Ifa Admin Team Leader

4 weeks ago


Milton Keynes, United Kingdom CAPIO RECRUITMENT LIMITED Full time

**Job Title: IFA Admin Team Leader**

**Salary: £27,000 - £32,000**

**Location: Milton Keynes**

This is a great opportunity to join a pro-active IFA firm that are based in Milton Keynes and who specialise in providing a tailored solution to their clientele across a range of advice areas. This firm advises on Pensions, Investments, Protection, IHT andcorporate employee benefits. All of this is using the latest technology to add to their service, and they offer detailed Pension reviews and cash-flow modelling to their clients.

This firm is well-established and has continued to grow and develop its name in the market over the last few years by providing a high-class service to their long-standing client base.

The role would involve supporting the firms paraplanners and financial planners with a range of administrative duties including; new business, illustrations, fact finds, liaising with providers and dealing with clients regularly. You would be the go-to personfor help in these areas and it would also suit someone looking use their skills to provide coaching, training and potentially management of the function within the business.

There is a friendly, outgoing team at the firm and you will be an important part of that working to provide a high-quality service to the clients at the firm.

**The Required Skills**:

- Financial planning qualifications would be advantageous
- Experience in providing administrative support within a Wealth Management or Financial Planning firm
- A professional and personable communicator who is comfortable dealing with clients of varying levels.
- Experience in using Intelligent Office (IO) would be advantageous
- Previous experience in overseeing, training or managing more junior members within a team is desirable.

**If you are interested in hearing more about this position, please get in touch with us at Capio.


  • Ifa Administrator

    2 weeks ago


    Milton Keynes, United Kingdom Heat Recruitment Full time

    During a period of growth, our client is looking for someone to join their established administration team. They offer financial products and investments across the whole market, so your product knowledge will increase. There is a great company culture and an array of exciting opportunities and benefits to this role. In your career with this company, you...


  • Milton Keynes, United Kingdom Nelson Scott LLP Full time

    Daily management of workload - Process new business - Manage resources within the team and ask for help when required from other team leaders/managers - Manage accuracy and efficiency levels within the team - Conduct regular team meetings and upward communication to Managers - Identify training needs and deliver ongoing training where required, or organise...

  • Senior Administrator

    3 weeks ago


    Milton Keynes, United Kingdom Carlton Mays Full time

    An excellent opportunity has arisen to join a firm of Independent Financial Advisers at their office in Milton Keynes as a Senior Administrator / Team Leader The ideal applicant will have previous experience within a whole of market Advisers with a broad knowledge of both the financial services industry and administration - Responsibilities: - Provide...


  • Milton Keynes, United Kingdom James Phillip Financial Recruitment Full time

    James Phillip Financial Recruitment are working with a local successful brokerage, expanding through growth. They are now looking for a Team leader to look after their IFA sales support staff. The responsibilities of the post are broad and of course 'mucking in' where required. The role would involve: - Manage a small team of administrators with...

  • Ifa Administrator

    1 month ago


    Milton Keynes, United Kingdom Independent Resourcing Consultancy Full time

    **IFA Administrator**: - Job Reference: 00001117-1 - Date Posted: 8 April 2024 - Recruiter: Independent Resourcing Consultancy - Location: Milton Keynes, Buckinghamshire - Salary: £25,000 - Sector: Administration, Paraplanning, Client Services, Financial Advisers, Wealth Management - Job Type: Employed - Contact: Eamaon Behan **IFA Administrator** IRC is...

  • Ifa Administrator

    1 week ago


    Milton Keynes, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title -IFA Administrator** **Location - Milton Keynes** **Salary - £24,000 - £28,000** Capio Recruitment is working with a highly respected financial planning firm on an exciting opportunity for a IFA Administrator to join a forward-thinking practice in Milton Keynes, due to impressive growth in recent years. The firm prides themselves ontheir...


