Ifa Administrator

We are currently recruiting for a highly regarded Financial Planning practice in St Albans 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...

Job SummaryWe are recruiting a Financial Services Administrator to support our experienced Financial Advisers. This Senior IFA Administration role offers a unique opportunity to work with a close-knit team and contribute to the growth and success of our company.Your key responsibilities will include:Providing administrative support to ensure seamless...

Job DescriptionWe are seeking an experienced Financial Services Administrator to join our team in providing holistic support to our Financial Advisers. This role involves working closely with the team to deliver exceptional customer service and ensuring that all administrative tasks are completed efficiently.About the RoleThis is a fantastic opportunity for...

Job Description:A talented Financial Planning Administrator is needed to take on a Senior IFA Administration role within our close-knit team. This exciting opportunity offers a competitive salary and benefits package, as well as the chance to work with a successful wealth management practice that provides fee-based advice to high-net-worth clients.Key...

Key ResponsibilitiesAs an IFA Support Services Manager at Eden Resourcing, you will be responsible for providing administrative support to our Financial Advisers, ensuring efficient and effective operations.Your key responsibilities will include:Issuing signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtaining standard policy...

Trainee IFA Administrator - Adviser Support£25,500 per annumGerrards CrossFull Time, PermanentThis is a full-time role, based in our client's office in Gerrards Cross.Due to internal promotion, our client is seeking a mature and professional minded individual looking to begin their career in Financial Services.Initially, your role will be to provide...

About the JobA senior financial planning administrator is needed to work closely with two financial advisors to provide exceptional support in a busy and rewarding role. As a key member of our team, you will play a crucial part in ensuring the smooth operation of our wealth management practice.Responsibilities: Working closely with two financial advisors to...

Role OverviewThis position is for a seasoned Financial Planning Administrator seeking a Senior IFA Administration role within a tight-knit team. The successful candidate will be offered a comprehensive package and opportunities for growth and development.Due to continued success in providing fee-based advice to high-net-worth clients, this thriving wealth...

Role OverviewWe are seeking a professional and proactive Financial Services Administrator to provide holistic support to our Financial Advisers in a close-knit team environment. This role offers a generous package and opportunities for development.About the CompanyOur successful wealth management practice provides fee-based advice to HNW clients, requiring a...

**Summary of Position** To provide comprehensive support to ensure the efficient operation of the business and excellent service to clients of the firm. **Responsibilities and Duties** Production of reports, valuations and graphs using prescribed software/programmes, evaluation, enhancement and interpretation of data Processing of portfolio alterations...

Job DescriptionThe role of a Financial Services Administrator in Eden Resourcing's team involves supporting two experienced Financial Advisers. As a key member of the team, you will be responsible for providing holistic support to ensure seamless operations.This Senior IFA Administration position requires a professional and proactive individual who can...

My client is a bespoke Financial Advisory practice who also has a Discretionary Fund Management. They are now looking for an experienced paraplanner to join their existing team. You will be responsible for assisting the IFA's with technical and administrativeduties for a range of products and provide specialist support for investments and pension...