IFA Administrator
3 weeks ago
This website uses cookies to ensure you get the best experience on our website. IFA Administrator - Worthing - Artemis Recruitment Consultants Financial Services
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. Client communications and client related communications require to be recorded on the client’s file in line with company policy in clear and intelligible English.
Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct.
Working with the Financial Adviser you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial report.
Assist in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where necessary.
Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. You may at times be required to assist and provide support with administrative functions, for example: new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser.
Understanding of the Financial Planning process
Good report writing skills
Experience of maintaining good working relationships in the delivery of financial advice services or similar environment
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IFA Administrator
3 weeks ago
Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeThis website uses cookies to ensure you get the best experience on our website. Learn more Got it! , , IFA Administrator - Worthing - Artemis Recruitment Consultants Financial Services Worthing 15/09/2023 Type of Position: IFA Administrator - Worthing Pay: £25k - £28k IFA Administrator - Worthing Working in collaboration with Financial...
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IFA Administrator
4 weeks ago
Worthing, West Sussex, United Kingdom Heat Recruitment Ltd Full timeThe opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the successful...
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Ifa Administrator
4 weeks ago
Worthing, West Sussex, United Kingdom Heat Recruitment Ltd Full timeThe opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. The Opportunity During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to...
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Ifa Administrator
5 days ago
Worthing, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Services Worthing 25/08/2023 Type of Position: IFA Administrator - Worthing Pay: £25k - £28k **IFA Administrator - Worthing**: **Key Responsibilities**: - Deal effectively with queries from clients and other parties through effective communication. - Record your client communications (whether that communication is written, oral or...
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Ifa Administrator
4 weeks ago
Worthing, United Kingdom Heat Recruitment Ltd Full timeThe opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. The Opportunity During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to...
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Ifa Administrator
3 weeks ago
Worthing, United Kingdom Heat Recruitment Ltd Full timeThe opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients.The OpportunityDuring a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the...
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IFA Administrator
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IFA Administrator
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Office Manager Ifa
7 days ago
Huddersfield, West Yorkshire, United Kingdom IDEX Consulting Ltd Full timeIFA Office Manager Huddersfield Our client are growing to be the leading Chartered financial advice firm in their area. Due to growth our client is looking for an IFA Office Manager to join their firm. This role will suit someone who has previous office/operational management experience within the financial services profession. Ensure business...
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Office Manager Ifa
5 hours ago
Huddersfield, West Yorkshire, United Kingdom IDEX Consulting Ltd Full timeJob Description IFA Office Manager Our client are growing to be the leading Chartered financial advice firm in their area. Due to growth our client is looking for an IFA Office Manager to join their firm. This role will suit someone who has previous office/operational management experience within the financial services profession. Ensure business...
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Clydebank, West Dunbartonshire, United Kingdom IDEX Consulting Full timeIdex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. We are looking for someone to provide high quality technical financial services administration and analytical support to successful Financial Planners in the...
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IFA Office Manager
7 days ago
Huddersfield, West Yorkshire, United Kingdom IDEX Consulting Ltd Full timeIFA Office Manager Huddersfield Salary £35,000 DOE Our client are growing to be the leading Chartered financial advice firm in their area. They are well known to have a family culture and a strong focus in looking after their team and clients. Due to growth our client is looking for an IFA Office Manager to join their firm. This role will suit someone...
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IFA Office Manager
7 days ago
Huddersfield, West Yorkshire, United Kingdom IDEX Consulting Ltd Full timeIFA Office Manager Huddersfield Salary £35,000 DOE Our client are growing to be the leading Chartered financial advice firm in their area. They are well known to have a family culture and a strong focus in looking after their team and clients. Due to growth our client is looking for an IFA Office Manager to join their firm. This role will suit someone...
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IFA Office Manager
5 hours ago
Huddersfield, West Yorkshire, United Kingdom IDEX Consulting Ltd Full timeJob Description IFA Office Manager Huddersfield Salary £35,000 DOE Our client are growing to be the leading Chartered financial advice firm in their area. They are well known to have a family culture and a strong focus in looking after their team and clients. Due to growth our client is looking for an IFA Office Manager to join their firm. This role...
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IFA Administrator
6 days ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeIf you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply We currently have 4,082 live graduate jobs and we're adding more all the time. #
