Sales Support Financial Services Ifa Admin

IFA Operations Coordinator OpportunityOrtus Psr is looking for an experienced IFA Operations Coordinator to join its team. This role involves providing critical support to our financial advisors, ensuring smooth processing of financial transactions and maintaining accurate client records. With a competitive salary of £25,000 - £30,000, this position offers...

IFA Administrator Opportunity at Ortus PsrElevate your career in a detail-oriented role supporting financial advisors in delivering exceptional client service.We are seeking a skilled IFA administrator to join our team and contribute to the success of our wealth management firm.The successful candidate will enjoy ongoing professional development and...

Great work/life balance with WFH/flexi hours. Main duties include: Providing an efficient new business processing service for sales consultants, completing trades/fund switches, liaising with product providers, and ensuring that new business is set up correctly - Providing administration support in relation to valuations, transfer of servicing and client...

Ortus Psr is seeking an experienced Financial Services Administrator to join its team. As a key member of the wealth management department, you will provide essential support to our financial advisers, ensuring smooth processing of financial transactions and maintaining accurate client records. With a competitive salary of £25,000 - £30,000, this role...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:Financial Services Administrator **Location**:Henley **Benefits**: Competitive salary, Great Holiday Allowance, Parking, Home Working ,Exam Support plus much more! **Salary**: £20k ~ £27k Depending on experience. **About the Company**: This prestigious and excellent...

Unlock Your Career Potential with Ortus PsrAbout UsAt Ortus Psr, we're committed to delivering exceptional client service and supporting our financial advisors in their roles. As an IFA Administrator, you'll play a crucial part in this process.Your RoleYou'll be responsible for managing client records, maintaining accurate data on our CRM system, and...

Are you looking for a challenging and rewarding career opportunity in a dynamic wealth management firm? We are seeking an IFA Administrator to join our team and contribute to our mission of delivering exceptional client service.In this role, you will be responsible for managing client records, maintaining accurate data on our CRM system, and handling all...

IFA Administrator/ IFA Support/ IFA Sales Support. Experience of working with IFA's. **The Role**: - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. - To ensure complete and accurate records are maintained of all client dealings. **Responsibilities**: - Technical...

Ortus Psr is a leading wealth management firm seeking an experienced IFA Administrator to join our team. In this role, you'll provide essential support to our financial advisers, ensuring seamless delivery of client services. Your responsibilities will include managing client records, maintaining accurate data on our CRM system, and handling all related...

Elevate Your Career with Ortus Psr's Administrative OpportunitiesAbout Our ValuesAt Ortus Psr, we value our employees and strive to create a supportive and friendly work environment. We believe in investing in our people and offering ongoing professional development opportunities.Your Job OverviewAs an IFA Administrator, you'll be integral to the client...

**This is a fantastic opportunity for an experienced IFA administrator to join a small but reputable and successful practice based in Westcliff-on-Sea, Essex. They specialise in providing high-quality personal advice on many aspects of wealth managementand advise clients of different backgrounds and ages** **The Opportunity**: During a period of growth, my...

**IFA Administrator** **Location: Bristol** **Salary: £20,000 - £30,000** The 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 supportto sustain their Chartered...

**IFA Administrator** **Location: Bicester** **Salary: £20,000 - £30,000** The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional studysupport to sustain...

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...

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...

Ortus Psr: Elevate Your Career in Wealth ManagementAbout UsWe are a reputable wealth management firm dedicated to delivering bespoke financial advice to high-net-worth clients. Our team is passionate about supporting financial advisors in delivering exceptional client service.Your RoleAs an IFA Administrator, you will be integral to the client service...

An exciting opportunity has arisen for an experienced client services professional to join a highly-reputable wealth management firm in the Stoke-on-Trent area. **What's the role?** Sitting within a back office team of** **8, your role will primarily be centred around the firm's clients - you will be their first point of contact and will be responsible for...

Customer Service Admin - 25k Basic + Bonus The company is an international leader in their respective field providing life changing products and working 9am to 5pm Monday to Friday. **Benefits**: - 25 days holiday plus bank holidays - Great starting salary - Employer Pension Contribution - Discretionary bonus Customer Service Admin day-to-day duties: -...

Two new positions within a long estabilshed high profile Wealth Manager based in smart and professional offices close to Southend-on-Sea. You will receive full support for exams, pension and excellent benefits. The role requires an individual who has the ability to work within a fast paced environment, adapt to industry changes and someone who can adjust to...

**IFA Administrator/PA** **Salary: £25,000 + excellent benefits!** **Location: Stoke on Trent** NJR Recruitment are currently working with an award-winning Chartered Accountancy & Financial Advising Practice in the Stoke on Trent. Offering high quality Financial Advice to both individuals and businesses, our client is now looking for an Administratorto...