Ifa Administrator

4 weeks ago


Norwich, United Kingdom Reed Insurance Full time

REED Financial Services are working exclusively with a professional and successful Chartered IFA firm in Norwich, recruiting for the position of Support Administrator to join the team within the Financial Services Industry.

Permanent, full time or part time will be considered. Flexible working arrangements available.

Within the role you will provide administrative support to the directors and advisors with their day to day workload as they assist clients with financial requirements.

Key Responsibilities & Accountabilities
- General administration i.e. letters of authority, servicing of changes to clients details, obtaining state pension forecasts, drafting dictated letters
- Updating client records on Client Management System (IO) to ensure that appropriate client records are kept and are up to date at all times
- Making appointments for Financial Advisers
- Platform work i.e. fund switches
- Preparation and issue of Annual Review packs
- Perform other ad-hoc tasks as required
- Positively promote the company through interaction with clients and also with Professional Connections
- Effective team player - contributing positively at all meetings; identifying ways of moving the Company forward.

Package on offer
- Salary dependant on experience - upto £24,000
- Hybrid role - expected 3 days in the office / 2 days at home
- Home internet connection required
- Computer literacy
- 22 days holiday FTE (increasing to 25 days after 3 years service)
- Employer support for career progression through recognised CII exams
- Employer pension contribution
- Work for a Chartered Financial Planning Firm


  • IFA Administrator

    1 week ago


    Norwich, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title: IFA AdministratorLocation: Home-based IFA AdministratorBenefits:Competitive salary100% remote roleFull-time fixed hoursDeath in Service benefitHoliday entitlementExam supportPensionAccess to Smart HealthSalary: £13.80 per hour.Annually £25,116About the Company:We are seeking an experienced IFA Administrator to provide effective and efficient...

  • IFA Administrator

    1 week ago


    Norwich, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title: IFA AdministratorLocation: Home-based IFA AdministratorBenefits:Competitive salary100% remote roleFull-time fixed hoursDeath in Service benefitHoliday entitlementExam supportPensionAccess to Smart HealthSalary: £13.80 per hour.Annually £25,116About the Company:We are seeking an experienced IFA Administrator to provide effective and efficient...

  • IFA Administrator

    15 hours ago


    Norwich, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title: IFA Administrator Location: Norwich Salary: £26,000 to £28,000 depending on experience and qualifications Benefits: 25 days holiday, plus closed over Christmas Pension Parking available About the Company: We are recruiting an IFA Administrator to join a team of independent financial advisers based in Norwich, serving clients...

  • IFA Administrator

    15 hours ago


    Norwich, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title : IFA Administrator Location : Home-based Benefits : Competitive salary 100% remote role Full-time fixed hours Death in Service benefit Holiday entitlement Exam support Pension Access to Smart Health Salary : £13.80 per hour. Annually £25,116 About the Company : We are seeking an experienced IFA Administrator to...

  • IFA Administrator

    1 week ago


    Norwich, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title: IFA AdministratorLocation: Home-basedBenefits:Competitive salary100% remote roleFull-time fixed hoursDeath in Service benefitHoliday entitlementExam supportPensionAccess to Smart HealthSalary: £13.80 per hour.Annually £25,116About the Company:We are seeking an experienced IFA Administrator to provide effective and efficient remote administrative...

  • IFA Administrator

    7 days ago


    Norwich, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title: IFA AdministratorLocation: Home-basedBenefits:Competitive salary100% remote roleFull-time fixed hoursDeath in Service benefitHoliday entitlementExam supportPensionAccess to Smart HealthSalary: £13.80 per hour.Annually £25,116About the Company:We are seeking an experienced IFA Administrator to provide effective and efficient remote administrative...

  • IFA Administrator

    2 days ago


    Norwich, Norfolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time €26,000 - €28,000

    Job Title: IFA Administrator Location: Norwich Salary: £26,000 to £28,000 depending on experience and qualifications Benefits: 25 days holiday, plus closed over Christmas Pension Parking available About the Company: We are recruiting an IFA Administrator to join a team of independent financial advisers based in Norwich, serving clients across the...

  • IFA Administrator

    2 days ago


    Norwich, Norfolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time €26,000 - €28,000

    Job Title: IFA Administrator Location: Norwich Salary: £26,000 to £28,000 depending on experience and qualifications Benefits: 25 days holiday, plus closed over Christmas Pension Parking available About the Company: We are recruiting an IFA Administrator to join a team of independent financial advisers based in Norwich, serving clients across the...

