IFA Administrator Position

4 weeks ago


Tiverton, Devon, United Kingdom Premier Jobs UK Limited Full time
Job Opportunity

This exciting opportunity has arisen for an IFA Administrator to join a thriving firm of Independent Financial Advisers in Tiverton.

As an IFA Administrator, you will play a vital role in supporting the firm's Chartered Financial Planners and Paraplanners, ensuring the smooth delivery of excellent financial planning services to clients.

Key Responsibilities:

  • Support the team in preparing and processing client documentation
  • Maintain accurate and up-to-date client records
  • Coordinate and schedule client meetings

Requirements:

  • Previous experience in a financial planning or administration role, or a genuine desire to build a career in this industry
  • Excellent administrative skills, with a high attention to detail and strong communication skills

The Company

Premier Jobs UK Limited is a leading provider of recruitment services, with a strong reputation for delivering high-quality candidates to our clients.

Benefits:

  • Competitive salary of up to £26,000 depending on experience
  • Normal office hours of 8:30am to 5pm, Monday to Friday
  • Opportunities for career growth and development

Location

Tiverton

Disclaimer

Premier Jobs UK Limited uses all reasonable efforts to ensure the accuracy of the information contained in our adverts. However, we give no representation or warranty in respect of such information. No liability is accepted for any loss or damage arising from reliance on or use of any information.


  • IFA Administrator

    2 weeks ago


    Tiverton, Devon, United Kingdom Premier Jobs UK Limited Full time

    This Financial Planning Coordinator role is an excellent opportunity to join a growing team of Financial Advisors at Premier Jobs UK Limited.As a member of the team, you will provide administrative support to the Financial Advisors, who offer high-quality financial planning services to their clients.Key responsibilities will include:Administrative...


  • Tiverton, Devon, United Kingdom Premier Jobs UK Limited Full time

    Job Title: Financial Planning AdministratorJob Description:This role provides an opportunity to join a growing IFA firm in Tiverton, supporting their team of Financial Advisors who deliver excellent financial planning to clients. The ideal candidate will have previous experience in the financial planning sector or a genuine desire to build a career within...


  • Tiverton, Devon, United Kingdom Premier Jobs UK Limited Full time

    IFA Administrator Job OpportunityThis is an exciting opportunity to join a thriving firm of Independent Financial Advisers in Tiverton, providing excellent financial planning services to clients.Job Responsibilities:Support a team of Chartered Financial Planners and Paraplanners in delivering high-quality financial planning services.Prepare and process...


  • Tiverton, Devon, United Kingdom Premier Jobs UK Limited Full time

    IFA Administrator Job OpportunityThis is an exciting opportunity to join a thriving firm of Independent Financial Advisers in Tiverton, providing excellent financial planning services to clients.Job Responsibilities:Support a team of Chartered Financial Planners and Paraplanners in delivering high-quality financial planning services.Prepare and process...


  • Tiverton, Devon, United Kingdom Premier Jobs UK Full time

    IFA Administrator Job DescriptionThis role provides the opportunity to join a growing IFA firm in Tiverton, supporting their team of Financial Advisors who deliver excellent financial planning to clients.As an IFA Administrator, your duties will include:Supporting Chartered Financial Planners and ParaplannersPreparing and processing client...


  • Tiverton, Devon, United Kingdom Premier Jobs UK Limited Full time

    IFA Administrator Job OverviewThis role provides the opportunity to join a growing IFA firm in Tiverton, supporting their team of Financial Advisors who deliver excellent financial planning to clients.Key Responsibilities:Support the growing team of Financial AdvisorsProvide administrative assistance in the financial planning sectorContribute to the delivery...


  • Tiverton, Devon, United Kingdom Premier Jobs UK Limited Full time

    Expert Financial Consultant OpportunityThis employed, Independent Financial Adviser job offers the chance to join a successful, boutique IFA firm due to continued growth across the business. The firm is based on the Devon border and is happy to consider Financial Advisers based in Devon.Upon joining, you will be provided with approximately 100 clients,...


  • Tiverton, Devon, United Kingdom Premier Jobs UK Limited Full time

    Financial Adviser OpportunityThis employed, Independent Financial Adviser role provides a chance to join a thriving, boutique IFA firm due to continued growth across the business.Our client is based on the Devon/Somerset border, making them open to considering Financial Advisers based in Devon or Somerset.Upon joining, you will be provided with approximately...


