Ifa Administrator

4 weeks ago

Chelmsford, United Kingdom E C Financial Services Limited Full time

**Who we are**
- **E C Financial Services Limited **are the financial planning arm of **Edmund Carr LLP Accountants** a leading Essex based firm established for over 70 years.
- We are a small but well supported and effective business of approximately 600 clients and assets under advice of approximately £155m.
- We have a culture where every member of the team is valued, and we work together to ensure our clients receive the best possible service and planning outcomes.
- We have plans to grow the business in a safe and sustainable way over the years ahead, hence the firm now wish for a new Administrator to join its established team.

**Core Duties and Responsibilities**:

- Maintaining accurate and up-to-date records of client data, transactions, and correspondence on the CRM system.
- Preparing client review reports, valuations, and illustrations using various software tools and platforms.
- Assisting with compliance and regulatory requirements, such as anti-money laundering checks, suitability reports, and risk assessments.
- Supporting the advisers with research, analysis, and product comparisons as required.

**Team Support/Communication**:

- It is important to work together with all the staff for the company’s development and objectives.
- To carry out all reasonable requests of tasks required by the Management Team in an efficient and courteous manner.

**Key Skills & Requirements**:

- Basic understanding of the Financial Planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Attention to detail
- Accuracy with data management and input
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Ability to work independently and in a team
- IT skills - fully competent with Microsoft Outlook, Word, and Excel

**Education, Qualifications and Training**:

- Financial Planning qualifications are not essential but aspirational
- The Company will cover the cost of exams/training for individuals that wish to complete their exams - internal progression available and encouraged.

**Personal Skills**:

- **Communication**: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels.
- **Team working**: Ability to contribute as part of a team, and deal with individuals at all levels within the business.
- **Relationships**: skills that promote open and constructive relations with colleagues and clients.

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Private medical insurance

Schedule:

- Monday to Friday
- No weekends

**Experience**:

- Financial planning: 2 years (required)

Work authorisation:

- United Kingdom (required)

Ability to Commute:

- Chelmsford (required)

Work Location: In person

  • Ifa Administrator

    2 weeks ago

    Chelmsford, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title**: IFA Administrator **Location**: Chelmsford **Salary**: £20,000 to £30,000 **The Position** We are currently working on a new IFA Administrator position with a Financial Planning firm to be based in from their boutique office based in Chelmsford. Our client is forward thinking with a fun, hardworking office culture built around...

  • IFA Administrator

    7 days ago

    Chelmsford, United Kingdom Ortus PSR Full time

    Part time, 1 year Maternity Contract - for an IFA Administrator in Chelmsford, East England Our client, a well-established boutique IFA (Independent Financial Advice) company, is seeking a IFA Administrator to join their team for a years Maternity Leave contract, part time role, with possible opportunity to go permanent at end. This is an excellent...

  • IFA Administrator

    5 days ago

    Chelmsford, United Kingdom Ortus PSR Full time

    Part time, 1 year Maternity Contract - for an IFA Administrator in Chelmsford, East England Our client, a well-established boutique IFA (Independent Financial Advice) company, is seeking a IFA Administrator to join their team for a years Maternity Leave contract, part time role, with possible opportunity to go permanent at end. This is an excellent ...

  • IFA Administrator

    3 weeks ago

    Chelmsford, United Kingdom Finlink Ltd Full time

    IFA Administrator Up to £30,000 Office based role This role is best suited to those with IFA Administration experience who are looking to join a supportive and expanding team. The company are offering a salary of up to £30,000 dependant on experience with discretionary bonus and exam support. Within the role there is progression potential to assist with...

  • Ifa Administrator

    3 weeks ago

    Chelmsford, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Chelmsford, Essex** **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 birthday...

  • IFA Administrator

    4 weeks ago

    Chelmsford, Essex, United Kingdom Finlink Ltd Full time €30,000

    IFA Administrator Up to £30,000 Office based role This role is best suited to those with IFA Administration experience who are looking to join a supportive and expanding team. The company are offering a salary of up to £30,000 dependant on experience with discretionary bonus and exam support. Within the role there is progression potential to assist with...

