Ifa Administrator

3 weeks ago


Haywards Heath, United Kingdom Cranleigh Personnel Full time

**Job title: IFA Administrator / Wealth Planning Administrator**

**Location: Haywards Heath**

**Salary: £25,000 - £35,000 depending upon experience**

Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.

**Information on the role/company**

Our client is a wholly independent wealth planning company, who due to their expansion plans over the last few years, have recently relocated their office to Preston Park area of Brighton and also have further offices in Haywards Heath and Shoreham-on-Sea.

They are now looking for an IFA Administrator to join their team. This is an office based role, supporting the Advisers and Paraplanners in processing of new business, chasing providers, dealing with client queries and LOL’s.

As the company are expanding there is scope for fantastic career progression - whether that be into a Senior IFA admin role, gaining support for exams to move through into paraplanning (if desired).

**Benefits / details of the role**
- Great location in Haywards Heath - with parking available on a rota system
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- 25 days holiday with chance to buy additional holiday
- DIS
- Private medical insurance
- **If this roles sounds as though it aligns with your desire to have a career that**_
- **comes with fantastic ongoing career development prospects and a high level of**_
- **with some great local clients.**_

**Salary**: £25,000.00-£35,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person


  • Ifa Administrator

    1 week ago


    Haywards Heath, United Kingdom Cranleigh Personnel Full time

    **Job title: IFA Administrator / Wealth Planning Administrator** **Location: Haywards Heath** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the role/company** Our...

  • Ifa Administrator

    2 days ago


    Haywards Heath, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Services Haywards Heath 19/04/2024 Type of Position: IFA Administrator - Haywards Heath Pay: £24k - £30k **IFA Administrator - Haywards Heath**: Our client is looking for an IFA Administrator to join their team in Haywards Heath. The role of the Administrator is to work alongside Team Leader(s) and Paraplanner(s) to ensure the appropriate end...

  • Ifa Administrator

    2 weeks ago


    Stoke Heath, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: IFA Administrator** **Location: Bromsgrove** **Salary: up to £26,000, dependant on experience and skills** **The Company**: We are working on a brand-new position with an award-winning national Financial Planning business who are searching to add an additional member to the client administration department helping with the provision of...


  • Stoke Heath, United Kingdom Ortus PSR Full time

    Are you currently supervising and coaching members of your team and are looking for an official role as a Team Manager? A national IFA with its head office in Bromsgrove is looking to hire an IFA Support Supervisor to line mange to team of IFA Administrators. **£28,000 - £35,000** **Key Responsibilities as our IFA Support Supervisor will...

  • Ifa Administrator

    3 weeks ago


    Haywards Heath, United Kingdom Servo Private Wealth Full time

    Overview: **Responsibilities**: You will be working on supporting advisers on a full range of financial planning needs and products. A large proportion of our business mix is with investments. You will take a leading role in maintaining the back-office operations and admin system. Duties will include: - Provide administrative support to Advisers and...


  • Haywards Heath, United Kingdom Financial Divisions Full time

    Financial Administrator to Paraplanner - £25k - £32k + bonus, Full study support - Chartered IFA - Haywards Heath My client are a Chartered independent wealth planning firm in Haywards Heath who I have placed 3 staff with. They offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based...


  • Stoke Heath, United Kingdom AFH Wealth Management Full time

    **Administration Assistant** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. The role will require you to deliver excellent service by providing accurate, efficient and organised administration support. **Key Responsibilities as our Administration Assistant will include**: - Opening,...


  • Haywards Heath, United Kingdom Professional Placement (Southern) Ltd Full time

    We are recruiting for a brand new client that is based on the out skirts on Haywards Heath The role is working within a busy team supporting the IFA's and 2 paraplanners. This role has become available due to a new office opening and the business is seeking additional admin support. The role: - Open and distribute the post - Answering phone calls and...


  • Haywards Heath, United Kingdom PPSL Full time

    We are currently recruiting for a Financial Services Investment Portfolio Assistant to join a established IFA & Investment Management firm practice based just outside of Haywards Heath My client is ideally seeking someone who is seeking their first opportunity in the Financial & Investments sector, or they are happy to look at someone with relevant and...


  • Stockton Heath, United Kingdom Cheetham Jackson Ltd Full time

    **Administrator (Financial Adviser Support) Role based in Stockton Heath** **Up to £18,400 (Full time equivalent up to £23,000)** **About us**: Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes...