Technical IFA Administrator
6 days 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:
Key Responsibilities:
- Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
- Accurate upkeep of the client details to ensure accurate records are maintained.
- Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards.
- Providing technical information to ensure workflows are followed and standards adhered.
- Conducting themselves in a professional manner at all times, while adhering to regulatory demands.
Key Tasks and Responsibilities:
- Obtaining full policy information.
- Producing client Annual Review Reports.
- Dealing with client queries.
- Assisting with product research.
- Processing applications.
- Upkeep of company database with full and accurate client records.
- Liaising with product providers and other relevant third parties.
- Individual workflow and task delivery.
- Generating FE Performance Reports.
- Supporting the delivery of and achievement of the client service standards.
- Working alongside the paraplanners and administrators to ensure smooth delivery of work.
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Technical Administrator for IFA
4 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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IFA Technical Support Administrator
4 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 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...
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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
4 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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IFA Administration Team Lead
5 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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Senior IFA Administration Manager
5 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
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 Administrator
11 hours 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
9 hours 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 Manager
1 day 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
1 day 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
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
7 hours 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 IFA Administration Manager
5 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Summary: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 administrators, providing guidance and support to ensure exceptional client service delivery.Key Responsibilities:Lead and...
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Senior IFA Administration Manager
5 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Summary: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 administrators, providing guidance and support to ensure exceptional client service delivery.Key Responsibilities:Lead and...