Ifa Administrator

1 month ago


Harrow On The Hill, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a highly regarded Financial Planning practice in Harrow on the Hill who are looking for an experienced IFA Administrator to join their team.

This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them.

**Responsibilities**

The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first class service to their clients.

You'll also need to understand and add value when it comes to their client's needs - looking at constant improvement and innovation.

**Onboarding**:

- providing full administrative support for the onboarding of new clients.

**Data management**:

- maintaining and updating client data in a secure environment.

**Reviews**:

- preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.

**Proposition delivery**:

- Delivering service proposition within agreed service levels and timescales

**Coordination**:
**Partners**:

- working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan.

**What they are looking for**

They are looking for someone who has been an IFA Administrator and has a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services


  • Ifa Administrator

    1 month ago


    Harrow On The Hill, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a highly regarded Financial Planning practice in Harrow on the Hill who are looking for an experienced IFA Administrator to join their team. SJP experience would be desirable. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with...

  • Ifa Administrator

    3 days ago


    Burgess Hill, United Kingdom Ortus PSR Full time

    A leading Financial Planning firm that provides bespoke financial planning advice to individuals and families are seeking an experienced IFA Administrator to join their team to provide comprehensive support to the Paraplanners and help to deliver exceptional service to the IFA firms clients. As an IFA Administrator, you will be responsible for providing...

  • IFA Administrator

    2 weeks ago


    Southend-on-Sea, United Kingdom Coast Specialist Recruitment Full time

    The role is based in the Essex area with a highly respected IFA Wealth Manager. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties....


  • Southend-on-Sea, United Kingdom Coast Specialist Recruitment Full time

    The role is based in Leigh-on-Sea Essex area with a highly respected IFA Wealth Manager and will require you to work in the offices 2 days per week and 3 from home. Diploma study support is provided and the client would prefer you to be studying. Our client requires an individual to provide support to financial advisers and develop a longer term career...

  • Administrator

    3 days ago


    The City, United Kingdom McGregor Boyall Full time

    We seek a Financial Planning Assistant to join one of our top accounting clients in the City.You will provide efficient administrative support to the team, ensuring smooth running on the private client side.This is an exciting opportunity to join a growing and friendly organisation. The ideal candidate should possess 2 years of experience working for an IFA...


  • Henley-on-Thames, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a National Financial Planning practice who are looking for a Senior IFA Administrator in their Henley-on-Thames office. Job Purpose The Senior Administrator will provide high quality administrative support to our Financial Planners to enable them to provide an outstanding service to their clients. Principal...


  • Stoke-on-Trent, United Kingdom Safer Hand Solutions Full time

    **Finance Administrator** **Stoke** £23,000 - Are you an experienced administrator within the financial sector, looking for a new challenge?_ - Has your role become mundane and boring, and you need something fresh and dynamic?_ - ._ I have a fantastic position for an experienced Finance Administrator to join a thriving financial advisory service with a...


  • Weston on the Green, United Kingdom Succession Wealth Full time

    _**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...

  • Payroll Administrator

    1 month ago


    Stoke-on-Trent, United Kingdom Adele Carr Financial Recruitment Full time

    **reference**: 18579_1680170475 Payroll Administrator **Vacancy Type**: Permanent **Location**: Stoke-on-Trent, Staffordshire **Salary**: £28000 - £30000 per annum As Payroll Administrator, you will be part of a team responsible for processing the monthly payroll. This is an established business which offers excellent career progression and...


  • The City, United Kingdom McGregor Boyall Full time

    We seek a Financial Planning Assistant to join one of our top accounting clients in the City.You will provide efficient administrative support to the team, ensuring smooth running on the private client side.This is an exciting opportunity to join a growing and friendly organisation.Duties include: Provide admin support on all client queries.Be the first...


  • Clacton-on-Sea, United Kingdom R J Hurst & Partners Ltd Full time

    Role: - ensuring that full records are kept and maintained in accordance with office and regulatory requirements - uploading of data to our back office system - both current and archive data - action client/adviser instructions on Provider websites - assist IFA’s in research and gathering of required documentation including updating investments...


  • Brierley Hill, United Kingdom LKA Recruitment Full time

    As an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base while benefiting from the support and resources of our established firm. You...


  • Brierley Hill, Dudley, United Kingdom LKA Recruitment Full time

    As an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base while benefiting from the support and resources of our established firm. You...


  • Brierley Hill, West Midlands, United Kingdom LKA Recruitment Full time

    As an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base while benefiting from the support and resources of our established firm. You...


  • Brierley Hill, West Midlands, United Kingdom Lka People Ltd Full time

    As an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base while benefiting from the support and resources of our established firm. You...


  • Brierley Hill, West Midlands, United Kingdom Lka People Ltd Full time

    As an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base while benefiting from the support and resources of our established firm. You...


  • Brierley Hill, West Midlands, United Kingdom Lka People Ltd Full time

    As an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base while benefiting from the support and resources of our established firm. You...


  • Brierley Hill, West Midlands, United Kingdom LKA Recruitment Full time

    As an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base while benefiting from the support and resources of our established firm. You...


  • Brierley Hill, West Midlands, United Kingdom Lka People Ltd Full time

    As an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base while benefiting from the support and resources of our established firm. You...


  • Brierley Hill, West Midlands, United Kingdom Lka People Ltd Full time

    As an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base while benefiting from the support and resources of our established firm. You...