Ifa Sales Support/administrator

**Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA or Wealth Administrator but perhaps you’re looking for progression? Do you feel you can add value and knowledge to a growing team - excellent, please do get in touch.** **Benefits** Ø 25 days holiday Ø Study support Ø Bonus opportunity **What...

Job OverviewWe are seeking an experienced IFA Administration Team Leader to join our financial planning team at mbf.This role focuses on leading and managing a team of IFA Administrators while delivering high-quality support to Financial Planners, Paraplanners, and clients.

MBF are working with a boutique firm of Financial Advisers in Cheltenham to recruit an additional IFA Administrator. The business is well established and have a couple of offices in the South West, they are looking to bring in an additional Administratorwho will work closely with the companies Paraplanners providing close knit support to a team of successful...

**Job Title: Senior IFA Administrator** **Salary: Cheltenham** **Location: £25,000 - £28,000** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment...

**Financial Planning Administrator (IFA) - Cheltenham/hybrid** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and...

Reed are partnering with a successful supplier to the manufacturing industry and we are seeking a person to join their busy customer support team. Full training will be provided, but accuracy and an eye for detail are essential. **Benefits**: - £22 - 25k depending on experience - Parking onsite (which is in central Cheltenham and you can use at the...

**Senior Financial Planning Administrator (IFA) - Cheltenham** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and...

We are working with a leading financial planning organisation to recruit an Administrative Leadership Role within their financial planning team. This exciting opportunity involves leading a team of IFA Administrators, ensuring high performance and professional development.The ideal candidate will have strong leadership and team management skills, as well as...

We are seeking an enthusiastic, motivated individual who would enjoy being part of our team based at our Award-Winning Estate Agency in our Cheltenham Office. The role being advertised is to assist our busy sales and lettings team by way of an administrative role. Duties will vary, but include, registering applicants, data entry, dealing with clients,...

Ambitious individuals can excel in this challenging Head of Administration role, supporting the growth of a renowned financial planning organisation. This senior leadership position entails overseeing administrative operations that facilitate the work of Financial Planners, Paraplanners, and clients.Key Responsibilities:Manage a team of IFA Administrators to...

Head of Administration – Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth.Our client is a well-established name in the industry, renowned for...

Head of Administration – Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth.Our client is a well-established name in the industry, renowned for...

A leading financial planning organisation is seeking an experienced Head of Administration to join their dynamic team. This senior leadership role is responsible for overseeing administrative operations that support the firm's Financial Planners, Paraplanners, and clients.Key Responsibilities:Manage a team of IFA Administrators to ensure efficient operations...

Senior Administrative RoleWe have a vacancy for an Administrative Leadership Role within our financial planning team.This position requires a professional with excellent leadership and team management skills to lead and manage a team of IFA Administrators.The successful candidate will be responsible for conducting regular performance reviews, providing...

Job SummaryWe are looking for an experienced Director of Administration to lead our administrative operations and support our financial planners, paraplanners, and clients.Main Responsibilities:Manage a team of administrators to ensure seamless support for financial planners and paraplanners.Oversee daily administrative operations to maintain exceptional...

Job Description Head of Administration – Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry,...

Head of Administration – Financial PlanningSalary: Up to £45,000Location: Hybrid (Office & Home working)Company: Award-winning Financial Planning OrganisationWe are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering...

Job Description Head of Administration – Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry,...

Head of Administration – Financial PlanningSalary: Up to £45,000Location: Hybrid (Office & Home working)Company: Award-winning Financial Planning OrganisationWe are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering...

Head of Administration – Financial PlanningSalary: Up to £45,000Location: Hybrid (Office & Home working)Company: Award-winning Financial Planning OrganisationWe are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering...