Ifa Administrator

4 weeks ago

Buckinghamshire, United Kingdom Search Consultancy Full time

IFA Administrator
Buckinghamshire
Competitive salary + market leading benefits package, bonus, flexible working
Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus.
- Have at least 1-2 years experience carrying out an administration/sales support role within a Financial Services Advice environment.
- Detailed and working knowledge of regulatory requirements.
- Experience and knowledge of investments, pension plans and other financial products.
- Strong IT skills; basic MS Office package.
- Excellent organisational and communication skills.
- Strong numeracy skills.
The main duties of this role include:
Liaising with clients, fund managers, solicitors and accountants daily.
New business processing

Preparing Valuations, Illustrations & Quotations

Completing FCA compliant transactions.
Obtaining information from fund managers.
Sending letters of authority.
Working closely with advisers.

  • IFA Administrator

    2 weeks ago

    Milton Keynes, Buckinghamshire, United Kingdom Bond Recruitment Ltd Full time

    IFA Administrator We are a friendly financial services firm 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, 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...

  • Administrator - Independent Financial Adviser (Ifa)

    4 weeks ago

    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...

  • Administrator - Independent Financial Adviser (Ifa)

    2 weeks ago

    Milton Keynes, Buckinghamshire, United Kingdom Bond Recruitment Ltd Full time

    We are a friendly financial services firm 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 Level 4 qualified. ...

  • Financial Planning Administrator

    2 weeks ago

    High Wycombe, Buckinghamshire, United Kingdom Financial Planning Firm Full time

    Job Title: Financial Planning Administrator Industry: Financial services Location: High Wycombe Salary: £30,000 (higher salary negotiable) Job Reference: 9025 Job Description: Recruit UK is working on an excellent opportunity for an experienced Financial Planning Administrator to join a friendly, boutique IFA firm near High Wycombe. This is an...

  • Pension Finance Administrator

    2 weeks ago

    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 standards Maintain and develop good business relationships with...

  • Customer Service Advisor/ Data Entry- Remote Working

    2 weeks ago

    Marlow, Buckinghamshire, United Kingdom atomos Full time

    We're a growing wealth management firm that believes in building the best client service in the business.For self-motivated people, show us what you can do and we like to open opportunities to support your growth. Equally, if you just like being excellent Client Support then that is also great. Located in Marlow you will be joining our Hub team, where no...

  • Pension Finance Administrator

    2 weeks ago

    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...

  • Home-based Financial Adviser

    4 weeks ago

    Gerrards Cross, Buckinghamshire, United Kingdom Clear IT Recruitment Full time

    My client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis. We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. IFA experienced in pensions and investments. • Proven track record - minimum 3 years• A...

  • Financial Adviser

    4 weeks ago

    Gerrards Cross, Buckinghamshire, United Kingdom Clear IT Recruitment Full time

    My client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis. The role We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. The successful candidate will be confident in their ability to create new...