Current jobs related to Ifa Administrator - Bracknell - mbf.
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IFA Administrator
4 months ago
Bracknell, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in Bracknell who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key role in the Financial Planning process and they require a...
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IFA Administrator
4 months ago
Bracknell, United Kingdom Ortus PSR Full timeThe opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the...
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Trainee Client Services Administrator
2 weeks ago
Bracknell, United Kingdom Ortus PSR Full timeTrainee IFA Administrator – Bracknell | Up to £25,000 | Office Based Are you looking to begin your career in financial services? An exciting opportunity has opened for a Trainee IFA Administrator in Bracknell. This role is perfect for someone eager to learn and grow within a professional, client-focused environment. What’s on Offer: Salary up to...
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Financial Planning Administrator
2 weeks ago
Bracknell, Bracknell Forest, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in Bracknell who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.This is a key role in the Financial Planning process and they require a...
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Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeTrainee IFA Administrator OpportunityWe are seeking a motivated and organized individual to join our team as a Trainee IFA Administrator in Bracknell. This role offers a chance to begin a career in financial services and provides full training and career progression opportunities.Key Responsibilities:Support Independent Financial Advisors with key...
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Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeTrainee IFA Administrator OpportunityWe are seeking a motivated and organized individual to join our team as a Trainee IFA Administrator in Bracknell. This role offers a chance to begin a career in financial services and provides full training and career progression opportunities.Key Responsibilities:Support Independent Financial Advisors with key...
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Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeTrainee IFA Administrator OpportunityWe are seeking a motivated and organized individual to join our team as a Trainee IFA Administrator in Bracknell. This role offers a chance to begin a career in financial services and provides full training and career progression opportunities.Key Responsibilities:Support Independent Financial Advisors with key...
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Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeTrainee IFA Administrator OpportunityWe are seeking a motivated and organized individual to join our team as a Trainee IFA Administrator in Bracknell. This role offers a chance to begin a career in financial services and provides full training and career progression opportunities.Key Responsibilities:Support Independent Financial Advisors with key...
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Financial Services Trainee
2 days ago
Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeTrainee IFA Administrator OpportunityWe are seeking a motivated and organized individual to join our team as a Trainee IFA Administrator in Bracknell. This role offers a chance to start your career in financial services and gain valuable experience in a client-focused environment.Key Responsibilities:Support Independent Financial Advisors with key...
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Financial Services Trainee
2 days ago
Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeTrainee IFA Administrator OpportunityWe are seeking a motivated and organized individual to join our team as a Trainee IFA Administrator in Bracknell. This role offers a chance to start your career in financial services and gain valuable experience in a client-focused environment.Key Responsibilities:Support Independent Financial Advisors with key...
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Trainee Financial Services Coordinator
1 week ago
Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeJob Summary:Ortus PSR is seeking a highly motivated and organized individual to join our team as a Trainee Client Services Administrator. As a key member of our administrative team, you will play a vital role in supporting our Independent Financial Advisors (IFAs) with key administration tasks, managing client documentation, and ensuring compliance.Key...
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Trainee Financial Services Coordinator
1 week ago
Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeJob Summary:Ortus PSR is seeking a highly motivated and organized individual to join our team as a Trainee Client Services Administrator. As a key member of our administrative team, you will play a vital role in supporting our Independent Financial Advisors (IFAs) with key administration tasks, managing client documentation, and ensuring compliance.Key...
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Trainee Financial Services Coordinator
2 weeks ago
Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeJob Summary:Ortus PSR is seeking a highly motivated and organized individual to join our team as a Trainee Client Services Administrator. As a key member of our administrative team, you will play a vital role in supporting our Independent Financial Advisors with key tasks, ensuring compliance, and delivering exceptional client service.Key...
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Trainee Financial Services Coordinator
2 weeks ago
Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full timeJob Summary:Ortus PSR is seeking a highly motivated and organized individual to join our team as a Trainee Client Services Administrator. As a key member of our administrative team, you will play a vital role in supporting our Independent Financial Advisors with key tasks, ensuring compliance, and delivering exceptional client service.Key...
Ifa Administrator
4 months ago
Mbf are working with a very successful Financial Planning organisation in Bracknell to recruit an IFA Administrator. Our client are well established & have offices across the UK, they have grown substantially over the past 5 years and work at the top endof the market.
They are now seeking to recruit an experienced Administrator to join their support team. The role will focus on providing close knit support to 1 or 2 Financial Advisers, in this role you will be a first point of contact for clients and will undertake fulladministrative support.
You will be working within a professional support team and will be given full on the job training & guidance from the Office Manager.
The client is looking for an experienced individual, you MUST have experience working within a similar role.
The client is offering a basic salary to £35,000 + bonus and strong company benefits including: generous holiday allowance, group life, group income protection, PMI, full exam support and much more.
This is a great opportunity to join a respected business where you can have a long-term career. The client is offering a competitive basic salary, they also offer flexible working which is split between home & office (typically 3 days in the office & 2 daysworking from home). They offer a friendly working environment where you will be a valued member of the team, full support to further progress your career, knowledge and experience.
