Ifa Administrator

As a Pension & Investment Administration Administrator, you will play a key role in overseeing day-to-day client administration. Your responsibilities include efficiently handling pension schemes, maintaining high standards of work, and resolving complex issues. You'll collaborate with clients, internal departments, and third-party companies, ensuring...

IFA Administrator A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Administration team. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business in...

Are you ready to embark on an exciting journey with a thriving National Wealth Management firm? Here's your chance to be a part of a growing company as a Financial Planning Administrator that offers exceptional financial advice to a mix of HNW individuals and families across the West Midlands. With a warm and supportive approach that leads to an outstanding...

Are you looking for a challenging and rewarding career opportunity in a dynamic wealth management firm? We are seeking an IFA Administrator to join our team and contribute to our mission of delivering exceptional client service.In this role, you will be responsible for managing client records, maintaining accurate data on our CRM system, and handling all...

IFA Operations Coordinator OpportunityOrtus Psr is looking for an experienced IFA Operations Coordinator to join its team. This role involves providing critical support to our financial advisors, ensuring smooth processing of financial transactions and maintaining accurate client records. With a competitive salary of £25,000 - £30,000, this position offers...

We are recruiting for an Administrative Support Specialist - IFA to work in our National Financial Planning practice based in Henley-on-Thames.Salary: £40,000 - £50,000 per annumJob Overview:The successful candidate will support our Financial Planners in providing high-quality advice to clients.Key Accountabilities:Client meeting preparation and...

IFA Administrator Opportunity at Ortus PsrElevate your career in a detail-oriented role supporting financial advisors in delivering exceptional client service.We are seeking a skilled IFA administrator to join our team and contribute to the success of our wealth management firm.The successful candidate will enjoy ongoing professional development and...

We are currently recruiting for a National Financial Planning practice who are looking for a Senior IFA Administrator in their Henley-on-Thames office. Job Purpose The Senior Administrator will provide high quality administrative support to our Financial Planners to enable them to provide an outstanding service to their clients. Principal...

Ortus Psr is a leading wealth management firm seeking an experienced IFA Administrator to join our team. In this role, you'll provide essential support to our financial advisers, ensuring seamless delivery of client services. Your responsibilities will include managing client records, maintaining accurate data on our CRM system, and handling all related...

A Chartered Financial Planning firm is seeking an experienced Executive Assistant to join their team to support an Adviser. You will be working within a team that prioritises Teamwork, Passion, Ambition, Community, and Honesty to guide their approach to work and their clients. We are looking for an experienced IFA Administrator who is looking for a new...

Ortus Psr is seeking an experienced Financial Services Administrator to join its team. As a key member of the wealth management department, you will provide essential support to our financial advisers, ensuring smooth processing of financial transactions and maintaining accurate client records. With a competitive salary of £25,000 - £30,000, this role...

Elevate Your Career with Ortus Psr's Administrative OpportunitiesAbout Our ValuesAt Ortus Psr, we value our employees and strive to create a supportive and friendly work environment. We believe in investing in our people and offering ongoing professional development opportunities.Your Job OverviewAs an IFA Administrator, you'll be integral to the client...

Unlock Your Career Potential with Ortus PsrAbout UsAt Ortus Psr, we're committed to delivering exceptional client service and supporting our financial advisors in their roles. As an IFA Administrator, you'll play a crucial part in this process.Your RoleYou'll be responsible for managing client records, maintaining accurate data on our CRM system, and...

_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...

Elevate Your Career with Ortus PsrWe are seeking a highly skilled Wealth Management Assistant to join our team at Ortus Psr. This dynamic role involves providing critical support to our financial advisors, ensuring seamless communication with clients and internal stakeholders. With a competitive salary of £25,000 - £30,000, this position offers excellent...

Independent Financial Adviser | Employed or Self-Employed | Aztec West, Bristol | Full-Time or Part-Time | Salary depends on experience and level of existing client retention Are you a passionate, experienced Financial Adviser ready to take your career to the next level?Our client is a directly authorised, family-run IFA firm based in Aztec West, Bristol,...

Company Overview:Recruit UK is working with a leading Chartered financial planning practice in Burnham-on-Sea to find an experienced administrator who can progress their career. The company specialises in investment and pension advice, with an expanding client base.Job Summary:We are seeking a skilled Administrator to provide administrative support to...

Establish a fulfilling career as a Financial Planning Administrator with AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms.We are seeking a dedicated and customer-focused individual to join our team as a Desk-Based IFA. As a key member of our team, you will play a crucial role in delivering exceptional...

Job Description: Recruit UK are working on an excellent opportunity for someone who's been working in Financial Advice administration support roles to progress their career. Based in Burnham-on-Sea, an Independent Financial Planning practice is looking to hire an experienced Administrator to join them, provide administrative support and progress towards...