Financial Administrator

Front Row Recruitment is seeking an experienced Financial Planning Administrator to join their team. The ideal candidate will possess 2 years plus IFA Administration experience and be familiar with the "Intelligent Office" system.Key Responsibilities:Acting as a first point of contact for clients and product providersPreparing meeting packs and client...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

The role of Financial Planning Administrator at our client, an established and highly regarded Independent Wealth Manager, involves being a first point of contact for clients and product providers. Responsibilities include preparing meeting packs, client engagement letters, and assisting financial planners with new business submissions.You will possess 2...

Job Description My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include: Acting as a first point of contact for clients and product providers Preparing meeting packs and client engagement letters for new clients Assisting...

IFA Administrator OpportunityAt Heat Recruitment, we are seeking a skilled and detail-oriented IFA Administrator to join our team. The ideal candidate will have previous experience in a Financial Planning environment and excellent communication skills.Key Responsibilities:Provide administrative support to Financial Advisors and ParaplannersManage complex...

Financial Planning Administrator OpportunityOur client, a respected Independent Wealth Manager, is seeking an experienced Financial Planning Administrator to join their team. The successful candidate will assist financial planners with new business submissions, produce annual reviews for clients, and complete anti-money laundering checks. A strong...

Do you only want to go into the office once a week? You will have previous experience within a Financial Planning environment. Home working - once a week (More for training/onboarding) * Pension * 25days holiday plus bank holiday * Previous experience within a financial planning practice * Additionally, refer a friend or colleague to us and receive...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include: Acting as a first point of contact for clients and product providers Preparing meeting packs and client engagement letters for new clients Assisting financial...

Do you only want to go into the office once a week? At this company, they owe their success to their people and processes. The administrator and paraplanners are the supportive force behind both, and they are currently seeking someone exceptional to join. The ideal IFA Administrator for the job will be a problem solver with excellent communication skills...

Job Summary: We are seeking an Administrative and Financial Support Specialist to join our team at Aligra Newbury.Key Responsibilities:Liaison between Office, Sales, Operation, and Warehouse teams to maintain good communication and relations.Assist and support inventory control and identify process and performance opportunities.Coordinate with operations to...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include: Assisting financial planners with new business submissions Working with the Financial Planners to produce annual reviews for clients Completing anti money...

Financial Planning Administrator RoleOur client, a respected Independent Wealth Manager, seeks a skilled Financial Planning Administrator to join their team. This role is ideal for individuals with experience in IFA administration and a strong understanding of the Intelligent Office system.Key Responsibilities:Act as the first point of contact for clients...

Are you looking for a role that offers flexibility and work-life balance?Key Benefits:Support for professional examinationsFlexible working hours, including home working optionsCompetitive pension scheme25 days annual leave, plus bank holidaysOpportunities for professional development and growthAs an IFA Administrator, you will be responsible for providing...

Job Title: IFA AdministratorAbout the Role:We are seeking an experienced IFA Administrator to join our team at Heat Recruitment Ltd. As an IFA Administrator, you will provide administrative support to our financial planning team, working from home once a week and in the office for training and onboarding.Key Responsibilities:Provide administrative support to...

About the Role:We are seeking an experienced Financial Planning Administrator to join our team at Front Row Recruitment. This is a fantastic opportunity for a skilled administrator to work with a highly regarded Independent Wealth Manager.Main Responsibilities:Acting as a first point of contact for clients and product providersPreparing meeting packs and...

Job title: Administrator Location: Newbury, Berkshire **Salary**: Up to £35,000 (negotiable based on experience) Reference: 8881 Are you passionate about administration and seeking an opportunity to excel within a dynamic team? Look no further! We’re working with an esteemed financial planning firm that is looking to grow their back-office team. If...