Ifa Administrator

1 month ago


Milton Keynes, United Kingdom Ortus PSR Full time

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 supportto sustain their Chartered status.

**Responsibilities**:

- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and third parties, to obtain any information that may be needed

**Skills**:

- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired


  • IFA Administrator

    1 month ago


    Milton Keynes, Buckinghamshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    IFA Administrator IRC is working with a friendly financial services firm who is seeking an experienced IFA Administrator to join our team. This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as £1000 added to your salary for every exam...

  • Ifa Administrator

    4 weeks ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 24/02/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000-28,000 Early finish every Friday, Exam support and funding +Progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    1 month ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Milton Keynes £24000 - £28000 15/04/2024 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their...

  • Ifa Administrator

    1 month ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 27/11/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    1 month ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 29/11/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    1 month ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Milton Keynes £24000 - £28000 20/03/2024 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their...

  • Ifa Administrator

    1 month ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 19/04/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000-28,000 Early finish every Friday, Exam support and funding +Progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    4 weeks ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Milton Keynes £24000 - £28000 23/02/2024 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their...

  • Ifa Administrator

    4 weeks ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Milton Keynes £24000 - £28000 26/01/2024 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their...

  • Ifa Administrator

    1 month ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    IFA Administrator Milton Keynes £23,0000-£28,000 Early finish every Friday, Exam support and funding +Progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing growth is seeking a Financial Planning Administrator to join their team. **Responsibilities**: "Create Files, Create...


  • Milton Keynes, United Kingdom Coast Specialist Recruitment Full time

    A great new opportunity have arisen for IFA Support Administrator to join an exciting Private Client Practice ( on a full time basis). **Essential** - Previous experience in an adviser support role within an IFA firm - Previous experience of processing business on wrap platforms - Strong interpersonal skills and the ability to interact directly with clients...


  • Milton Keynes, Buckinghamshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    IRC is working with a friendly financial services firm who is seeking an experienced IFA Administrator to join our team. This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as £1000 added to your salary for every exam you pass to becoming...

  • IFA Administrator

    4 weeks ago


    Milton Keynes, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator. Key Responsibilities:- New business processing Deal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctly Involvement in pension transfer work and...

  • Administrator

    4 weeks ago


    Milton Keynes, United Kingdom Carlton Mays Full time

    IFA Administrator | Milton Keynes | c £18K - £23K Neg / DOE Due to an internal promotion, we are seeking an experienced Administrator to join our client at their office in Milton Keynes. A background in Financial Services is desirable but not essential. You will be supporting the Fiancial Advisers to provide the best advice and service. **Duties...

  • Ifa Administrator

    1 month ago


    Milton Keynes, United Kingdom Nelson Scott LLP Full time

    Key Responsibilities: - New business processing (Pensions, Investments, Protection) - Deal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctly - Ability to process pension transfer and drawdown requests, fund switches - Deal with adviser queries - Data input onto client database and...


  • Milton Keynes, United Kingdom Coast Specialist Recruitment Full time

    A great new opportunity have arisen for Administrator team leader to join an exciting Practice ( on a full time basis). Key Responsibilities: - Daily management of workload - Process new business - Manage resources within the team and ask for help when required from other team leaders/managers - Manage accuracy and efficiency levels within the team -...


  • Milton Keynes, United Kingdom E-Fab Recruitment Full time

    Key Responsibilities The role holder will work as part of the Pensions team and fulfil a specific role which will be task oriented, carrying out clearly defined activities. • Ensure clients receive regular and effective communication which is professional and delivered to the highest standards • Maintain and develop good business relationships with...


  • Milton Keynes, United Kingdom E-Fab Recruitment Full time

    Key ResponsibilitiesThe role holder will work as part of the Pensions team and fulfil a specific role which will be task oriented, carrying out clearly defined activities.• Ensure clients receive regular and effective communication which is professional and delivered to the highest standards• Maintain and develop good business relationships with internal...


  • Milton Keynes, Buckinghamshire, United Kingdom E-Fab Recruitment Full time

    Key Responsibilities The role holder will work as part of the Pensions team and fulfil a specific role which will be task oriented, carrying out clearly defined activities. Ensure clients receive regular and effective communication which is professional and delivered to the highest standardsMaintain and develop good business relationships with internal and...