Ifa Administrator

2 weeks ago


Milton Keynes, United Kingdom Independent Resourcing Consultancy Full time

**IFA Administrator**:

- Job Reference: 00001117-1
- Date Posted: 8 April 2024
- Recruiter: Independent Resourcing Consultancy
- Location: Milton Keynes, Buckinghamshire
- Salary: £25,000
- Sector: Administration, Paraplanning, Client Services, Financial Advisers, Wealth Management
- Job Type: Employed
- Contact: Eamaon Behan

**IFA Administrator**

IRC is working with a friendly financial services firm who is seeking an experienced IFA Administrator to join our team. This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as **£1000 added to your salary** for every exam you pass to becoming Level 4 qualified.

**Responsibilities**:

- Provide administrative support to our team of Financial Advisers.
- Maintain client records and handle client queries.
- Assist in the preparation of client reviews and financial plans.

**Qualifications**:

- Previous experience in an IFA Administrator role.
- Excellent communication and organizational skills.
- A strong desire to progress in the financial advisory field.

**Benefits**:

- Competitive Salary
- Excellent company benefits
- We will cover all costs for study and exams towards becoming Level 4 qualified.
- For every exam you pass on your journey to becoming Level 4 qualified, we will reward you with a **_£1000_** bonus.


  • IFA Administrator

    1 month ago


    Milton Keynes, Buckinghamshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    IFA Administrator IRC is working with a friendly financial services firm who is seeking an experienced IFA Administrator to join our team. This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as £1000 added to your salary for every exam...

  • Ifa Administrator

    1 month ago


    Milton Keynes, United Kingdom Ortus PSR Full time

    The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered status. **Responsibilities**: - Assisting with preparing documents for the...

  • Ifa Administrator

    7 days ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 24/11/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    7 days ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Milton Keynes £24000 - £28000 16/02/2024 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their...

  • Ifa Administrator

    7 days ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 17/02/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 20,000-25,000 Early finish every Friday, Exam support and funding +Progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    6 days ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Milton Keynes £24000 - £28000 12/04/2024 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their...

  • Ifa Administrator

    1 month ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 27/11/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    1 month ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Milton Keynes £24000 - £28000 15/04/2024 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their...

  • Ifa Administrator

    4 weeks ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 19/04/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000-28,000 Early finish every Friday, Exam support and funding +Progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    4 weeks ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 29/11/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    4 weeks ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Milton Keynes £24000 - £28000 20/03/2024 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their...

  • Ifa Administrator

    4 weeks ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 24/02/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000-28,000 Early finish every Friday, Exam support and funding +Progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    4 weeks ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Milton Keynes £24000 - £28000 26/01/2024 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their...

  • Ifa Administrator

    4 weeks ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Milton Keynes £24000 - £28000 23/02/2024 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their...

  • Ifa Administrator

    4 weeks ago


    Milton Keynes, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: IFA Administrator** **Salary: £23,000 - £27,000** **Location: Milton Keynes** A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas. This firm advise on Pensions,...

  • Ifa Administrator

    1 month ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    IFA Administrator Milton Keynes £23,0000-£28,000 Early finish every Friday, Exam support and funding +Progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing growth is seeking a Financial Planning Administrator to join their team. **Responsibilities**: "Create Files, Create...


  • Milton Keynes, Buckinghamshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    IRC is working with a friendly financial services firm who is seeking an experienced IFA Administrator to join our team. This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as £1000 added to your salary for every exam you pass to becoming...

  • IFA Administrator

    4 weeks ago


    Milton Keynes, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator. Key Responsibilities:- New business processing Deal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctly Involvement in pension transfer work and...

  • Administrator

    4 weeks ago


    Milton Keynes, United Kingdom Carlton Mays Full time

    IFA Administrator | Milton Keynes | c £18K - £23K Neg / DOE Due to an internal promotion, we are seeking an experienced Administrator to join our client at their office in Milton Keynes. A background in Financial Services is desirable but not essential. You will be supporting the Fiancial Advisers to provide the best advice and service. **Duties...

  • Ifa Administrator

    4 weeks ago


    Milton Keynes, United Kingdom Nelson Scott LLP Full time

    Key Responsibilities: - New business processing (Pensions, Investments, Protection) - Deal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctly - Ability to process pension transfer and drawdown requests, fund switches - Deal with adviser queries - Data input onto client database and...