Ifa Administrator

Responsibilities: - Handle incoming and outgoing correspondence - Assist in the preparation of presentations and documents - Manage filing systems, both electronic and physical - Provide administrative support to clients, directors and team members Qualifications: - Proven experience as an IFA administrator - Proficient in Microsoft Office Suite (Word,...

IFA administrator, Newcastle Hybrid Up to £32,000 Are you an experienced IFA administrator that is looking for a new challenge? If so, this exciting new opportunity might be just what you’re looking for. This role will be focused on providing support to the advisory team in their efforts to provide exceptional service to both existing and prospective new...

An exciting opportunity to join an established and respected Independent financial advisers based in Northallerton as an IFA administrator. This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established in 1904. The team is made up from highly qualified...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:IFA Administrator **Location**: Newcastle Upon Tyne **Benefits**: - 21 days holidays, - Health Care Plan - Group DIS - Pension Auto Enrolment - Office Based **Salary**: £25,000 Upwards **About the Company**: Our client were one of the first firms to achieve Chartered...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:IFA Administrator **Location**: Newcastle Upon Tyne **Benefits**: - 21 days holidays, - Health Care Plan - Group DIS - Pension Auto Enrolment - Office Based **Salary**: £25,000 Upwards **About the Company**: Our client were one of the first firms to achieve Chartered...

IFA Administration Newcastle Up to £35k This role is for you if you are an experienced Administrator that has worked in a Financial Advisory practice. You will benefit from joining a large team where you will receive support, exposure to an abundance of knowledge, access to a 'Learning and Development Programme’, and due to growth plans, there will be...

Accomplished administrator, ideally with experience gained within an IFA firm, or regulated environment - Outstanding verbal and written communication skills - Excellent telephone manner and ability to deliver an exceptional client-centric service - Superb attention to detail and able to deliver a high standard of work - Able to work independently and...

About Finlink LtdFinlink Ltd is a fast-growing and well-established Financial Services practice with a strong presence in the UK market. Our company is built on a culture of collaboration and support, providing our employees with opportunities to develop and grow within a thriving and successful business.Job SummaryWe are seeking an experienced IFA...

About Finlink LtdFinlink Ltd is a fast-growing and well-established Financial Services practice with a strong presence in the UK market. Our company is built on a culture of collaboration and support, providing our employees with opportunities to develop and grow within a thriving and successful business.Job SummaryWe are seeking an experienced IFA...

IFA Administration Newcastle under Lyme Up to £35k This role is for you if you are an experienced Administrator that has worked in a Financial Advisory practice. You will benefit from joining a large team where you will receive support, exposure to an abundance of knowledge, access to a 'Learning and Development Programme’, and due to growth plans, there...

IFA Administrator OpportunityIDEX Consulting is partnering with a leading Financial Advisory group to find a skilled IFA Administrator to support their team.Key Responsibilities:Collaborate with Financial Advisors to provide proactive support and ensure seamless client experiences.Manage diaries and arrange client meetings with precision.Liaise with...

IFA Administrator OpportunityIDEX Consulting is partnering with a leading Financial Advisory group to find a skilled IFA Administrator to support their team.Key Responsibilities:Collaborate with Financial Advisors to provide proactive support and ensure seamless client experiences.Manage diaries and arrange client meetings with precision.Liaise with...

Recruit UK are working on an excellent opportunity for a Financial Planning Administrator in Newcastle-Upon-Tyne to join a well-established Financial Advice firm. They offer expert financial planning and tailored wealth management services to individuals, families, and business owners. They provide personal services such as Investment Planning, Inheritance...

**Job Title: Client Administrator** **Industry: Financial Services** **Location: Newcastle-Upon-Tyne** **Salary: Up to £30,000** **Reference Number: 7588** **Job Description: IFA Administrator** Recruit UK are working on an excellent opportunity for a Client Administrator position in Newcastle-Upon-Tyne to join a leading Independent Financial Advice...

About the RoleWe are seeking an experienced Financial Planning Administrator to join our team at mbf. as an IFA Support Administrator. This is an exciting opportunity to work with a highly reputable Financial Planning organisation with offices across the UK.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with...

IFA Administrator OpportunityIDEX Consulting is working with a leading Financial Advisory group, demonstrating significant growth across the UK. This role has become available due to an internal progression of an existing team member.Key Responsibilities:Proactive Support - Work closely with Financial Advisors to offer support and ensure a smooth process for...

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.Duties include: Working closely with Financial Advisors to offer...

About the RoleWe are seeking an experienced IFA administrator to join our team in Newcastle. As a key member of our advisory team, you will provide exceptional support to our clients and help drive our business forward.Key ResponsibilitiesAssist the Client Service Team Manager in preparing client reports and meeting packsObtain information from third-party...

About the RoleWe are seeking an experienced IFA administrator to join our team in Newcastle. As a key member of our advisory team, you will provide exceptional support to our clients and help drive our business forward.Key ResponsibilitiesAssist the Client Service Team Manager in preparing client reports and meeting packsObtain information from third-party...

About the RoleWe are seeking an experienced IFA administrator to join our team in Newcastle. As a key member of our support team, you will play a vital role in providing exceptional service to our clients and supporting our advisory team in their efforts to deliver outstanding results.Key ResponsibilitiesAssist the Client Service Team Manager in preparing...