Ifa

Job Title: IFA Administrator Location: Gloucester **Salary**: £22,000 - £26,000 The Company: The opportunity to join a growing Financial Planning and Wealth Management company who’s focus is to put the client first and provide an excellent and seamless service. A well-established firm with an incredibly friendly working environment. They offer a...

You will have: Minimum of 12-18 months in an administrative role, ideally working in an IFA/Wealth management setting. Summary of the role: - Supporting the Client Services teaM/Financial advisors. Providing general administration, data processing, processing reports, preparing client reviews, processing withdrawals, chasing up providers. preparation for...

We are working with a fully independent Financial Planning practice to recruit a Senior IFA Administrator. The organisation are market leaders and the Financial Planning division is part of a much larger successful organisation. They are looking to recruit an experienced Administrator who can complement their existing team. The role will be working with the...

IFA Administration Team LeadWe are looking for an experienced IFA administration professional to lead our client administration team. The successful candidate will have a strong background in IFA administration, ideally with experience as a Team Leader or Manager. This is an exciting opportunity for individuals seeking a new challenge within a small IFA...

Job Description Head of Client Administration - £45,000 + Bonus - Gloucester I'm working with a successful boutique independent financial advice firm who are looking for a Head of Client Administration to lead their dynamic client administration team.The business is in the midst of an exciting growth trajectory due to their continued success.We're looking...

Job Title£45,000 + Bonus in GloucesterWe are seeking a seasoned professional to drive the company's growth and success by leading our client administration team.The ideal candidate will have extensive experience in IFA administration, with a proven track record of managing teams and workflows. They should be proficient in back-office administration software...

Client Services Leadership OpportunityWe are seeking a seasoned IFA administration professional to lead our dynamic client administration team. The ideal candidate will have a proven track record in administration management, preferably with experience as a Team Leader or Manager. This is an excellent opportunity for individuals looking to take on a new...

Head of Client Administration - £45,000 + Bonus - Gloucester I'm working with a successful boutique independent financial advice firm who are looking for a Head of Client Administration to lead their dynamic client administration team. The business is in the midst of an exciting growth trajectory due to their continued success. We're looking for candidates...

We're seeking a seasoned IFA administration professional to lead our dynamic client administration team in Gloucester. As the new Head of Client Administration, you'll oversee the training, mentorship, and development of administration team members.The role involves managing workflow allocation, ensuring timely completion of administrative tasks across teams...

Our client with offices based in Tewkesbury & Cheltenham is currently looking to recruit a Financial Services Administrator on a permanent basis... To provide efficient, friendly, and professional administration support to both clients & IFAs. The Role: - Dealing with adhoc queries from Advisers/Clients/Providers - Tasks to be recorded and maintained via...

Job OverviewWe are seeking a seasoned Client Administration Manager to lead our dynamic team and drive exceptional client service. As a key member of our IFA administration team, you will be responsible for managing the day-to-day operations, overseeing administrative tasks, and ensuring timely completion of projects.The ideal candidate will have proven...

Head of Client Administration - £45,000 + Bonus - GloucesterI’m working with a successful boutique independent financial advice firm who are looking for a Head of Client Administration to lead their dynamic client administration team. The business is in the midst of an exciting growth trajectory due to their continued success.We’re looking for...

Head of Client Administration - £45,000 + Bonus - GloucesterI’m working with a successful boutique independent financial advice firm who are looking for a Head of Client Administration to lead their dynamic client administration team. The business is in the midst of an exciting growth trajectory due to their continued success.We’re looking for...

Job OverviewWe are seeking a highly motivated and experienced professional to lead our client administration team at IDEX Consulting Ltd.The successful candidate will have a strong background in IFA administration, with a proven track record of managing teams and delivering results. They will be responsible for developing and implementing effective workflow...

Head of Client Administration OpportunityIDEX Consulting Ltd is seeking a highly skilled and experienced Head of Client Administration to join our dynamic team in Gloucester. This is an exciting opportunity to lead our administration team and contribute to the company's continued success.Job Description:Lead and manage the administration team, leveraging...

Career OpportunityWe are looking for a highly motivated Client Operations Manager to join our team in Gloucester.This is an excellent opportunity for individuals with IFA administration experience, particularly those who are looking to develop their leadership skills.As a Client Operations Manager, you will be responsible for:Leading the administration team...

MB Fitzgerald Recruitment are currently working with a successful firm of Independent Financial Advisers based in Gloucester who are looking to hire an experienced Senior Financial Planning Administrator. On offer is an excellent opportunity to join a growing firm of Financial Advisers. The company are willing to pay a competitive salary negotiable...

About UsIDEX Consulting Ltd is a boutique independent financial advice firm based in Gloucester.We are seeking a Head of Business Administration to join our team, leading our client administration operations and driving our business forward.This role is ideal for candidates with proven IFA administration experience, particularly those who have excelled as...

Job DescriptionWe are seeking an experienced Client Administration Manager to join our team at IDEX Consulting Ltd. The successful candidate will have a proven track record of leading and managing administration teams, with a strong background in IFA administration and excellent communication skills.Key Responsibilities:Maintain proficiency with back-office...

OverviewA boutique financial advice firm in Gloucester is seeking a Client Services Director to lead their dynamic client administration team. The business is experiencing an exciting growth trajectory, driven by continued success.Responsibilities:• Lead and manage the administration team, leveraging IFA administration experience.• Ensure exceptional...