Ifa Client Support

Client Support / IFA Administrator : Stoke-on-Trent: to c£27,000 + good benefits **Your new company** Due to expansion, an excellent opportunity has arisen within a highly reputable and progressive firm of IFAs for an experienced administrator. Very friendly supportive team culture, excellent prospects for career development. **Your new role** Providing...

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...

**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...

**IFA Support Supervisor** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunityto join our existing Administration team**on a full-time, permanent** basis. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with...

As a Pension & Investment Administration Administrator, you will play a key role in overseeing day-to-day client administration. Your responsibilities include efficiently handling pension schemes, maintaining high standards of work, and resolving complex issues. You'll collaborate with clients, internal departments, and third-party companies, ensuring...

This IFA Administrator job in Bristol provides opportunity to join a growing IFA firm. As an IFA Administrator, you will be working closely together with their team of Financial Advisors, Paraplanners and Senior IFA Administrators to ensure clients are wellsupported. Your responsibilities will include: - Obtaining required information to analyse client’s...

IFA Administrator A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Administration team. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business in...

This Senior IFA Administrator job in Bristol provides opportunity to join a growing IFA firm. As a Senior IFA Administrator, you will be working closely together with their team of Financial Advisors and Paraplanners to ensure clients are well supported.Your responsibilities will include: - Preparing portfolio reviews for client meetings - Liaising with...

**Senior IFA Administrator / Paraplanner / £30,000 plus excellent benefits / Broomsgrove **Hybrid** **Role and Responsibilities**: - Technical and administrative support to Senior IFA's - Ensuring that clients and advisors are kept up to date with requests - Ensuring you are proactive with updating client data - Maintaining the diary management system and...

**Executive IFA Administrator / Paraplanner** We have an exciting opportunityto join our existing administration team**.** We are looking for those of you who have a hunger for learning and wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. Youwill join us on a **full-time, permanent** basis, and in return, you...

IFA Firm Seeks Experienced Mortgage AdvisorWe are a respected IFA firm in Bromsgrove seeking an experienced Mortgage Advisor to join our team. This employed role is ideal for a skilled Adviser who can provide expert guidance on mortgage and protection needs to new and existing clients.As a Mortgage Advisor, you will assist clients in understanding their...

**IFA Administration Team Manager** **Location: Birmingham** **Salary: £25,000 - £35,000** A brilliant opportunity for an IFA Administration Team Manager to join a National financial planning with an excellent reputation. **Responsibilities**: - Responsible for the day to day oversight and management of the administration team - Acting as first point...

**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 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** **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...

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...

**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...

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...