  • IFA Administrator

    1 week ago

    Chelmsford, Essex, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in Chelmsford who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. Duties:Process business submissions within our service level agreement (SLA); recording all new business where necessary (e.g. Intelligent Office,...

  • Trainee IFA Administrator

    7 days ago

    Chelmsford, Essex, United Kingdom Coast Specialist Recruitment Full time

    The role is based in South Woodham Ferrers with a highly respected IFA Wealth Manager.Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their...

  • Senior Ifa Administrator

    3 weeks ago

    Chelmsford, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: Senior IFA Administrator** **Salary: £26,000 - £32,000** **Location: Chelmsford** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including...

  • IFA Admin

    1 week ago

    Chelmsford, Essex, United Kingdom Finlink Ltd Full time £30,000

    Office based roleThis role is best suited to those with IFA Administration experience who are looking to join a supportive and expanding team. The company are offering a salary of up to £30,000 dependant on experience with discretionary bonus and exam support. The business is a well-established Financial Services firm who have been in operation for over 10...

  • Ifa Administrator

    3 weeks ago

    Chelmsford, United Kingdom PB Recruitment Consultants Full time

    **A leading, highly reputable, and successful multi-office Independent Financial Planning Firm currently requires an experienced and qualified Hybrid Wealth Client Executive, an IFA Administrator to join its friendly team, on a hybrid basis in either, Chelmsford, Cheltenham, or Bath** **This is a **_HYBRID_** role, with and extremely comprehensive benefits...

  • Administrator - Independent Financial Adviser (Ifa)

    4 weeks ago

    Chelmsford, Essex, United Kingdom Finlink Ltd Full time €30,000

    Office based role This role is best suited to those with IFA Administration experience who are looking to join a supportive and expanding team. The company are offering a salary of up to £30,000 dependant on experience with discretionary bonus and exam support. The business is a well-established Financial Services firm who have been in operation for over 10...

  • Trainee IFA Admin

    7 days ago

    Chelmsford, United Kingdom Coast Specialist Recruitment Full time

    The role is based in South Woodham Ferrers with a highly respected IFA Wealth Manager. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their...

  • Entry Level Administrator

    3 weeks ago

    Chelmsford, United Kingdom Recruit UK Full time

    **Job Title**: Entry Level Financial Administrator **Industry**:Financial Services **Location**:Chelmsford **Salary**:Up to £22,000 **Job Ref**:8663 Administrator Looking to kickstart your career? Recruit UK are working with a wealth management firm in Essex who are looking to bring on an Administrator. If you are looking for a long-term career in...

  • Entry Level Administrator

    3 weeks ago

    Chelmsford, United Kingdom Recruit UK Full time

    **Job Title**: Entry Level Financial Administrator **Industry**:Financial Services **Location**:Chelmsford **Salary**:Up to £22,000 **Job Ref**:8663 Administrator Looking to kickstart your career? Recruit UK are working with a wealth management firm in Essex who are looking to bring on an Administrator. If you are looking for a long-term career in...

  • Administrator to Financial Advisor

    1 week ago

    Chelmsford, Essex, United Kingdom CleverHR Full time £24,000 - £27,000

    £ £27000 plus discretionary bonus / hybrid working Hybrid Working We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them Overview To provide administration support to the paraplanners and Financial Planner(s) in the delivery of service to their...

  • Administrator to Financial Advisor

    7 days ago

    Chelmsford, Essex, United Kingdom CleverHR Full time

    Hybrid Working We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them Overview ~ To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients Key Responsibilities Assist with...

  • Administrator - Wealth Management Firm

    2 weeks ago

    Chelmsford, Essex, United Kingdom Robinson Financial Careers Full time

    A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Chelmsford. The Role Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and...

  • Administrator - Wealth Management Firm

    2 weeks ago

    Chelmsford, United Kingdom Robinson Financial Careers Full time

    A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Chelmsford. The Role Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and...

  • Sales Support

    2 months ago

    Chelmsford, United Kingdom Reed Insurance Full time

    We are working exclusively with a client based in Chelmsford, they are looking for an experienced sales support administrator to join the back office team Established with over 50 year of experience they provide services to HNW clients, offering pension and investment advice. They are offering a hybrid working model, salary £27,000.00-£29,000.00 plus...