IFA Administrator
4 weeks ago
Artemis Recruitment Consultants Ltd is seeking a skilled IFA Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and producing suitability reports.
Key Responsibilities:- Client Communication: Effectively deal with queries from clients and other parties through clear and professional communication.
- Record Keeping: Maintain accurate and up-to-date client records, including client-related communications with third parties.
- Data Collection: Gather and collate information about clients in accordance with company policy and compliance documentation.
- Financial Report Preparation: Work with Financial Advisers to discuss client objectives, identify necessary information, and compile financial reports.
- Third-Party Liaison: Liaise with product providers and other third parties to acquire additional information required to assess client needs.
Requirements: To be successful in this role, you will need excellent communication and organizational skills, with the ability to work effectively in a team environment. You will also need to be familiar with company policies and procedures, as well as relevant compliance documentation.
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IFA Administrator
3 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service and ensuring compliance with regulatory requirements.Key...
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IFA Administrator
3 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service and ensuring compliance with regulatory requirements.Key...
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IFA Administrator
4 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service and ensuring the smooth operation of our financial planning...
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IFA Administrator
3 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service and ensuring the smooth operation of our financial planning...
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IFA Administrator
3 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service and ensuring the smooth operation of our financial planning...
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Financial Planning Administrator
4 weeks ago
Fareham, Hampshire, United Kingdom mbf. Full timeAbout the RoleWe are seeking an experienced Financial Planning Administrator to join our team at mbf. as an IFA Administrator. This is an exciting opportunity to work with a well-established, national financial planning and investment management organisation.Key ResponsibilitiesProvide technical support to a team of Senior Financial Planners, building strong...
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Financial Planning Administrator
4 weeks ago
Fareham, Hampshire, United Kingdom mbf. Full timeAbout the RoleWe are seeking an experienced Financial Planning Administrator to join our team at mbf. as an IFA Administrator. This is an exciting opportunity to work with a well-established, national financial planning and investment management organisation.Key ResponsibilitiesProvide technical support to a team of Senior Financial Planners, building strong...
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Financial Planning Coordinator
4 weeks ago
Fareham, Hampshire, United Kingdom Heat Recruitment Full timeExciting Opportunity for an IFA AdministratorWe are seeking a highly skilled and experienced IFA administrator to join our team at Heat Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial planning team, ensuring the smooth operation of our business.About the RoleThis is an excellent...
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Financial Planning Coordinator
4 weeks ago
Fareham, Hampshire, United Kingdom Heat Recruitment Full timeExciting Opportunity for an IFA AdministratorWe are seeking a highly skilled and experienced IFA administrator to join our team at Heat Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial planning team, ensuring the smooth operation of our business.About the RoleThis is an excellent...
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Financial Planning Administrator
1 month ago
Fareham, Hampshire, United Kingdom Recruit UK Full timeFinancial Planning Administrator OpportunityWe are working with a well-established wealth management firm based in Whiteley on a Financial Planning Administrator role.This is an excellent opportunity for a self-starter with a passion for learning to join a quickly expanding private wealth management company.The company has offices across the UK and advises...
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Financial Planning Administrator
1 month ago
Fareham, Hampshire, United Kingdom Recruit UK Full timeFinancial Planning Administrator OpportunityWe are working with a well-established wealth management firm based in Whiteley on a Financial Planning Administrator role.This is an excellent opportunity for a self-starter with a passion for learning to join a quickly expanding private wealth management company.The company has offices across the UK and advises...
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Financial Services Administrator Apprentice
2 days ago
Fareham, Hampshire, United Kingdom Ortus PSR Full timeOrtus PSR is dedicated to delivering valuable, high-quality financial advice to a growing and diverse client base.As a Trainee Paraplanner, you will play a key role in supporting our IFA team with technical analysis, client report preparation, and product research.Key Responsibilities:Prepare client reports and conduct product research.Provide technical...
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Financial Planning Coordinator
4 weeks ago
Fareham, Hampshire, United Kingdom Recruit UK Full timeFinancial Planning Administrator OpportunityWe are working with a well-established wealth management firm based in Whiteley on a Financial Planning Administrator role.This is an excellent opportunity for a self-starter with a passion for learning to join a quickly expanding private wealth management company.The company has offices across the UK and advises...
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Financial Planning Coordinator
4 weeks ago
Fareham, Hampshire, United Kingdom Recruit UK Full timeFinancial Planning Administrator OpportunityWe are working with a well-established wealth management firm based in Whiteley on a Financial Planning Administrator role.This is an excellent opportunity for a self-starter with a passion for learning to join a quickly expanding private wealth management company.The company has offices across the UK and advises...
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Financial Planning Administrator
2 months ago
Fareham, United Kingdom Heat Recruitment Full timeAn exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning for someone to join the team based in Fareham. This company prides itself on the amazing culture they have developed over the years. They would like another friendly individual to join...
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Financial Planning Administrator
5 months ago
Fareham, United Kingdom Appointed Ltd Full time**Whole of market financial planning practice are in need of a IFA Administrator to work on a hybrid basis from their Fareham office to provide both clerical and administrative support to ensure the smooth running of the firm.** You will be supporting a team of financial advisers and paraplanners with all areas of administration, specifically submitting new...
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Financial Services Administrator
4 months ago
Fareham, United Kingdom Appointed Ltd Full time**Longstanding, small scale highly successful financial planning firm with 130k FUM are seeking a IFA Administrator to join their team on a part time basis, Monday, Tuesday and Friday, due to a longstanding team member reducing their hours. Opportunity to go full time in the future if desired.** You will be working within a team of 3 administrators to...
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Client & Adviser Support - Fareham
5 months ago
Fareham, United Kingdom atomos Full timeWe are looking for an experienced Client & Adviser Support to join our Fareham hub **Career** Ideally, you will have experience working within an IFA / Financial Planning firm and hold strong administrative skills with PA support experience. Day to day tasks will include producing valuations, processing new business, supporting Financial Advisers with...