Part Time Ifa Administrator

3 weeks ago

London, United Kingdom CAPIO RECRUITMENT LIMITED Full time

**Job Title: Part time IFA Administrator**

**Location: Central London**

**Salary: £30,000 - £35,000**

**The Company**:
We are working on a brand-new position with a well established Financial Planning business in Central London who are searching to add an additional member to the client administration department helping with the provision of Financial Advice to valued clients.

The current team is friendly, professional and boasts a fantastic supportive working culture.

This is an exciting opportunity for an experienced part time IFA Administrator to join a boutique firm and work closely alongside two Financial Advisers.

Building long term client relationships through an exceptional level of client service this firm provides a comprehensive range of advice services, specialising in Pensions, Investments, Tax and Protection planning to both corporate and private clients.

**The Role**:

- Taking an active role in the annual review process
- Processing new business and submitting onto external and internal systems
- Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
- Preparing client meeting packs
- Processing/scanning/filing/distributing post
- Maintaining the back office system with fact find information and updated valuation details.
- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
- General Administration and client servicing support as needed

**The Required Skills**:

- Prior experience of working within a Financial Planning Firm
- Strong Pensions and Investments product knowledge is desirable
- Excellent interpersonal skills including developing good working relationships with colleagues. You must be happy to work on your own and as part of a team and have excellent time management skills.
- Strong communication skills, high attention for detail, and interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.

**Benefits**:

- Competitive Salary
- Flexibility with working hours
- Hybrid working opportunities
- 25 days annual leave
- Auto enrolment pension

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.

**Synonyms**:Client Services executive, IFA Administrator, Financial Planning Assistant, Financial Planning Administrator, Financial services Administrator, Wealth Administrator, Wealth Management Administrator

  • IFA Administrator

    4 days ago

    London, United Kingdom Artemis Recruitment Consultants Ltd Full time €35,000 - €40,000

    Type of Position: IFA Administrator (Part Time) - London IFA Administrator (Part Time) - London The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate. Planning & Organising ...

  • IFA Administrator

    3 weeks ago

    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: IFA Administrator (Part Time) - London IFA Administrator (Part Time) - London The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate. Planning & Organising ...

  • IFA Administrator

    6 hours ago

    London, United Kingdom Workingmums Full time

    We are currently recruiting for a highly regarded Wealth Management company in London who are looking to recruit an IFA Administrator on a Part Time basis 20-25 hours a week. To provide exceptional quality PA and general administrative support to the Private Client Director of a busy team. This is a demanding role assisting the team in delivering an...

  • IFA Administrator

    7 hours ago

    London, United Kingdom Workingmums Full time

    We are currently recruiting for a highly regarded Wealth Management company in London who are looking to recruit an IFA Administrator on a Part Time basis 20-25 hours a week. To provide exceptional quality PA and general administrative support to the Private Client Director of a busy team. This is a demanding role assisting the team in delivering an...

  • IFA Administrator

    4 days ago

    London, United Kingdom Workingmums Full time

    Job Title: IFA Administrator (part time) Financial Planning Recruit UK are working with a fantastic company based in London, looking to expand their Mortgage Admin team. Our client specialising in financial planning and mortgage advice across the UK, with a focus on offering a tailored approach to each individual client, ensuring their best...

  • IFA Administrator

    1 week ago

    London, United Kingdom Workingmums Full time

    Job Title: IFA Administrator (part time) Financial Planning Recruit UK are working with a fantastic company based in London, looking to expand their Mortgage Admin team. Our client specialising in financial planning and mortgage advice across the UK, with a focus on offering a tailored approach to each individual client, ensuring their best...

  • IFA Administrator

    5 days ago

    London, United Kingdom Workingmums Full time

    plus excellent salary, very comprehensive benefits package, personal development plan Excellent opportunity for an experienced IFA Administrator looking to secure a varied role on a Part Time basis. My Client is an award winning highly regarded business providing independent holistic advice to their growing HNW portfolio of Clients and is looking to...

