Ifa Administrator

Job Title: IFA Administrator Salary: Depending On Experience Location: Exeter The Company: Our client is a financial advisory firm that provide a truly holistic approach to their clients. They specialise in investments, pensions, employee benefits, tax planning and long-term care. They are small firm with a friendly office that prioritize loyalty and...

**Job Title - IFA Administrator** **Location - Exeter** **Salary - £20,000 - £25,000** Capio Recruitment is working with a multiprofessional firm on an exciting opportunity for an IFA Administrator to join a practice in Exeter. They have an excellent level of knowledge in services such as retirement planning, estate planning and investmentmanagement....

Are you an experienced IFA Administrator looking to take the next step in your career? Mbf are working with a successful Financial Planning organisation in Exeter who are seeking to recruit an IFA Administration Team Leader/Supervisor. The business is well established and have grown considerably over the past few years. They are now seeking to recruit an...

A fantastic opportunity to join a well established Financial Planning firm based in Exeter as an IFA Administrator. Due to a period of growth our client is looking for a bright and motivated person who can join their existing client service team. The role willinvolve collaborating with Financial Planners and other colleagues to service existing client...

**Job Title - Senior IFA Administrator** **Location - Exeter** **Salary - £27,000 - £32,000** Capio Recruitment is working with a growing independent financial planning firm on an exciting opportunity for an Senior IFA Administrator to join a practice in Exeter. The firm prides themselves on providing a high-quality service with a priority of...

**IFA Administrator** Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to - Assistance with...

**IFA Administrator** Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to** - Assistance with...

**Salary £25k-£30k DOE | Excellent Benefits Package** **Are you looking for an exciting opportunity where you can develop your skills as a Financial Services Administrator?** Our client, a forward-thinking and dynamic Wealth Management Firm based in Exeter is seeking a **Financial Services Administration Team Leader** to join their Administration...

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. **The Opportunity** During a period of growth, our client is looking for someone to provide high-quality technical administration and analytical support to...

Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to - Assistance with onboarding new advisers -...

**FINANCIAL SERVICES ADMINISTRATOR / EXETER - PERMANENT OPPORTUNITY** **Location**: Science Park, EX5 **Assignment**: Permanent contract **Hours**: Monday to Friday 08:45am - 17:30pm **Pay**: £20,000 - £28,000 per annum, dependent on experience Flexible working (working from home up to 2 days per week) is available for this role once deemed fully...

**Competitive Salary | Hybrid Working | Excellent Benefits** Our client, a well-established Chartered Independent Financial Planning firm is seeking a **Financial Services Administrator** to join their team based in Exeter. This position is primarily office based; however, you will have the opportunity to work two days from home. This role may also be...

MB Fitzgerald are working with a national Financial Planning organisation who are looking to recruit a Financial Services Administrator to join their friendly team in Exeter. The organisation is very well known in the industry, they have offices across theUK are a true market leader. Due to continued growth & expansion they now have the requirement for an...

**Job Title: Paraplanner Location: Exeter Hours of work: 36.5 hours, 5 days per week (Flexible hours working is available) **Salary**: £30,000 - £40,000** **Key Responsibilities**: - Support the Financial Planning team to meet business targets. - Research clients' financial arrangements, analyse investment and client data. - Construct financial planning...

I am pleased to be representing a well known IFA/ Investment firm in Exeter which due to growth and demands have a brand new opportunity and seek an Investment Assistant to join their team. In return a competitive salary can be offer and a range of company benefits and bonus potential. Plushybrid working of 3 days office and 2 days home working...

Do you wish to progress your career as an Independent Financial Advisor? Are you level 4 qualified but your company is not letting you progress? We have a great opportunity to join a growing team across the Southwest as an Independent Financial Advisor on a self-employed basis with uncapped payment opportunities. We will provide training in all areas to...

We are currently looking for a Client Liaison to join our Financial Planning team based in Exeter. In other organisations this role may be referred to as; IFA Administrator, Client Executive, Coordinator or Assistant. However, while experience within the Financial Planning industry is desirable it's not essential and we are more interested in transferrable...