Ifa Administrator

IFA Administrator/ IFA Support/ IFA Sales Support. Experience of working with IFA's. **The Role**: - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. - To ensure complete and accurate records are maintained of all client dealings. **Responsibilities**: - Technical...

IFA Administrator - WFH To £29,000 plus benefits Senior IFA Support required by this national wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking, they have fully embraced Workingfrom Home as the new working model. Supporting a...

Responsibilities: - Handle incoming and outgoing correspondence - Assist in the preparation of presentations and documents - Manage filing systems, both electronic and physical - Provide administrative support to clients, directors and team members Qualifications: - Proven experience as an IFA administrator - Proficient in Microsoft Office Suite (Word,...

**Sector**: Financial Services **Benefits**: - Mon-Fri 9-5 - 21 holidays (plus stats and off at Xmas, increases after 3 years) - DIS after qualifying period - Bonus - Study support plus exam reward **Role** A highly successful and well-established IFA Firm has an immediate requirement for an additional, experienced IFA Administrator, to join their...

An exciting opportunity has arisen for an experienced financial planning professional to join a growing wealth management practice in Newcastle. The firm have consolidated throughout the COVID pandemic and are now looking to grow the business, with this role being a key component to facilitate this expansion. **Key responsibilities** - Sending...

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team. **Responsibilities**: - Providing administration and planning support to Financial Planners and a professional...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:IFA Administrator **Location**: Newcastle Upon Tyne **Benefits**: - 21 days holidays, - Health Care Plan - Group DIS - Pension Auto Enrolment - Office Based **Salary**: £25,000 Upwards **About the Company**: Our client were one of the first firms to achieve Chartered...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:IFA Administrator **Location**: Newcastle Upon Tyne **Benefits**: - 21 days holidays, - Health Care Plan - Group DIS - Pension Auto Enrolment - Office Based **Salary**: £25,000 Upwards **About the Company**: Our client were one of the first firms to achieve Chartered...

IFA Support Administrator, Nationwide Salary £22,000 - £24,000 (Dependent upon experience) 100% home working and Excellent benefits for a 35 hour week. You can be based anywhere in the UK. Are you an experienced IFA Administrator who would like to work 100% from home? Would you like the flexibility to work the hours that you desire to fit in with your...

About IDEX ConsultingA leading Financial Advisory group in the UK is seeking an experienced IFA Administrator to join their team due to internal progression.Key Responsibilities:Support Financial Advisors in their daily tasks.Diary management and arranging client meetings.Liaising with high net worth clients to deliver exceptional service.Preparing meeting...

Accomplished administrator, ideally with experience gained within an IFA firm, or regulated environment - Outstanding verbal and written communication skills - Excellent telephone manner and ability to deliver an exceptional client-centric service - Superb attention to detail and able to deliver a high standard of work - Able to work independently and...

**This is a senior level opportunity for an experienced and personable Financial Advisor to join a leading UK IFA Practice in their Leeds office (Hybrid working).** **They are an entrepreneurial firm with an international reach who have put in place strategic growth plans across their Advisory team. The practice are using their already established brand,...

NJR Recruitment is proud to represent a well-established National Firm of Independent Financial Planners in Stoke on Trent. This exciting opportunity is now available for an IFA Administrator to join their team and contribute to the firm's ongoing success.The successful candidate will be responsible for supporting a team of experienced Financial Planners,...

**Role** Supporting two Advisers, the role is complex and responsibilities will include: - Process new business - Deal with investments - ISA’s, unit trusts, pensions/transfers bonds, fund switches and encashments - Produce valuations for various investments - Deal with corporate clients and the management of their corporate schemes - Client liaison via...

**Role** Supporting two Advisers, the role is complex and responsibilities will include: - Process new business - Deal with investments - ISA’s, unit trusts, pensions/transfers bonds, fund switches and encashments - Produce valuations for various investments - Deal with corporate clients and the management of their corporate schemes - Client liaison via...

Admin Support Role - Competitive SalaryWe are currently seeking an IFA Administrator to join our client's team in Newcastle under Lyme, working from their offices or remotely in a hybrid model. As an IFA Administrator, you will play a crucial role in supporting the day-to-day administration of financial planning services and ensuring compliance with industry...

Are you interested in a career that offers challenge, variety, and opportunities for growth? As an IFA Administrator with NJR Recruitment, you will play a vital role in supporting our client, a well-established firm of Independent Financial Planners.Your key responsibilities will include providing administrative support to the financial planning team,...

NJR Recruitment are currently working with a leading firm of Independent Financial Planners who have established an excellent reputation. This role presents an exciting opportunity for an IFA Administrator to join their team and work from their offices in Stoke on Trent.The successful candidate will be responsible for ensuring that all administrative tasks...

We are seeking an experienced IFA Administrator to join our client, a market-leading firm of Independent Financial Planners. As an IFA Administrator, you will play a crucial role in supporting the financial planning team, maintaining accurate records, and preparing reports as required.Your key responsibilities will include assisting in the preparation of...

Recruit UK are working on an excellent opportunity for a Financial Planning Administrator in Newcastle-Upon-Tyne to join a well-established Financial Advice firm. They offer expert financial planning and tailored wealth management services to individuals, families, and business owners. They provide personal services such as Investment Planning, Inheritance...