Current jobs related to Senior IFA Administrator - Bristol, Bristol - Ortus PSR
-
IFA Administrator
1 month ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator role in North Somerset offers a unique opportunity to join a reputable, Chartered Financial Planning firm.You will be part of a dynamic head office support staff team, including Paraplanners and IFA Administrators, who provide high-quality support to their team of Chartered Financial Planners.As an IFA Administrator, your key...
-
IFA Administrator
2 months ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator role in North Somerset offers a unique opportunity to join a reputable, Chartered Financial Planning firm.You will be part of a dynamic head office support staff team, working alongside Paraplanners and IFA Administrators who provide high-quality support to a team of Chartered Financial Planners.As an IFA Administrator, your key...
-
IFA Administrator
1 month ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator role in North Somerset offers a unique opportunity to join a reputable, Chartered Financial Planning firm.You will be part of a dynamic head office support staff team, including Paraplanners and IFA Administrators, who provide high-quality support to their team of Chartered Financial Planners.As an IFA Administrator, your key...
-
IFA Administrator
2 months ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator role in North Somerset offers a unique opportunity to join a reputable, Chartered Financial Planning firm.You will be part of a dynamic head office support staff team, working alongside Paraplanners and IFA Administrators who provide high-quality support to a team of Chartered Financial Planners.As an IFA Administrator, your key...
-
IFA Administrator
1 month ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeJob Summary:This IFA Administrator role provides an opportunity to join a quality, Chartered Financial Planning firm as part of their head office support staff team.About the Role:As an IFA Administrator, you will be responsible for providing quality support to the team of Chartered Financial Planners.Key Responsibilities:Input data onto the customer back...
-
IFA Administrator
2 months ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeJob Summary:This IFA Administrator role provides an opportunity to join a quality, Chartered Financial Planning firm as part of their head office support staff team.About the Role:As an IFA Administrator, you will be responsible for providing quality support to the team of Chartered Financial Planners.Key Responsibilities:Input data onto the customer back...
-
IFA Administrator
2 months ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeThis Financial Planning Administrator role in a quality, Chartered Financial Planning firm provides an opportunity to join a dynamic team.You will be part of the head office support staff team, working alongside experienced professionals, including Paraplanners and IFA Administrators, who provide high-quality support to a team of Chartered Financial...
-
IFA Administrator
2 months ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeThis Financial Planning Administrator role in a quality, Chartered Financial Planning firm provides an opportunity to join a dynamic team.You will be part of the head office support staff team, working alongside experienced professionals, including Paraplanners and IFA Administrators, who provide high-quality support to a team of Chartered Financial...
-
Financial Services Administrator
3 weeks ago
Bristol, Bristol, United Kingdom IDEX Consulting Full timeIFA Administrator RoleWe are seeking a skilled IFA Administrator to join our team at IDEX Consulting. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisors in providing exceptional client service.Key Responsibilities:Collaborate closely with Financial Advisors to provide proactive assistanceManage calendars and schedule...
-
Financial Services Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Reed Full timeReed Financial Services: Exciting Opportunity for a Private Client Support / IFA AdministratorWe are pleased to be recruiting for an exciting opportunity for a Private Client Support / IFA Administrator to join a National IFA in Bristol, established over 20 years and very well regarded, with multiple awards.The successful candidate will be an experienced...
-
Financial Services Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Reed Full timeReed Financial Services: Exciting Opportunity for a Private Client Support / IFA AdministratorWe are pleased to be recruiting for an exciting opportunity for a Private Client Support / IFA Administrator to join a National IFA in Bristol, established over 20 years and very well regarded, with multiple awards.The successful candidate will be an experienced...
-
Wealth Planning Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Cranleigh Personnel Full timeAbout the Role:You'll be joining a team that prides itself on its excellent client service and the organic growth of its business. Currently, our client has 4 Advisers, 2 Paraplanners, and 3 full-time Administrators. In this role, you'll get exposure to a wide variety of tasks, collaborating with experienced professionals and honing your skills through...
