Ifa Administrator

1 month ago

Christchurch, United Kingdom Heat Recruitment Full time

We are working with a successful Chartered IFA based in Christchurch. Due to increased levels of business they are looking for an IFA Administrator to join their thriving team. The firm is known for being a relationship based company, focussing on buildinglong term client relationships and providing an exceptional level of service.

**Responsibilities**
- Dealing with provider and client queries
- Distibution of authority letters and collating information on a wide range of products (ISA's, Investment Accounts, SIPP's, SSAS etc) from providers
- Fund performance analysis (FEAnalytics)
- Maintenance of client regular income
- Withdrawals
- General administration and servicing
- Recommending improvements to administration processes to increase efficiency

**Benefits**
- 5 weeks holiday + bank holidays
- Pension scheme
- Hybrid working
- Private medical insurance
- Annual discretionary bonus
- Support with industry exams

**What next?**

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

**Job Synonyms**: Client support, Wealth administrator, Finance administrator, Adviser support

  • Ifa Administrator

    1 month ago

    Christchurch, United Kingdom Appointed ltd Full time

    **Chartered financial planners are seeking a Financial Services Administrator to join their successful financial planning team. You will be providing whole of market administrative support to the team of planners, paraplanners and clients, workingon a variety of platforms such as Standard Life Wrap, Novia Financial and OMW.** - The position can be either...

  • Financial Administrator

    1 month ago

    Christchurch, United Kingdom Bond Williams Full time

    Financial Administrator - Christchurch - Salary £26,000 A Financial Administrator is required for our client, a successful financial planning company, who has offices in Christchurch and Wimborne. The main aspect of the role is to liaise with clients and providers by dealing with queries, administration and supportingthe office. Main responsibilities: -...

  • Financial Administrator

    1 month ago

    Christchurch, United Kingdom Bond Williams Full time

    Financial Administrator - Christchurch - Salary £26,000 A Financial Administrator is required for our client, a successful financial planning company, who has offices in Christchurch and Wimborne. The main aspect of the role is to liaise with clients and providers by dealing with queries, administration and supporting the office. Main responsibilities: -...

  • Ifa Administrator

    1 month ago

    Christchurch, United Kingdom Appointed Ltd Full time

    **Chartered financial planners are seeking a Financial Services Administrator to join their successful financial planning team. You will be providing whole of market administrative support to the team of planners, paraplanners and clients.** - This position is a mix between office and home based working within a flexi core hours work policy, paying upto...