Current jobs related to Senior IFA Administrator - Marlow - Blakemore Recruitment

  • Senior IFA Administrator

    1 month ago

    Marlow, United Kingdom Blakemore Recruitment Full time

    Senior IFA AdministratorWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our Central Administration Team, you will play a crucial role in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO).Key Responsibilities:Manage and maintain...

  • Senior IFA Administrator

    1 month ago

    Marlow, United Kingdom Blakemore Recruitment Full time

    Senior IFA AdministratorWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our Central Administration Team, you will play a crucial role in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO).Key Responsibilities:Manage and maintain...

  • Senior IFA Administrator

    3 weeks ago

    Marlow, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a boutique wealth planner, asset manager, and employee benefits specialist based in a professional services environment. They are currently looking to recruit a Senior IFA Administrator to join their team.Purpose of roleThis new role will support the Central Administration Team in ensuring the efficient and effective use of...

  • Senior IFA Administrator

    3 weeks ago

    Marlow, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in a professional services environment. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.Purpose of roleThis new role will support the...

  • Senior IFA Administrator

    5 months ago

    Marlow, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of role This new role will support the Central Administration...

  • Senior Wealth Planning Administrator

    3 weeks ago

    Marlow, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Senior Wealth Planning Administrator to support our Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO).Purpose of RoleThis new role will involve project work relating to data integrity, maintenance, and development of admin processes, as well as technical support...

  • Senior Wealth Planning Administrator

    3 weeks ago

    Marlow, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a boutique wealth planning and asset management specialist based in the UK. The ideal candidate should have a good understanding of Intelligent Office and a talent for working with systems and managing data effectively.Purpose of RoleThis new role will support the Central Administration Team in ensuring the efficient and...

  • Senior Administrator

    5 months ago

    Marlow, United Kingdom Vita Health Group Full time

    The Role: What you will do? We have an exciting opportunity to join our Private Service Administration team at the Abbey Clinic as a Senior Administrator. This is a part-time (22 hours) opportunity working a mix of managerial and front facing reception duties in a busy clinic in Marlow. The Abbey Clinic, part of the Vita Health Group, is located in the...

  • Client Administrator

    5 months ago

    Marlow, United Kingdom atomos Full time

    **Career** If you are looking for a role where in 2 years time you could move to paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business. For self-motivated people, show us what you can do and we like to open opportunities to support your growth. Equally,...

  • Senior Administrator

    3 days ago

    Marlow, Buckinghamshire, United Kingdom Bucks & Berks Recruitment PLC Full time

    This is a great opportunity for a Senior Administrator, seeking a temporary assignment for six months+. You will be responsible for supporting in account management and sales administration, and the coordination of customer documentation and management of information. You will be working for our client, who are based in Marlow. This role is a full-time...

  • Administrator

    5 months ago

    Marlow, United Kingdom Bucks and Berks Recruitment Full time

    **JOB SUMMARY**: - Full Time, Temporary- Office based- Marlow, Buckinghamshire- Salary: Up to £13.00 per hour- REF: J1043072CFWe require an experienced Administrator to support our client who are based in Marlow, Bucks. As an Administrator you will be reporting to the Directors of the company, and will be responsible for supporting all the projects the...

  • Assistant Office Administrator

    5 months ago

    Marlow, United Kingdom RFA Security Services LTD Full time

    **Role**: - Part-time, permanent and is 100% fully office-based at our office near Marlow - You will work in the office reporting directly to and supporting the Office Administrator (OA) in administrative, day to day office operations and any ad hoc tasks for the Senior Management Team - 3 days a week, 10am-2pm with flexibility for overtime as per business...

  • Client & Adviser Support - Marlow

    5 months ago

    Marlow, United Kingdom atomos Full time

    We are looking for an experienced Client & Adviser Support to join our Marlow Hub. **Career** Ideally, you will have experience working within an IFA / Financial Planning firm and hold strong administrative skills with PA support experience. Day to day tasks will include producing valuations, processing new business, supporting Financial Advisers with...

