Senior IFA Administrator

About the RoleWe are seeking a highly organized and motivated IFA Administration Team Lead to join our team in Ascot Lloyd Group.Job DescriptionAs a key member of the IFA Administration team, you will be responsible for overseeing daily operations, ensuring accurate and efficient processing of client documentation.You will work closely with the IFA Admin...

Job SummaryWe are seeking a detail-oriented and organized individual to fill the role of IFA Administrator at Medlock Partners, based in the UK.Salary Range: £24,000 - £28,000 per annum, depending on experience.Job DescriptionEnsure adherence to regulatory requirements, including the Financial Services and Markets Act 2000 and FCA rules.Stay updated on...

Job Title: Graduate IFA Administrator RoleAbout the Company: We are a leading provider of job listings, including this IFA Administrator/Trainee Paraplanner role in Leicestershire. Our platform connects top employers with talented candidates like you.Salary and Benefits: Salary up to £26,000 dependent on experience. Exam support and funding provided. This...

Join Medlock Partners, a reputable recruitment agency specializing in professional services across the Northwest of England.We represent a successful Firm of Independent Financial Planners seeking an experienced IFA Administrator/ Trainee Paraplanner.This is an exceptional chance to become part of a thriving organization that fosters personal and...

Join Our Team: As a Trainee Paraplanner and IFA Administrator, you will play a vital role in our team, supporting the development of our clients' financial plans. This is an excellent opportunity to learn from experienced professionals and build a successful career in financial services.Key Responsibilities: Administer LOA processes.Conduct valuations and...

Job Title: IFA AdministratorWe are seeking an organized and motivated individual to join our team as an IFA Administrator in Leicestershire, UK.Compensation: Up to £26,000 per annum, dependent on experience.ResponsibilitiesComply with regulatory requirements, ensuring the highest standards of ethics and integrity.Develop expertise in product, legislative,...

About the JobMedlock Partners is seeking an experienced Leicestershire IFA Support Assistant to join their team. As a key member of the IFA team, you will provide administrative support, ensuring compliance with regulatory requirements and delivering exceptional customer service. Responsibilities and RequirementsAssist the IFA team in ensuring compliance...

Overview: We are seeking a talented IFA Administrator/Trainee Paraplanner in Leicestershire. This is an excellent opportunity to develop your skills and career in financial services. Salary up to £26,000 dependent on experience. Exam support and funding provided.Key Tasks: Administer LOA processes.Conduct valuations and illustrations.Write letters working...

Key ResponsibilitiesAs an IFA Administrator/Trainee Paraplanner, you will be responsible for:Providing administrative support to our financial planning teamAssisting with LOA administration and processesPreparing valuations and illustrationsWriting letters and reportsYou will also provide general administrative support to the team when required.We are a firm...

Company OverviewWe are a dynamic and progressive firm of Independent Financial Planners, renowned for our exceptional client relationships. Our ongoing growth and recent promotions have created an exciting opportunity for an ambitious IFA Administrator to join our team.

We are seeking a skilled IFA Administrator/ Trainee Paraplanner to join our team at Medlock Partners.This is a fantastic opportunity to develop your career in financial planning and work with a dynamic and growth-oriented firm.As a successful applicant, you will possess industry-related experience and/or be studying towards relevant qualifications.Key...

IFA Administrator/ Trainee Paraplanner RoleWe are proud to represent a family-run Firm of Independent Financial Planners who have grown consistently year-over-year. As a key member of our team, you will work closely with esteemed Advisors and Paraplanners. Key responsibilities include providing administrative support to top-performing Financial Planners and...

About the JobThis Financial Services Coordinator position at Ascot Lloyd Group offers a unique opportunity to work in a dynamic and supportive environment, providing exceptional support to Financial Advisers.Job DescriptionAs a key member of the IFA Administration team, you will be responsible for providing pre and post-sales support, ensuring client...

About the RoleWe are currently seeking an experienced Paraplanning Professional to join our Ascot Lloyd Group team. As a key member of our paraplanning team, you will play a vital role in supporting our Financial Advisers and IFA Administrators to deliver exceptional client service.Your primary responsibility will be to provide high-quality paraplanning...

About the RoleWe are seeking an experienced Financial Services Administrator to join our team in Leicestershire. The successful candidate will be responsible for providing administrative support to our IFA team, ensuring compliance with regulatory requirements and delivering exceptional customer service. ResponsibilitiesComply with the Financial Services and...

About Medlock Partners">Medlock Partners is a forward-thinking, independent financial planning firm that prides itself on delivering bespoke advice to its valued clients. As a result of ongoing growth and recent promotions, an exciting opportunity has arisen for a motivated IFA administrator to join our dynamic team.We are seeking a highly organized...

Job Summary:As a Compliance and Training Support Specialist at Premier Jobs UK Limited, you will assist the Senior Compliance Manager in ensuring the compliance of IFAs with regulations. This role involves supporting the team on various projects, providing training and competence support to IFAs, and working closely with the Senior Compliance Manager.Key...

Role OverviewWe are seeking a highly skilled Financial Services Paraplanner to join our team at Ascot Lloyd Group. As a key member of our paraplanning team, you will play a vital role in supporting our Financial Advisers and IFA Administrators to deliver exceptional client service.Your primary responsibility will be to provide high-quality paraplanning...

Job DescriptionWe are seeking a highly skilled IFA administrator to join our team at Medlock Partners. This role offers an exciting opportunity for a motivated individual to contribute to the success of our financial planning firm.As a member of our team, you will work closely with our experienced paraplanners and financial planners to provide exceptional...

Job Title: Training and Competence ProfessionalJob Description:As a Training and Competence Professional, you will provide guidance and support to experienced and new Independent Financial Advisers (IFAs) to ensure adherence to FCA and Company rules. This role involves training and coaching IFAs on the Company Advice process, observing meetings and files to...