Ifa Administrator

**Pensions and Investment Administrator / Wealth Planning Administrator** **Based West Bridgford** **Salary up to £30,000 depending upon experience** **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** Then we have the role for you **The role/company** Our Client is a well established fully...

Leading business in its sector - Recruiting for two fixed term contracts **About Our Client**: This leading and growing wealth management organisation provides financial advice to a wide variety of clients and is one the largest in the UK of its kind. Having won many awards recognised within the wealth management sector, the business prides itself and...

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. **Responsibilities**: - Assisting with preparing documents for the...

**Job Title: IFA Administrator** **Salary: £21,000 - £27,000** **Location: Nottingham** This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow with successful acquisitions and a strong reputation within the industry. They place an emphasis on client care and providing...

**Why join Nelsons?** Nelsons** **is one of the largest and fastest growing law firms in the East Midlands offering both legal and financial expertise in Nottingham, Derby and Leicester. We look to empower our clients, to give them a voice, helping them to make the right legal and financial decisions based on their own personal needs and objectives,...

**Key Duties and Responsibilities**: - Binding, scanning, printing and filing duties, as required - Basic letters and correspondence - Data entry of back office system (Full training to be given) - Maintaining and updating client records - Attending internal/external training courses and events where required - E-filing and saving documents onto the back...

Role Overview: We are seeking an experienced Financial Administrator to join our client, an award-winning Nottinghamshire based IFA, in a full-time position. The successful candidate will work from home on Mondays and Fridays, providing a great work-life balance.Key Responsibilities:Process authority letters and gather data about clients' investments,...

Are you ready to take your financial administrative career to new heights? Look no further, join my clients dynamic team, where innovation meets expertise, and embark on a journey of professional growth and success. **Responsibilities**: - Coordinate with Independent Financial Advisors to ensure smooth administrative operations - Manage client...

Financial Planning Administrator ** Nottingham ** £23,000-£30,000 Our Client is a well established Chartered Financial Planning Practice who are based in the Heart of Nottingham City Centre. An excellent opportunity is now available for an ambitious & talented Financial Planning Administrator to join their highly successful business. Our Client maintain...

Job Title: Senior IFA AdministratorSalary: NottinghamLocation: £24,000 - £28,000A reputable business with significant growth over recent years is seeking an experienced Wealth Management Administrator to join their team.With multiple offices across the UK, this firm offers a strong benefits package, including flexible working options, to support the growth...

**James Phillip are working with a local IFA brokerage looking for an Review Coordinator/Office Administrator** to join a friendly growing team in Nottingam. Part time role, three days a week office based. 9am - 5pm Within the role you will be responsible for setting up and ongoing coordination of administrative procedures to enable the office to run...

This is a hybrid working opportunity which will see you part office/part home based. **Key responsibilities** - To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcome - To build relationships with clients and maintain regular contact - Maintain back-office systems and client records in line with...

**Are you an experienced financial services administration professional, looking for a new role in a dynamic and supportive environment?** Due to continued success in providing fee-based advice to HNW clients, this successful IFA requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and...

Excellent opportunity for an experienced financial planner to join a unique practice. Employed position in a company that offer truly holistic financial advice to a large client base, they are now looking for an IFA as a 'farmer' to join their team to manage a client portfolio. No need to bring clients. No sales targets !! Just give great advice. As a long...