Ifa Administrator

An exciting opportunity for a financial planning administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments, and retirement planning for someone to join their new office. You will benefit from a hybrid office/ home working, £28,000 - £32,000, generous holiday allowance and benefits (pension, income...

One of IT Bods leading clients is a well-respected, client-focused Financial Planning organisation that values its team and supports professional growth. They are looking for a proactive, detail-oriented IFA Administrator to join the team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience....

One of IT Bods leading clients is a well-respected, client-focused Financial Planning organisation that values its team and supports professional growth.They are looking for a proactive, detail-oriented IFA Administrator to join the team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience....

Job Description: IFA Administrator Location: North West England, Merseyside, St Helens Salary: £28000 - £28000 per annum Job Duties: Assist Independent Financial Advisers (IFAs) in administrative tasks Prepare and process client documentation Handle client inquiries and provide exceptional customer service Maintain accurate and up-to-date...

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...

**IFA Administrator / Wealth Planning Administrator** **Based St Albans** **Salary £30,000 - £35,000 depending upon experience** **Are you an IFA Administrator who is now looking for your next move?** - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? - Would you like to...

**IFA Administrator / Wealth Planning Administrator** **Bury St Edmunds, Suffolk** **Salary up to £32,500 + bonus** - Are you an experienced IFA Administrator who’s looking for hybrid working?_ - Would you like to work for a company that offers exceptional benefits, including 30 days_ - holiday + bank holidays + an additional day for wellness and your...

**IFA Administrator / Wealth Planning Administrator** **Based St Albans** **Hours 9am-5pm - 25 x days holiday + BH** **Salary £25,000-£30,000** Are you an experienced IFA Administrator who wants to work for a boutique 'family feel'? IFA within a stable and supportive team? Is your salary now not reflecting your level of experience? *Do you feel...

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....

Our client, a respected Investment orientated IFA based in St Albans is looking for a talented Sales Support Administrator seeking a more flexible working arrangement to join their continually growing business and help develop their already highly respectedClient Support Team. Working with pensions, ISA’s, General Investment Accounts, Investment bonds and...

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,...

**Home/office working, study, Great Bonus structure, free parking** **Overview** My client, a growing independent firm of Financial Advisors are due to an increase in business are looking to strengthen their IFA Administration team. Acting as dedicated support to an experienced Financial Advisor you will have the opportunity to jointhis happy vibrant team...

**IFA Administrator / Trainee Paraplanner** **Based St Albans** **Salary £27,000 -£32,000 depending upon experience** **Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?** - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? - Are...

**Company - Details** - Company NameCountrywide Financial Solutions - Company Description - Address 19a Clifton St, Lytham Saint Annes Lancashire FY8 5EP United Kingdom **Contact - Details** - NameLouise Jackson - CompanyCountrywide Financial Solutions - Mobile Phone - Work Phone **Recent Notes** IRC is delighted to be recruiting an experienced IFA...

Client Support Administrator, St Albans. Salary up to £35,,000 (Dependent upon level of experience) Excellent benefits including a bonus and at least 2 days working from home This is an excellent and interesting opportunity to work for an IFA firm who have a client centred approach and are experienced in helping clients with complex needs. The purpose of...

**Career** If you are looking for a role where in 2 years time you could move to paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business. For self-motivated people, show us what you can do and we like to open opportunities to support your growth. Equally,...

Our client based in Bury St Edmunds is keen to recruit an additional Financial Planning Administrator to their team. This role will report to the Senior Financial Planning Administrator and involves working closely with the Financial Planning Advisers and Paraplanners in the team. The role involves (but is not limited to) - Dealing with Client enquiries,...

We are looking for an experienced Client & Adviser Support to join our St Asaph's, Wales Hub. **Career** Ideally, you will have experience working within an IFA / Financial Planning firm and hold strong administrative skills with PA support experience. Day to day tasks will include producing valuations, processing new business, supporting Financial...

One of IT Bods leading clients a leading Mortgage Adviser and IFA firm in St Helens, Merseyside. They are recruiting for an experienced Mortgage Administrator to join the existing team This is an exciting opportunity to join a small, well-established practice with a strong reputation, known for generating business through personal recommendations and...

One of IT Bods leading clients a leading Mortgage Adviser and IFA firm in St Helens, Merseyside. They are recruiting for an experienced Mortgage Administrator to join the existing team This is an exciting opportunity to join a small, well-established practice with a strong reputation, known for generating business through personal recommendations and...