IFA Admin Progression to Advisor

4 weeks ago


StratforduponAvon, Warwickshire, United Kingdom Ernest Gordon Recruitment Limited Full time
IFA Admin Progression to Advisor

Are you looking to take the next step in your career as an IFA Admin? We have an exciting opportunity for a Technical Advisor Support role within a top wealth management firm in the Northwest.

This role involves supporting advisors by processing new business applications, fund switches, and investment withdrawals. You will also be responsible for managing client data, conducting product research, and utilizing systems like Adviser Asset & FE Analytics.

We are seeking a candidate with a background in an IFA practice who is looking to advance their career. As a Technical Advisor Support, you will be responsible for liaising with advisors, preparing valuation reports, and researching products and market trends.

Key Responsibilities:

  • Liaising with advisors to ensure seamless support
  • Preparing valuation reports to assist in decision-making
  • Conducting research on products and market trends to stay up-to-date
  • Managing client data to ensure accurate and efficient service

What We Offer:

  • A supportive and collaborative team environment
  • Opportunities for career advancement and professional growth
  • A competitive salary and benefits package

We are an equal opportunities employer and welcome applications from candidates with a background in an IFA practice. If you are looking for a challenging and rewarding role, please apply today.



  • Stratford-upon-Avon, Warwickshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Admin Progression to Advisor RoleWe are seeking a highly motivated and organized individual to join our team as an IFA Admin Progression to Advisor. This exciting opportunity will provide you with the chance to advance your career in a dynamic and supportive environment.About the RoleAs an IFA Admin Progression to Advisor, you will be responsible for...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Admin Progression to Advisor RoleWe are seeking a highly motivated and organized individual to join our team as an IFA Admin Progression to Advisor. This exciting opportunity will provide you with the chance to advance your career in a dynamic and supportive environment.About the RoleAs an IFA Admin Progression to Advisor, you will be responsible for...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Admin Progression to Advisor RoleWe are seeking a highly motivated and organized individual with a background in IFA administration to join our team as a Technical Advisor. This is an exciting opportunity for career advancement in a dynamic and rapidly expanding wealth management firm.Key Responsibilities:Liaise with advisors to provide technical support...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Admin Progression to Advisor RoleWe are seeking a highly motivated and organized individual with a background in IFA administration to join our team as a Technical Advisor. This is an exciting opportunity for career advancement in a dynamic and rapidly expanding wealth management firm.Key Responsibilities:Liaise with advisors to provide technical support...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Taylor James Professional Recruitment Full time

    Senior IFA Administrator OpportunityOur award-winning client, a leading financial services firm, is seeking a highly organized and experienced Senior IFA Administrator to join their team on a permanent basis.This is an excellent opportunity for a motivated and detail-oriented individual to take on a key role in supporting the financial planning team,...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Taylor James Professional Recruitment Full time

    Senior IFA Administrator OpportunityOur award-winning client, a leading financial services firm, is seeking a highly organized and experienced Senior IFA Administrator to join their team on a permanent basis.This is an excellent opportunity for a motivated and detail-oriented individual to take on a key role in supporting the financial planning team,...


  • Stratford-upon-Avon, Warwickshire, United Kingdom O'loughlin Recruitment Ltd Full time

    IFA Administrator Job OpportunityO'loughlin Recruitment Ltd is seeking a highly skilled IFA Administrator to join their team in Cheadle. As an IFA Administrator, you will provide essential support to a team of Independent Financial Advisers, ensuring the smooth operation of the office.Key Responsibilities:Client and Provider Enquiries: Handle day-to-day...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Countrywide Mortgage Services Full time

    About UsCountrywide Mortgage Services is a leading provider of mortgage and protection services, part of the Connells Group, one of the largest and most successful estate agency and property services providers in the UK.Job SummaryWe are seeking a highly motivated and skilled Trainee Mortgage and Protection Advisor to join our team in Stratford. As a Trainee...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Countrywide Mortgage Services Full time

    About UsCountrywide Mortgage Services is a leading provider of mortgage and protection services, part of the Connells Group, one of the largest and most successful estate agency and property services providers in the UK.Job SummaryWe are seeking a highly motivated and skilled Trainee Mortgage and Protection Advisor to join our team in Stratford. As a Trainee...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Taylor James Professional Recruitment Full time

    IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our client's team in Manchester. As a key member of the financial planning team, you will be responsible for providing administrative support to a team of experienced paraplanners and financial planners.Key Responsibilities:Process new business applications across key...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Taylor James Professional Recruitment Full time

    IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our client's team in Manchester. As a key member of the financial planning team, you will be responsible for providing administrative support to a team of experienced paraplanners and financial planners.Key Responsibilities:Process new business applications across key...

