Senior Ifa Administrator

An exciting opportunity for a financial planning administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments, and retirement planning for someone to join their new office. You will benefit from a hybrid office/ home working, £28,000 - £32,000, generous holiday allowance and benefits (pension, income...

**IFA Administrator** **Location: St Albans** **Salary: £28,000 - £32,000** 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 their Chartered...

**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 / Wealth Planning Administrator** **Based St Albans** **Hours 9am-5pm - 25 x days holiday + BH** **Salary £25,000-£30,000** Are you an experienced IFA Administrator who wants to work for a boutique 'family feel'? IFA within a stable and supportive team? Is your salary now not reflecting your level of experience? *Do you feel...

Our client, a respected Investment orientated IFA based in St Albans is looking for a talented Sales Support Administrator seeking a more flexible working arrangement to join their continually growing business and help develop their already highly respectedClient Support Team. Working with pensions, ISA’s, General Investment Accounts, Investment bonds and...

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....

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....

Due to an internal promotion to a full IFA Administrator, an opening has been created within the admin function supporting a team of Financial Advisors for an established wealth management company in the St Albans area. Having worked with this Client fora number of years, we have seen the organic growth within the Business which has now created a fresh...

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...

We are currently looking for an IFA Administrator to join our clients, an established Financial Planning firm in the Bury St Edmunds area. My clients are recognised as one of the largest independent regional advisers. For over 30 years, their specialistteams have supported clients in the construction of sound financial plans for their families or their...

**Home/office working, study, Great Bonus structure, free parking** **Overview** My client, a growing independent firm of Financial Advisors are due to an increase in business are looking to strengthen their IFA Administration team. Acting as dedicated support to an experienced Financial Advisor you will have the opportunity to jointhis happy vibrant team...

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...

Are you an experienced IFA Administrator looking to strengthen your Admin skills within a progressive wealth management business? My client, an award-winning chartered firm of Financial Advisers based in the St Albans area are thriving with new enquiries and recommendations and are passionate about providing an exemplary customer service and pride...

Prestige IFA Jobs is seeking a Senior Investment Adviser to join our team in London. As a key member of our financial planning department, you will be responsible for delivering high-quality wealth management services to expatriates worldwide.The ideal candidate will have access to exclusive international solutions and will work closely with clients to...

**plus hybrid, progressive opportunity** My client, an independent firm of Financial Advisers, provides a financial planning and discretionary investment management service to both Corporates and Private Clients in the local and London area. Due to an increase in Business, they are looking to strengthentheir Client Support team by bringing in a new IFA...

**IFA Administrator / Trainee Paraplanner** **Based St Albans** **Salary £27,000 -£32,000 depending upon experience** **Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?** - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? - Are...

**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...

The opportunity for someone ambitions and driven to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone to provide administration and analytical support to the successful Financial Planners of the business....

My clients are a successful wealth management firm, who are looking to add to its growing team of Paraplanners. The successful IFA Paraplanner provides the highest level of support to the Principal Partner at all times, whilst maintaining professional, accurateand compliant records. Support in advising clients on financial strategies, plans and products,...

Client Support Administrator, St Albans. Salary up to £35,,000 (Dependent upon level of experience) Excellent benefits including a bonus and at least 2 days working from home This is an excellent and interesting opportunity to work for an IFA firm who have a client centred approach and are experienced in helping clients with complex needs. The purpose of...