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Senior Ifa Administrator
1 month ago
I am working with a leading, national Financial Planning firm, with a great reputation down to their high quality and personal approach to financial planning.
The firm in question are looking to add a Senior IFA Administrator to the team, to provide high quality support to the Paraplanners and Financial Advisers within the firm and oversee other members of the team.
They are offering a competitive base salary, good benefits and work from home flexibility.
Main duties;
- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
- Liaise with providers and other 3rd parties, to obtain any information that may be needed.
To be considered for this role, ideally you will hold:
- Experience within the Financial Services industry
- Exceptional client service skills, with a genuine interest in helping clients achieve their goals
- Willingness to learn and develop your skills and knowledge
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Wakefield, United Kingdom Lime People Search & Select Ltd Full timeMy client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading.We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial...
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Wakefield, United Kingdom Lime People Search & Select Ltd Full timeMy client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading. We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's...
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1 week ago
Wakefield, United Kingdom Lime People Search & Select Ltd Full timeMy client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading. We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial...
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Wakefield, United Kingdom Lime People Search & Select Ltd Full timeMy client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading. We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial...
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2 weeks ago
Wakefield, United Kingdom Lime People Search & Select Ltd Full timeMy client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading.We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial...
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Wakefield, United Kingdom Lime People Search & Select Ltd Full timeMy client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading. We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment. You...