Senior Ifa Administrator

Financial Services Career Accelerator: IFA Administrator with Adviser PathwayAre you experienced in Financial Services and eager to advance your career while making a meaningful difference in a growing practice? This is the perfect opportunity for you!The RoleWe’ve partnered with a highly established IFA practice that is set for rapid growth and seeking a...

**Are you an IFA Administrator?** - Do you feel like you would like a larger company with better benefits where you have the scope to develop your career? - Are you working in a smaller company where you feel like to can’t develop any further? - Do you feel that you would like to have the option to progress into a paraplanning role in the future, however...

My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. We urgently are seeking a IFA Administrator to join an existing team...

My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014.We urgently are seeking a IFA Administrator to join an existing team...

My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. We urgently are seeking a IFA Administrator to join an existing team...

**Pensions and Investment Administrator / Wealth Planning Administrator** **Based West Bridgford** **Salary up to £30,000 depending upon experience** **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** Then we have the role for you **The role/company** Our Client is a well established fully...

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. **Responsibilities**: - Assisting with preparing documents for the...

Why join Nelsons? Nelsons is one of the largest and fastest growing law firms in the East Midlands with experts in Leicester, Derby and Nottingham. We look to empower our clients, to give them a voice, helping them to make the right financial decisions based on their own personal needs and objectives, steering them through any complex financial issues they...

**Job Title: IFA Administrator** **Salary: £21,000 - £27,000** **Location: Nottingham** This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow with successful acquisitions and a strong reputation within the industry. They place an emphasis on client care and providing...

**Why join Nelsons?** Nelsons** **is one of the largest and fastest growing law firms in the East Midlands offering both legal and financial expertise in Nottingham, Derby and Leicester. We look to empower our clients, to give them a voice, helping them to make the right legal and financial decisions based on their own personal needs and objectives,...

Senior IFA Administrator OpportunityWe are working with a reputable Financial Planning firm in Nottingham, seeking a skilled Senior IFA Administrator to join their team.The company provides reliable financial advice to HNW clients, demonstrating their success in the financial services industry.The ideal candidate will liaise with third-party providers,...

Senior IFA Administrator OpportunityWe are working with a reputable Financial Planning firm in Nottingham, seeking a skilled Senior IFA Administrator to join their team.The company provides reliable financial advice to HNW clients, demonstrating their success in the financial services industry.The ideal candidate will liaise with third-party providers,...

Senior IFA Administrator RoleWe are working with a reputable Financial Planning firm in Nottingham, seeking a skilled Senior IFA Administrator to join their team.The company prides itself on delivering high-quality financial advice to HNW clients, demonstrating their success in the financial services industry.The ideal candidate will have experience in...

Senior IFA Administrator RoleWe are working with a reputable Financial Planning firm in Nottingham, seeking a skilled Senior IFA Administrator to join their team.The company prides itself on delivering high-quality financial advice to HNW clients, demonstrating their success in the financial services industry.The ideal candidate will have experience in...

**Key Duties and Responsibilities**: - Binding, scanning, printing and filing duties, as required - Basic letters and correspondence - Data entry of back office system (Full training to be given) - Maintaining and updating client records - Attending internal/external training courses and events where required - E-filing and saving documents onto the back...

Role Overview: We are seeking an experienced Financial Administrator to join our client, an award-winning Nottinghamshire based IFA, in a full-time position. The successful candidate will work from home on Mondays and Fridays, providing a great work-life balance.Key Responsibilities:Process authority letters and gather data about clients' investments,...

Job Title: Senior IFA AdministratorSalary: NottinghamLocation: £24,000 - £28,000A reputable business with significant growth over recent years is seeking an experienced Wealth Management Administrator to join their team.With multiple offices across the UK, this firm offers a strong benefits package, including flexible working options, to support the growth...

Capio Recruitment is working with a highly respected financial planning firm to find an experienced IFA Administrator to join their team in Nottingham. The firm is known for its commitment to providing exceptional service to high-net-worth individuals and their employees. As an IFA Administrator, you will be responsible for providing administrative support...

Are you ready to take your financial administrative career to new heights? Look no further, join my clients dynamic team, where innovation meets expertise, and embark on a journey of professional growth and success. **Responsibilities**: - Coordinate with Independent Financial Advisors to ensure smooth administrative operations - Manage client...

Financial Planning Administrator ** Nottingham ** £23,000-£30,000 Our Client is a well established Chartered Financial Planning Practice who are based in the Heart of Nottingham City Centre. An excellent opportunity is now available for an ambitious & talented Financial Planning Administrator to join their highly successful business. Our Client maintain...