Ifa Administrator

The Company: Highly ambitious, expanding IFA firm based in Harrogate looking to recruit an experienced IFA Administrator into their back-office team. A circa 20-adviser firm with growth plans afoot for 2024 and beyond. Location: Harrogate Working: Yes – 3-days office, 2 days WFH Package: £28-30k base DOE + 10% bonus and full company benefits 25...

Highly ambitious, expanding IFA firm based in Harrogate looking to recruit an experienced IFA Administrator into their back-office team. Working: Yes – 3-days office, 2 days WFH Package: £28-30k base DOE + 10% bonus and full company benefits ~25 days holiday plus stats, pension, 4xDIS on top of a full company benefits package ~ Bonus: The Role: ...

My client is a successful IFA business, providing both businesses and individuals with sound Independent Financial Advice across Investments, Pensions & Retirement Planning. Due to the significant growth over the past year, we require additional support within the Operations team, who generally provide Administrative support to the Financial Advisers of the...

Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investmentsTo be considered for an interview, please make sure your application is full in line with the job specs as found below. Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under...

Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments To be considered for an interview, please make sure your application is full in line with the job specs as found below. Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work...

Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments To be considered for an interview, please make sure your application is full in line with the job specs as found below. Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work...

Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under own initiative and prioritise work Strong and effective communicator A keen eye for detail Team player ...

My client is a Financial Advisory firm, providing Financial Advice to both businesses and individuals. We are seeking an IFA Administrator / Trainee Paraplanner. liaising with the Financial Advisers to obtain information to enable case completion writing suitability reports presenting cases to the Financial Advisers providing feedback on new business...

Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy retirement. Their branch is one of over 3,000 Global offices worldwide...

Mortgage Administrator - North Walsham We have a Mortgage Administrator job opportunity paying a salary of £22,250 - £24,500 plus performance bonus, which is working for a Financial Services Firm based in North Walsham, Norfolk You’ll be working within a team of 3 busy Mortgage Advisors/Directors. This Mortgage Administration role will involve: -...

My client, a successful and well-respected financial solutions business (IFA) is looking for an Employee Benefit Consultancy Support Associate to join their professional and experienced team based in Harrogate, North Yorkshire. As an Employee Benefit Consultancy Support Associate, you will have strong administrative experience with excellent MS Word, Excel...

**Estate Agency** **Property Administrator** Gilson Gray Property Services are part of Gilson Gray, a comprehensive law firm, offering expert legal, property and financial services advice. Our residential property team specialise in property sales, property management and conveyancing. We provide a refreshing, dynamic, straightforward, honest and...

My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary...

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As...

About us The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they...