Senior Ifa Administrator

3 weeks ago


Market Harborough, United Kingdom CAPIO RECRUITMENT LIMITED Full time

**Job Title - Senior IFA Administrator/PA**

**Location - Market Harborough**

**Salary - £28,000 - £35,000 + Bonus**

**The Company**

Our client is a growing Financial Planning practice that offer a tailored approach to their clients with a real focus on making their clienteles money work for them. Working with both private individuals and corporate clients they have a strong technicalknowledge across the board of services.

The firm is growing at a rapid rate however this has not been detrimental to their quality of work having won awards to confirm their premium service. Working within modern offices, you will be at the forefront of the Wealth Management Industry alongsidethe professional team.

Due to the exponential growth, there are clear progression routes available with a pre-set structure, attractive benefits, and a welcoming team. Developing their staff into experienced individuals is at the core of their values so you can expect to be learningevery day.

**The Role**

You will be a key part of the business and their operations, providing administrative support to the directors whilst also carrying out diary management, client contact and also being a senior with the team.

Due to the broad range of services our client provides, you will be an integral part of the advice process by being a main a point of contact for clients and advisers, alongside this you can expect to be involved an extra duties such as event managementand office management.

**The Required Skills**
- Industry related qualifications are welcomed.
- Experience working within a Wealth Management/Financial Planning Firm
- Professional, ambitious, and capable of managing workload in a busy work environment
- Excellent communication skills

"INDDAN"


  • Ifa Administrator

    1 week ago


    Market Harborough, United Kingdom North Oak Recruitment Ltd Full time

    **IFA Administrator (job ref AL1203)** Client Delivery Lead - Market Harborough or West Midlands Salary to £26,000 pa (dep on exp) + benefits My client is an expanding, forward thinking Wealth Management Group with locations across the UK. They are now looking for an experienced IFA Administrator / Client Delivery Lead, to join their growing Financial...


  • Market Harborough, Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Looking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice? Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advice practice, presenting an excellent opportunity for professional growth if you...

  • Senior Administrator

    4 weeks ago


    Market Harborough, United Kingdom Wates Full time

    **The Vacancy** We have an exciting opportunity for a Senior Administrator to join our Construction Major Projects team on a high profile project in Leicestershire. Key Accountabilities will include: - Assists with preparation and issue of subcontract documentation, plant and material purchase orders, and consultant appointments to business standards...


  • Market Harborough, United Kingdom TGW Group Full time

    The Database Administrator will be responsible for assisting the Senior DBA with the creation, management and support of Oracle databases, manage backup schedules, provide support for on-going projects and implement security procedures and policies. Main Responsibilities Creation and maintenance of databases required across the business, this can include...


  • Market Harborough, Leicestershire, United Kingdom TGW Group Full time

    The Database Administrator will be responsible for assisting the Senior DBA with the creation, management and support of Oracle databases, manage backup schedules, provide support for on-going projects and implement security procedures and policies. Main Responsibilities Creation and maintenance of databases required across the business, this can include...

  • Senior Administrator

    1 month ago


    Needham Market, United Kingdom TIME Appointments Ltd Full time

    Time Appointments are delighted to have a fantastic opportunity as a Senior Administrator. If you are ready to take your career to the next level then read on. This role is in the quaint town of Needham Market with excellent train links and only a short commute from Ipswich, Stowmarket and Bury St Edmunds. Key Duties: - Handle incoming phone calls; answer...

  • Senior Administrator

    4 weeks ago


    Needham Market, United Kingdom Adecco Full time

    Position: Senior Administrator Location: Needham Market, Suffolk Position Type: Monday - Friday, 8am-4pm | Temporary, 6 months + Responsibilities: Manage incoming phone calls, address inquiries, and accurately record messages. Resolve queries with both suppliers and internal personnel. Aid in the organisation and documentation of all third-party...


  • Market Weighton, United Kingdom Elevation Recruitment Limited Full time

    Elevation Accountancy and Finance is thrilled to partner with an exceptional business in the Beverley area in their search for a Senior Payroll Administrator to join their team. In this role, we welcome candidates with payroll administration experience or bookkeeping skills, provided they thrive in a fast-paced environment and excel in managing their...


  • Market Weighton, United Kingdom Humber Teaching NHS Foundation Trust Full time

    An opportunity have arisen for well-organised, motivated and ambitious Senior Administrative Assistant to work in a forward-thinking organisation that is committed to high quality primary care - you will be ready to embrace and manage the changes, opportunities and challenges currently facing primary care.

