IFA Administrator
3 days ago
As an IFA Administrator at Artemis Recruitment Consultants Ltd, you will play a vital role in supporting the delivery of financial advice services. Your responsibilities will include working closely with Financial Advisers to prepare recommendations and suitability reports.
Job Description:- Collect client data and ensure compliance documentation is complete.
- Discuss client objectives with the Financial Adviser, gathering necessary information for reports.
- Assist in planning solutions to meet clients' needs, including tax calculations.
- Excellent communication and interpersonal skills.
- Ability to work independently and in a team.
- Good IT skills, including report writing.
We offer a competitive salary package, estimated at £25-28k per year, for this challenging and rewarding role.
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IFA Administrative Assistant
2 weeks ago
Worthing, West Sussex, United Kingdom Astral Recruitment Full timeAn established IFA firm in the Worthing area is currently seeking a highly motivated Administrator to join their team.The successful candidate will provide administrative support to a successful IFA and work closely with the sales support team.Salary: Up to £30,000 per annum, plus a range of benefits. Requirements include having relevant experience as an FS...
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IFA Office Administration Professional
2 weeks ago
Worthing, West Sussex, United Kingdom Astral Recruitment Full timeJob DescriptionWe are seeking a highly skilled IFA Administrator to join our client's team in Worthing. In this role, you will be responsible for providing administrative support to a successful IFA and working closely with the sales support team.ResponsibilitiesProviding administrative support to the IFA team, including data entry, record-keeping, and...
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Administrative Support Specialist IFA
2 weeks ago
Worthing, West Sussex, United Kingdom Astral Recruitment Full timeAbout the RoleWe are currently seeking an experienced IFA Administrator to join our client's team in Worthing. In this role, you will be responsible for providing administrative support to a successful IFA and working closely with the sales support team.Key ResponsibilitiesProviding administrative support to the IFA team, including data entry,...
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Financial Services Administrator
2 weeks ago
Worthing, West Sussex, United Kingdom Astral Recruitment Full timeRole OverviewWe are seeking a highly skilled IFA Administrator to join our client's team in Worthing. The successful candidate will provide administrative support to a successful IFA and work closely with the sales support team.About the RoleThis is an excellent opportunity for an experienced administrator looking to take their career to the next level. As...
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IFA Support Specialist
1 month ago
Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an experienced IFA Support Specialist to join our team. This role offers a competitive salary of £26,000 - £32,000 per annum.About the Position:We are looking for a highly skilled and organized individual to provide administrative support to our Financial Advisers in delivering exceptional client service.The...
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Administrator for Financial Advisors
2 weeks ago
Worthing, West Sussex, United Kingdom Astral Recruitment Full timeAstrum Recruitment is assisting a leading financial services company in finding a skilled Administrator to work closely with their IFA team.The ideal candidate will have experience as a FS Administrator or Junior Paraplanner and be able to provide administrative support in a fast-paced environment.Salary: Up to £30,000 per annum, depending on experience....
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Financial Services Coordinator
2 weeks ago
Worthing, West Sussex, United Kingdom Astral Recruitment Full timeWe are working with a successful IFA firm based in the UK who are seeking an experienced Administrator to join their team.This is for the role of supporting a successful IFA and working within a sales support team.The salary for this role is up to £30,000 per annum plus benefits.Requirements include being an experienced FS Administrator or Junior...
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Financial Adviser Support Professional
4 days ago
Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a highly skilled and organised individual to join their team as an IFA Administrator. The successful candidate will work in collaboration with Financial Advisers, assisting them in preparing recommendations and producing suitability reports.Key Responsibilities:Collect and collate client information, ensuring...
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Ifa Administrator
7 months ago
Worthing, United Kingdom Active Recruiting Consultants Ltd Full time**Job Title/Location**:IFA Administrator, West Sussex - **Salary**:£25,000 - £32,000 - **Hybrid**:Once through training & settled, there is some WFH flexibility - **Requirements**: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact - **Role...
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Ifa Administrator
3 days ago
Worthing, United Kingdom Astral Recruitment Full timeOur client is a successful and established IFA firm in Worthing and they are currently looking for an experienced Financial Services Administrator to join the team We are looking for either an experienced IFA Administrator or even a Financial Adviser looking to downscale. this is an office based role in Worthing Base £25-32000 plus benefits for more...
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Ifa Administrator
3 weeks ago
Worthing, United Kingdom Astral Recruitment Full timeOur client is a successful and established IFA firm based near Worthing and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a...
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Ifa Administrator
7 months ago
Worthing, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator** **Salary - £22,000 to £35,000 - depending on experience.** Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners - where you can relish a varied role and ample opportunity for progression into either paraplanning or management? Our...
