Ifa Administrator

Responsibilities: - Handle incoming and outgoing correspondence - Assist in the preparation of presentations and documents - Manage filing systems, both electronic and physical - Provide administrative support to clients, directors and team members Qualifications: - Proven experience as an IFA administrator - Proficient in Microsoft Office Suite (Word,...

**Sector**: Financial Services **Benefits**: - Mon-Fri 9-5 - 21 holidays (plus stats and off at Xmas, increases after 3 years) - DIS after qualifying period - Bonus - Study support plus exam reward **Role** A highly successful and well-established IFA Firm has an immediate requirement for an additional, experienced IFA Administrator, to join their...

An exciting opportunity to join an established and respected Independent financial advisers based in Northallerton as an IFA administrator. This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established in 1904. The team is made up from highly qualified...

Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under own initiative and prioritise work Strong and effective communicator A keen eye for detail Team player ...

Financial Planning Administrator Newcastle upon Tyne Salary - £24,000 - £30,000 plus bonus, pension, exam support, training, flexi-working I am looking to speak to individuals who have both experience and an interest in the financial services industry. My client are a Financial Planning organisation providing guidance to their clients around a variety...

Financial Administrator Location: This role involves working 1-on-1 with one of our advisors to provide comprehensive administrative support, handling tasks related to financial products, and maintaining accurate records. The ideal candidate will be a reliable team player with a strong background in IFA administration and a passion for financial...

**Role**: Our client is a small Chartered IFA business, who have a clear focus on delivering superb, quality service and are totally client centric. They have been recognised and nominated for various awards over the years and have enjoyed exceptional success. TheDirectors are very hands-on and have a genuine desire to develop their employees, with providing...

**This is a senior level opportunity for an experienced and personable Financial Advisor to join a leading UK IFA Practice in their Leeds office (Hybrid working).** **They are an entrepreneurial firm with an international reach who have put in place strategic growth plans across their Advisory team. The practice are using their already established brand,...

Trainee Paraplanner Full training and study support to obtain Diploma in Regulated Financial Planning provided, plus opportunity to move into a Financial Adviser role later down the line if this is of interest. A fantastic opportunity has arisen for a Trainee or Experienced Paraplanner to join a thriving firm of chartered financial planners who specialise in...