IFA Administrator

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: IFA AdministratorLocation: FeeringSalary: Up to £30,000 (based on experience and qualifications) About the Company: We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory (IFA) firm that offers comprehensive financial planning and...

**IFA Administrator White Colne** **Duties**: - Provide comprehensive administrative support to financial advisers. - Building relationships with a variety of stakeholders. - Maintain CRM systems, updating information regularly and adhering to all policies. - Preparation of client meeting packs and valuations. - Manage client documentation and data,...

A career opportunity has arisen for a Part Time Senior IFA Financial Administrator with 3 years- 5 years+ IFA Admin experience to join Financial Divisions, an established firm of Financial Planners based in Colchester.The successful candidate will be well-versed on end-to-end admin in a wealth planning firm, including drafting LOA's, LOV's, creating meeting...

About the Company:We are a leading recruitment agency, TEMPLEGATE RECRUITMENT LIMITED, specializing in Financial Services recruitment. Our client, a highly successful Independent Financial Advisory firm, is seeking a skilled professional to join their team as an IFA Administrator.Job Title: IFA AdministratorLocation: FeeringSalary: Up to £30,000 (based on...

About the Company:We are a well-established and highly successful recruitment agency, Templegate Recruitment Limited, specializing in Financial Services. We are recruiting on behalf of a leading Independent Financial Advisory (IFA) firm that offers expert financial planning and investment advice.Job Title: IFA AdministratorLocation: FeeringSalary: Up to...

Job Title: IFA AdministratorLocation: FeeringSalary: Up to £30,000 (based on experience and qualifications)About the Company:We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory (IFA) firm that offers comprehensive financial planning and investment advice. They are seeking a professional, detail-oriented...

Job Title: IFA AdministratorLocation: FeeringSalary: Up to £30,000 (based on experience and qualifications)About the Company:We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory (IFA) firm that offers comprehensive financial planning and investment advice. They are seeking a professional, detail-oriented...

An exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Financial Services Administrator to provide support to our team of advisers. Please note this is a Full Time position, 9am-5pm Monday to Friday. Immediate Start Available. Financial Services experience is desirable but not essential. - A good...

About the Company:We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory firm that offers comprehensive financial planning and investment advice. They are seeking a professional, detail-oriented individual to join their team as an IFA Administrator.Job Title: IFA AdministratorLocation: FeeringSalary: Up to...

A reputable, established IFA is seeking a driven and motivated individual to join them as a Trainee Financial Adviser. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success. This firm has...

A reputable, established IFA is seeking a driven and motivated individual to join them as a Trainee Financial Adviser.The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success.This firm has...

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to...

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to...

Trainee Adviser OpportunityA reputable and established IFA is seeking a driven and motivated individual to join their team as a Trainee Adviser.The company has experienced steady growth over the years, and their success can be attributed to their ability to develop strong relationships and balance professionalism with friendliness.This firm has created a...

A reputable, established IFA is seeking a driven and motivated individual to join them as a Trainee Financial Adviser. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success. This firm has...