Senior Ifa Administrator

Job Title: IFA Administrator Location: Gloucester **Salary**: £22,000 - £26,000 The Company: The opportunity to join a growing Financial Planning and Wealth Management company who’s focus is to put the client first and provide an excellent and seamless service. A well-established firm with an incredibly friendly working environment. They offer a...

You will have: Minimum of 12-18 months in an administrative role, ideally working in an IFA/Wealth management setting. Summary of the role: - Supporting the Client Services teaM/Financial advisors. Providing general administration, data processing, processing reports, preparing client reviews, processing withdrawals, chasing up providers. preparation for...

MB Fitzgerald Recruitment are currently working with a successful firm of Independent Financial Advisers based in Gloucester who are looking to hire an experienced Senior Financial Planning Administrator. On offer is an excellent opportunity to join a growing firm of Financial Advisers. The company are willing to pay a competitive salary negotiable...

IFA Administration Team LeadWe are looking for an experienced IFA administration professional to lead our client administration team. The successful candidate will have a strong background in IFA administration, ideally with experience as a Team Leader or Manager. This is an exciting opportunity for individuals seeking a new challenge within a small IFA...

Job Title£45,000 + Bonus in GloucesterWe are seeking a seasoned professional to drive the company's growth and success by leading our client administration team.The ideal candidate will have extensive experience in IFA administration, with a proven track record of managing teams and workflows. They should be proficient in back-office administration software...

Lead Administration Role: Head of Client ServicesIDEX Consulting Ltd is seeking an experienced Head of Client Services to lead our administration team in Gloucester. As a key member of our team, you will be responsible for managing the administration team, maintaining proficiency with back-office administration software and IT tools, and acting as a 'Client...

Job OverviewWe are seeking a seasoned Client Administration Manager to lead our dynamic team and drive exceptional client service. As a key member of our IFA administration team, you will be responsible for managing the day-to-day operations, overseeing administrative tasks, and ensuring timely completion of projects.The ideal candidate will have proven...

Our client with offices based in Tewkesbury & Cheltenham is currently looking to recruit a Financial Services Administrator on a permanent basis... To provide efficient, friendly, and professional administration support to both clients & IFAs. The Role: - Dealing with adhoc queries from Advisers/Clients/Providers - Tasks to be recorded and maintained via...

Job DescriptionWe are seeking a skilled Senior Client Services Director to lead our dynamic client administration team in Gloucester.This exciting opportunity has arisen due to the company's continued success and growth trajectory. As a key member of the leadership team, you will be responsible for managing the administration team, ensuring exceptional...

Job Description Head of Client Administration - £45,000 + Bonus - Gloucester I'm working with a successful boutique independent financial advice firm who are looking for a Head of Client Administration to lead their dynamic client administration team.The business is in the midst of an exciting growth trajectory due to their continued success.We're looking...

About UsIDEX Consulting Ltd is a boutique independent financial advice firm based in Gloucester.We are seeking a Head of Business Administration to join our team, leading our client administration operations and driving our business forward.This role is ideal for candidates with proven IFA administration experience, particularly those who have excelled as...

Job DescriptionWe are seeking an experienced Client Administration Manager to join our team at IDEX Consulting Ltd. The successful candidate will have a proven track record of leading and managing administration teams, with a strong background in IFA administration and excellent communication skills.Key Responsibilities:Maintain proficiency with back-office...

Client Services Leadership OpportunityWe are seeking a seasoned IFA administration professional to lead our dynamic client administration team. The ideal candidate will have a proven track record in administration management, preferably with experience as a Team Leader or Manager. This is an excellent opportunity for individuals looking to take on a new...

Head of Client Administration - £45,000 + Bonus - Gloucester I'm working with a successful boutique independent financial advice firm who are looking for a Head of Client Administration to lead their dynamic client administration team. The business is in the midst of an exciting growth trajectory due to their continued success. We're looking for candidates...

**We are working with a 100% privately-owned, long-established financial services company to offer a Employee Benefits Administrator role based in Gloucester.** Your purpose in this role is to provide administration support to the Group Pension & Risk Consultants, and will have the responsibility of complete support for the group pensions and insured...

We're seeking a seasoned IFA administration professional to lead our dynamic client administration team in Gloucester. As the new Head of Client Administration, you'll oversee the training, mentorship, and development of administration team members.The role involves managing workflow allocation, ensuring timely completion of administrative tasks across teams...

Head of Client Administration - £45,000 + Bonus - GloucesterI’m working with a successful boutique independent financial advice firm who are looking for a Head of Client Administration to lead their dynamic client administration team. The business is in the midst of an exciting growth trajectory due to their continued success.We’re looking for...

Head of Client Administration - £45,000 + Bonus - GloucesterI’m working with a successful boutique independent financial advice firm who are looking for a Head of Client Administration to lead their dynamic client administration team. The business is in the midst of an exciting growth trajectory due to their continued success.We’re looking for...

Head of Client Administration OpportunityIDEX Consulting Ltd is seeking a highly skilled and experienced Head of Client Administration to join our dynamic team in Gloucester. This is an exciting opportunity to lead our administration team and contribute to the company's continued success.Job Description:Lead and manage the administration team, leveraging...

Would you like to work for a leading provider of further education? Are you passionate about shaping the future of young people? Are you looking for an employer whose people are their greatest asset? If yes to the above, then Hooray may have the perfect role for you! My client, a provider of further education based across Gloucestershire, are looking for...