Technical IFA Support Specialist

3 weeks ago


London, Greater London, United Kingdom Heat Recruitment Ltd Full time £38,000 - £40,000
Technical IFA Support Specialist

Heat Recruitment Ltd is seeking a skilled Technical IFA Support Specialist to directly support an experienced Adviser. This role would suit an experienced IFA Administrator seeking a technical support position with a progression pathway to becoming a Paraplanner in the medium term, with access to the company's internal training programme.

The successful candidate will join a team that has been awarded the Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available.

The Technical IFA Support Specialist will receive a competitive salary of £38,000 - £40,000, and a range of staff benefits including hybrid working (4 days in the office in probation, reducing to 2 days a week post-probation), PMI, company bonus and pension contributions.

Key requirements for the Technical IFA Support Specialist role include:

* Achieved Level 4 Diploma in Regulated Financial Planning, or close to completion (couple of exams off)
* Experience working in family office or wealth management industry
* Proven experience of providing quality support to Financial Planners & clients

  • London, Greater London, United Kingdom Heat Recruitment Ltd Full time £38,000 - £40,000

    Technical IFA Support SpecialistThis role is an excellent opportunity for an experienced IFA Administrator to develop their skills and progress to a Paraplanner role. The successful candidate will provide technical support to an experienced Adviser, working in a well-renowned independent financial planning practice. The company has received numerous positive...


  • London, Greater London, United Kingdom Heat Recruitment Full time

    A reputable independent financial planning practice is seeking a skilled IFA Administrator to provide technical support to an experienced Adviser.About the RoleThis is a fantastic opportunity for an experienced IFA Administrator looking to take on a technical support role with a clear progression pathway to becoming a Paraplanner.You will join a...


  • London, Greater London, United Kingdom Prestige IFA Jobs Full time

    Prestige IFA Jobs is seeking a highly skilled Financial Services Specialist to join their team in Bahrain. The ideal candidate will have a strong background in financial services and insurance, with a proven track record of success in a similar role.Key Responsibilities:Offer a full range of life insurance, savings, and investment products to clientsProvide...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Technical IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will provide technical administrative support to our Financial Advisers and Paraplanners, ensuring the smooth delivery of work and maintaining high standards of client service.Key Responsibilities:Providing technical information and...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    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 requires...


  • London, Greater London, United Kingdom Salisbury Financial Services Full time

    Role Overview:We are seeking a mature and professional-minded individual to join our client's office in Gerrards Cross as a Trainee IFA Administrator. This full-time role offers a great opportunity to begin a career in Financial Services and gain industry qualifications.Key Responsibilities:Provide administrative support to the advisory and technical...


  • London, Greater London, United Kingdom Prestige IFA Jobs Full time

    Key Responsibilities:As a Senior Wealth Management Specialist, you will be responsible for managing a portfolio of high net worth clients, providing personalized financial advice and solutions to meet their unique needs.Requirements:UK level 4 advisory qualification or equivalent experience.Strong understanding of investments, bonds, and pensions.Excellent...


  • London, Greater London, United Kingdom Prestige IFA Jobs Full time

    As a Financial Services Specialist with Prestige IFA Jobs, you will have the opportunity to work with one of the largest independent award-winning financial services and insurance brokers in the Gulf Region. With over 22 years of experience, our client has a strong reputation for providing excellent service to their clients. As a member of our team, you will...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London. They are currently looking to recruit a Private Client IFA Administrator to join their team.Purpose of roleThis new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system,...

  • IFA Administrator

    4 weeks ago


    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: IFA AdministratorWe are seeking an experienced IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in providing administrative support to our clients in the financial services industry.Key Responsibilities:Concert Database Management: Utilize the Concert database to...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Private Client IFA Administrator to join our team in London. The ideal candidate will have a good understanding of Intelligent Office and be able to support the Central Administration Team in ensuring the efficient use of our back-office system.Purpose of RoleThis role will involve project work relating to data integrity,...


  • London, Greater London, United Kingdom Prestige IFA Jobs Full time

    About Prestige IFA JobsWe are a leading provider of investment banking services, with a strong focus on wealth management and financial strategy. Our team is dedicated to helping clients achieve their financial goals, and we are seeking a skilled professional to join our team.Key ResponsibilitiesContribute to the development of dynamic financial strategies...


  • London, Greater London, United Kingdom Prestige IFA Jobs Full time

    We are seeking a skilled Investment Advisory Wealth Manager to join our team at Prestige IFA Jobs. As a Wealth Manager, you will play a pivotal role in guiding individual clients through their financial endeavors. You will oversee a diverse array of portfolios, supported by comprehensive training programs, avenues for career advancement, and a corporate...


  • London, Greater London, United Kingdom Prestige IFA Jobs Full time

    About the Role:Prestige IFA Jobs is seeking a skilled Financial Services Associate to join our team. As a key member of our international financial services team, you will be responsible for providing private wealth management and financial planning services to individual, family, and corporate clients based in Vietnam, Thailand, and surrounding regions.Key...


  • London, Greater London, United Kingdom Prestige IFA Jobs Full time

    As a seasoned financial planning consultant, you will be part of Prestige IFA Jobs' esteemed team, working closely with clients to provide expert financial guidance and support. Your role will involve analyzing clients' current financial situations and developing tailored plans to help them achieve their long-term goals.Key Responsibilities:Conduct in-depth...


  • London, Greater London, United Kingdom fish4.co - Jobboard Full time

    Financial Services Firm Opportunity OverviewWe are seeking an experienced Senior IFA Administrator to join our client's team in a Financial Services environment. The ideal candidate will have a strong background in administration, excellent communication skills, and the ability to work effectively in a team.Key Responsibilities* Provide administrative...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator (IFA) RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Artemis Recruitment Consultants Ltd in Harrow, North West London.The successful candidate will provide administrative support to both the office manager and financial adviser, ensuring seamless day-to-day operations.Key...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Summary:We are seeking a highly skilled Senior IFA Administration Manager to join our team at Financial Divisions. As a key member of our Wealth Management Administration function, you will be responsible for supervising and managing a team of administrators, ensuring exceptional client service delivery and proposing new ideas to enhance the function's...


  • London, Greater London, United Kingdom Prestige IFA Jobs Full time

    Our client, a leading provider of financial services, is seeking a skilled professional to join their team. As an Agile Working pioneer, they prioritize work-life balance, allowing colleagues to split their time between the office and home. This innovative approach enables them to maintain a healthy balance and maximize success.Key responsibilities...


  • London, Greater London, United Kingdom Prestige IFA Jobs Full time

    About the Role:We are seeking a skilled Financial Services Manager to join our team at Prestige IFA Jobs. In this role, you will be responsible for delivering personalized, independent financial advice to clients. With licenses in different countries, you will have the opportunity to plan across borders and tap into industry-leading technology to support...