 weeks ago

    Ipswich, United Kingdom CV-Library Full time

    We are pleased to be working on behalf of a fantastic company who are looking to bring on board a Senior IFA Financial Administrator to join their reputable company based in Ipswich. Key Duties & Responsibilities: * Providing administrative support to the Financial Services team to ensure deadlines are met. * Providing comprehensive pre and...

  • Senior IFA Administrator

    2 weeks ago

    Ipswich, United Kingdom Time Appointments Full time

    We are pleased to be working on behalf of a fantastic company who are looking to bring on board a Senior IFA Financial Administrator to join their reputable company based in Ipswich.Key Duties & Responsibilities: * Providing administrative support to the Financial Services team to ensure deadlines are met. * Providing comprehensive pre and post-meeting...

  • Senior IFA Administrator

    3 weeks ago

    Ipswich, United Kingdom Time Appointments Full time

    We are pleased to be working on behalf of a fantastic company who are looking to bring on board a Senior IFA Administrator to join their reputable company based in Ipswich.Key Responsibilities: * Providing administrative support to the Financial Services team to ensure deadlines are met. * Providing comprehensive pre and post-meeting support for the...

  • Senior IFA Administrator

    1 month ago

    Ipswich, United Kingdom CV-Library Full time

    We are pleased to be working on behalf of a fantastic company who are looking to bring on board a Senior IFA Administrator to join their reputable company based in Ipswich. Key Responsibilities: * Providing administrative support to the Financial Services team to ensure deadlines are met. * Providing comprehensive pre and post-meeting support for the...

  • Senior IFA Administrator

    1 week ago

    Ipswich, United Kingdom Time Appointments Full time

    Job DescriptionWe are seeking a highly skilled Senior IFA Financial Administrator to join our reputable company in Ipswich.Key Responsibilities:Providing administrative support to the Financial Services team to ensure deadlines are met.Preparing comprehensive pre and post-meeting support for Advisers.Liaising with clients, providers, and third...

  • Wealth Management/ifa

    9 hours ago

    Ipswich, United Kingdom PB Recruitment Consultants Ltd Full time

    Our client, a highly regarded Independent Financial Advice firm have a requirement for a financial planning assistant to provide end to end IFA administration support the highly successful financial advisers and their HNW clients. This IFA has been establishedfor over 20 years, if offers a range of services to businesses and individuals and maintains a loyal...

  • 3 X Ifa Administrators-ipswich

    3 days ago

    Ipswich, United Kingdom Coast Specialist Recruitment Full time

    **One of the most respected and successful Chartered IFA's in the UK are keen to appoint a new team of 3 IFA administrators.** **Summary of Role** **IFA Admin** To provide high quality financial planning support to Financial Advisers as part of an administrative team, in accordance with FCA standards and Chartered Code of Ethics, representing the company...

  • Independent Financial Adviser

    7 months ago

    Ipswich, United Kingdom Swallow Financial Planning Full time

    **Qualified (or nearly) Independent Financial Adviser** **What Will You Be Doing?** Our advisers do just that - **advise**: - there will not be a pool of paraplanners to churn out templated reports so you need to be proficient in Excel / CashCalc / and back-office systems(IO) as well as confident in dealing with established and new clients. We are looking...

  • Ifa Administrator/sales Support

    3 days ago

    Ipswich, United Kingdom Coast Specialist Recruitment Full time

    A great new opportunity have arisen for IFA Support Administrator to join an exciting Private Client Practice ( on a full time basis). It's an exciting practice, set up by a successful team including a Chartered Wealth Manager. **Essential** - Previous experience in an adviser support role within an IFA firm - Previous experience of processing business on...

  • Independent Financial Advisor

    1 month ago

    Ipswich, United Kingdom Opus People Solutions Ltd Full time

    Independent Financial Adviser (IFA) Location : Ipswich Salary : up to £45,000 per annum + Car Allowance Permanent Opus People Solutions have a great opportunity for a driven and passionate Independent Financial Adviser (IFA) to join a thriving, independent financial advisory firm based in Ipswich.If you're looking to elevate your career in financial...