  • IFA Administrator

    2 days ago


    Norwich, Norfolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time €25,116

    Job Title : IFA Administrator Location : Home-based Benefits : Competitive salary 100% remote role Full-time fixed hours Death in Service benefit Holiday entitlement Exam support Pension Access to Smart Health Salary : £13.80 per hour. Annually £25,116 About the Company : We are seeking an experienced IFA Administrator to provide...

  • IFA Administrator

    2 days ago


    Norwich, Norfolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time €25,116

    Job Title : IFA Administrator Location : Home-based Benefits : Competitive salary 100% remote role Full-time fixed hours Death in Service benefit Holiday entitlement Exam support Pension Access to Smart Health Salary : £13.80 per hour. Annually £25,116 About the Company : We are seeking an experienced IFA Administrator to provide...

  • IFA Administrator

    1 week ago


    Norwich, East Anglia, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title: IFA AdministratorLocation: Home-based IFA AdministratorBenefits:Competitive salary100% remote roleFull-time fixed hoursDeath in Service benefitHoliday entitlementExam supportPensionAccess to Smart HealthSalary: £13.80 per hour.Ensure all your application information is up to date and in order before applying for this opportunity.Annually...


  • Norwich, United Kingdom Heat Recruitment Full time

    IFA Administrator/Paraplanner - Norwich - up to £35,000 A highly-respected financial planning practice in Norwich are looking to grow their established support team by adding an IFA Administrator / Paraplanner. The role would be a hybrid administrative / technical position with a plethora of responsibilities. The incoming individual would not be expected to...


  • Norwich, United Kingdom Heat Recruitment Full time

    IFA Administrator/Paraplanner - Norwich - up to £35,000 A highly-respected financial planning practice in Norwich are looking to grow their established support team by adding an IFA Administrator / Paraplanner. The role would be a hybrid administrative / technical position with a plethora of responsibilities. The incoming individual would not be expected to...

  • IFA Administrator

    6 days ago


    Norwich, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title:IFA AdministratorLocation:NorwichSalary:£26,000 to £28,000 depending on experience and qualificationsBenefits:25 days holiday, plus closed over ChristmasPensionParking availableAbout the Company:We are recruiting an IFA Administrator to join a team of independent financial advisers based in Norwich, serving clients across the UK. Specialising in...

  • IFA Administrator

    7 days ago


    Norwich, East Anglia, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title: IFA AdministratorLocation: Home-basedBenefits:Competitive salary100% remote roleFull-time fixed hoursDeath in Service benefitHoliday entitlementExam supportPensionAccess to Smart HealthSalary: £13.80 per hour.Ensure all your application information is up to date and in order before applying for this opportunity.Annually £25,116About the...

  • Ifa Administrator

    3 weeks ago


    Norwich, Norfolk, United Kingdom Independent Resourcing Consultancy Full time

    IFA Administrator:Job Reference: 1457Date Posted: 26 June 2023 Recruiter: Independent Resourcing Consultancy Location: Norwich Salary: £18,000 to £26,000 Sector: Administration, Client Services Job Type: Permanent Contact: Jon Minns Telephone:IRC is proud to working with one of the UK's leading Independent Financial Planning firms. They currently have a...

  • IFA Administrator

    7 days ago


    Norwich, East Anglia, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title:IFA AdministratorIn order to make an application, simply read through the following job description and make sure to attach relevant documents.Location:NorwichSalary:£26,000 to £28,000 depending on experience and qualificationsBenefits:25 days holiday, plus closed over ChristmasPensionParking availableAbout the Company:We are recruiting an IFA...


  • Norwich, United Kingdom James Phillip Financial Recruitment Full time

    My client a successful IFA brokerage have a Financial Administrator role available in Norwich Will suit a current adminstrator or IFA sales support currently working in an IFA brokerage or wealth managment firm or even mortgage brokerage. General Duties: - Setting up and maintaining client files - Ensuring back office systems are kept up to date and...


  • Norwich, United Kingdom Heat Recruitment Full time

    Financial Planning Administrator - Norwich - Up to £35,000This is a fantastic opportunity for an experienced administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough. They specialise in providing high-quality personal advice on many aspects of wealth management and advise clients...


  • Norwich, United Kingdom Heat Recruitment Full time

    Financial Planning Administrator - Norwich - Up to £35,000This is a fantastic opportunity for an experienced administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough. They specialise in providing high-quality personal advice on many aspects of wealth management and advise clients...