![Capio Recruitment](https://media.trabajo.org/img/noimg.jpg)
Trainee Ifa Administrator
3 weeks ago
**Position: Trainee IFA Administrator**
**Location: Alton**
**Salary: Flexible, dependent on experience and skills**
Are you looking to embark on an exciting career in the financial services industry? Do you have a keen interest in helping clients achieve their financial aspirations while working with a highly reputable and multi-award winning Chartered Independent Financial Advisor (IFA) firm? If so, we have the perfect opportunity for you to kick-start your professional journey
**About Us**:
We are a leading Chartered Independent Financial Advisor firm, recognised for our outstanding services and commitment to excellence. Our team of experts is dedicated to delivering tailored financial solutions to our clients, helping them secure their financial future and achieve their goals.
**Job Overview**:
As a Trainee IFA Administrator, you will play a vital role in supporting our experienced team of financial advisors while gaining valuable industry knowledge and experience. This entry-level position offers the chance to develop essential administrative skills and understand the intricate workings of the financial services sector, all within a supportive and growth-oriented environment.
**Key Responsibilities**:
- Assist with administrative tasks to support the day-to-day operations of the firm.
- Process and manage client documentation under the guidance of experienced administrators.
- Learn to handle client inquiries professionally, delivering excellent customer service.
- Collaborate with various teams to ensure efficient workflow and communication.
- Gain exposure to financial products, investment platforms, and financial planning processes.
- Maintain accurate and secure client databases and records.
- Support compliance and regulatory requirements, adhering to industry best practices.
**Requirements**:
- A strong desire to build a career in the financial services industry as an IFA Administrator.
- Strong Administration skills and previous experience as an Administrator.
- Previous experience within the financial services industry is desirable.
- Excellent organizational skills and a keen eye for detail.
- Effective communication skills, both written and verbal.
- A proactive and eager-to-learn attitude.
- A commitment to maintaining confidentiality and data security.
**Benefits**:
- Receive comprehensive training and guidance from experienced professionals.
- Gain valuable experience within a multi-award winning and reputable firm.
- Opportunities for career progression and development within the organization.
- Competitive salary and benefits package.
- Be part of a supportive and dynamic team dedicated to your growth.
**Application Process**:
"INDELOISE"
**Job Types**: Full-time, Permanent
**Salary**: £20,000.00-£25,000.00 per year
**Benefits**:
- Financial planning services
- Flexitime
- Private medical insurance
- Work from home
Schedule:
- Flexitime
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: Hybrid remote in Alton
-
Senior Ifa Administrator
3 weeks ago
Alton, United Kingdom Capio Recruitment Full timeJob Title: IFA Administrator Location: Alton **Salary**: Flexible, dependent on experience. Are you looking for an exciting opportunity to join a leading Chartered Independent Financial Advisor firm, recognised for its excellence and innovation in the financial services industry? If so, we would love to hear from you! **About Us**: We are a prestigious,...
-
Graduate - Ifa Administrator
3 weeks ago
Alton, Hampshire, United Kingdom mbf. Full timeAre you an Administrator or Graduate who is looking to move into the Financial Planning industry?Mbf are working with a boutique firm of Financial Advisers based on the outskirts of Alton, Hampshire who are seeking to recruit a Financial Planning Administrator. Our client is looking for an individual that has a genuine interest in Financial Servicesand who...
-
Financial Planning Administrator
1 week ago
Alton, United Kingdom Optima Recruitment Full timeAn excellent opportunity has arisen for a financial planning administrator to work in a growing team. Our client is looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisors, liaise with providers and third parties. You will be part of a fast-paced team who provide full end to end administrative...
-
Graduate Trainee
1 week ago
Alton, United Kingdom Minerva Global Limited Full time**About us** Minerva Global Limited is a small business in Alton. We are professional, agile and innovative. Our work environment includes: - Modern office setting - Growth opportunities **Graduate Trainee Position** As a graduate trainee, your responsibilities include shadowing various staff members, participating in learning experiences, attending...
-
Financial Planning Admin
4 days ago
Alton, United Kingdom Heat Recruitment Full timeWe are working with a highly reputable wealth management firm in Alton who are looking for someone to join their support team as an Administrator. They are open to receiving applications from school leavers, graduates and those with an element of administration experience. You will be supported heavily in your career development and allowed to grow from...
-
Trainee Sen Teaching Assistant
2 weeks ago
Alton, United Kingdom Omnia People Full timeJob Title: Trainee Teaching Assistant Location: Alton Hours: Full-time We are seeking a highly motivated and enthusiastic individual to join our team here at Omnia People as a Trainee Teaching Assistant in Alton. This is a fantastic opportunity for someone who is passionate about education and wants to kick-start their career in the teaching...
-
Financial Planning Administrator
3 months ago
Alton, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning firm based in Alton who are looking to recruit a Financial Planning Administrator in their Alton office. An excellent opportunity has arisen for a financial planning administrator to work in a growing team. They are looking for an experienced IFA Administrator who prides themselves on the ability...
