IFA Administrator

This hybrid based IFA Administrator job in Market Harborough is an opportunity to join a respected financial planning firm. You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to...

We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our team. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. **Key Accountabilities Include** - Client Servicing:...

Financial Planning Administrator Job DescriptionThis is an exciting opportunity to join a respected financial planning firm in Market Harborough. As a Financial Planning Administrator, you will play a crucial role in ensuring the smooth operation of the business.Key Responsibilities:Client servicing through creating new client packs, preparing LOAs and...

We are looking for a Financial Services Appointment Booker (Client Delivery Lead) to join our team. This person would ensure all appointments are booked for our clients with their financial planner, including full diary and travel management. **Person Specification** - Must have excellent communication skills and telephone manner - Minimum of one year in a...