Ifa Administrator

**IFA Administrator / Wealth Planning Administrator** **Bury St Edmunds, Suffolk** **Salary up to £32,500 + bonus** - Are you an experienced IFA Administrator who’s looking for hybrid working?_ - Would you like to work for a company that offers exceptional benefits, including 30 days_ - holiday + bank holidays + an additional day for wellness and your...

IFA Administrator - Based in Bury **About Our Client**: This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisers. This business have a great culture and really nurture...

This is an excellent opportunity to work within a highly successful and progressive company in Bury within a varied IFA Administration role. This position will involve working in collaboration with Financial Advisers, providing strong administrative supportincluding diary and appointment management as well as dealing with customers. You will ensure that you...

**The Role** Working within a busy team of Advisers you will be an essential part of the team. You will be working within an FCA-regulated environment to ensure the usual IFA administration functions are completed with accuracy and in good time, this includes agency changes, information gathering, new business processing, scanning and various...

**Plus bonuses, benefits and study support** This company takes the opinion that their IFA administrators that they hire today will be their company’s IFAs and Paraplanners of the future and as a result, they offer clear defined career paths in these areas, and will support your growth as you workand develop your experience and client facing skills within...

An exciting opportunity for a financial planning administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments, and retirement planning for someone to join their new office. You will benefit from a hybrid office/ home working, £28,000 - £32,000, generous holiday allowance and benefits (pension, income...

One of IT Bods leading clients is a well-respected, client-focused Financial Planning organisation that values its team and supports professional growth. They are looking for a proactive, detail-oriented IFA Administrator to join the team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience....

One of IT Bods leading clients is a well-respected, client-focused Financial Planning organisation that values its team and supports professional growth.They are looking for a proactive, detail-oriented IFA Administrator to join the team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience....

Job Description: IFA Administrator Location: North West England, Merseyside, St Helens Salary: £28000 - £28000 per annum Job Duties: Assist Independent Financial Advisers (IFAs) in administrative tasks Prepare and process client documentation Handle client inquiries and provide exceptional customer service Maintain accurate and up-to-date...

We are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners. **Responsibilities**: - Managing adviser's pipeline - Submitting new business - Chasing pipeline business - Letters of authority - Creating valuations - Booking in client reviews - Managing adviser's diary For further details...

This is an apprenticeship within an IFA environment that could be the start of a very successful career in financial advice or investment management. Anyone who is interested in taking their financial services career forward after completing A-Level or University would really benefit from this role. **Client Details** This client is a reputable and...

**Senior IFA Administrator** **Location: St Albans** **Salary: £20,000 - £30,000** 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 supportto sustain their...

IFA practice based in Bury require an additional administrator to complement their existing team. Duties include: Answering the telephone / greeting clients and preparing drinks Preparing and issuing valuations Issuing appointment letters Meeting preparation - valuations, risk profiling, fund research, preparing agendas etc Processing new business...

EXPERIENCED IFA ADMINISTRATOR LOCATION: BURY AREA SALARY AROUND 25,000 BENEFITS: Holidays: 25 days with additional tiering on length of service Pension Scheme: 3% Employer and 4% Employee contributions Death in Service: 4 x salary PHI Established in 2006, our client was the first North West firm to be awarded 'Chartered Status' and has since enjoyed...

**IFA Administrator / Wealth Planning Administrator** **Based St Albans** **Salary £30,000 - £35,000 depending upon experience** **Are you an IFA Administrator who is now looking for your next move?** - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? - Would you like to...

**IFA Administrator / Wealth Planning Administrator** **Based St Albans** **Hours 9am-5pm - 25 x days holiday + BH** **Salary £25,000-£30,000** Are you an experienced IFA Administrator who wants to work for a boutique 'family feel'? IFA within a stable and supportive team? Is your salary now not reflecting your level of experience? *Do you feel...

Provide “Pre Sales” administration support to Paraplanner/Advisers, including Preparation of Engagement Letters, provision of Letters of Authority/Change of Agency Letters, downloading of Fact Find for completion, Client Agreement, Obtaining Provider Application Forms, setting up File for new clients, obtain valuations of existing client policies,...

The opportunity for someone ambitions and driven to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone to provide administration and analytical support to the successful Financial Planners of the business....

Our client based in Bury St Edmunds is keen to recruit an additional Financial Planning Administrator to their team. This role will report to the Senior Financial Planning Administrator and involves working closely with the Financial Planning Advisers and Paraplanners in the team. The role involves (but is not limited to) - Dealing with Client enquiries,...

Our client, a respected Investment orientated IFA based in St Albans is looking for a talented Sales Support Administrator seeking a more flexible working arrangement to join their continually growing business and help develop their already highly respectedClient Support Team. Working with pensions, ISA’s, General Investment Accounts, Investment bonds and...