Ifa Technical Administrator

We are currently working with a National Wealth Management organisation to recruit an additional IFA Administrator to join their Fareham office. Our client is a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide support to a...

We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Fareham office. Our client is offering a hybrid working model with 3 in the office and 2 from home, or vice versa. Our client is a highly reputable Financial Planning organisation with offices across the UK. Their...

_**Job Title: Senior IFA Administrator**_ - **Location: Portsmouth area**_ - **Salary: £28,000 - £32,000 DOE**_ **About the firm** Our client is a successful family run IFA firm based in the Portsmouth area who have an emphasis on their personal and transparent approach to their clients. They have been running for over 20 years and pride themselves in...

The opportunity for a Junior IFA Administrator to join a Financial Services Practice that provides a personal, independent, and bespoke wealth management service to high net worth clients. Our client is looking for someone to provide administration and support to the successful Financial Planners of the business. You will be trained and supported from day...

Dynamite Recruitment is seeking a financial planning administrator to join a Small and professional Financial Planning firm in Fareham. This role is to join the back-office administration team. Duties include: - Supporting advisers with various tasks - Preparation of Review Packs and reports - Arranging client appointments - Dealing with post - Answering...

Pinstripe Personnel is proud to partner with a reputable and award-winning firm that provides high-quality financial planning services to individuals and businesses across the UK. We are seeking a skilled and experienced Financial Adviser or IFA to join their team in Fareham, Dorchester, or Chiswick (London).The successful candidate will be responsible for...

My client, a well-established and very well-respected Financial Advice firm are seeking an experienced IFA Administrator, Financial Planning Administrator to join their team due to company expansion, following the business' continued success. The companyoffer a supportive and experienced team to work within, and opportunities for progression and career...

My client, a well-established and very well-respected Financial Advice firm are seeking an experienced IFA Administrator to join their team due to company expansion, following the business' continued success. The company offer a supportive and experiencedteam to work within, and opportunities for progression and career development, including exam support....

**Whole of market financial planning practice with a longterm client bank built of the back of teams exceptional, professional and caring services provided are recruiting within their close knit team based in Fareham.** - As the Client Services Administrator you have a extremely important role to ensure clients receive a 5* informative and efficient level of...

Brook Street are pleased to be working with a client based in central Fareham who seek a full time administrator to join their team. Working hours are Monday-Friday 9 _till_ 5 however the client can consider a 4 day working week. **Main Roles and Responsibilities** - The Administrator will have the responsibility of supporting the new client sales process....

Lawrence Clarke Ltd are offering a fantastic opportunity to join our successful IFA support team. We are looking to recruit an enthusiastic administrator who is able to support our team of advisers and technical administrators. Experience of the financial services industry would be fantastic. **About Lawrence Clarke Ltd** We are a leading independent...

**About The Role**: Are you great at attention to detail, reliable and willing to learn? Do you have an interest in the mechanical & electrical engineering industry and see yourself progressing in an administrative environment? Look no further than the Technical Services Administrator Apprentice position at J&B Hopkins. PETA Ltd are proud to be working with...

We are working with a national IFA firm that prides itself on simple holistic Financial Planning. They are looking to Recruit Diploma qualified Financial Advisers across the UK to take on an existing book of business and develop the portfolio. You will specialise in the delivery of independent financial advice and wealth management to individuals,...

We are working with a national IFA firm that prides itself on simple holistic Financial Planning. They are looking to Recruit Diploma qualified Financial Advisers across the UK to take on an existing book of business and develop the portfolio. You will specialise in the delivery of independent financial advice and wealth management to individuals,...

**Technical Administrator/Systems** **Fareham/Wickham** **£9.00ph** **Skills and Attributes**: - Data Entry - Systems knowledge - able to make admin changes within systems - Handle new systems and queries from different users within business - Provide training on systems where needed - Previous knowledge of working as a lead on new systems and confident...

Job Overview">We are seeking an experienced IFA Administrator to join our team at Artemis Recruitment Consultants Ltd.">The successful candidate will be responsible for assisting Financial Advisers in preparing recommendations and producing suitability reports, as well as maintaining client records and data gathering.Key Responsibilities">Collect and collate...

Independent Financial Adviser Fareham or Dorchester or Chiswick (W. London) Hybrid or Office Based OTE £80,000+ An award winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA.They have been trading for over 20 years and have an excellent reputation, providing holistic advice to a wide range personal and...

Independent Financial Adviser Fareham or Dorchester or Chiswick (W. London) Hybrid or Office Based OTE £80,000+ An award winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA.They have been trading for over 20 years and have an excellent reputation, providing holistic advice to a wide range personal and...

The Technical Support Administrator will report to the Operations Director. **Key Accountabilities** - Input of data into spreadsheets, databases, and other business systems - Keeping company database system up-to-date - Assisting Head of IT with creating/maintaining relevant documentation/how-to guides - Ensuring timescales are kept to within the Technical...

Independent Financial AdviserFareham or Dorchester or Chiswick (W. London)Hybrid or Office BasedOTE £80,000+An award winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA. They have been trading for over 20 years and have an excellent reputation, providing holistic advice to a wide range personal and...