Senior IFA Administrator
2 months ago
We are seeking a highly skilled and experienced Senior IFA Administrator to join our client's firm in the Wokingham area. This is a full-time, office-based position that requires strong communication and organizational skills.
Key Responsibilities- Client Communication: Effectively deal with client queries and respond to their needs in a timely and professional manner.
- Record Keeping: Maintain accurate and up-to-date records of client communications, including written, oral, and electronic interactions.
- Compliance: Ensure all client-related communications and documentation are in line with company policy and regulatory requirements.
- Financial Planning: Assist Financial Advisors in identifying client objectives, gathering information, and compiling financial reports.
- Research and Analysis: Conduct research and analysis to identify areas for planning and sourcing solutions that meet client needs and objectives.
- Documentation: Prepare suitability letters, reports, and associated documentation for approval by Financial Advisors.
- Administrative Support: Provide administrative support, including new business processing, income matching, and management information.
- Education and Qualifications: Technical knowledge may be validated through internal assessment, and passing probation requires compliance money laundering and basic knowledge tests.
- Key Skills: Understanding of the Financial Planning process, ability to work within defined business processes, and excellent interpersonal skills.
- Knowledge and Experience: Experience in maintaining good working relationships in a financial services environment, ability to assess information, and make comparisons.
Working with Artemis Recruitment Consultants Ltd
This role requires a high level of professionalism, attention to detail, and excellent communication skills. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
-
Senior IFA Administrator
4 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional financial services to our clients. Our team is committed to providing personalized support and guidance to help our clients achieve their financial goals.Job SummaryWe are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team. As a...
-
Senior IFA Administrator
4 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional financial services to our clients. Our team is committed to providing personalized support and guidance to help our clients achieve their financial goals.Job SummaryWe are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team. As a...
-
Senior Financial Services Administrator
4 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional service to our clients. Our team is committed to helping our clients achieve their financial goals, and we're looking for a skilled Senior IFA Administrator to join our team.The RoleWe're seeking a highly organized and detail-oriented Senior IFA Administrator to...
-
IFA Administration Manager
2 months ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administration Manager - WokinghamWe are working with a well-established IFA firm near Wokingham that is looking to take on a new Administration Team Leader. This role will be an office-based position, working in Wokingham. We are looking for candidates who have previous experience working within the Financial Services industry as either an administrator...
-
IFA Administration Manager
2 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking an experienced IFA Administration Manager to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing technical support and training to new staff, processing applications accurately, and managing client accounts and relationships.Key Responsibilities:Provide technical support and training...
-
IFA Administration Manager
2 months ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryWe are working with Artemis Recruitment Consultants Ltd to find a highly experienced Administration Team Leader for a well-established IFA firm. The ideal candidate will have a strong background in senior administration roles within the Financial Services industry, with experience in managing client accounts and relationships.Key...
-
IFA Administration Manager
2 months ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryWe are working with Artemis Recruitment Consultants Ltd to find a highly experienced Administration Team Leader for a well-established IFA firm. The ideal candidate will have a strong background in senior administration roles within the Financial Services industry, with experience in managing client accounts and relationships.Key...
-
Financial Services Administrator
1 month ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional service to our clients. Our team is committed to helping our clients achieve their financial goals, and we're looking for a skilled and detail-oriented individual to join our administration team.The RoleWe're seeking a highly organized and communicative Financial...
-
Financial Services Administrator
1 month ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional service to our clients. Our team is committed to helping our clients achieve their financial goals, and we're looking for a skilled and detail-oriented individual to join our administration team.The RoleWe're seeking a highly organized and communicative Financial...
-
Financial Planning Specialist
4 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and growing company committed to delivering exceptional client outcomes and supporting the professional development of our team members. We foster a culture of collaboration, innovation, and continuous learning, ensuring that our clients receive tailored financial solutions that meet their unique needs and goals.Our...
-
Senior Financial Administrator
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeSenior IFA AdministratorWe are seeking a highly skilled and experienced Senior IFA Administrator to join our client's firm in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide exceptional financial advice to a diverse range of clients.Key Responsibilities:Effectively manage client...
-
Senior Financial Administrator
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeSenior IFA Administrator Job DescriptionWe are seeking a highly skilled and experienced Senior IFA Administrator to join our client's firm based in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide exceptional support in delivering financial advice services to clients.Key...
-
Senior Financial Administrator
1 month ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeSenior IFA Administrator Job DescriptionWe are seeking a highly skilled and experienced Senior IFA Administrator to join our client's firm based in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide exceptional support in delivering financial advice to clients.Key Responsibilities:Provide...
-
Senior Financial Administrator
1 month ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeSenior IFA Administrator Job DescriptionWe are seeking a highly skilled and experienced Senior IFA Administrator to join our client's firm based in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide exceptional support in delivering financial advice services to clients.Key...
-
Senior Financial Administrator
1 month ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeSenior IFA Administrator Job DescriptionWe are seeking a highly skilled and experienced Senior IFA Administrator to join our client's firm based in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide exceptional support in delivering financial advice services to clients.Key...
-
Senior Financial Administrator
1 month ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeSenior IFA Administrator Job DescriptionWe are seeking a highly skilled and experienced Senior IFA Administrator to join our client's firm based in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide exceptional support in delivering financial advice to clients.Key Responsibilities:Provide...
-
Senior Financial Administrator
4 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeSenior IFA Administrator Job DescriptionWe are seeking a highly skilled and experienced Senior IFA Administrator to join our client's firm based in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide exceptional support in delivering financial advice services to clients.Key...
-
Senior Financial Administrator
4 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeSenior IFA Administrator Job DescriptionWe are seeking a highly skilled and experienced Senior IFA Administrator to join our client's firm based in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide exceptional support in delivering financial advice services to clients.Key...
-
Senior Financial Administrator
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeSenior IFA Administrator Job DescriptionWe are seeking a highly skilled and experienced Senior IFA Administrator to join our client's firm based in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide exceptional support in delivering financial advice services to clients.Key...
-
Senior Financial Administrator
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeSenior IFA Administrator Job DescriptionWe are seeking a highly skilled and experienced Senior IFA Administrator to join our client's firm based in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide exceptional support in delivering financial advice services to clients.Key...
