Current jobs related to Ifa Administrator - Weybridge - Adsen Moore Financial Consulting

  • Administrator Assistant

    4 months ago

    Weybridge, United Kingdom Finsgate LLP Full time

    Join a dynamic but boutique IFA Group that is looking to expand. We are searching for an administration assistant. The role: - Telephone providers to chase for documentation - Preparing paperwork for advisors - General Admin duties The ideal candiate: - Willing to work under pressure - Eager to learn and progress through the company **Job Types**:...

  • Financial Planning Administrator

    3 months ago

    Weybridge, United Kingdom Idex Full time

    An opportunity has become available for a Financial Planning Administrator to join a growing IFA. **Your role will include but will not be limited to**: - Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner - Record annual review dates on the back office system and monitor regularly - Plan, book...

Ifa Administrator

4 months ago

Weybridge, United Kingdom Adsen Moore Financial Consulting Full time

An exciting opportunity to join a boutique IFA Group.

We offer:

- a great salary
- great career progression
- qualifications

You should:

- be able to take on responsibility and be willing to work hard to get the job done
- have administration experience of at least 2 years ideally in Financial Services

The Job:

- general admin duties - filing, pre filling paperwork etc
- telephone - chasing clients/providers for payments

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£28,000.00 per year

**Benefits**:

- Company events
- Company pension

Schedule:

- Monday to Friday
- Overtime

Supplemental pay types:

- Bonus scheme
- Performance bonus
- Yearly bonus

Work Location: Hybrid remote in Weybridge KT13 9DZ