IFA Administrator

IFA Administrator/ IFA Support/ IFA Sales Support. Experience of working with IFA's. **The Role**: - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. - To ensure complete and accurate records are maintained of all client dealings. **Responsibilities**: - Technical...

A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: New Business Administrator **Location**: London **Benefits**: Competitive salary, 28 days Holiday plus Bank Holidays, Life Cover, Pension, Health Care Benefits, Exam Support. **Salary**: £24,000 to £30,000 Depending on experience. **About the Company**: This...

, , IFA Administrator - London - Artemis Recruitment Consultants Financial Services London 22/12/2023 Type of Position: IFA Administrator - London Pay: £25k - £35k IFA Administrator - London Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a...

A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

**IFA Administrator / Wealth Planning Administrator** **Location: City, London** **Hybrid Working - 3-4 x days office** **Salary: £30,000 - £36,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been...

**Technical IFA Administrator** **Location: City, London** **Hybrid working - 2 days per week in the office** **Salary: £30,000 - £40,000 + Bonus** Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move ? Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships with the...

A excellent Chartered IFA practice, based in Central London are hiring for an IFA Administrator to join their team. **Role Function**: Working directly alongside one of the Senior Partners and their two Paraplanners, delivering to the higher standard the technical and data led aspects of the client journey and to deliver all periodic MI reports to...

**plus large bonus, share options, study, hybrid, career progression** Are you an experienced senior IFA Administrator looking for an opportunity to lead a small team? My client is a boutique independent wealth management firm with their offices in the City and is offering this superb opportunity to shadow, learn and developpeople management skills to a...

Type of Position: IFA Administrator (Part Time) - London IFA Administrator (Part Time) - London The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate. Planning & Organising ...

IFA Administrator - London - Artemis Recruitment Consultants Financial Services The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate. Planning & Organising Accurate data keying...

**Be part of a firm unlike any other.** **An unmissable opportunity for an experienced wealth management administrator who has real ambition.** **This role is with a dynamic, growing, IFA firm who put their employees above all.** Friendly and down to earth, the team spirit at this firm is second to none. You will play an integral part in the team from day...

IFA Support Administrator Paraplanner Hybrid Working Salary: Not specified Location: London, Essex Job Type: Permanent Ref: SJP230727 HNW Independent Financial Services Broker Independent IFA is seeking to recruit an IFA Support Administrator/Paraplanner. Dealing with a variety of administration in respect of client’s requirements. Established HNW...

An experienced IFA Admin/Client Support Executive to provide proactive and efficient administration support to Wealth Planners. The Client Support Executive role is key in providing full administrative support directly to new and existing clients, alignedto Wealth Planners and Para-Planners within the team, ensuring that all new business documentation is...

We are currently recruiting for a Financial Planning practice in London who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. **Duties**: - Process business submissions within our service level agreement (SLA); recording all new business where necessary (e.g. Intelligent Office,...

This website uses cookies to ensure you get the best experience on our website. Learn more Got it! , , IFA Administrator - Gerrards Cross - Artemis Recruitment Consultants Financial Services Gerrards Cross 22/12/2023 Type of Position: IFA Administrator - Gerrards Cross Pay: £25k - £30k IFA Administrator - Gerrards Cross We are looking for an...

Type of Position: IFA Administrator (Client Services Support) - London IFA Administrator (Client Services Support) - London Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. Inputting fact find details into our back office...

A well established and professional Wealth Management Firm are currently recruiting for an IFA Administrator to join their team in London. They are a well-established and dynamic IFA firm in the city and provide advice to UHNW City professionals, acrosspensions, investments, protection, IHT, and estate planning. You will be supporting Advisers and...

**The Opportunity** A superb opportunity to join a successful, expanding IFA practice and take a fundamentally vital and leading role in the development of the practice from an administrative perspective. Whilst this is a smaller business at this moment in time, you will activelybe encouraged to participate in the development of administrative processes to...