  • Tiverton, Devon, United Kingdom Premier Jobs UK Limited Full time

    Opportunity for a Financial AdvisorThis employed, independent financial advisory position provides the chance to join a boutique, IFA firm due to continued growth across the business.Our client is based on the Devon/Somerset border and is happy to consider candidates based in Devon or Somerset.The business prioritizes client satisfaction and retention,...


  • Tiverton, Devon, United Kingdom Premier Jobs UK Limited Full time

    Opportunity to Grow with a Thriving IFA FirmOur client, a well-established boutique IFA firm, is seeking a skilled Financial Adviser to join their team due to continued growth and expansion. Based on the Devon/Somerset border, the firm is open to considering candidates from both regions.As a key member of the team, you will be responsible for managing a...


  • Tiverton, Devon, United Kingdom Acorn by Synergie Full time

    Sales Office Administrator RoleWe are seeking a detail-oriented and organized Sales Office Administrator to join our dynamic team at Acorn by Synergie. As a Sales Office Administrator, you will be responsible for effectively communicating with customers, setting up new customers on systems, and processing customer orders. You will also be tasked with...


  • Tiverton, Devon, United Kingdom Ernest Gordon Recruitment Full time

    Administrative Support OpportunityWe are seeking an organised and highly skilled Administrator to join our team in a Quality Department role. As an Administrator, you will provide administrative support to the Quality Department, ensuring the smooth operation of our Business Management System.Key Responsibilities:Support with administrative tasks, including...


  • Tiverton, Devon, United Kingdom Ernest Gordon Recruitment Full time

    Administrative Support OpportunityWe are seeking an organised and highly skilled Administrator to join our team in a Quality Department role. As an Administrator, you will provide administrative support to the Quality Department, ensuring the smooth operation of our Business Management System.Key Responsibilities:Support with administrative tasks, including...

  • Financial Planner

    4 weeks ago


    Tiverton, Devon, United Kingdom Premier Jobs UK Limited Full time

    Thriving Boutique IFA Firm Seeks Experienced Financial AdviserThis exciting opportunity has arisen at a reputable, family-owned Independent Financial Adviser firm, boasting over 40 years of experience and a strong presence in the Devon and Somerset region.As a key member of the team, you will be responsible for providing expert financial guidance to a...

  • Ward Administrator

    1 month ago


    Tiverton, Devon, United Kingdom Royal Devon and Exeter NHS Foundation Trust Full time

    Role SummaryAs a key member of our ward team, you will provide administrative support to ensure the smooth running of ward functions. Your role will involve providing a professional welcome to clinical staff, patients, and their visitors, ensuring a positive experience for all.About the RoleThis is an exciting opportunity to join our friendly team at...

  • Ward Administrator

    1 month ago


    Tiverton, Devon, United Kingdom Royal Devon and Exeter NHS Foundation Trust Full time

    Role SummaryAs a key member of our ward team, you will provide administrative support to ensure the smooth running of ward functions. Your role will involve providing a professional welcome to clinical staff, patients, and their visitors, ensuring a positive experience for all.About the RoleThis is an exciting opportunity to join our friendly team at...

  • Ward Administrator

    4 weeks ago


    Tiverton, Devon, United Kingdom Royal Devon and Exeter NHS Foundation Trust Full time

    Role SummaryAs a key member of our ward team, you will provide administrative support to ensure the smooth running of ward functions. Your role will involve providing a professional welcome to clinical staff, patients, and their visitors, ensuring a positive experience for all.About the RoleThis is an exciting opportunity to join our friendly team at...

  • Ward Administrator

    4 weeks ago


    Tiverton, Devon, United Kingdom Royal Devon and Exeter NHS Foundation Trust Full time

    Role SummaryAs a key member of our ward team, you will provide administrative support to ensure the smooth running of ward functions. Your role will involve providing a professional welcome to clinical staff, patients, and their visitors, ensuring a positive experience for all.About the RoleThis is an exciting opportunity to join our friendly team at...


  • Tiverton, Devon, United Kingdom Devon Partnership NHS Trust Full time

    We are seeking a highly skilled and organized individual to join our busy administrative team at Devon Partnership NHS Trust. As an Administrative Support Officer, you will play a vital role in supporting the Tiverton Core Adult Mental Health Team.Main ResponsibilitiesAnswering incoming phone lines and responding to patient and professional...


  • Tiverton, Devon, United Kingdom Devon Partnership NHS Trust Full time

    We are seeking an Administrative Support Officer to join our busy administrative team that supports the Tiverton Core Adult Mental Health Team. As an Administrative Support Officer, you will play a vital role in helping colleagues and patients efficiently and compassionately. You will be supported and trained to reach your professional best, with...