Technical Administrator for IFA
3 weeks ago
Blakemore Recruitment is seeking a dedicated Technical IFA Administrator to join a prestigious Financial Planning firm. This role is essential in delivering technical administrative assistance to the Paraplanners and Financial Advisers, ensuring a seamless operational flow.
Key Contributions:
- Fostering strong relationships with clients to enhance the company's reputation within the financial community.
- Maintaining precise client records to ensure compliance and accuracy.
- Assisting in the development and refinement of internal processes to uphold service standards.
- Providing essential technical information to support workflow adherence and quality standards.
- Exhibiting professionalism and compliance with regulatory requirements at all times.
Key Tasks and Responsibilities:
- Gathering comprehensive policy information.
- Creating Annual Review Reports for clients.
- Addressing client inquiries effectively.
- Supporting product research initiatives.
- Processing applications accurately.
- Maintaining the company database with up-to-date client information.
- Coordinating with product providers and relevant third parties.
- Managing individual workflows and task completion.
- Generating performance reports as required.
- Contributing to the achievement of client service standards.
- Collaborating with paraplanners and administrators to ensure efficient work delivery.
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Technical IFA Administrator
2 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. The successful candidate will have good knowledge of Intelligent Office. This role also involves:Key...
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Technical IFA Administrator
1 day ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. The successful candidate will have good knowledge of Intelligent Office. This role also involves:Key...
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IFA Technical Support Administrator
3 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is seeking a dedicated Technical IFA Administrator to join a prestigious Financial Planning firm. This role involves providing essential technical administrative assistance to the Paraplanners and Financial Advisers within the organization. The ideal candidate will possess a solid understanding of Intelligent Office. Key...
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Senior IFA Administrator
8 hours ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeSenior IFA AdministratorJob SummaryWe are seeking a highly skilled and experienced Technical Administrator to join our team at Blakemore Recruitment. As a key member of our team, you will be responsible for providing administrative support to our Financial Planners and Paraplanners, ensuring the highest level of service to our clients.Key...
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IFA Administration Team Lead
1 day ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job Title: Senior IFA Administration ManagerLocation: Central London/HybridSalary: £50,000 and Bonus/BenefitsAbout the Role:We are seeking a highly skilled and experienced Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our management team, you will be responsible for leading and managing a team of IFA...
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IFA Administration Team Lead
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job Title: Senior IFA Administration ManagerLocation: Central London/HybridSalary: £50,000 and Bonus/BenefitsAbout the Role:We are seeking a highly skilled and experienced Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our management team, you will be responsible for leading and managing a team of IFA...
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Senior IFA Administration Manager
1 day ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job Title: Senior IFA Administration ManagerLocation: Central London/HybridSalary: £50,000 and Bonus/BenefitsAbout the Role:We are seeking a highly skilled and experienced Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our management team, you will be responsible for leading and managing a team of IFA...
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Senior IFA Administration Manager
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job Title: Senior IFA Administration ManagerLocation: Central London/HybridSalary: £50,000 and Bonus/BenefitsAbout the Role:We are seeking a highly skilled and experienced Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our management team, you will be responsible for leading and managing a team of IFA...
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Senior Manager
2 days ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job DescriptionJob Title: Senior Manager - IFA AdministrationCompany: Financial DivisionsLocation: Central London/HybridSalary: £50,000 and Bonus/BenefitsJob Summary:We are seeking a highly talented Senior IFA Administration specialist to join our team as a Senior Manager - IFA Administration. The successful candidate will have experience of...
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Senior IFA Administration Manager
1 day ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Summary:We are seeking a highly skilled and experienced Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our management team, you will be responsible for leading and managing a team of IFA administrators, providing guidance and support to ensure exceptional client service delivery.Key Responsibilities:Lead and...
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Senior IFA Administration Manager
1 day ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Summary:We are seeking a highly skilled and experienced Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our management team, you will be responsible for leading and managing a team of IFA administrators, providing guidance and support to ensure exceptional client service delivery.Key Responsibilities:Lead and...
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IFA Administration Assistant
4 days ago
London, Greater London, United Kingdom Wallace Bates Limited Full timeJob Summary:Wallace Bates Limited is seeking a highly skilled and experienced individual to join their Administration Wealth support team in London as an IFA Sales Support Administrator.About the Role:The successful candidate will be responsible for checking paperwork before proposals are submitted, valuations, dealing with fee queries and providing...
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Senior IFA Administration Manager
3 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Title: Senior IFA Administration ManagerJob Summary:We are seeking an experienced Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our administration function, you will be responsible for leading a team of administrators and ensuring the delivery of exceptional client service.Key Responsibilities:Lead and manage...
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Senior IFA Administration Manager
13 hours ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Title: Senior IFA Administration ManagerJob Summary:We are seeking an experienced Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our administration function, you will be responsible for leading a team of administrators and ensuring the delivery of exceptional client service.Key Responsibilities:Lead and manage...
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Senior IFA Administration Manager
1 day ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking a highly skilled Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our administration function, you will be responsible for leading a team of administrators and ensuring the delivery of exceptional client service.Key ResponsibilitiesLead and manage a team of IFA administrators, providing...
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Senior IFA Administration Manager
2 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking a highly skilled Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our administration function, you will be responsible for leading a team of administrators and ensuring the delivery of exceptional client service.Key ResponsibilitiesLead and manage a team of IFA administrators, providing...
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Senior IFA Administration Manager
10 hours ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Title: Senior IFA Administration ManagerJob Summary:We are seeking an experienced Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our administration function, you will be responsible for leading a team of administrators and ensuring the delivery of exceptional client service.Key Responsibilities:Lead and manage...
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Senior IFA Administration Manager
3 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Summary:We are seeking a highly skilled and experienced Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our Wealth Management Administration function, you will be responsible for leading and managing a team of administrators, providing guidance and support to ensure exceptional client service delivery.Key...
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Senior IFA Administration Manager
3 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob DescriptionJob SummaryCentral London/HybridC £50,000 and Bonus/BenefitsOur client, a highly regarded Wealth Manager, is seeking a highly talented Senior IFA Administration specialist to strengthen their IFA Administration function management team. The ideal candidate will have experience supervising/managing an IFA/Client services team within a Wealth...
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IFA Administration Function Manager
3 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob DescriptionJob Title: Senior IFA Administration ManagerLocation: Central London/HybridSalary: £50,000 and Bonus/BenefitsOur client, a highly regarded and well-established Wealth Management firm, is seeking a highly talented Senior IFA Administration specialist to join their management team. The ideal candidate will have experience in supervising and...