IFA Administrator

2 days ago


St Helens Merseyside, United Kingdom IT Bods Ltd Full time

One of IT Bods leading clients is a well-respected, client-focused Financial Planning organisation that values its team and supports professional growth.

They are looking for a proactive, detail-oriented IFA Administrator to join the team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience. Ideally you will have 2+ years of experience ...








APCT1_UKTJ


  • IFA Administrator

    4 weeks ago


    St. Helens, Merseyside, United Kingdom Premier Jobs UK Limited Full time

    This IFA Administrator job in Saint Helens offers the chance for an experienced individual to join a growing IFA firm in the North West. You will be joining a team of like-minded individuals who work excellently together. The actively support progression within, as evidenced by this vacancy being available due to the current IFA Administrator progressing to...

  • IFA Administrator

    2 months ago


    St. Helens, Merseyside, United Kingdom Premier Jobs UK Limited Full time

    This IFA Administrator job in Saint Helens offers the chance for an experienced individual to join a growing IFA firm in the North West.You will be joining a team of like-minded individuals who work excellently together. The actively support progression within, as evidenced by this vacancy being available due to the current IFA Administrator progressing to...

  • IFA Administrator

    1 month ago


    St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full time

    This IFA Administrator role in a growing IFA firm in the North West offers the chance for an experienced individual to join a team of like-minded professionals who work excellently together.The actively supportive team environment allows for progression within the company, as evidenced by this vacancy being available due to the current IFA Administrator...


  • St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full time

    Job OverviewPremier Jobs UK Limited is seeking an experienced IFA Administrator to join their team in the North West. This role offers the opportunity to work with a growing IFA firm, supporting a team of like-minded individuals who excel in their roles.The ideal candidate will have a strong understanding of IFA administration, with a proven track record of...

  • IFA Administrator

    2 weeks ago


    St Helens, United Kingdom CV-Library Full time

    One of IT Bods leading clients is a well-respected, client-focused Financial Planning organisation that values its team and supports professional growth. They are looking for a proactive, detail-oriented IFA Administrator to join the team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience....


  • St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full time

    Job OverviewThis role offers an experienced individual the opportunity to join a growing IFA firm in the North West.The successful candidate will be part of a team that works collaboratively and supports progression within the company.As a result of internal progression, this vacancy has become available for an IFA Administrator to take on new challenges.Key...

  • IFA Administrator

    3 weeks ago


    Eccleston, St. Helens, United Kingdom CV-Library Full time

    Job Description: IFA Administrator Location: North West England, Merseyside, St Helens Salary: £28000 - £28000 per annum Job Duties: Assist Independent Financial Advisers (IFAs) in administrative tasks Prepare and process client documentation Handle client inquiries and provide exceptional customer service Maintain accurate and up-to-date...

  • IFA Administrator

    2 weeks ago


    St. Helens, United Kingdom IT Bods Ltd Full time

    One of IT Bods leading clients is a well-respected, client-focused Financial Planning organisation that values its team and supports professional growth.They are looking for a proactive, detail-oriented IFA Administrator to join the team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience....

  • IFA Administrator

    2 weeks ago


    St. Helens, United Kingdom IT Bods Ltd Full time

    One of IT Bods leading clients is a well-respected, client-focused Financial Planning organisation that values its team and supports professional growth. They are looking for a proactive, detail-oriented IFA Administrator to join the team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience....

  • IFA Administrator

    2 weeks ago


    St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full time

    About the Role:This IFA Administrator position is a fantastic chance for an experienced individual to join a growing IFA firm in the North West.The successful candidate will work closely with a team of like-minded professionals who excel in their roles and actively support progression within the firm.Following the progression of the current IFA Administrator...

  • Ifa Administrator

    5 months ago


    St. Asaph, United Kingdom Avenue Recruitment Full time

    We are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners. **Responsibilities**: - Managing adviser's pipeline - Submitting new business - Chasing pipeline business - Letters of authority - Creating valuations - Booking in client reviews - Managing adviser's diary For further details...

  • Ifa Administrator

    6 months ago


    St Albans, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Based St Albans** **Salary £30,000 - £35,000 depending upon experience** **Are you an IFA Administrator who is now looking for your next move?** - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? - Would you like to...

  • Ifa Administrator

    6 months ago


    Bury St. Edmunds, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Bury St Edmunds, Suffolk** **Salary up to £32,500 + bonus** - Are you an experienced IFA Administrator who’s looking for hybrid working?_ - Would you like to work for a company that offers exceptional benefits, including 30 days_ - holiday + bank holidays + an additional day for wellness and your...

  • Ifa Administrator

    4 weeks ago


    St Albans, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    Our client is looking for a financial planning administrator to join their established team that supports successful Financial Planners of the business. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm that forms long-term client relationships offering guidance, advice and support. This...


  • St. Helens, Merseyside, United Kingdom IT Bods Ltd Full time

    One of IT Bods leading clients a leading Mortgage Adviser and IFA firm in St Helens, Merseyside. They are recruiting for an experienced Mortgage Administrator to join the existing team This is an exciting opportunity to join a small, well-established practice with a strong reputation, known for generating business through personal recommendations and...


  • St Helens, St. Helens, United Kingdom Bond Rec Full time

    Job Summary:We are seeking a highly organized and detail-oriented Part-time IFA Administrator to join our team at Bond Recruitment. As an IFA Administrator, you will provide comprehensive administrative support to our financial advisers, ensuring the smooth operation of our office.Key Responsibilities: Client/third-party communications by telephone and email...

  • IFA Administrator

    4 weeks ago


    St Albans, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    Our client is looking for a financial planning administrator to join their established team that supports successful Financial Planners of the business. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm that forms long-term client relationships offering guidance, advice and support. This...


  • St Helens, United Kingdom CV-Library Full time

    One of IT Bods leading clients a leading Mortgage Adviser and IFA firm in St Helens, Merseyside. They are recruiting for an experienced Mortgage Administrator to join the existing team This is an exciting opportunity to join a small, well-established practice with a strong reputation, known for generating business through personal recommendations and...


  • St Helens, St. Helens, United Kingdom IT Bods Ltd Full time

    About UsIT Bods Ltd is a leading Mortgage Adviser and IFA firm based in St Helens, Merseyside.Job SummaryWe are seeking an experienced Mortgage Administrator to join our dynamic team. This role will provide an opportunity for career advancement and growth within the company.Key Responsibilities:Manage mortgage applications and paperwork efficiently and...


  • St. Helens, United Kingdom IT Bods Ltd Full time

    One of IT Bods leading clients a leading Mortgage Adviser and IFA firm in St Helens, Merseyside. They are recruiting for an experienced Mortgage Administrator to join the existing teamThis is an exciting opportunity to join a small, well-established practice with a strong reputation, known for generating business through personal recommendations and...