Ifa Administrator

**IFA Administrator** **Location: Surrey** **Salary: £20,000 - £30,000** 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 Administrative Support RoleWe are seeking a highly organized and detail-oriented individual to provide administrative support to our IFA team in Godalming. As an administrative assistant, you will assist our advisers with various administrative tasks, including preparing meeting packs, creating post annual reviews, and ensuring compliance checks are done...

My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion. Job highlights - Business has been in operation for over 2 decades across wealth and mortgage matters - Supporting...

Are you an experienced IFA Administrator with an extensive background in private client wealth management supporting Advisers on clients’ financial affairs? My client, based in Godalming have been operating for over 20 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City...

**Seeking an Ambitious Investment Administrator/IFA Administrator/Junior Paraplanner to take on a role with IFA firm in Investment Support - Sit on Investment Committee - Up to £55k basic salary and full training** My client, are a very well established Independent Financial Advisor (IFA) based in Godalming (Surrey) who have been operating for over 20...

We are looking for a highly skilled Financial Services Administrator to join our team. As a Financial Services Administrator, you will be responsible for providing technical support to clients and stakeholders regarding their pensions. The ideal candidate will have a minimum of 12 months Pensions Administration experience, within DC/ DB/ SIPPs, or at least...

FINANCIAL SERVICES ADMINISTRATION OPPORTUNITYHalmer Recruit's award-winning client within the financial sector is currently recruiting for a skilled Pensions Administrator to join their team in Godalming. This exciting opportunity is suitable for candidates with a minimum of 12 months experience in Pensions Administration, particularly in DC/DB/SIPPs or at...

Pension Administration Role OverviewWe are seeking an experienced Pensions Administrator to join our team at Halmer Recruit. As a key member of the team, you will be responsible for providing technical administration support regarding clients' pensions, including those of High Net Worth individuals.The ideal candidate will have a minimum of 12 months'...

My client is a well - established specialist pensions provider and administrator who are looking for an experienced Pensions Administrator to join their team. You will be joining a reputable organisation that has experienced great company growth and havea built a fantastic working culture. This role will be fully office based and will be a great role for an...

**Seeking an Ambitious IFA Administrator/Junior Paraplanner - take on a role with IFA firm in Investment Support - Sit on Investment Committee - Up to £55k basic salary and full training** My client, are a very well established Independent Financial Advisor (IFA) based in Godalming (Surrey) who have been operating for over 20 years with a full suite of...

**Investment Administrator** **Location: Surrey** **Salary: £25,000 - £32,000** This is a brilliant opportunity to join one of the UK’s top Financial Planning firms. You will be responsible for the timely and accurate placement of client’s investment instructions onto platforms in accordance with the team’s processes and internal policiesand other...

About the Role:We are currently looking for an experienced Retirement Benefits Administrator to join our team in Godalming. As part of our pension administration team, you will oversee all stages of customers' pension schemes, providing essential reports, illustrations, and client support.Key Responsibilities:Collaborate with the new business and technical...

Pension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs. Place of work: Godalming offices. Salary: 27k-35k depending on experience Benefits include: 25 days...

Job SummaryWe are seeking a highly skilled Pension Administration Manager to join our team in Godalming. This is an exciting opportunity for someone with experience in pension administration to oversee all stages of customers' pension schemes and provide essential reports, illustrations, and client support.About the RoleIn this role, you will be responsible...

feed-shared-update-v2_description feed-shared-inline-show-more-text--mínimal-padding feed-shared-inline-show-more-text--expanded " tabindex="-1" data-artdeco-is-focused="true"> Financial Planning Administrator - IFA Firm - £25k - £32k - Godalming (Surrey) Are you a Financial Administrator working within a financial planning or advice practice? Are you...

Key ResponsibilitiesLiaise with new business department and technical teams to ensure accurate and complete application informationMaintain and record client data and transactions, opening and operating client assetsCorrespond with clients, IFAs, and Investment Managers to deliver exceptional serviceProcess benefit crystallisation events, calculations, and...

Pension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs.Place of work: Godalming offices. Salary: 27k-35k depending on experienceBenefits include: 25 days holiday (3...

Job Description Pension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs. Place of work: Godalming offices. Salary: 27k-35k depending on experience Benefits...

Pension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs.Place of work: Godalming offices. Salary: 27k-35k depending on experienceBenefits include: 25 days holiday (3...

Pension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs.Place of work: Godalming offices. Salary: 27k-35k depending on experienceBenefits include: 25 days holiday (3...