  • Independent Financial Advisor

    4 weeks ago

    Ipswich, United Kingdom Opus People Solutions Ltd Full time

    Independent Financial Adviser (IFA) Location: Ipswich Salary: up to £45,000 per annum + Car Allowance Permanent Opus People Solutions have a great opportunity for a driven and passionate Independent Financial Adviser (IFA) to join a thriving, independent financial advisory firm based in Ipswich.If you're looking to elevate your career in financial planning...

  • Independent Financial Adviser

    4 days ago

    Ipswich, United Kingdom Swallow Financial Planning Full time

    **NEW YEAR NEW CHALLENGE!** This is a great opportunity for anyone who wants a long term career as part of a highly successful boutique Chartered Financial Advisers. **About The Firm** - Our main business is the management of pre and post retired individuals. - Our typical client will be worth >£500,000. - We get most of our new business from our London...

  • Financial Services Administrator

    6 months ago

    Ipswich, United Kingdom Service Service Employment Agency Limited Full time

    My client is a successful Independent Financial Advice Practice with offices throughout East Anglia. My client is a sizeable group but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established, and well...

  • Ifa Administrator

    7 months ago

    Ipswich, United Kingdom Kingswood Group Full time

    Kingswood Group are pleased to be assisting a growing financial services firm with the recruitment of an IFA Administrator to be based in their Ipswich office. With ideally a previous background working within a similar industry, the role will support a team of Independent Financial Advisor and Paraplanners. **Duties will include;** - Responding to all...

  • Ifa Administrator

    8 hours ago

    Ipswich, United Kingdom Heat Recruitment Full time

    Are you looking for your next ideal role within a thriving Financial services firm? If so this role is right for you! The opportunity is for an IFA administrator to join a well-established Financial Services Practice which provides a highly personalized financial planning and investment management service. **The Opportunity** During a period of growth, our...

  • Independent Financial Advisor

    1 month ago

    Ipswich, United Kingdom Opus People Solutions Ltd Full time

    Independent Financial Adviser (IFA) Location: IpswichSalary: up to £45,000 per annum + Car AllowancePermanentOpus People Solutions have a great opportunity for a driven and passionate Independent Financial Adviser (IFA) to join a thriving, independent financial advisory firm based in Ipswich. If you’re looking to elevate your career in financial planning...

  • Independent Financial Advisor

    1 month ago

    Ipswich, United Kingdom Opus People Solutions Ltd Full time

    Independent Financial Adviser (IFA) Location: IpswichSalary: up to £45,000 per annum + Car AllowancePermanentOpus People Solutions have a great opportunity for a driven and passionate Independent Financial Adviser (IFA) to join a thriving, independent financial advisory firm based in Ipswich. If you’re looking to elevate your career in financial...

Administrator - Independent Financial Adviser (Ifa)

2 months ago

Ipswich Suffolk, United Kingdom Spider Full time €25,000

IFA Administrator / Technical Support Administrator - Spider is supporting a well-established firm of Independent Financial Advisers and Financial Planners based in central Ipswich, Suffolk. They offer advice to individuals, small businesses, and trustees on a broad range of financial services including, but not limited to financial planning, pensions, life insurance and investments.
They are now looking for an IFA Administrator / Technical Support Administrator to join their team on a full-time, permanent basis.
Company culture is incredibly important to them, so they are looking for someone with a positive attitude who would like to build or continue to develop a career in financial services. This IFA Administrator role includes time off to study and financial support for courses and exams leading to nationally and internationally recognised and useful qualifications.
It is less demanding than a paraplanner, but more technical than an office administrator.
It will be someone who understands the basics of retail financial services, products, systems and documentation requirements and to whom the advisory staff can confidently delegate work. The quality of our advice services rests on efficient administration it is therefore vital that you have an efficient and accurate approach to your work.
They are a busy office, so you will need to be productive and be able to prioritise your work in conjunction with the advisers.
Experience in a similar role or at least experience in the financial services sector is essential.
Assisting advisers by preparing such documentation such as letters of authority, illustrations, application forms and annual review reports.
Maintaining and updating client records on Xplan, our back-office system.

Our office hours are 09.00 four days a week with an early 16:00 hrs finish on Fridays.
People and therefore their clients are diverse, and by extension they support diversity in their staff. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, faith, disability or any other characteristic protected or otherwise. Additional keywords: finance, financial, advisor, admin, finance advisor, planning, CII, IFA, technical support, administrator
As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.