Senior IFA Administrator
4 weeks ago
We are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our Central Administration Team, you will play a crucial role in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO).
Key Responsibilities:- Manage and maintain accurate and up-to-date client records using Iress.
- Develop and implement administrative processes to improve data integrity and system efficiency.
- Provide technical support to client-facing admin teams on the accurate use of Intelligent Office.
- Collaborate with clients, insurance companies, and advisers to ensure seamless communication and transaction processing.
- Prepare and submit new business applications, including obtaining illustrations/quotations and product literature.
- Scanning and preparation of valuations.
- Competent use of investment platform for placing trades and managing client cash accounts.
- 2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration or operations role.
- Excellent written and visual presentation skills with high attention to detail.
- Excellent IT skills, being highly proficient in the use of Microsoft Office packages, including at least intermediate Excel knowledge.
- Understanding of the needs of Financial Services teams and FCA rules and compliance.
- A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.
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Senior IFA Administrator
1 month ago
Marlow, United Kingdom Blakemore Recruitment Full timeSenior IFA AdministratorWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our Central Administration Team, you will play a crucial role in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO).Key Responsibilities:Manage and maintain...
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Senior IFA Administrator
1 month ago
Marlow, United Kingdom Blakemore Recruitment Full timeSenior IFA AdministratorWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our Central Administration Team, you will play a crucial role in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO).Key Responsibilities:Manage and maintain...
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Senior IFA Administrator
3 weeks ago
Marlow, United Kingdom Blakemore Recruitment Full timeSenior IFA AdministratorWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our Central Administration Team, you will play a crucial role in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO).Key Responsibilities:Manage and maintain...
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Senior IFA Administrator
3 weeks ago
Marlow, United Kingdom Blakemore Recruitment Full timeSenior IFA AdministratorWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our Central Administration Team, you will play a crucial role in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO).Key Responsibilities:Manage and maintain...
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Senior IFA Administrator
4 weeks ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of Intelligent Office and be able to provide exceptional administrative support to our clients.Key Responsibilities:Provide administrative support to the Central Administration Team, ensuring...
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Senior IFA Administrator
1 month ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of Intelligent Office and a proven track record of delivering excellent administrative support in a financial services environment.Key Responsibilities:Providing administrative support to the...
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Senior IFA Administrator
1 month ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of Intelligent Office and a proven track record of delivering excellent administrative support in a financial services environment.Key Responsibilities:Providing administrative support to the...
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Senior IFA Administrator
1 month ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of Intelligent Office and a proven track record of delivering excellent administrative support in a financial services environment.Key Responsibilities:Providing administrative support to the...
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Senior IFA Administrator
1 month ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of Intelligent Office and a proven track record of delivering excellent administrative support in a financial services environment.Key Responsibilities:Providing administrative support to the...
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Senior IFA Administrator
4 weeks ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of Intelligent Office and be able to provide exceptional administrative support to our clients.Key Responsibilities:Provide administrative support to the Central Administration Team, ensuring...
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Senior IFA Administrator
4 weeks ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of Intelligent Office and a proven track record of delivering excellent administrative support in a financial services environment.Key Responsibilities:Provide administrative support to the...
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Senior IFA Administrator
4 weeks ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of Intelligent Office and a proven track record of delivering excellent administrative support in a financial services environment.Key Responsibilities:Provide administrative support to the...
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Senior IFA Administrator
4 weeks ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of Intelligent Office and a proven track record of delivering exceptional administrative support in a financial services environment.Key Responsibilities:Provide administrative support to the...
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Senior IFA Administrator
4 weeks ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of Intelligent Office and a proven track record of delivering exceptional administrative support in a financial services environment.Key Responsibilities:Provide administrative support to the...
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Senior IFA Administrator
1 month ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a boutique wealth planner, asset manager, and employee benefits specialist based in Marlow. They are seeking a Senior IFA Administrator to join their team.Purpose of RoleThis new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It...
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Senior IFA Administrator
7 days ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a boutique wealth planner, asset manager, and employee benefits specialist based in a professional services environment. They are currently looking to recruit a Senior IFA Administrator to join their team.Purpose of roleThis new role will support the Central Administration Team in ensuring the efficient and effective use of...
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Senior IFA Administrator
1 month ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a boutique wealth planner, asset manager, and employee benefits specialist based in Marlow. They are seeking a Senior IFA Administrator to join their team.Purpose of RoleThis new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It...
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Senior IFA Administrator
5 days ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in a professional services environment. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.Purpose of roleThis new role will support the...
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Senior IFA Administrator
1 month ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of Intelligent Office and a proven track record of delivering excellent administrative support in a financial services environment.Key Responsibilities:Provide administrative support to the...
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Senior IFA Administrator
1 month ago
Marlow, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of Intelligent Office and a proven track record of delivering excellent administrative support in a financial services environment.Key Responsibilities:Provide administrative support to the...
