Ifa Administrator

IFA Administrator Based: St Albans, Hertfordshire Salary: £35,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients...

We are currently recruiting for a highly regarded Financial Planning practice based in St. Albans who are looking for an IFA administrator to join their team. Must have previous experience working for a Financial Planning practice. This is a key role in the Financial Planning process and they require a confident and professional individual who is...

We are currently looking for an IFA Administrator to join our clients, an established Financial Planning firm in the Bury St Edmunds area. My clients are recognised as one of the largest independent regional advisers. For over 30 years, their specialistteams have supported clients in the construction of sound financial plans for their families or their...

**Job Title**: IFA Administrator **Location**: Bury St Edmunds **Salary**: £25,000 to £35,000 **The Position** We are currently working on a new IFA Administrator position with a Financial Planning firm to be based in from their boutique office based in Bury St Edmunds. Our client is forward thinking with a fun, hardworking office culture built around...

We are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners. **Responsibilities**: - Managing adviser's pipeline - Submitting new business - Chasing pipeline business - Letters of authority - Creating valuations - Booking in client reviews - Managing adviser's diary For further details...

The opportunity for someone ambitions and driven to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone to provide administration and analytical support to the successful Financial Planners of the business....

My clients are a successful wealth management firm, who are looking to add to its growing team of Paraplanners. The successful IFA Paraplanner provides the highest level of support to the Principal Partner at all times, whilst maintaining professional, accurateand compliant records. Support in advising clients on financial strategies, plans and products,...

**Senior IFA Administrator - Up to £40k - West London** My client are a whole of market advice firm outside Gerrards Cross comprising of 2 advisers and a full team of support staff who manage over £700m of clients assets with 1000 clients. They offer whole of market advice to HNW families, retirees and workingage professionals. The business is busier than...

**Wealth Management Administrator** **Location**:St Albans, Hertfordshire **Salary**:Highly Competitive with excellent benefits and bonus **Hours**: Full time, hybrid working option You will be joining a motivated and friendly team that manage the work generated by the Advisors in this highly successful St. James’s Place Partner Practice. This is an...

We are currently recruiting for a highly regarded Financial Planning practice based in St. Albans who are looking for an experienced administrator to join their team. Must have previous experience working for a Financial Adviser. This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable...

A fast growing national IFA are currently seeking to recruit a Paraplanner to join their Financial Planning division based out of St Albans. You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As a Junior Paraplanner you will work closely with a Senior Paraplanner...

We are currently seeking a Diploma qualified candidate to operate within this highly successful IFA Practice . The role will involve supporting the Financial Planners within the business to effectively and efficiently carry out all designated assignments. This role will be based in St Albans. Herts Main Responsibilities include: Ensuring all client...

Are you an organised and efficient Financial Administrator with experience in dealing with Pensions and Investments. Our clients are currently looking to expand their team and can offer career progression and the opportunity to join an expanding business.   Our clients are an independent practice with vast experience in Financial advice. They have an...

An established, friendly and profitable financial advisory practice based in the St Albans area is current seeking to recruit a Planner work closely along side one the companies most Senior Financial planners. This is a key role in the Financial Planningprocess and will require a confident and professional individual who is used to dealing with HNW...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: St. Edmunds **Benefits**: Completive Salary, pension, Life Insurance, Cash Plan, Study Support, Fantastic Holiday Allowance. **Salary**: £25k ~ £35k Depending on experience. **About the Company**: Our Clients are...

**Are you looking to further your wealth management administration career, with a company offering flexible working, great benefits and as a business really care for their staff’s wellbeing.** Due to continued success in providing advice to HNW clients, this successful wealth management practice requires a professional and proactive Administrator to...

A reputable, established IFA is seeking a Trainee Adviser to join their thriving team. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism andfriendliness has a big part to play in their success. This is a fantastic chance to join a firm that can...

We are currently recruiting for a Financial Planning practice in St Albans who specilaise in Biblical advise. They are currently looking to recruit a Paraplanner to join their team. Responsibilities; Planner Support Work collaboratively with the Planner as part of the financial planning process to provide a high quality service to clients and thris parties....

Type of Position: Client Administrator Pay: £25k - £30k Client Administrator - St Asaph Our client is looking for a Client Administrator to join their team, working at their St Asaph office on a hybrid basis. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and...

Type of Position: Client Administrator Team Leader - St Asaph Pay: £30k - £40k Our client is looking for a Client Administrator Team Leader to join their team. You will be line-managing a team of Wealth Client Administrators in a way that supports delivery of service excellence at all times. As the Team Leader, providing crucial support to our Financial...