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Trainee Ifa Administrator
7 months ago
Worthing, United Kingdom Cranleigh Personnel Full timeTrainee IFA Administrator Location - Worthing **Salary**: £25,000 - £28,000 Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning? For this role - Any transferable skills from working within pensions would...
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Trainee Ifa Administrator
7 months ago
Worthing, United Kingdom Cranleigh Personnel Full time**Trainee IFA Administrator** **Location - Worthing, West Sussex** **Salary Range: £24,000 to £26,000** Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning? For this role - Any transferable skills from...
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Ifa Administrator
14 hours ago
Worthing, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator** **Salary - £22,000 to £35,000 - depending on experience.** Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their team. This wonderful Financial Planning company are a boutique whole o the market company currently standing at employeesand...
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Wealth Planning
6 months ago
Worthing, United Kingdom Cranleigh Personnel Full time**Title: Wealth Planning / IFA Administrator** **Worthing Sussex - from £25,000 up to £32,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive...
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Wealth Planning
7 months ago
Worthing, United Kingdom Cranleigh Personnel Full time**Title: Wealth Planning / IFA Administrator** **Worthing Sussex - from £25,000 up to £32,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive...
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Ifa Administrator
3 hours ago
Worthing, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator - Hybrid working options** **Salary - £22,000 to £35,000 - depending on experience.** Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners - where you can relish a varied role and ample opportunity for progression into either...
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Wealth Planning
7 months ago
Worthing, United Kingdom Cranleigh Personnel Full time**Title: Wealth Planning / IFA Administrator** **Worthing Sussex - from £25,000 up to £30,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive...
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Ifa Administrator
7 months ago
Worthing, United Kingdom Carlton Mays Full timeIFA Administrator | Worthing | c £18K - £25K Neg / DOE We are seeking an experienced Financial Services / Wealth Administrator to join our client at their office in Worthing. Previous experience within Wealth / Financial Services is desired. You will be supporting the Adviser to provide the best advice and service. **Duties include**: Act as point of...
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Ifa Administration Team Leader
14 hours ago
Worthing, United Kingdom Appointed ltd Full time**Award winning Chartered financial planners within Sussex have upcoming expansion plans, resulting in the need of a Deputy Administration Manager to join their fast faced, professional team. The role is to work alongside their current AdministrationManager, with the view to take on the full management role in looking after a team of 10 IFA support...
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Ifa Administrator
15 hours ago
Worthing, United Kingdom Financial Divisions Full time**The Opportunity** Our client is a firm of independent financial advisers and investment managers, providing advice to individual and to corporate clients. Established in 1980, the firm manages private client investments of c£0.5 billion. The company is highly successful and is genuinely a lovely place to work, evidenced by many long serving members of...
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Ifa Compliance Assistant
1 hour ago
Worthing, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: IFA Compliance Assistant** **Location: West Sussex (Remote Working)** **Salary: £30,000 - £35,000 + Company Bonus & Benefits** **The Company**: We are working on a brand-new position with an award-winning national Financial Planning business in West Sussex who are looking to add a Financial Planner to a developing new department that will...
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Financial Services Administrator
6 months ago
Worthing, United Kingdom Active Recruiting Consultants Ltd Full time**Job Title/Location**: Financial Services Administrator, West Sussex - **Salary**: To £28,000 - **Hybrid**: Once through training & settled, there is some WFH flexibility - **Requirements**: Previous IFA administration background is preferred, although our client will also consider people with a background in other areas of Financial Services, Mortgages,...
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Financial Planning Administrator
6 months ago
Worthing, United Kingdom Capio Recruitment Full time**Job Title: Financial Planning Administrator** **Location: West Sussex (Remote / Flexible Working)** **Salary: £26,000 - £30,000 + Bonus & Benefits** **The Company**: We are working on a brand-new position with an award-winning national Financial Planning business in West Sussex who are looking to add a new member to the financial planning support team...
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Paraplanner
2 days ago
Worthing, United Kingdom ARC Full time**Job Title/Location**: Paraplanner, West Sussex/WFH - **Salary**: £35,000 - £45,000 plus c.£2,000 bonus - **WFH**: Role initially office based, eventually 3 days office & 2 days WFH - **Requirements**: A Diploma qualified Paraplanner, someone keen on developing themselves towards chartered status - **Role Snapshot**: Product research, calculations,...
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New Client Coordinator
7 months ago
Worthing, United Kingdom HSBC Full time-Job description Some careers prize diversity more than others. If you’re looking for a career where you will be respected as an individual and valued for the contributions you make, join HSBC and discover how diversity drives our success. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC...