Senior IFA Support Specialist

4 weeks ago


Gerrards Cross, United Kingdom Get Staffed Online Recruitment Full time

IFA Administrator/Adviser Support Role

£28,000 - £32,000 - negotiable

Gerrards Cross

Full Time, Permanent

We are seeking a highly skilled and experienced IFA Administrator/Adviser Support to provide pre- and post-advice support to our advisers, paraplanner and other team members.

About the Role

As a key member of our IFA team, you will be responsible for providing administrative support to our advisers, including preparing and maintaining client records, managing correspondence, and coordinating meetings.

Key Responsibilities

  1. Provide administrative support to our IFA advisers, including preparing and maintaining client records and managing correspondence.
  2. Coordinate meetings and appointments with clients and other stakeholders.
  3. Assist with the preparation of reports and presentations.
  4. Develop and maintain relationships with clients and other stakeholders.

Requirements

We are looking for a highly skilled and experienced IFA Administrator/Adviser Support with excellent communication and organizational skills.

What We Offer

We offer a competitive salary, excellent benefits package, and opportunities for professional development.



  • Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Careers Full time

    Job Title: Senior IFA AdministratorCompany: Get Staffed Online Recruitment CareersJob Type: Full-timeLocation: Gerrards CrossJob Description:We are seeking a highly organized and experienced IFA Administrator to provide pre- and post-advice support to our financial advisors and other team members. The ideal candidate will have a stable employment history and...


  • Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full time

    Job DescriptionIFA Administrator and Adviser Support£28,000 - £32,000 - negotiableFull Time, PermanentWe are seeking a confident and experienced IFA Administrator/Adviser Support to provide pre- and post-advice support to our advisers, paraplanner and other team members.About the RoleAs an IFA Administrator, you will be responsible for providing...

  • Administrator - IFA

    1 month ago


    Gerrards Cross, United Kingdom CV-Library Full time

    IFA Administrator £28,000 - £32,000 - negotiable Gerrards Cross Full Time, Permanent Due to internal promotion, we are seeking a confident and experienced IFA Administrator/Adviser Support to provide pre- and post-advice support to our advisers, paraplanner and other team members. Salisbury Financial Services Founded in 1983 we are a...


  • Gerrards Cross, United Kingdom Capio Recruitment Full time

    Job Title: IFA Administrator - Established IFA Firm with a Strong Culture! Location: Near Beaconsfield, South Buckinghamshire **Salary**: Highly competitive, plus annual bonus and various benefits. About Us: We are a highly successful Independent Financial Adviser firm with a remarkable 40-year history of excellence in the industry. As a trusted name in...


  • Gerrards Cross, United Kingdom Get Staffed Online Recruitment Full time

    Trainee IFA Administrator - Adviser Support £25,500 per annum Gerrards Cross Full Time, Permanent This is a full-time role, based in our client's office in Gerrards Cross. Due to internal promotion, our client is seeking a mature and professional minded individual looking to begin their career in Financial Services. Initially, your role will be to...


  • Gerrards Cross, United Kingdom Get Staffed Online Recruitment Full time

    Trainee IFA Administrator - Adviser Support£25,500 per annumGerrards CrossFull Time, PermanentThis is a full-time role, based in our client's office in Gerrards Cross.Due to internal promotion, our client is seeking a mature and professional minded individual looking to begin their career in Financial Services.Initially, your role will be to provide...

  • IFA Administrator

    6 months ago


    Gerrards Cross, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA...

  • IFA Administrator

    3 weeks ago


    Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled IFA Administrator to provide exceptional support to our Financial Planning team in Gerrards Cross. This role offers flexible home working and a comprehensive benefits package.The ideal candidate will have a positive attitude, excellent communication skills, and a keen eye for detail. They will be responsible for supporting the...


  • Gerrards Cross, Buckinghamshire, United Kingdom Eden Resourcing Full time

    About the Role:We are seeking a skilled Financial Planning Support Specialist to join our team at Eden Resourcing. As a Senior Financial Services Coordinator, you will play a key role in providing holistic support to our Financial Advisers.Key Responsibilities:Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain...


  • Gerrards Cross, United Kingdom CV-Library Full time

    Trainee IFA Administrator - Adviser Support £25,500 per annum Gerrards Cross Full Time, Permanent This is a full-time role, based in our client's office in Gerrards Cross. Due to internal promotion, we’re seeking a mature and professional minded individual looking to begin their career in Financial Services. Initially, your role...


  • Gerrards Cross, Buckinghamshire, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full time

    Role OverviewWe are seeking a motivated and detail-oriented Trainee IFA Administrator to join our team at GET STAFFED ONLINE RECRUITMENT LIMITED.About the RoleThis is a full-time position based in our Gerrards Cross office, providing administrative support to our advisory and technical team.As a Trainee IFA Administrator, you will have the opportunity to...

  • IFA Administrator

    6 months ago


    Gerrards Cross, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking for an IFA Administrator to join their team. This role offers flexible home working 4 days a week. They are looking for an experienced IFA Administrator. They are a growing Independent Financial Planning firm, specialising in delivering Financial Life...


  • Gerrards Cross, United Kingdom Get Staffed Online Recruitment Full time

    Trainee IFA Administrator - Adviser Support£25,500 per annumGerrards CrossFull Time, PermanentThis is a full-time role, based in our client's office in Gerrards Cross.Due to internal promotion, our client is seeking a mature and professional minded individual looking to begin their career in Financial Services.Initially, your role will be to provide...


  • Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their administrative team.This company illuminates their clients' financial world by building clarity and confidence in their mind and optimising every experience they have with them.ResponsibilitiesThe IFA...


  • Gerrards Cross, Buckinghamshire, United Kingdom Financial Divisions Full time

    **About Financial Divisions**Wealth management is a key service offering for our client, a boutique financial planning practice with a strong presence in South Buckinghamshire. For over 20 years, they have been providing high-quality financial advice to their private clients, a diverse group of business professionals, retirees, accumulators, and families....


  • Gerrards Cross, Buckinghamshire, United Kingdom Eden Resourcing Full time

    Senior Administrator RoleWe are seeking an experienced financial planning administrator to join our close-knit team at Eden Resourcing.This role offers a competitive package and opportunities for development in a dynamic and forward-thinking firm.Key Responsibilities:Issue signed letters of authority and transfer of agency to providers and obtain policy...


  • Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    We are recruiting for a Financial Planning practice in Gerrards Cross seeking an experienced IFA Administrator to join their team.The company illuminates clients' financial worlds, building clarity and confidence. They optimise every experience for their clients.ResponsibilitiesThe IFA Administrator is responsible for efficient and accurate business...


  • Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their team.This company illuminates their client\u0027s financial world. Building clarity and confidence in their mind and optimising every experience they have with them.ResponsibilitiesThe IFA...


  • Gerrards Cross, United Kingdom Wallis Wealth Limited Full time

    Hours: 9:30 - 14:30 Days: Monday - Friday Location : Gerrards Cross home office (In person role - no remote working) **Salary**: up to £20,000 PA plus bonus and other benefits, depending on experience. About us: Our people are the most important asset in our business, ensuring we provide our clients with the best possible financial advice and guidance....


  • Gerrards Cross, Buckinghamshire, United Kingdom Salisbury Financial Services Full time

    Job OverviewWe are seeking a highly motivated and organized Trainee IFA Administrator to join our team at Salisbury Financial Services.Key ResponsibilitiesProvide administrative support to our advisory and technical teamObtain illustrations, key features documentation, and other required documents from platforms and providersReview meeting preparation,...