Ifa Administrator

**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...

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...

**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...

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....

Client Support Administrator, St Albans. Salary up to £35,,000 (Dependent upon level of experience) Excellent benefits including a bonus and at least 2 days working from home This is an excellent and interesting opportunity to work for an IFA firm who have a client centred approach and are experienced in helping clients with complex needs. The purpose of...

**Wealth Management Administrator** **Location**:St Albans, Hertfordshire **Salary**:Highly Competitive with excellent benefits and bonus **Hours**: Full time, hybrid working option You will be joining a motivated and friendly team that manage the work generated by the Advisors in this highly successful St. James’s Place Partner Practice. This is an...

Blakemore Recruitment is proud to present an exceptional opportunity for a seasoned administrator to join a reputable Financial Planning practice based in St. Albans. This role plays a pivotal part in the Financial Planning process, requiring a skilled and diligent individual who can handle client queries and general tasks with ease.Responsibilities:Carrying...

We are currently recruiting for a highly regarded Financial Planning practice based in St. Albans who are looking for an experienced administrator to join their team. Must have previous experience working for a Financial Adviser. This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable...

Job Description:As a Financial Paraplanner at Artemis Recruitment Consultants Ltd, you will be working closely with the Financial Adviser and the Administration team to support the growth of our dynamic IFA business.Key Responsibilities:Assist in establishing new client relationships by providing exceptional service and support.Evaluate clients' financial...

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,...

Job DescriptionWe are seeking a skilled Financial Paraplanner to join our dynamic IFA business.About the Role:Collaborate closely with our Financial Adviser and Administration team to deliver exceptional client experiences.Analyze clients' financial circumstances and prepare detailed financial statements, providing valuable insights to inform their...

An accomplished administrator is sought by a respected Financial Planning practice based in St. Albans to fill a vital role in their organization. The ideal candidate will possess a strong work ethic, be proficient in Microsoft Office, and exhibit excellent communication skills when interacting with clients, providers, and colleagues.Key...

We are currently recruiting for a highly regarded Financial Planning practice based in St. Albans, seeking an experienced administrator to join their team. This key role is essential in the Financial Planning process and requires a confident and professional individual who is comfortable dealing with client queries and general assistance.Key Requirements and...

About the Role:We are seeking an experienced Financial Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a key member of our administration team, you will work closely with our Financial Advisers to provide exceptional support to our clients.Key Responsibilities:Evaluate clients' financial situations and develop tailored financial...

One of IT Bods leading clients a leading Mortgage Adviser and IFA firm in St Helens, Merseyside. They are recruiting for an experienced Mortgage Administrator to join the existing team This is an exciting opportunity to join a small, well-established practice with a strong reputation, known for generating business through personal recommendations and...

Our client is looking for an experienced Paraplanner to join their growing business in St Albans. You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic,forward thinking IFA business. **Key Responsibilities**: - Preparing and maintaining the client file. -...

About the JobWe are seeking a skilled and experienced Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanner, you will work closely with Financial Advisers and the Administration team in a dynamic IFA business.Job Description:Support Financial Advisers in establishing strong client relationships by providing valuable insights...