Ifa Administrator

**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...

**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...

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...

**IFA Administration Team Manager** **Location: Birmingham** **Salary: £25,000 - £35,000** A brilliant opportunity for an IFA Administration Team Manager to join a National financial planning with an excellent reputation. **Responsibilities**: - Responsible for the day to day oversight and management of the administration team - Acting as first point...

**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...

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,...

Trainee IFA Administrator - Adviser Support £25,500 per annum Gerrards Cross Full Time, Permanent This is a full-time role, based in our client's office in Gerrards Cross.Due to internal promotion, our client is seeking a mature and professional minded individual looking to begin their career in Financial Services.Initially, your role will be to provide...

The successful candidate will join a dynamic support team at Enable Recruitment, helping a leading financial advice firm grow and succeed.In this role, you will provide critical administrative support, leveraging your exceptional organizational skills and attention to detail to drive success.You will be responsible for preparing and processing business...

About the RoleWe are seeking a highly organized and detail-focused individual to join our team as a Back Office Operations Assistant.This is a fantastic opportunity for someone who enjoys working in a fast-paced environment and has excellent communication skills.Responsibilities:Process new and existing client business.Support paraplanners and IFAs with...

We are thrilled to partner with a well-established independent financial advice firm looking to expand its support team.If you're a detail-oriented professional with a passion for financial planning and client service, we'd love to hear from you.Prepare and process business for new and existing clientsProvide administrative support for our paraplanners and...

Job SummaryWe are excited to partner with a reputable independent financial advice firm to expand their support team.This is an excellent opportunity for a detail-oriented professional with a passion for financial planning and client service to join our team.Key Responsibilities:Prepare and process business for new and existing clients.Provide administrative...

We are currently recruiting for a Financial Services Investment Portfolio Assistant to join a established IFA & Investment Management firm practice based just outside of Haywards Heath My client is ideally seeking someone who is seeking their first opportunity in the Financial & Investments sector, or they are happy to look at someone with relevant and...

This is an exciting opportunity to join a respected financial advice firm's support team, contributing to their growth and success.You will play a critical role in providing administrative support, utilizing your exceptional organizational skills and attention to detail to drive results.Prepare and process business documents for new and existing clients,...

We are excited to partner with a well-established financial advice firm seeking to expand their support team in the UK.This role is ideal for a detail-oriented professional passionate about financial planning and client service, with a strong foundation in administrative tasks.Prepare and process business documents for new and existing clients.Provide...

**Administrator (Financial Adviser Support) Role based in Stockton Heath** **Up to £18,400 (Full time equivalent up to £23,000)** **About us**: Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes...

We have the exciting opportunity for a Trainee Paraplanner to join an established and thriving organisation in the Solihull area. The ideal candidate will be coming from a financial services (IFA) background within an administrative or client support position. There is the potential for further growth & educational support within the financial services...