See more Collapse

Ifa Administrator

4 weeks ago

Worcestershire, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Worcestershire
£20000 - £25000
13/11/2023
NJR13782

DESCRIPTION

IFA Administrator
Worcestershire
Salary up to £25,000

Our client are a well-established leading independent financial planning and wealth Management company, who are now seeking an experienced and talented IFA Administrator to join their growing team based in the Worcestershire area.

This practice truly believes in providing an unrivalled level of service to all their clients. When you become part of their team, your commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages teamwork and thought sharing.

The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the business and assisting with the achievement of business targets.

**Responsibilities**:
" Processing New business files
" Preparing Client review packs
" Working closely with Financial Planners to ensure the Advice process is seamless
" Data entry and Client Letters of Authority
" 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
" Providing Client Illustrations and Valuations

Our client is looking for a confident, switched-on individual who is driven to exceed expectations.

For further information please contact one of our specialist consultants quoting REF: NJR13782

We have other current jobs related to this field that you can find below

  • Ifa Administrator

    4 weeks ago

    Worcestershire, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Worcestershire £20000 - £25000 15/11/2023 NJR13782 DESCRIPTION IFA Administrator Worcestershire Salary up to £25,000 Our client are a well-established leading independent financial planning and wealth Management company, who are now seeking an experienced and talented IFA Administrator to join their...

  • Ifa Administrator

    4 weeks ago

    Worcestershire, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Worcestershire £20000 - £25000 05/05/2023 NJR13782 DESCRIPTION IFA Administrator Worcestershire Salary up to £25,000 Our client are a well-established leading independent financial planning and wealth Management company, who are now seeking an experienced and talented IFA Administrator to join their...

  • Ifa Administrator

    4 weeks ago

    Worcestershire, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Worcestershire £20000 - £25000 17/11/2023 NJR13782 DESCRIPTION IFA Administrator Worcestershire Salary up to £25,000 Our client are a well-established leading independent financial planning and wealth Management company, who are now seeking an experienced and talented IFA Administrator to join their...

  • Ifa Administrator

    3 weeks ago

    Worcestershire, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Worcestershire £20000 - £25000 20/11/2023 NJR13782 DESCRIPTION IFA Administrator Worcestershire Salary up to £25,000 Our client are a well-established leading independent financial planning and wealth Management company, who are now seeking an experienced and talented IFA Administrator to join their...

  • Ifa Administrator

    3 weeks ago

    Worcestershire, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Worcestershire £20000 - £25000 20/11/2023 NJR13782 DESCRIPTION IFA Administrator Worcestershire Salary up to £25,000 Our client are a well-established leading independent financial planning and wealth Management company, who are now seeking an experienced and talented IFA Administrator to join their...

  • IFA Administrator

    3 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

    This hybrid based IFA Administrator job in Bromsgrove is an opportunity to join a respected financial planning firm. You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

  • IFA Administrator

    3 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

    This hybrid based IFA Administrator job in Bromsgrove is an opportunity to join a respected financial planning firm. You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

  • New Business Administrator

    2 weeks ago

    Worcestershire, United Kingdom JS Talent Recruitment Specialists Full time

    **New Business Administrator** JS Talent are working in partnership with a well-established, dynamic organisation based in Bromsgrove. This is an excellent opportunity to join a thriving fast-paced environment as a **New Business Administrator.** Our Client is seeking those of you who wish to grow with them as a business in their modern Bromsgrove office...