Financial Planning Administrator
3 weeks ago
We are seeking an experienced IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning team, ensuring the efficient and accurate processing of business and delivering a first-class service to our clients.
Key Responsibilities:- Onboarding: Provide full administrative support for the onboarding of new clients, ensuring a seamless and efficient process.
- Data Management: Maintain and update client data in a secure environment, ensuring accuracy and confidentiality.
- Reviews: Prepare client reviews, update cash flow models, and produce supporting reports, discussion documents, and computer models.
- Relationship Building: Liaise with clients by telephone, letter, and email, building strong relationships and providing exceptional customer service.
- Proposition Delivery: Deliver service propositions within agreed service levels and timescales, ensuring timely and efficient delivery.
- Coordination: Work with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.
- Partners: Work with other professional advisers, such as solicitors and accountants, to implement an agreed action plan.
We are looking for an experienced IFA Administrator with a minimum of 2 years of experience working with UK resident private clients and delivering financial planning and investment management services. The successful candidate will have excellent communication and organizational skills, with the ability to work in a fast-paced environment and prioritize tasks effectively.
As a key member of our team, you will have the opportunity to work with a highly regarded financial planning practice and contribute to the delivery of exceptional client service. If you are a motivated and experienced IFA Administrator looking for a new challenge, we would love to hear from you.
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Financial Planning Administrator
4 weeks ago
Farnborough, Hampshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice in Farnborough who are looking for an experienced IFA Administrator to join their team.This company illuminates their client's financial world, building clarity and confidence in their minds and optimizing every experience they have with them.Key ResponsibilitiesThe IFA...
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Financial Planning Administrator
4 weeks ago
Farnborough, Hampshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice in Farnborough who are looking for an experienced IFA Administrator to join their team.This company illuminates their client's financial world, building clarity and confidence in their minds and optimizing every experience they have with them.Key ResponsibilitiesThe IFA...
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Financial Planning Assistant
1 week ago
Farnborough, Hampshire, United Kingdom Blakemore Recruitment Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning practice in Farnborough.Key Responsibilities:Process business efficiently and accurately, delivering a first-class service to...
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Financial Planning Assistant
1 week ago
Farnborough, Hampshire, United Kingdom Blakemore Recruitment Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning practice in Farnborough.Key Responsibilities:Process business efficiently and accurately, delivering a first-class service to...
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Financial Planning Assistant
4 weeks ago
Farnborough, Hampshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice in Farnborough who are looking for an experienced IFA Administrator to join their team.This company illuminates their client's financial world, building clarity and confidence in their minds and optimizing every experience they have with them.Key ResponsibilitiesThe IFA...
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Financial Planning Assistant
4 weeks ago
Farnborough, Hampshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice in Farnborough who are looking for an experienced IFA Administrator to join their team.This company illuminates their client's financial world, building clarity and confidence in their minds and optimizing every experience they have with them.Key ResponsibilitiesThe IFA...
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Financial Services Administrator
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Financial Services Administrator
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Financial Services Administrator
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Financial Services Administrator
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Financial Services Administrator
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Financial Services Administrator
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Financial Services Administrator
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Financial Services Administrator
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Financial Services Administrator
3 days ago
Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Artemis Recruitment Consultants Ltd.The successful candidate will be responsible for preparing and packaging financial planning reports, preparing transactional templated client letters, and liaising with product providers to obtain fees and charges.Key...
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Financial Planning Manager
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Financial Planning Advisor
3 weeks ago
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Financial Planning Advisor
3 weeks ago
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Financial Planning Advisor
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Financial Planning Advisor
4 weeks ago
Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timePrivate Client Adviser - Farnborough (Desk Based)Artemis Recruitment Consultants Ltd is seeking a skilled Private Client Adviser to join their team in Farnborough.Job Overview:As a Private Client Adviser, you will be responsible for providing cost-efficient, effective, and compliant financial planning advice to clients.Key Responsibilities:Develop and...
