Ifa Administrator

2 months ago


Bishop's Stortford, United Kingdom Peartree Wealth Management Ltd Full time

Responsibilities:

- Liaising with product providers, clients, and client representatives as and when required.
- Assisting advisers in the creation of client financial reports and letters.
- To produce accurate Annual Review Packs for Financial Advisers and process associated tasks.
- Assist Paraplanners with:

- Type letters and draft routine correspondence.
- General office administration including collecting, opening and distributing post

**Requirements**:

- Familiar with Word and Excel
- Familiar with Quilter and Transact platforms
- Good team player
- Good Written and Commination skills
- Highly Organised - ability to work from home with weekly team meetings at our office located near Bishops Stortford
- Previous IFA Administrator experience essential
- Able to exercise initiative
- Strong communication skills and ability to build rapport with clients
- A natural ability with numbers, with a basic understanding of Investments & Pensions.
- Must have good attention to detail when working with client files.

**Job Type**: Part-time

**Salary**: £12.00-£14.00 per hour

Expected hours: 18 per week

**Benefits**:

- Company pension
- Work from home

Ability to commute/relocate:

- Bishop's Stortford: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Bishop's Stortford

Reference ID: Part Time IFA Administrator


  • Ifa Administrator

    5 days ago


    Bishop's Stortford, United Kingdom RecruitAbility Ltd Full time

    **Job Title: IFA Administrator (Part time)** **Location: Bishop’s Stortford** **Salary: £14 per hour (depending on experience)** **Term: Permanent** **Hours: 3 days per week (school hours).** RecruitAbility is looking for an experienced IFA Administrator to join their small, but well established Financial Planning company. If you have IFA administrator...

  • Ifa Administrator

    2 months ago


    Bishop's Stortford, United Kingdom RecruitAbility Ltd Full time

    **Job Title: IFA Administrator (Part time)** **Location: Bishop’s Stortford (Hybrid)** **Salary: £12 - £14 per hour (depending on experience)** **Term: Permanent** **Hours: 3 days per week (school hours)** RecruitAbility is looking for an experienced IFA Administrator to join their small, but well established Financial Planning company. If you have IFA...


  • Bishop's Stortford, United Kingdom Kingswood Group Full time

    Kingswood Group are pleased to be assisting a successful and ambitious financial services firm with the recruitment of an IFA Administrator to be based in their Bishops Stortford office. With ideally a previous background working within a similar industry, the role will support an Independent Financial Advisor and a Senior Paraplanner. Duties will...


  • Bishop's Stortford, United Kingdom Brevere Group Full time

    Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment witha client centric approach? If the answer to these questions is yes, this could be the ideal role for...


  • Bishop's Stortford, United Kingdom Brevere Group Full time

    Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients. Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across...


  • Bishop's Stortford, United Kingdom Brevere Group Full time

    Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients. Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across...