Ifa Administrator

3 days ago

Wimbledon, United Kingdom CAPIO RECRUITMENT LIMITED Full time

_**Role: IFA Administrator (Client Services Administrator)**_
- **Location: Wimbledon**_
- **Salary: Up to £31,000 DOE**_

**About Us**

We are a Chartered and Accredited Independent Financial Planning firm based in Wimbledon that has been providing independent financial planning services to clients for over 20 years. We are a successful firm of financial planners operating at the forefrontof our profession. As a bespoke business we place great emphasis on the relationships we build and maintain with our clients, team members and other stakeholders. Our vision is to transition from a business that has grown organically through word of mouthand professional connections to a systematic growth business model whilst retaining our core values.

**The role**

The purpose of the Client Services Administrator is to support Financial Planners and ensure a smooth delivery of excellent client service and client communication, as per business processes. In the role, you will be required to do aspects of the following;
- Business Processing
- Client Administration
- Reviews
- General administration

**Benefits**
- Competitive salary: £28,000-£31,000
- Professional Development Opportunities
- Group Personal Pension Plan
- Death in service benefit
- Sick Pay
- Insurance
- 25 days annual leave per year plus 2 extra at Christmas
- Birthday Bonus day

  • Ifa Administrator

    7 months ago

    Wimbledon, United Kingdom Cranleigh Personnel Full time

    **Title: Wealth Planning / IFA Administrator -** **Wimbledon - Up to £35,000** **Hybrid working available** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Wimbledon, is looking for a talented and proactive...

  • Ifa Administrator/junior Paraplanner

    5 days ago

    Wimbledon, United Kingdom Blakemore Recruitment Full time

    We are recruiting for this well regarded financial planner who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration with a high level of analytical skills required. Experience required: - A minimum of two years of experience working in a financial planning services administration role. - Strong IT...

  • Senior Ifa Administrator

    5 days ago

    Wimbledon, United Kingdom Cranleigh Personnel Full time

    **Senior IFA Administrator** **Based Wimbledon Town** **Salary up £36,000 depending upon experience** **Are you an experienced Senior Administrator?** - Has your existing practice been recently bought out by a larger firm and the culture of the company changed? - Do you want to work for a family feel business where you will play an integral part of the...

  • Ifa Sales Support Administrator

    7 days ago

    Wimbledon, United Kingdom Coast Specialist Recruitment Full time

    Based in Wimbledon, SW London An experienced IFA Admin/Client Support Executive to provide proactive and efficient administration support to Wealth Planners. The Client Support Executive role is key in providing full administrative support directly to new and existing clients, alignedto Wealth Planners and Para-Planners within the team, ensuring that all...

  • Mortgage Administrator

    7 months ago

    Wimbledon, United Kingdom Active Recruiting Consultants Ltd Full time

    **Great working environment within a leading mortgage brokerage, a modern office, really strong business volumes, an enthusiastic support team where employees are valued and looked after with the opportunity to develop.** - **Job Title/Location**: Mortgage Administrator, London - **Salary**: To £35,000 + average bonus c.£2,000 - £3,000 **The Company**:...