Ifa Administrator/financial Advisor’s

The story of my Vietnam client mirrors that of Hong Kong. Established in 1966, my client started as an insurance firm catering to business on the Island. As Hong Kong took off during the 1970’s, the company expanded into asset and wealth management. Our client is looking for an associate to provide private wealth management and financial planning...

**Position leading to IFA Administration Manager’s role** We have an opportunity for an experienced IFA Administrator who is interested in working towards their diploma in financial planning working towards becoming an administration manager. This boutique IFA practice based in London offers a comfortable workingenvironment in their new offices where you...

Established in 1966, my client started as an insurance firm catering to business on the Island. As Hong Kong took off during the 1970’s, the company expanded into asset and wealth management. Our client is looking for an associate to provide private wealth management and financial planning services to individual, family & corporate clients based in...

Manage an existing client base Manage a book of 150+ clients with AUM between £750k-£1m My client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also offer Wills and Trusts as well as Powers of Attorney assistance and a...

**plus study, hybrid, career progression** Are you an experienced senior IFA Administrator looking for an opportunity to lead a small team? My client is a boutique independent wealth management firm with their offices in the City and is offering this superb opportunity to shadow, learn and developpeople management skills to a progressive and enthusiastic...

**Excellent Benefits + Study Package, **partial remote (3 days WFH if required)** **The Opportunity** This opportunity exists within our client, a leading, long established and highly respected wealth management firm with a new division based in Hammersmith. They are looking for an experienced IFA Administrator with a couple of RO exams who is ready to...

**plus Bonus, Pension, Study with Bonus upon each exam pass** My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion and enjoysworking in a dedicated Pod...

Due to organic growth, my client has an exciting opportunity for an experienced Senior IFA Administrator to join the team. As a fundamental part of the financial planning process, you will be providing support to the Advisers and Paraplanners. As a Senior IFA Administrator/Relationship Manager, you will complete duties such as sending letters of Authority,...

**plus opportunity to be a shareholder, study, hybrid, career progression** Are you an experienced senior IFA Administrator looking for an opportunity to lead a small team? My client is a boutique independent wealth management firm with their offices in the City and is offering this superb opportunity to shadow, learn and developpeople management skills to...

**Senior IFA Administrator - Central London - £35k - £40k - Chartered IFA Firm - Mix of work from home and office based** My client is a medium sized wealth planning practice (circa 80 staff) based near Farringdon in the City of London who I have been assisting with their recruitment for the past 3 years and got to know their business incredibly well....

Are you an experienced IFA Administrator looking to work for a fantastic independent firm? Our clients who have been in business for over 25 years and believe in focusing on helping clients achieve their personal / business financial goals are currently looking for an experienced IFA Administrator to join their team. This role will be based within their...

This website uses cookies to ensure you get the best experience on our website. IFA Administrator - Gerrards Cross - Artemis Recruitment Consultants Financial Services You will be responsible for providing detail orientated and timely administrative support, reporting to the Managing Director/Principle Adviser, to help enable both in-bound and out-bound...

Are you a highly organised and detail-oriented IFA Administrator with a passion for finance and administrative support? We are recruiting for an experienced IFA Administrator to join a reputable Independent Financial Adviser (IFA) firm based in Southwest London in Teddington. You will be reporting directly to the Partner supporting 3 Advisers and working...

IFA Administrator - London - Artemis Recruitment Consultants Financial Services The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate. Planning & Organising Accurate data keying...

Are you looking for an exciting opportunity in a fast-paced and rewarding environment? Are you a motivated individual with excellent organisational skills? Look no further! We are recruiting a skilled IFA Administrator working for a leading IFA firm where you will support the Principle Financial Advisers and Mortgage Broker. The salary range for an IFA...

Wealth Administrator - Central London - IFA Firm with HNW clients - £28k - £32k + full study support My client is a boutique wealth planning practice based in Central London near St Pauls (EC4) who have been operating for 20+ years. They offer financial advice to private clients who are City professionals, families, business owners retirees and...

**+(This will be fully negotiable) - commission payments and other benefits** **Work From Home option: Yes** We are currently assisting our client who has a track record of building IFA networks. He has established a number of successful offices throughout London, The Thames Valley and the home counties. They are actively looking for an experienced...

My client is a high-end Investment Group who are currently experiencing an exciting period of rapid growth and are looking to add another Wealth Manager/Financial Adviser to their Wealth Management team. The firm offer a highly ethical, independent, and fully holistic offering to their HNW and UHNW City professional with investable assets of £1m+. The role...

We are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners. **Responsibilities**: - Managing adviser's pipeline - Submitting new business - Chasing pipeline business - Letters of authority - Creating valuations - Booking in client reviews - Managing adviser's diary For further details...

During a period of significant growth, our client ( a respected boutique Wealth Manager/IFA) is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progression is strongly...