Ifa Administrator
2 weeks ago
We have been asked to recruit an IFA Administrator for a company based in Northampton.
Day to day you’ll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews
Due to the nature of the role, you’ll need to have some experience within a similar role or perhaps a background in the banking sector.
Below is a small overview of what you’ll be doing
- Preparing Client Portfolio reviews
- Sourcing/generating provider Illustrations
- Drafting Suitability Letters
- Provider communication (verbal & written)
- Client communication (F2F, verbal & written)
- New Business (processing through to sign off)
- Updating and maintaining control logs
Even if you don’t have a CV, just get in touch and we can just have a conversation first.
-
Ifa Administrator
1 month ago
Northampton, United Kingdom Impact Recruitment Ltd Full time**IFA Administrator** **Northampton - NN4** **Permanent** **Monday to Friday - 37.5 hours flexi time** **Salary: £26,000 - £30,000** **Do you have previous experience of working within a professional IFA office?** **Do you take pride in your administration work and have exceptional attention to detail?** **If so, we would LOVE to hear from you...
-
IFA Administrator
4 weeks ago
Northampton, Northamptonshire, United Kingdom 360-Recruitment Full timeWe have been asked to recruit an IFA Administrator for a company based in Northampton. Day to day you'll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews You'll need to have a minimum of 3 years' experience working for an IFA (and ideally have achieved a Financial Services...
-
Experienced IFA Administrator
3 weeks ago
Northampton, United Kingdom Pertemps Northampton Full timeOur client, based in Northampton require an Experienced IFA Administrator to join their team. The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). You will be responsible for providing...
-
Ifa Sales Support/administrator
4 weeks ago
Northampton, United Kingdom James Phillip Financial Recruitment Full timeA leading Chartered IFA brokerage is currently seeking an experienced IFA support to join their busy and growing team. You will be working as part of a team supporting the Paraplanners and Chartered advisers. Excellent salary, benefits and career path on offer and fantastic company culture and atmosphere. **Salary**: £27,000.00-£33,000.00 per...
-
Experienced IFA Administrator
3 weeks ago
Northampton, United Kingdom Pertemps Northampton Full timeOur client, based in Northampton require an Experienced IFA Administrator to join their team.The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).You will be responsible for providing...
-
IFA Administrator
4 weeks ago
Northampton, United Kingdom 360-Recruitment Full timeWe have been asked to recruit an IFA Administrator for a company based in Northampton. Day to day you'll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews You'll need to have a minimum of 3 years' experience working for an IFA (and ideally have achieved a Financial Services...
-
IFA Administrator
3 weeks ago
Northampton, Northamptonshire, United Kingdom 360-Recruitment Full timeWe have been asked to recruit an IFA Administrator for a company based in Northampton. Day to day you'll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews You'll need to have a minimum of 3 years' experience working for an IFA (and ideally have achieved a Financial...
-
Experienced IFA Administrator
2 weeks ago
Northampton, Northamptonshire, United Kingdom Pertemps Northampton Full timeOur client, based in Northampton require an Experienced IFA Administrator to join their team. The ideal candidate will have a minimum of 3 years' experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). You will be responsible for providing...
-
IFA Administrator
3 weeks ago
Northampton, Northamptonshire, United Kingdom 360-Recruitment Full timeDay to day you'll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews You'll need to have a minimum of 3 years' experience working for an IFA (and ideally have achieved a Financial Services qualification (CII or equivalent). The company has onsite parking and a modern office, they...
-
Experienced IFA Administrator
2 weeks ago
Northampton, Northamptonshire, United Kingdom Pertemps Northampton Full timeOur client, based in Northampton require an Experienced IFA Administrator to join their team. The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). You will be responsible for providing...
-
IFA Administrator
2 weeks ago
Northampton, Northamptonshire, United Kingdom Pertemps Northampton Full timeThe ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). Updating client database (Intelliflo). Providing any other assistance the financial adviser may require in line with company...
-
Financial Planning Administration Supervisor
1 month ago
Northampton, Northamptonshire, United Kingdom MHA Caves Wealth Full timeEstablished in 1906, MHA Caves Wealth is a fully independent integrated financial advice, investment management, and stockbroking firm, and the wealth management division of MHA MacIntyre Hudson, one of the UK’s leading accountancy, tax, and business advice groups. We advise on pensions, investments (including onshore and offshore bonds, ISAs, and...
-
Financial Planning Administration Supervisor
3 weeks ago
Northampton, Northamptonshire, United Kingdom MHA Caves Wealth Full timeJob Description Established in 1906, MHA Caves Wealth is a fully independent integrated financial advice, investment management, and stockbroking firm, and the wealth management division of MHA MacIntyre Hudson, one of the UK’s leading accountancy, tax, and business advice groups. We advise on pensions, investments (including onshore and offshore bonds,...