Technical IFA Administrator
4 weeks ago
We 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 maintaining good relationships with all clients of the business, enhancing the profile of the Company among its clients and community.
Key Responsibilities:- Maintaining accurate records of client details
- Supporting the development and maintenance of internal processes to ensure business flow and agreed service standards
- Providing technical information to ensure workflows are followed and standards are adhered to
- Dealing with client queries and providing excellent customer service
- Assisting with product research and providing recommendations to the Paraplanners and Financial Advisers
- Processing applications and maintaining accurate records
- Liaising with product providers and other relevant third parties
- Generating FE Performance Reports and supporting the delivery of client service standards
- Good knowledge of Intelligent Office
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Strong attention to detail and organizational skills
- Ability to maintain confidentiality and handle sensitive information
-
Technical IFA Administrator
2 weeks ago
London, Greater London, United Kingdom Heat Recruitment Full timeA reputable independent financial planning practice is seeking a skilled IFA Administrator to provide technical support to an experienced Adviser.About the RoleThis is a fantastic opportunity for an experienced IFA Administrator looking to take on a technical support role with a clear progression pathway to becoming a Paraplanner.You will join a...
-
Technical IFA Administrator
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Technical IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will provide technical administrative support to our Financial Advisers and Paraplanners, ensuring the smooth delivery of work and maintaining high standards of client service.Key Responsibilities:Providing technical information and...
-
Technical IFA Administrator
3 weeks 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 requires...
-
IFA Administrator
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking an experienced IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in providing administrative support to our clients and team members.Key Responsibilities:Manage client information and progress logging in our Concert databaseExtract...
-
IFA Administrator
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking an experienced IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in providing administrative support to our clients and team members.Key Responsibilities:Manage client information and progress logging in our Concert databaseExtract...
-
Technical IFA Support Specialist
3 weeks ago
London, Greater London, United Kingdom Heat Recruitment Ltd Full time £38,000 - £40,000Technical IFA Support SpecialistHeat Recruitment Ltd is seeking a skilled Technical IFA Support Specialist to directly support an experienced Adviser. This role would suit an experienced IFA Administrator seeking a technical support position with a progression pathway to becoming a Paraplanner in the medium term, with access to the company's internal...
-
IFA Administrator
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking an experienced IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in providing administrative support to our clients in the financial services industry.Key Responsibilities:Concert Database Management: Utilize the Concert database to...
-
Senior IFA Administrator
3 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Private Client IFA Administrator to join our team in London. The ideal candidate will have a good understanding of Intelligent Office and be able to support the Central Administration Team in ensuring the efficient use of our back-office system.Purpose of RoleThis role will involve project work relating to data integrity,...
-
Senior IFA Administration Manager
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeSenior IFA Administration ManagerFinancial Divisions is seeking a highly skilled Senior IFA Administration Manager to join their team in Central London/Hybrid. This is a fantastic opportunity to work with a well-established Wealth Manager and contribute to the enhancement of their IFA Administration function.Key Responsibilities:Supervise and manage a team...
-
Senior IFA Administration Manager
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeSenior IFA Administration ManagerFinancial Divisions is seeking a highly skilled Senior IFA Administration Manager to join their team in Central London/Hybrid. This is a fantastic opportunity to work with a well-established Wealth Manager and contribute to the enhancement of their IFA Administration function.Key Responsibilities:Supervise and manage a team...
-
Senior IFA Administrator
4 weeks ago
London, Greater London, United Kingdom fish4.co - Jobboard Full timeSenior IFA Administrator OpportunityWe are excited to announce a new opportunity for a senior IFA administrator to join our client's team in an office near Longbridge. The company specializes in financial advice and services for businesses and individuals.The Role:An established Financial Services Firm is looking for an experienced Senior IFA Administrator...
-
Senior IFA Administrator
4 weeks ago
London, Greater London, United Kingdom fish4.co - Jobboard Full timeSenior IFA Administrator OpportunityWe are excited to announce a new opportunity for a senior IFA administrator to join our client's team in an office near Longbridge. The company specializes in financial advice and services for businesses and individuals.The Role:An established Financial Services Firm is looking for an experienced Senior IFA Administrator...
-
Senior IFA Administration Manager
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeSenior IFA Administration ManagerFinancial Divisions is seeking a highly skilled Senior IFA Administration Manager to join their Wealth Management team. As a key member of the management team, you will be responsible for overseeing the day-to-day operations of the IFA Administration function, ensuring seamless delivery of exceptional client service.Key...
-
Senior IFA Administration Manager
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeSenior IFA Administration ManagerFinancial Divisions is seeking a highly skilled Senior IFA Administration Manager to join their Wealth Management team. As a key member of the management team, you will be responsible for overseeing the day-to-day operations of the IFA Administration function, ensuring seamless delivery of exceptional client service.Key...
-
Senior IFA Administrator
4 weeks ago
London, Greater London, United Kingdom fish4.co - Jobboard Full timeFinancial Services Firm Opportunity OverviewWe are seeking an experienced Senior IFA Administrator to join our client's team in a Financial Services environment. The ideal candidate will have a strong background in administration, excellent communication skills, and the ability to work effectively in a team.Key Responsibilities* Provide administrative...
-
Senior IFA Administration Manager
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeWealth Management OpportunityFinancial Divisions is seeking a highly skilled Senior IFA Administration professional to lead our IFA Administration function management team. The ideal candidate will have experience in supervising/managing an IFA/Client services team within a Wealth Management firm/practice.This is a critical role within the business,...
-
Senior IFA Administration Manager
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeWealth Management OpportunityFinancial Divisions is seeking a highly skilled Senior IFA Administration professional to lead our IFA Administration function management team. The ideal candidate will have experience in supervising/managing an IFA/Client services team within a Wealth Management firm/practice.This is a critical role within the business,...
-
Technical IFA Support Specialist
2 weeks ago
London, Greater London, United Kingdom Heat Recruitment Ltd Full time £38,000 - £40,000Technical IFA Support SpecialistThis role is an excellent opportunity for an experienced IFA Administrator to develop their skills and progress to a Paraplanner role. The successful candidate will provide technical support to an experienced Adviser, working in a well-renowned independent financial planning practice. The company has received numerous positive...
-
Senior IFA Administrator
1 month ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled and experienced Private Client IFA Administrator to join our team in London. The ideal candidate will have a good understanding of Intelligent Office and be able to support the Central Administration Team in ensuring the efficient and effective use of our back-office system.Purpose of RoleThis role will involve project work...
-
Senior IFA Administrator
1 month ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled and experienced Private Client IFA Administrator to join our team in London. The ideal candidate will have a good understanding of Intelligent Office and be able to support the Central Administration Team in ensuring the efficient and effective use of our back-office system.Purpose of RoleThis role will involve project work...