  • Milton Keynes, United Kingdom Recruit UK Full time

    **Job Title**:Senior IFA Administrator **Industry**:Financial Services **Location**: Milton Keynes **Salary**:£25,000 - £32,000 **Job reference**:5838 Recruit UK have partnered with a firm based in Milton Keynes looking for an individual to come join their team to support the financial planners as a senior IFA administrator. This is an excellent role...


  • Milton Keynes, United Kingdom Reed Insurance Full time

    My client a successful Financial Planning IFA Firm in Milton Keynes is looking to recruit a SKILLED FINANCIAL PLANNING ADMINISRATION MANAGER to join the business. The applicant who comes forward for this role will be required to support the Admin team and must have excellent strong Financial Services Administration skills along with Managing. a) Are you...


  • Milton Keynes, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: Paraplanning Team Leader** **Salary: £35,000 - £45,000** **Location: Milton Keynes** An Independent Financial Planning firm with a fantastic reputation in offering a comprehensive financial advice service including, Pensions, Investment and IHT services are on the lookout for a Paraplanner to join their growing team. They have a good...


  • Milton Keynes, United Kingdom Ortus PSR Full time

    A brilliant opportunity for an IFA Administration Team Manager to join a financial planning with an excellent reputation. **Responsibilities**: - Responsible for the day to day oversight and management of the administration team - Acting as first point of contact for queries, managing workloads with the team and identifying training needs and areas for...


  • Milton Keynes, United Kingdom Capio Recruitment Full time

    **Job Title: Paraplanning Team Leader** **Salary: £35,000 - £45,000** **Location: Milton Keynes** An Independent Financial Planning firm with a fantastic reputation in offering a comprehensive financial advice service including, Pensions, Investment and IHT services are on the lookout for a Paraplanner to join their growing team. They have a good...


  • Milton Keynes, United Kingdom Coast Specialist Recruitment Full time

    A great new opportunity have arisen for Administrator team leader to join an exciting Practice ( on a full time basis). Key Responsibilities: - Daily management of workload - Process new business - Manage resources within the team and ask for help when required from other team leaders/managers - Manage accuracy and efficiency levels within the team -...

  • Ifa Administrator

    2 months ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    IFA Administrator Milton Keynes £23,0000-£28,000 Early finish every Friday, Exam support and funding +Progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing growth is seeking a Financial Planning Administrator to join their team. **Responsibilities**: "Create Files, Create...

  • Ifa Administrator

    1 week ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    IFA Administrator Milton Keynes £24,000-£28,000 Early finish every Friday, Exam support and funding +Progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing growth is seeking a Financial Planning Administrator to join their team. **Responsibilities**: "Create Files, Create...

  • Ifa Administrator

    2 weeks ago


    Milton Keynes, United Kingdom Independent Resourcing Consultancy Full time

    **IFA Administrator**: - Job Reference: 004509 - Date Posted: 1 July 2023 - Recruiter: Independent Resourcing Consultancy - Location: Milton Keynes, Buckinghamshire - Salary: £30,000 to £35,000 - Bonus/Benefits: To be discussed - Sector: Administration, Paraplanning, Client Services, Wealth Management - Job Type: Permanent - Contact: Lewis Greene IRC is...

  • Team Leader

    3 weeks ago


    Milton Keynes, United Kingdom Nelson Scott LLP Full time

    Daily management of workload - Process new business - Manage resources within the team and ask for help when required from other team leaders/managers - Manage accuracy and efficiency levels within the team - Conduct regular team meetings and upward communication to Managers - Identify training needs and deliver ongoing training where required, or organise...

  • Ifa Administrator

    2 months ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 07/11/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000-28,000 Early finish every Friday, Exam support and funding +Progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    2 months ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 24/04/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000-28,000 Early finish every Friday, Exam support and funding +Progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    2 months ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 22/05/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000-28,000 Early finish every Friday, Exam support and funding +Progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    2 months ago


    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Milton Keynes £24000 - £28000 26/02/2024 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their...