Ifa Administrator
1 week ago
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 client meetings
Main responsibilities include
- General office duties
- Processing New business files
- Preparing Client review packs
- Data entry and Client Letters of Authority
- Processing of incoming post
- Observing data protection regulation at all times
- Keeping client records up to date by liaising with the relevant product providers
- Deal with clients face to face and over the phone
- Perform all aspects of the role with in a professional and efficient manner
Must be
- Computer literate
- Reliable and trustworthy
- Able to work under pressure
- Work to high levels of accuracy
- A team player
- Organised
- A good communicator
- Experience of working in a similar environment is preferable
Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit theKelly website and have a look into the Privacy Statement.
-
Ifa Administrator
1 week ago
Gloucester, United Kingdom Capio Recruitment Full timeJob 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...
-
Senior Ifa Administrator
6 days ago
Gloucester, United Kingdom mbf. Full timeWe are working with a fully independent Financial Planning practice to recruit a Senior IFA Administrator. The organisation are market leaders and the Financial Planning division is part of a much larger successful organisation. They are looking to recruit an experienced Administrator who can complement their existing team. The role will be working with the...
-
Head of Customer Administration Management
2 weeks ago
Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeIFA 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...
-
Client Administration Team Lead
3 weeks ago
Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeJob 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...
-
Client Administration Manager
7 days ago
Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeJob 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...
-
Financial Services Administrator
6 days ago
Gloucester, United Kingdom Halecroft Recruitment Full timeOur 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...
-
Head Of Client Services
4 weeks ago
Gloucester, United Kingdom Idex Consulting Ltd Full timeJob 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...
-
Head of Business Administration
3 weeks ago
Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeAbout 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...
-
Client Administration Manager
2 weeks ago
Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeJob 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...
-
Senior Administration Manager
3 weeks ago
Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeLead 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...
-
Director of Client Solutions
2 weeks ago
Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeClient 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...
-
Senior Ifa Administrator
3 days ago
Gloucester, United Kingdom mbf. Full timeMB 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...
-
Head Of Client Services
2 weeks ago
Gloucester, United Kingdom Idex Consulting Ltd Full timeHead 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...
-
Employee Benefits Administrator
6 days ago
Gloucester, United Kingdom Recruit UK Full time**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...
-
Director of Client Services
2 days ago
Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeWe'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 Services
1 month ago
Gloucester, United Kingdom IDEX Consulting Ltd Full timeHead 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 Services
2 weeks ago
Gloucester, United Kingdom IDEX Consulting Ltd Full timeHead 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 Management
3 weeks ago
Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeHead 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...
-
Director of Client Services and Support
3 weeks ago
Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeJob OverviewWe are seeking a highly motivated and experienced professional to lead our client administration team at IDEX Consulting Ltd.The successful candidate will have a strong background in IFA administration, with a proven track record of managing teams and delivering results. They will be responsible for developing and implementing effective workflow...
-
Ifa
1 week ago
Gloucester, United Kingdom MB Fitzgerald Full timeWe are currently working with a forward thinking Financial Planning business who are looking to continue their growth by adding an additional employed Financial Advisor to their team. The company are well established & successful, they have offices in the South West & London. Due to continued growth and increased business levels, they are now looking to...