-
Financial Administrator
2 days ago
Alton, United Kingdom Financial Divisions Full timeFinancial Administrator - £25k - £32k depending on experience - Full study support to level 4 diploma - Offices in AltonMy client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some...
-
Trainee Customer Advisor
3 weeks ago
Alton, United Kingdom The Recruiters Room Full time**Trainee Customer Advisor**: - **Alton**: - **Permanent**: - **£20,000-£25,000** Do you have strong spoken and written communication skills? Do you possess A*-C Grades in Maths and English at GCSE level (or equivalent)? Do you possess recent Customer-interaction experience? Perhaps you have gained this from a Retail or Hospitality setting (or...
-
Financial Planning Administrator
1 month ago
Alton, United Kingdom Optima Recruitment Full timeOverview: Are you ready for an exciting new challenge? Our client is looking for a skilled Financial Planning Administrator to support their financial advisers and liaise with providers and third parties. You'll be part of a fast-paced team, providing comprehensive administrative support to ensure clients receive top-tier service. * Based in Alton *...
-
Financial Planning Administrator
1 month ago
Alton, United Kingdom Optima Recruitment Full timeOverview:Are you ready for an exciting new challenge? Our client is looking for a skilled Financial Planning Administrator to support their financial advisers and liaise with providers and third parties. You'll be part of a fast-paced team, providing comprehensive administrative support to ensure clients receive top-tier service. * Based in Alton * Up to...
-
Financial Planning Administrator
3 weeks ago
Alton, United Kingdom Optima Recruitment Full timeOverview: Are you ready for an exciting new challenge? Our client is looking for a skilled Financial Planning Administrator to support their financial advisers and liaise with providers and third parties. You'll be part of a fast-paced team, providing comprehensive administrative support to ensure clients receive top-tier service. Based in AltonUp to...
-
Trainee Dog Trainer
4 weeks ago
Alton, United Kingdom Mastamariner Training4dogs Full time**Looking for work experience to start your animal based career?** **Want to build on your existing animal care skill set?** **Working with Dogs in an ethical family environment - your dream?** **Learned the theory and looking for practical experience?** **Need practical experience to break into the animal care industry?** **Want to spend Time with Cool...
-
Trainee Dog Trainer
3 weeks ago
Alton, United Kingdom Training4dogs Full time**Looking for work experience to start your animal based career?** **Want to build on your existing animal care skill set?** **Working with Dogs in an ethical family environment your dream?** **Learned the theory and looking for practical experience?** **Need practical experience to break into the animal care industry?** **Want to spend a Gap Year with...
-
Teaching Assistant
4 weeks ago
Alton, United Kingdom Omnia People Full timeJob Title: SEN Teaching Assistant Location: Alton, Hampshire Hours: Full-time We are seeking a highly motivated and enthusiastic individual to join our team here at Omnia People as a Trainee Teaching Assistant in Kent. This is a fantastic opportunity for someone who is passionate about education and wants to kick-start their career in the teaching...
-
Sen Teaching Assistant
2 weeks ago
Alton, United Kingdom Omnia People Full timeJob Title: SEN Teaching Assistant Location: Alton, Hampshire Hours: Full-time We are seeking a highly motivated and enthusiastic individual to join our team here at Omnia People as a Trainee Teaching Assistant in Kent. This is a fantastic opportunity for someone who is passionate about education and wants to kick-start their career in the teaching...
-
Sen Teaching Assistant
1 month ago
Alton, United Kingdom Omnia People Full timeJob Title: SEN Teaching Assistant Location: Alton, Hampshire Hours: Full-time We are seeking a highly motivated and enthusiastic individual to join our team here at Omnia People as a Trainee Teaching Assistant in Kent. This is a fantastic opportunity for someone who is passionate about education and wants to kick-start their career in the teaching...
-
Pcn General Practice Assistant
3 weeks ago
Alton, United Kingdom A31 PCN Full time**Job summary** General Practice Assistants (GPAs) support the smooth running of clinics by performing more routine administration and clinical tasks on behalf of the GP, freeing up their time to focus on the patient. The remit of this role is broad and requires an adaptive approach as well as attention to detail in delivering high-quality...
-
Pcn General Practice Assistant
3 weeks ago
Alton, Hampshire, United Kingdom A31 PCN Full timeJob summaryGeneral Practice Assistants (GPAs) support the smooth running of clinics by performing more routine administration and clinical tasks on behalf of the GP, freeing up their time to focus on the patient.The remit of this role is broad and requires an adaptive approach as well as attention to detail in delivering high-quality services.Main duties and...
-
Canine Training Placement
1 week ago
Alton, United Kingdom Mastamariner Training4dogs Full timeWe have an exciting opportunity for Voluntary Training Placement students to join our dog training organisation and 5 star breeding establishment. Throughout their placement volunteers will be working alongside highly experienced, skilled and dedicated people in our exceptional canine care operations. We are looking for a highly motivated individuals who...