  • Executive Assistant

    1 month ago


    Market Harborough, United Kingdom Ultimate Banking Full time

    **The Executive Assistant role**: Are you a strong organiser, administrator and business partner with experience of providing strategic support at senior executive level? If you are a highly organised problem solver, with the ability to work with a high level of autonomy, discretion and initiative, then this could be the ideal opportunity for you. Market...


  • Market Harborough, United Kingdom Iconiq Innovation Full time

    _**The Role**:_ The _**main purposes**_ of this role are: - To undertake finance support responsibilities to a high quality. - To undertake administrative tasks to a high quality. - Providing day to day support across the business. - To support the administrative and financial activities within UK, Irish and Spanish offices. The _**main responsibilities...

  • Senior Administrator

    4 weeks ago


    Market Drayton, United Kingdom Shropshire Community Health NHS Trust Full time

    Job summary We have a bank opportunity available to provide administration support to our dedicated team at Stoke Heath Prison. The role will provide a full range of administration services within a busy prison healthcare administration department. You will be required to support the collection and analysis of performance data to support the prison...


  • Market Weighton, East Yorkshire, United Kingdom Elevation Recruitment Limited Full time

    Elevation Accountancy and Finance is thrilled to partner with an exceptional business in the Beverley area in their search for a Senior Payroll Administrator to join their team. In this role, we welcome candidates with payroll administration experience or bookkeeping skills, provided they thrive in a fast-paced environment and excel in managing their...


  • Market Harborough, Leicestershire, United Kingdom Wallace Hind Selection LTD Full time €65,000 - €75,000

    We are a team of dedicated finance professionals; We are currently looking for a Finance Controller to be based at our Northamptonshire head office. 23 Days Holiday + Stats Pension Flexible Working Arrangements Available Financial Controller - Financial Services This is a new and exciting role, and due to growth, we have restructured...

  • Medical Secretary

    4 days ago


    Market Rasen, United Kingdom EJ Connect Limited Full time

    EJ Connect are a specialist Recruitment Agency, providing Permanent and Temporary staffing solutions to GP Surgeries for all Non-Clinical roles. Our Mission is to connect great organisations with even greater people. **Medical Secretary** - **Lincoln**: - **Part Time - 15 hours**: - **Flexible between Monday - Friday**: - **Permanent**: - **£21,500...


  • Market Drayton, United Kingdom HM Prison & Probation Service Full time

    **Details**: **Reference number**: - 255603**Salary**: - £24,067 - £25,342**Job grade**: - Administrative Officer- HMPPS Band 3**Contract type**: - Permanent**Type of role**: - Administration / Corporate Support**Working pattern**: - Flexible working, Full-time, Job share, Part-time**Number of jobs available**: - 1Contents Location About the...

  • Tax Assistant

    1 month ago


    Market Drayton, United Kingdom Unternehmensgruppe Theo Müller Full time

    Müller has been a loved brand in the UK for over 30 years. It’s a household name - and it continues to grow as we invest to make and market an ever-great range of fantastic dairy products. We are currently the 8th most chosen FMCG brand, picked from supermarket shelves over 208 million times each year. Müller pride ourselves on offering support to help...

  • Spo/homd

    1 month ago


    Market Drayton, United Kingdom Ministry of Justice Full time

    **SPO/HOMD - HMYOI Stoke Heath - 76214** **£37,909 - £42,251** **Market Drayton**: **Please Note: Applicants must hold a Probation Officer qualification for this role.** **Overview of the job** This is a management role within the National Probation Service (NPS). The Senior Probation Officer supports the Head of Operational Function to provide...


  • Market Rasen, United Kingdom Grimsby Institute Apprenticeships Full time

    **Working week** Shift pattern tbc - Operating hours Mon-Fri 8am-6.30pm Total hours per week: 30 **What will the apprentice be doing?** The duties and responsibilities to be undertaken by members of the practice team may include any or all of the items in the following list. Duties may be varied from time to time under the direction of the senior...

  • Customs Controller

    24 hours ago


    Market Drayton, United Kingdom Müller Full time

    Müller UK & Ireland is wholly owned by Unternehmensgruppe Theo Müller which employs over 31,000 people throughout Europe. In the UK, Müller develops, manufactures and markets a wide range of branded and private label dairy products made with milk from 1,300 farmers in Britain.Müller is ranked within the top 20 in The Grocer’s Top 100 list of...