  • IFA Administrator

    3 days ago

    London, United Kingdom Workingmums Full time

    plus excellent salary, very comprehensive benefits package, personal development plan Excellent opportunity for an experienced IFA Administrator looking to secure a varied role on a Part Time basis. My Client is an award winning highly regarded business providing independent holistic advice to their growing HNW portfolio of Clients and is looking to...

  • Ifa Administrator

    3 days ago

    London, United Kingdom Recruit UK Full time

    **Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Remote **Salary**: £25,000 **Job Reference**:4117 Recruit UK is working on an excellent opportunity for a fully remote IFA administration. Our client is a remote IFA administration firm, who support Self Employed Financial Advisers across the UK with all administration...

  • Ifa Administrator

    4 hours ago

    London, United Kingdom Heat Recruitment Full time

    **IFA Administrator, North London (Finchley) Hybrid working Up to £35,000 plus company bonuses** This is an exciting opportunity for an IFA Administrator to head up the growing Financial division within a multi-disciplinary consultancy group. This consultancy practice is highly successful and will allow the Financial arm access to high-net-worth...

  • Ifa Administrator

    1 month ago

    London, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: IFA Administrator **Location**: London - Wimledon **Benefits**: Hybrid working, Pension, 25 days leave plus bank holidays **Salary**: £30,000k ~ £35k Depending on experience. **What Your Day to Day Duties Will Include as a Financial Services Administrator / IFA...

  • IFA Administrator

    1 week ago

    London, United Kingdom Profiles Personnel Full time

    IFA ADMINISTRATOR Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and...

  • IFA Administrator

    4 days ago

    London, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: IFA AdministratornIndustry: Financial ServicesnLocation: GrimsbynSalary: Up to £34,000 + bonusnJob Reference: 9086Are you an IFA administrator withstrong technical and administrative knowledge ? Then this role is for you!Recruit UK is working with a firm who have a stronghold in the North East of England and they are looking for an experiencedIFA...

  • Ifa Administrator

    3 days ago

    London, United Kingdom Cranleigh Personnel Full time

    **IFA / Wealth Planning Administrator** **Location: City, London** **Salary: £28,000 - £35,000** Are you an IFA Administrator with at least one year’s IFA Admin experience....? Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Are you stuck where you are and there isn’t...

  • IFA Administrator

    3 days ago

    London, United Kingdom in Newbury Full time

    Role: IFA Administrator Location: City of London Salary: Up to £30,0002-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services...

  • IFA Administrator

    6 days ago

    London, United Kingdom in Newbury Full time

    Role: IFA Administrator Location: City of London Salary: Up to £30,0002-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services...

  • Ifa Administrator

    7 days ago

    City of London, United Kingdom Heat Recruitment Ltd Full time

    Role: IFA AdministratorLocation: City of LondonSalary: Up to £35,0002-3 days a week in the officeThis is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals...

  • IFA Administrator

    7 days ago

    City of London, United Kingdom Heat Recruitment Ltd Full time

    Role: IFA AdministratorLocation: City of LondonSalary: Up to £30,0002-3 days a week in the officeThis is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals...

  • Senior Ifa Administrator

    1 month ago

    London, United Kingdom Ortus PSR Full time

    Are you a highly organised and detail-oriented IFA Administrator with a passion for finance and administrative support? We are recruiting for an experienced IFA Administrator to join a reputable Independent Financial Adviser (IFA) firm based in Southwest London in Teddington. You will be reporting directly to the Partner supporting 3 Advisers and working...

  • IFA Administrator

    4 days ago

    London, United Kingdom Recruitment22 Full time

    IFA Administrator - Stockport/Hybrid Working - up to £30,000This an opportunity to join a Stockport based IFA and one of the larger companies in the region, and with this comes a team full of good experienced professionals, clear reporting lines and excellent opportunities for personal development (If that's what you're looking for).The IFA Administrator...