Ifa Administrator

3 weeks ago

Doncaster, United Kingdom CAPIO RECRUITMENT LIMITED Full time

Capio recruitment are working with an Independent Financial Planning firm who are looking for an IFA Administrator to join their team in Doncaster. The firm has over 20 years of experience and offer an holistic approach to financial planning. Supportingtheir clients with their Pensions, investments, tax planning and wealth management to help reach their clients objections. The firm is looking for someone who has a keen interest in Financial Planning and will be looking to grow and progress within the company.

As an IFA Administrator you will be joining their expanding team providing administration work to the Financial Advisers and Paraplanners. With duties including processing of new business, producing valuations, preparing client investment packs, chasingclient letters of authority and day to day communication with clients.

Our client had experienced an impressive year and are looking to grow and expand their business. They are looking to invest in someone who will grow and develop with the business.

What our client will offer you:
Competitive salary

Progressive company with a social and supportive office environment

Attractive benefits package

Dynamic workplace with key development and experience

Hybrid working approach

Required experience:
Experience within a professional services firm

Understanding of back-office systems such as Intelligent Office

Ambitious individual looking to start their financial planning career

Excellent communication skills

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment

  • IFA Administrator

    1 month ago

    Doncaster, United Kingdom Lime People Search & Select Ltd Full time

    My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning. We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their...

  • IFA Administrator

    1 month ago

    Doncaster, United Kingdom Lime People Search & Select Ltd Full time

    My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning.We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their...

  • IFA Administrator

    2 days ago

    Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000

    IFA Administrator, Salary up to £27,000 (Experience dependant) Doncaster based Hybrid working 25 Days Holiday Death in service, Private medical Exam support and funding Free on-site parking We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family orientated working environment. The role will involve providing...

  • IFA Administrator

    2 days ago

    Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000

    IFA Administrator, Salary up to £27,000 (Experience dependant) Doncaster based Hybrid working 25 Days Holiday Death in service, Private medical Exam support and funding Free on-site parking We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family orientated working environment. The role will involve providing...

  • IFA Administrator

    2 days ago

    Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000

    IFA Administrator, Salary up to £27,000 (Experience dependant) Doncaster based Hybrid working 25 Days Holiday Death in service, Private medical Exam support and funding Free on-site parking We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family orientated working environment. The role will involve providing...

  • IFA Administrator

    2 days ago

    Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000

    IFA Administrator, Salary up to £27,000 (Experience dependant) Doncaster based Hybrid working 25 Days Holiday Death in service, Private medical Exam support and funding Free on-site parking We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family orientated working environment. The role will involve providing...

  • IFA Administrator

    1 month ago

    Doncaster, South Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

    My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning. We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their...

  • IFA Administrator

    7 days ago

    Doncaster, South Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

    My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning. We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their...

  • IFA Administrator

    1 month ago

    Doncaster, South Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

    My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning. We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their...

  • IFA Administrator

    7 days ago

    Doncaster, South Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

    My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning. We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their...

  • Ifa Administrator

    1 week ago

    Doncaster, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Doncaster £20000 - £28000 22/05/2023 NJR13617 DESCRIPTION FINANCIAL ADVISER ADMINISTRATOR LOCATION: DONCASTER NJR Recruitment are delighted to be working in partnership with a leading Financial Planning Firm based on the outskirts of Doncaster. Their mission is to be recognised as one of the UK's...

  • Ifa Administrator

    1 week ago

    Doncaster, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Doncaster £20000 - £28000 24/04/2023 NJR13617 DESCRIPTION FINANCIAL ADVISER ADMINISTRATOR LOCATION: DONCASTER NJR Recruitment are delighted to be working in partnership with a leading Financial Planning Firm based on the outskirts of Doncaster. Their mission is to be recognised as one of the UK's...

  • Ifa Administrator

    1 day ago

    Doncaster, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Doncaster £20000 - £24000 08/03/2023 NJR13617 DESCRIPTION FINANCIAL ADVISER ADMINISTRATOR LOCATION: DONCASTER SALARY: UP TO 24,000 NJR Recruitment are working in Partnership with a leading Financial Planning Firm. Their mission is to be recognised as one of the UK's leading and most trusted Private...

  • Sales Executive

    15 hours ago

    Doncaster, United Kingdom Harron Homes Full time

    We now have fantastic opportunities for Experienced Sales Executives to join our growning sales teams both full and part time across Doncaster, Nottingham and Huddersfield areas. Harron Homes is a Private Limited Company first incorporated in 1993, which builds premium residential properties in the private sector – from houses targeted at first-time buyers...

  • Sales Executive

    6 hours ago

    Doncaster, United Kingdom Harron Homes Full time

    We now have fantastic opportunities for Experienced Sales Executives to join our growning sales teams both full and part time across Doncaster, Nottingham and Huddersfield areas.Harron Homes is a Private Limited Company first incorporated in 1993, which builds premium residential properties in the private sector – from houses targeted at first-time buyers...

  • Office Manager

    1 month ago

    Doncaster, South Yorkshire, United Kingdom Lime Search & Select Ltd Full time

    My client is a Financial Advisory firm providing 1st class Financial Solutions and Financial Planning to both individuals and businesses in the South Yorkshire areas and are part of a larger firm dealing in other areas of Financial Services. We are currently seeking an experienced Office Manager / Paraplanner to oversee a multi-functional team dealing with...

  • Real Estate Agent

    4 weeks ago

    Doncaster, United Kingdom Granton Associates Full time

    **Purpose of the role** You will ensure that an excellent level of customer service is delivered to all purchasers. You will be responsible for achieving New Homes Sales, in line with achieving/exceeding set targets whilst ensuring company standard procedures are followed, maximising revenues wherever possible, and positively contributing to the company’s...

  • Office Manager

    2 weeks ago

    Doncaster, South Yorkshire, United Kingdom Lime Search & Select Ltd Full time

    My client is a Financial Advisory firm providing 1st class Financial Solutions and Financial Planning to both individuals and businesses in the South Yorkshire areas and are part of a larger firm dealing in other areas of Financial Services. We are currently seeking an experienced Office Manager / Paraplanner to oversee a multi-functional team dealing with...

  • Executive Sales Manager

    1 hour ago

    Doncaster, South Yorkshire, United Kingdom Harron Homes Full time

    We now have fantastic opportunities for Experienced Sales Executives to join our growning sales teams both full and part time across Doncaster, Nottingham and Huddersfield areas. Harron Homes is a Private Limited Company first incorporated in 1993, which builds premium residential properties in the private sector - from houses targeted at first-time buyers...

  • Sales Executive

    1 hour ago

    Doncaster, South Yorkshire, United Kingdom Harron Homes Full time

    We now have fantastic opportunities for Experienced Sales Executives to join our growning sales teams both full and part time across Doncaster, Nottingham and Huddersfield areas. Harron Homes is a Private Limited Company first incorporated in 1993, which builds premium residential properties in the private sector – from houses targeted at first-time buyers...