IFA Administrator
2 months ago
This 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 Planners.
As a Financial Planning Administrator, your key responsibilities will include:
- Inputting data onto the customer back office system and managing customer records.
- Providing administrative support to the financial planning team, ensuring seamless day-to-day operations.
- Collaborating with colleagues to achieve team goals and objectives.
This is an exciting opportunity to develop your skills and experience in a fast-paced, dynamic environment.
Key Skills and Qualifications:
- Excellent administrative and organizational skills.
- Ability to work accurately and efficiently in a fast-paced environment.
- Strong communication and teamwork skills.
About Premier Jobs UK Limited:
Premier Jobs UK Limited is a leading recruitment agency specializing in financial services and administration roles.
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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, working alongside Paraplanners and IFA Administrators who provide high-quality support to a team of Chartered Financial Planners.As an IFA Administrator, your key...
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IFA Administrator
4 weeks 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...
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IFA Administrator
4 weeks 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...
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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, working alongside Paraplanners and IFA Administrators who provide high-quality support to a team of Chartered Financial Planners.As an IFA Administrator, your key...
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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...
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IFA Administrator
4 weeks 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...
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IFA Administrator
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Financial Services Administrator
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Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator role in a quality, Chartered Financial Planning firm provides an opportunity to join a dynamic head office support staff team.You will be part of a team including Paraplanners and IFA Administrators, who provide quality support to a team of Chartered Financial Planners.As an IFA Administrator, your duties will include:Inputting data...
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Financial Services Administrator
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Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeThis IFA Administrator role in a quality, Chartered Financial Planning firm provides an opportunity to join a dynamic head office support staff team.You will be part of a team including Paraplanners and IFA Administrators, who provide quality support to a team of Chartered Financial Planners.As an IFA Administrator, your duties will include:Inputting data...
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Financial Services Administrator
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Financial Services Administrator
1 month ago
Bristol, Bristol, United Kingdom GB035 Mercer (UK) Limited Full timeAbout the RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our Private Wealth Team on a part-time basis (21 hours per week). As an IFA Administrator, you will play a crucial role in supporting our consultants and clients with administrative tasks, ensuring seamless delivery of our services.Key ResponsibilitiesProcess new...
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Financial Services Administrator
1 month ago
Bristol, Bristol, United Kingdom GB035 Mercer (UK) Limited Full timeAbout the RoleWe are seeking a skilled and organized IFA Administrator to join our Private Wealth Team on a part-time basis (21 hours per week). As a key member of our team, you will provide high-quality administration support to clients and consultants, ensuring seamless delivery of our services.Key ResponsibilitiesProcess new business for allocated...
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Wealth Planning Administrator
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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...
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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...
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Financial Planning Assistant
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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...
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Financial Planning Assistant
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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...