-
Wealth Planning Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Cranleigh Personnel Full timeAbout the Role:You'll be joining a team that prides itself on its excellent client service and the organic growth of its business. Currently, our client has 4 Advisers, 2 Paraplanners, and 3 full-time Administrators. In this role, you'll get exposure to a wide variety of tasks, collaborating with experienced professionals and honing your skills through...
-
Financial Services Administrator
4 weeks ago
Bristol, Bristol, United Kingdom tPS Recruitment Full timeAbout the RoleThis is an exciting opportunity to join a reputable financial services firm as an Administrator. As an IFA administrator, you will play a crucial role in supporting independent financial advisers to deliver exceptional service to clients.Key ResponsibilitiesManage administrative tasks to ensure seamless communication and organizationAssist in...
-
Financial Services Administrator
4 weeks ago
Bristol, Bristol, United Kingdom tPS Recruitment Full timeAbout the RoleThis is an exciting opportunity to join a reputable financial services firm as an Administrator. As an IFA administrator, you will play a crucial role in supporting independent financial advisers to deliver exceptional service to clients.Key ResponsibilitiesManage administrative tasks to ensure seamless communication and organizationAssist in...
-
Financial Planning Assistant
1 month ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full time{"title":"IFA Administrator Role","subtitle":"Supporting Chartered Financial Planners","content":"This role provides an opportunity to join a quality, Chartered Financial Planning firm in North Somerset.You will be part of the head office support staff team, working alongside Paraplanners and IFA Administrators who provide quality support to their team of...
-
Financial Planning Assistant
1 month ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full time{"title":"IFA Administrator Role","subtitle":"Supporting Chartered Financial Planners","content":"This role provides an opportunity to join a quality, Chartered Financial Planning firm in North Somerset.You will be part of the head office support staff team, working alongside Paraplanners and IFA Administrators who provide quality support to their team of...
-
Financial Services Administrator
3 weeks ago
Bristol, Bristol, United Kingdom IDEX Consulting Full timeWe are seeking a skilled Financial Services Administrator to collaborate with our Financial Advisors in Bristol. This role offers opportunities for career progression and development within a leading independent financial advisory firm.Key Responsibilities:Provide proactive assistance to Financial AdvisorsManage calendars and schedule client...
-
Financial Services Coordinator
1 month ago
Bristol, Bristol, United Kingdom IDEX Consulting Full timeIFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our financial advisory group, you will play a crucial role in supporting our Financial Advisors and ensuring seamless client experiences.Key Responsibilities:Proactive Assistance: Collaborate closely...
-
Financial Services Coordinator
1 month ago
Bristol, Bristol, United Kingdom IDEX Consulting Full timeIFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our financial advisory group, you will play a crucial role in supporting our Financial Advisors and ensuring seamless client experiences.Key Responsibilities:Proactive Assistance: Collaborate closely...
Senior IFA Administrator
2 months ago
IFA Administration Role
**About Ortus PSR**
Ortus PSR is a Wealth Management company with offices in London and Bristol. We are seeking a Permanent Senior IFA Administrator for our Bristol offices.
**Job Summary**
We are looking for a skilled IFA Administrator to join our dynamic team. The successful candidate will have previous experience in IFA administration and a passion for providing excellent administrative support in the financial services industry.
**Key Responsibilities**
* Provide administrative support to our IFA team
* Maintain accurate and up-to-date records
* Develop and implement administrative processes
* Collaborate with the team to achieve business objectives
**Requirements**
* Previous experience in IFA administration
* Strong administrative skills
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment
**What We Offer**
* Competitive salary and benefits package
* Opportunity to work with a dynamic and growing company
* Collaborative and supportive team environment
**How to Apply**
If you are a motivated and organized individual with a passion for IFA administration, please submit your application.