Ifa Administrator

**Job Title: IFA Administrator** **Location: West Sussex** **Salary: Up to £28,000** **The Company**: A fantastic opportunity to join a Chartered Independent Wealth Management firm based in West Sussex who offer bespoke financial planning advice. For them development and progression is very important to them and they ensure every member of staff has...

**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Haywards Heath** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the role/company** Our...

Our client, an award-winning name within the financial sector, are seeking a capable Senior Administrator with at least 2 years' experience working in an IFA practice. You will be responsible for a busy workload to include some more complex administration with regard to a full range of financial instruments, including pensions, savings, investments and...

**IFA Administration Team Manager** **Location: Birmingham** **Salary: £25,000 - £35,000** A brilliant opportunity for an IFA Administration Team Manager to join a National financial planning with an excellent reputation. **Responsibilities**: - Responsible for the day to day oversight and management of the administration team - Acting as first point...

**Executive IFA Administrator / Paraplanner** We have an exciting opportunityto join our existing administration team**.** We are looking for those of you who have a hunger for learning and wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. Youwill join us on a **full-time, permanent** basis, and in return, you...

**Senior IFA Administrator / Paraplanner / £30,000 plus excellent benefits / Broomsgrove **Hybrid** **Role and Responsibilities**: - Technical and administrative support to Senior IFA's - Ensuring that clients and advisors are kept up to date with requests - Ensuring you are proactive with updating client data - Maintaining the diary management system and...

Are you the experienced financial planning support person we are looking for to join our growing team? Are you confident and articulate and do you possess the attention to detail skills that will enable you to manage a varied workload? We are a growing, well-established, and award-winning financial planning firm bringing a private banking style service,...

**IFA Support Supervisor** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunityto join our existing Administration team**on a full-time, permanent** basis. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with...

Role Duties; Preparing new business and client review packs for client meetings Production of accurate client portfolio valuations - Obtaining literature and forms from product providers - Answering the telephone and liaising with clients as and when required - Obtaining anti-money laundering requirements and conducting electronic ID checks - Servicing...

The successful candidate will join a dynamic support team at Enable Recruitment, helping a leading financial advice firm grow and succeed.In this role, you will provide critical administrative support, leveraging your exceptional organizational skills and attention to detail to drive success.You will be responsible for preparing and processing business...

Client Support administrator - Financial planning/ IFA Mon-Fri - standard office hours Full time permanent role Based close to Haywards Heath -**due to rural workplace location it is essential to be a driver and have your own transport** Salary £25000-£30000 depending on experience plus good company benefits **The role**: To provide both clerical and...

About the RoleWe are seeking a highly organized and detail-focused individual to join our team as a Back Office Operations Assistant.This is a fantastic opportunity for someone who enjoys working in a fast-paced environment and has excellent communication skills.Responsibilities:Process new and existing client business.Support paraplanners and IFAs with...

**Financial Planning Administrator** **Location: Warrington** **Salary: £18,000 - £20,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain...

**Are you looking to develop your career and join a fast-growing company that focuses on supporting employee careers with professional development? Then AFH could be right for you!** With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms. **Corporate...

We are recruiting for a brand new client that is based on the out skirts on Haywards Heath The role is working within a busy team supporting the IFA's and 2 paraplanners. This role has become available due to a new office opening and the business is seeking additional admin support. The role: - Open and distribute the post - Answering phone calls and...

Job SummaryWe are excited to partner with a reputable independent financial advice firm to expand their support team.This is an excellent opportunity for a detail-oriented professional with a passion for financial planning and client service to join our team.Key Responsibilities:Prepare and process business for new and existing clients.Provide administrative...

**Are you looking to develop your career and join a fast-growing company that focuses on supporting employee careers with professional development? Then AFH could be right for you!** With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms. **Compliance...

We are currently recruiting for a Financial Services Investment Portfolio Assistant to join a established IFA & Investment Management firm practice based just outside of Haywards Heath My client is ideally seeking someone who is seeking their first opportunity in the Financial & Investments sector, or they are happy to look at someone with relevant and...

This is an exciting opportunity to join a respected financial advice firm's support team, contributing to their growth and success.You will play a critical role in providing administrative support, utilizing your exceptional organizational skills and attention to detail to drive results.Prepare and process business documents for new and existing clients,...

We are excited to partner with a well-established financial advice firm seeking to expand their support team in the UK.This role is ideal for a detail-oriented professional passionate about financial planning and client service, with a strong foundation in administrative tasks.Prepare and process business documents for new and existing clients.Provide...