Senior IFA Team Member

My client is seeking a Senior IFA Administrator based in Winnersh. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. Duties Quickly and effectively deal with queries from clients through clear...

My client is seeking a Senior IFA Administrator based in Winnersh. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. Duties Quickly and effectively deal with queries from clients through clear...

My client is seeking a Senior IFA Administrator based in Winnersh. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. Duties Quickly and effectively deal with queries from clients through clear...

We are currently seeking a skilled IFA Administration Team Lead to join our client in Wokingham. The ideal candidate will have a strong background in administration, excellent communication skills, and the ability to manage complex client relationships.The salary for this role is estimated at £42,000 - £58,000 per annum, depending on experience.The...

Senior IFA Administrator Role OverviewWe are seeking a highly skilled Senior IFA Administrator to join our client's firm based in Wokingham. As a key member of the team, you will work closely with Financial Advisers to provide financial advice to clients. You will be responsible for managing client relationships, preparing financial reports, and ensuring...

IFA Operations Coordinator Job Description:Mulberry Recruitment is seeking an experienced Senior IFA Administrator to join our team as an IFA Operations Coordinator. In this role, you will be responsible for coordinating the day-to-day operations of our financial advisory services and ensuring that all client communication is accurately recorded and...

We are currently looking for a dedicated Senior IFA Administrator to join our team at Mulberry Recruitment. This exciting opportunity involves working closely with clients, financial advisors, and other team members to deliver exceptional results.The key responsibilities of this role include:Processing new business submissions to providers.Placing investment...

Office Angels are currently recruiting for an IFA Administrator for our client based in Winnersh. **Role**:IFA Administrator **Location**:Winnersh (Office based) **Salary**:£28,000 - £30,000pa **Duties include but are not limited to**: - Deal effectively with queries from clients and other parties - Collect and collate information and data about (and...

Senior IFA Administrator Job DetailsJob SummaryWe are seeking a skilled Senior IFA Administrator to join our team at Artemis Recruitment Consultants Ltd.ResponsibilitiesYour key responsibilities will include:Financial Services Support: Providing administrative support to Financial Advisers in delivering high-quality financial advice.Client Communications:...

My client based in Winnersh are seeking an IFA Administrator to join their team who would be specialising in pensions, retirement and international family wealth. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and obtaining policy information. Duties Quickly and effectively deal with...

My client based in Winnersh are seeking an IFA Administrator to join their team who would be specialising in pensions, retirement and international family wealth. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and obtaining policy information. Duties Quickly and effectively deal with...

My client based in Winnersh are seeking an IFA Administrator to join their team who would be specialising in pensions, retirement and international family wealth. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and obtaining policy information. Duties Quickly and effectively deal with...

**IFA Administrator / PA to Managing Director - Wealth Management Firm - Wokingham - Up to £35k** Are you an IFA Administrator/Personal Assistant with experience working on a 1-2-1 basis with a Financial Adviser or group of wealth management executives. My client is a boutique Independent Financial Advice firm with a presence across the Thames Valley whoI...

About the Role:We are currently seeking an experienced Administration Manager to join our team at Artemis Recruitment Consultants Ltd. Our client, a well-established IFA firm in Wokingham, is looking for a highly skilled professional to lead their administration team.Main Duties:Client Account Management: Manage client accounts and relationships, ensuring...

Artemis Recruitment Consultants Ltd is working with a well-established IFA firm near Wokingham to find a highly experienced Administration Team Leader. This role requires flexibility and effective communication with the team.The ideal candidate will have senior administration experience working within an IFA Firm or investment/wealth management environment,...

About the RoleWe are looking for a skilled IFA Support Specialist to join our firm based in the Wokingham area. As a fully office-based position, you will be working directly alongside Financial Advisers to provide administrative support and help them deliver high-quality financial advice services to clients.Your primary responsibilities will include dealing...

* Financial Services Experience is preferred. - Excellent interpersonal skills, both written and verbal IFA Administrator - Wokingham £25K Office based Our client specialises in the financial wellbeing of clients. The team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole 50-year career in...

About the RoleThis IFA Administrator position offers a unique opportunity to work in a dynamic environment, providing essential support to Financial Advisers in delivering high-quality financial services. As an ideal candidate, you will possess excellent communication skills, attention to detail, and the ability to multitask effectively.Key Skills and...

Artemis Recruitment Consultants Ltd seeks an experienced IFA Support Specialist to provide essential support to Financial Advisers in Wokingham.In this role, you will work closely with the advisory team to deliver high-quality financial advice to clients.You will be responsible for recording client information, identifying client needs, and preparing...

Artemis Recruitment Consultants Ltd is working with a well-established IFA firm near Wokingham, looking for an experienced Administration Team Leader to join their team.We are seeking a highly skilled and flexible candidate who can effectively communicate with their team. This will be an office-based position, working in Wokingham.The ideal candidate will...