IFA Technical Support Administrator
3 weeks ago
Blakemore Recruitment is seeking a dedicated Technical IFA Administrator to join a prestigious Financial Planning firm. This role involves providing essential technical administrative assistance to the Paraplanners and Financial Advisers within the organization. The ideal candidate will possess a solid understanding of Intelligent Office.
Key Contributions:
- Foster strong relationships with all clients, enhancing the company's reputation within the community.
- Ensure meticulous maintenance of client records for accuracy and reliability.
- Assist in the development and refinement of internal processes to uphold business efficiency and service standards.
- Deliver technical insights to guarantee adherence to workflows and quality benchmarks.
- Maintain professionalism at all times while complying with regulatory requirements.
Key Tasks and Responsibilities:
- Gather comprehensive policy information.
- Prepare Annual Review Reports for clients.
- Address client inquiries effectively.
- Support product research initiatives.
- Process applications accurately.
- Maintain the company database with complete and precise client information.
- Communicate with product providers and relevant third parties.
- Manage individual workflows and task completion.
- Generate FE Performance Reports.
- Contribute to the achievement of client service standards.
- Collaborate with paraplanners and administrators to ensure seamless work delivery.
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Technical Administrator for IFA
3 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is seeking a dedicated Technical IFA Administrator to join a prestigious Financial Planning firm. This role is essential in delivering technical administrative assistance to the Paraplanners and Financial Advisers, ensuring a seamless operational flow. Key Contributions: Fostering strong relationships with clients to enhance the...
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Technical IFA Administrator
4 days 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 involves:Key...
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Technical IFA Administrator
5 days 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 involves:Key...
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Senior IFA Administrator
3 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeSenior IFA AdministratorJob SummaryWe are seeking a highly skilled and experienced Technical Administrator to join our team at Blakemore Recruitment. As a key member of our team, you will be responsible for providing administrative support to our Financial Planners and Paraplanners, ensuring the highest level of service to our clients.Key...
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Senior IFA Administrator
3 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeSenior IFA AdministratorJob SummaryWe are seeking a highly skilled and experienced Technical Administrator to join our team at Blakemore Recruitment. As a key member of our team, you will be responsible for providing administrative support to our Financial Planners and Paraplanners, ensuring the highest level of service to our clients.Key...
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Senior IFA Administration Manager
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job Title: Senior IFA Administration ManagerJob Summary:We are seeking a highly skilled and experienced Senior IFA Administration Manager to join our team at Financial Divisions. As a key member of our Wealth Management function, you will be responsible for leading and managing a team of IFA administrators, providing guidance and support to ensure...
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Senior IFA Administration Manager
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job Title: Senior IFA Administration ManagerJob Summary:We are seeking a highly skilled and experienced Senior IFA Administration Manager to join our team at Financial Divisions. As a key member of our Wealth Management function, you will be responsible for leading and managing a team of IFA administrators, providing guidance and support to ensure...
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Senior IFA Administration Manager
7 days ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job Title: Senior IFA Administration ManagerLocation: Central London/HybridSalary: £50,000 and Bonus/BenefitsAbout the Role:We are seeking a highly skilled and experienced Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our management team, you will be responsible for leading and managing a team of IFA...
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Senior IFA Administration Manager
4 days ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job Title: Senior IFA Administration ManagerLocation: Central London/HybridSalary: £50,000 and Bonus/BenefitsAbout the Role:We are seeking a highly skilled and experienced Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our management team, you will be responsible for leading and managing a team of IFA...
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IFA Administration Team Lead
7 days ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job Title: Senior IFA Administration ManagerLocation: Central London/HybridSalary: £50,000 and Bonus/BenefitsAbout the Role:We are seeking a highly skilled and experienced Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our management team, you will be responsible for leading and managing a team of IFA...
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IFA Administration Team Lead
4 days ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job Title: Senior IFA Administration ManagerLocation: Central London/HybridSalary: £50,000 and Bonus/BenefitsAbout the Role:We are seeking a highly skilled and experienced Senior IFA Administration Manager to join our Financial Divisions team. As a key member of our management team, you will be responsible for leading and managing a team of IFA...
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IFA Administrator Role: Support Specialist
2 days ago
London, Greater London, United Kingdom Partners Wealth Management Full timeJob Title: IFA Administrator Role: Support SpecialistJob Summary:We are seeking an experienced IFA Administrator to provide support to our advisers and deliver a professional, compliant, effective telephone and administration-based service to our clients.Key Responsibilities:Liaise directly with clients and relevant third parties to ensure a positive and...
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IFA Administrator Role: Support Specialist
2 days ago
London, Greater London, United Kingdom Partners Wealth Management Full timeJob Title: IFA Administrator Role: Support SpecialistJob Summary:We are seeking an experienced IFA Administrator to provide support to our advisers and deliver a professional, compliant, effective telephone and administration-based service to our clients.Key Responsibilities:Liaise directly with clients and relevant third parties to ensure a positive and...
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IFA Administration Assistant
7 days ago
London, Greater London, United Kingdom Wallace Bates Limited Full timeJob Summary:Wallace Bates Limited is seeking a highly skilled and experienced individual to join their Administration Wealth support team in London as an IFA Sales Support Administrator.About the Role:The successful candidate will be responsible for checking paperwork before proposals are submitted, valuations, dealing with fee queries and providing...
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Senior Manager
6 days ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job DescriptionJob Title: Senior Manager - IFA AdministrationCompany: Financial DivisionsLocation: Central London/HybridSalary: £50,000 and Bonus/BenefitsJob Summary:We are seeking a highly talented Senior IFA Administration specialist to join our team as a Senior Manager - IFA Administration. The successful candidate will have experience of...
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Senior Manager
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job DescriptionJob Title: Senior Manager - IFA AdministrationCompany: Financial DivisionsLocation: Central London/HybridSalary: £50,000 and Bonus/BenefitsJob Summary:We are seeking a highly talented Senior IFA Administration specialist to join our team as a Senior Manager - IFA Administration. The successful candidate will have experience of...
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Senior Manager
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job DescriptionJob Title: Senior Manager - IFA AdministrationCompany: Financial DivisionsLocation: Central London/HybridSalary: £50,000 and Bonus/BenefitsJob Summary:We are seeking a highly talented Senior IFA Administration specialist to join our team as a Senior Manager - IFA Administration. The successful candidate will have experience of...
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Senior Manager
15 hours ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job DescriptionJob Title: Senior Manager - IFA AdministrationJob Summary:We are seeking an experienced Senior Manager to lead our IFA Administration team. The successful candidate will have a strong background in IFA Administration and team management, with a proven track record of delivering high-quality results.Key Responsibilities:Lead and manage the IFA...
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Senior Manager
13 hours ago
London, Greater London, United Kingdom Financial Divisions Full time £50,000Job DescriptionJob Title: Senior Manager - IFA AdministrationJob Summary:We are seeking an experienced Senior Manager to lead our IFA Administration team. The successful candidate will have a strong background in IFA Administration and team management, with a proven track record of delivering high-quality results.Key Responsibilities:Lead and manage the IFA...
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Senior IFA Administrator
2 days ago
London, Greater London, United Kingdom Fram Search Full timeWe are seeking a meticulous and proactive IFA Administrator to support the Financial Planning Director at Fram Search. Our client is a reputable Wealth Management firm based in the heart of Bedfordshire, committed to providing exceptional financial advice and wealth management services to a diverse client base.The team is dedicated, professional, and...