  • Physiotherapy Administrator

    5 months ago

    Marlow, United Kingdom Vita Health Group Full time

    The Role: What you will do? We have an exciting opportunity to join our Private Service Administration team at the Abbey Clinic. As an Administrator you will be the face and voice of The Abbey Clinic, part of the Vita Health Group. We are a multi-disciplinary healthcare clinic located on the beautiful Bisham Abbey grounds. You will work closely with a team...

  • Administrator

    5 months ago

    Marlow, United Kingdom Bucks and Berks Recruitment Full time

    **JOB SUMMARY**: - Full Time, Temporary- Office based- Marlow, Buckinghamshire- Salary: Up to £12.00 per hour- REF: J1043045CFThis is an exciting opportunity for an experienced Administrator to join our client based in Marlow, and support their Operations department for approx. 4 months. The key duties for this role include: - Acting as a point of...

  • Senior Contract Administrator

    2 weeks ago

    Marlow, Buckinghamshire, United Kingdom Bucks & Berks Recruitment PLC Full time

    Key Responsibilities:As a Commercial Law Administrator within the Sales team, you will be responsible for coordinating and managing the administration of new and existing sales-based contracts with clients.You will provide administration support to the sales team, ensuring a smooth and efficient contract management process.

  • Senior Veterinary Oncology Specialist

    4 weeks ago

    Marlow, United Kingdom Recruit Island Full time

    We are seeking a highly skilled Veterinary Oncology Specialist to join our team at a specialist-led multidisciplinary hospital in Buckinghamshire, UK.The RoleAs a Senior Veterinary Oncology Specialist, you will be part of a two-clinician team, working closely with an experienced Senior Oncology Nurse and rotating Internal Medicine/Oncology nurses and...

  • Senior Director Supply Chain

    4 weeks ago

    Marlow, United Kingdom CTI Clinical Trial and Consulting Services Full time

    Job Title: Senior Director, Supply ChainAs a key member of the Global Supply Chain Leadership Team, you will play a critical role in creating a patient-centric environment where compliance, service, partners, and our people are at the heart of everything we do.This role is responsible for leading Global Supply Chain Planning activities related to Strategic...

  • Senior Director Supply Chain

    4 weeks ago

    Marlow, United Kingdom CTI Clinical Trial and Consulting Services Full time

    Job Title: Senior Director, Supply ChainAs a key member of the Global Supply Chain Leadership Team, you will play a critical role in creating a patient-centric environment where compliance, service, partners, and our people are at the heart of everything we do.This role is responsible for leading Global Supply Chain Planning activities related to Strategic...

  • Senior Director Global Supply Chain Leader

    4 weeks ago

    Marlow, United Kingdom Lifelancer Full time

    Job Title: Senior Director Global Supply ChainAs a key member of the Global Supply Chain Leadership Team, you will be responsible for creating a patient-centric environment where compliance, service, partners, and our people are at the heart of everything we do.Key Responsibilities:Lead the Global Demand and Supply process, ensuring accurate demand...

Senior IFA Administrator

2 months ago

Marlow, United Kingdom Blakemore Recruitment Full time

We are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of Intelligent Office and a proven track record of delivering excellent administrative support in a financial services environment.

Key Responsibilities:

  • Providing administrative support to the Central Administration Team, ensuring the efficient and effective use of Intelligent Office.
  • Project work relating to data integrity, maintenance, and development of admin processes.
  • Technical support for client-facing admin teams in relation to the accurate use of Intelligent Office.
  • Developing and building relationships with clients, insurance companies, and advisers.
  • Preparing and submitting new business applications, including obtaining illustrations/quotations, product literature, and fund/transfer values.
  • Maintenance of client records using Iress, including inputting new business and updating client investments.
  • Scanning documentation and preparing valuations.
  • Competent use of investment platform for placing trades and managing client cash accounts.

Requirements:

  • 2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration or operations role.
  • 2-3+ years' experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively.
  • Excellent written and visual presentation skills with high attention to detail.
  • Excellent IT skills, being highly proficient in the use of Microsoft Office packages, including at least intermediate Excel knowledge.
  • Understanding of the needs of Financial Services teams and FCA rules and compliance.
  • A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.