Ifa Administration Manager

**Executive IFA Administrator / Paraplanner** We have an exciting opportunityto join our existing administration team**.** We are looking for those of you who have a hunger for learning and wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. Youwill join us on a **full-time, permanent** basis, and in return, you...

**Senior IFA Administrator / Paraplanner / £30,000 plus excellent benefits / Broomsgrove **Hybrid** **Role and Responsibilities**: - Technical and administrative support to Senior IFA's - Ensuring that clients and advisors are kept up to date with requests - Ensuring you are proactive with updating client data - Maintaining the diary management system and...

This IFA Administrator job in Bristol provides opportunity to join a growing IFA firm. As an IFA Administrator, you will be working closely together with their team of Financial Advisors, Paraplanners and Senior IFA Administrators to ensure clients are wellsupported. Your responsibilities will include: - Obtaining required information to analyse client’s...

**IFA Support Supervisor** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunityto join our existing Administration team**on a full-time, permanent** basis. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with...

**Job Title: IFA Administrator** **Location: West Sussex** **Salary: Up to £28,000** **The Company**: A fantastic opportunity to join a Chartered Independent Wealth Management firm based in West Sussex who offer bespoke financial planning advice. For them development and progression is very important to them and they ensure every member of staff has...

This Senior IFA Administrator job in Bristol provides opportunity to join a growing IFA firm. As a Senior IFA Administrator, you will be working closely together with their team of Financial Advisors and Paraplanners to ensure clients are well supported.Your responsibilities will include: - Preparing portfolio reviews for client meetings - Liaising with...

**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Haywards Heath** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the role/company** Our...

**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Haywards Heath** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the role/company** Our...

Client Support / IFA Administrator : Stoke-on-Trent: to c£27,000 + good benefits **Your new company** Due to expansion, an excellent opportunity has arisen within a highly reputable and progressive firm of IFAs for an experienced administrator. Very friendly supportive team culture, excellent prospects for career development. **Your new role** Providing...

As a Pension & Investment Administration Administrator, you will play a key role in overseeing day-to-day client administration. Your responsibilities include efficiently handling pension schemes, maintaining high standards of work, and resolving complex issues. You'll collaborate with clients, internal departments, and third-party companies, ensuring...

**IFA Administrator/PA** **Salary: £25,000 + excellent benefits!** **Location: Stoke on Trent** NJR Recruitment are currently working with an award-winning Chartered Accountancy & Financial Advising Practice in the Stoke on Trent. Offering high quality Financial Advice to both individuals and businesses, our client is now looking for an Administratorto...

An exciting opportunity has arisen for an experienced client services professional to join a highly-reputable wealth management firm in the Stoke-on-Trent area. **What's the role?** Sitting within a back office team of** **8, your role will primarily be centred around the firm's clients - you will be their first point of contact and will be responsible for...

Our client, an award-winning name within the financial sector, are seeking a capable Senior Administrator with at least 2 years' experience working in an IFA practice. You will be responsible for a busy workload to include some more complex administration with regard to a full range of financial instruments, including pensions, savings, investments and...

**Are you looking to develop your career and join a fast-growing company that focuses on supporting employee careers with professional development? Then AFH could be right for you!** With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms. **Corporate...

**Are you looking to develop your career and join a fast-growing company that focuses on supporting employee careers with professional development? Then AFH could be right for you!** With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms. **Compliance...

Are you the experienced financial planning support person we are looking for to join our growing team? Are you confident and articulate and do you possess the attention to detail skills that will enable you to manage a varied workload? We are a growing, well-established, and award-winning financial planning firm bringing a private banking style service,...

**Are you looking to develop your career and join a fast-growing company that focuses on supporting employee careers with professional development? Then AFH could be right for you!** With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms. **New Business...

Role Duties; Preparing new business and client review packs for client meetings Production of accurate client portfolio valuations - Obtaining literature and forms from product providers - Answering the telephone and liaising with clients as and when required - Obtaining anti-money laundering requirements and conducting electronic ID checks - Servicing...

Great work/life balance with WFH/flexi hours. 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...

**Financial Planning Administrator** **Location: Warrington** **Salary: £18,000 - £20,000** 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...