Ifa Administrator

My client is a well respected IFA practice that seeks to build a long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service. They embrace the use of new technology and have a well-qualified support team assisting the IFA’s to make the best decisions for...

Our client are a well-established, family-run, IFA business that has been providing financial planning advice to individuals, families and businesses in Northamptonshire and beyond for over 30 years. Due to recent growth, they are looking to hire an IFA administrator to work in our paraplanning team. The role of an Administrator is to provide support to the...

Are you currently working for an IFA firm that has not put in place a clear development plan for your career and feel it is now about time to find one? Then this could be the perfect opportunity as we are working with an Independent Financial Advice/ InvestmentManagement firm that is looking to hire an Administrator to support their team in...

We are a well-established IFA firm in Northampton, providing low cost, accessible advice to investors across the UK. We generally deal with clients remotely, and there will also often be contact with providers, so strong written and verbal communication skills are key. The role would involve providing administrative support to the Financial Planner and the...

** IFA Administrator ** Northampton ** Salary up to £27,000 NJR are currently working with a well-established independent firm of Chartered Financial Planners, who hold an excellent reputation in the industry. As a result of their continued growth, they now have an excellent opportunity for an experienced FinancialPlanning Administrator to join their...

A leading Chartered IFA brokerage is currently seeking an experienced IFA support to join their busy and growing team. You will be working as part of a team supporting the Paraplanners and Chartered advisers. Excellent salary, benefits and career path on offer and fantastic company culture and atmosphere. **Salary**: £27,000.00-£33,000.00 per...

The role of the Paraplanner is to provide technical and administrative support to the Financial Adviser/s in order to provide clients with a professional and seamless ongoing Financial Planning experience. **Key responsibilities include;** - Preparing reports and recommendations; - Undertaking product research, obtaining fee information and illustrations...

**Financial Adviser Administrator, Northampton** **Salary £28,000p.a to £32,000p.a. depending on experience + benefits** We are delighted to be working with this well established Chartered firm of financial planners who now have an opportunity for an Administrator to join the business. Long term career progression available within the...

Main duties include: Providing an efficient new business processing service for sales consultants, completing trades/fund switches, liaising with product providers, and ensuring that new business is set up correctly - Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct...

An excellent opportunity to join a well-established IFA firm who are based in Northampton. This company is directly authorised and specialise in providing advice in pensions, investments and protection as well as providing corporate services. The firm are now in a position to appoint a Corporate Support Administrator to join their growing team. The role...