  • Financial Advisor

    4 weeks ago


    Stratford-upon-Avon, Warwickshire, United Kingdom Premier Jobs UK Limited Full time

    Financial Adviser Job OpportunityThis remote Financial Adviser role provides a chance to join a rapidly growing fintech firm that offers holistic wealth management to all. The company provides all the services of a traditional IFA firm, plus as a fintech firm, they offer an online digital platform to help individuals at the start of their financial planning...

  • Financial Advisor

    4 weeks ago


    Stratford-upon-Avon, Warwickshire, United Kingdom Premier Jobs UK Limited Full time

    Financial Adviser Job OpportunityThis remote Financial Adviser role provides a chance to join a rapidly growing fintech firm that offers holistic wealth management to all. The company provides all the services of a traditional IFA firm, plus as a fintech firm, they offer an online digital platform to help individuals at the start of their financial planning...

  • Claims Advisor

    3 weeks ago


    Stratford-upon-Avon, Warwickshire, United Kingdom BMA RECRUITMENT LTD Full time

    Claims Advisor Job DescriptionWe are seeking a highly motivated and enthusiastic Claims Advisor to join our New Claims Team at BMA RECRUITMENT LTD.Main Responsibilities:As a Claims Advisor, you will be the first point of contact for clients wishing to make a claim.You will be responsible for identifying clients who will benefit from our services and...

  • Claims Advisor

    3 weeks ago


    Stratford-upon-Avon, Warwickshire, United Kingdom BMA RECRUITMENT LTD Full time

    Claims Advisor Job DescriptionWe are seeking a highly motivated and enthusiastic Claims Advisor to join our New Claims Team at BMA RECRUITMENT LTD.Main Responsibilities:As a Claims Advisor, you will be the first point of contact for clients wishing to make a claim.You will be responsible for identifying clients who will benefit from our services and...

  • Claims Advisor

    3 weeks ago


    Stratford-upon-Avon, Warwickshire, United Kingdom BMA RECRUITMENT LTD Full time

    Job Title: Claims AdvisorWe are seeking a highly motivated and enthusiastic Claims Advisor to join our New Claims Team at BMA RECRUITMENT LTD. As a Claims Advisor, you will be the first point of contact for clients wishing to make a claim and will be responsible for identifying clients who will benefit from our services and gathering the information and...

  • Claims Advisor

    3 weeks ago


    Stratford-upon-Avon, Warwickshire, United Kingdom BMA RECRUITMENT LTD Full time

    Job Title: Claims AdvisorWe are seeking a highly motivated and enthusiastic Claims Advisor to join our New Claims Team at BMA RECRUITMENT LTD. As a Claims Advisor, you will be the first point of contact for clients wishing to make a claim and will be responsible for identifying clients who will benefit from our services and gathering the information and...

  • Senior HR Advisor

    2 weeks ago


    Stratford-upon-Avon, Warwickshire, United Kingdom NHS North East London Integrated Care Board Full time

    Job Title: Senior People AdvisorWe are seeking a highly skilled and experienced Senior People Advisor to join our team at NHS North East London Integrated Care Board. As a key member of our HR team, you will play a crucial role in providing expert HR advice and support to our managers and employees.About the RoleThe Senior People Advisor will be responsible...

  • VW Service Advisor

    4 weeks ago


    Stratford-upon-Avon, Warwickshire, United Kingdom Listers Full time

    Job IntroductionWe are seeking a highly skilled Service Advisor to join our team at Listers VW in Stratford-upon-Avon. The successful candidate will work Monday to Friday, 08:00 to 18:00, with a rota basis on Saturdays.As a Service Advisor, you will be responsible for delivering exceptional customer service and ensuring the highest levels of satisfaction in...

  • VW Service Advisor

    4 weeks ago


    Stratford-upon-Avon, Warwickshire, United Kingdom Listers Full time

    Job IntroductionWe are seeking a highly skilled Service Advisor to join our team at Listers VW in Stratford-upon-Avon. The successful candidate will work Monday to Friday, 08:00 to 18:00, with a rota basis on Saturdays.As a Service Advisor, you will be responsible for delivering exceptional customer service and ensuring the highest levels of satisfaction in...