IFA Administration Lead
3 weeks ago
Job Overview
">Capio Recruitment is proud to partner with a reputable Chartered, Award Winning and established Independent Financial Advisor firm in the East Midlands.
">This firm provides high-quality financial advice to its clients and is seeking a highly skilled Senior IFA Administrator to join its team.
">The successful candidate will be responsible for managing client relationships, updating CRM systems and supporting paraplanners and financial advisors in conducting research and preparing reports.
">Requirements
">To be considered for this exciting opportunity, candidates must possess a minimum of 3 years' experience in a Financial Services Administration role.
">A high level of accuracy, attention to detail and ability to multitask are essential skills required for this position.
">Prior knowledge of XPLAN software is highly desirable.
">Bonus Scheme
">The successful candidate will be eligible for a competitive discretionary bonus scheme, offering an additional reward for outstanding performance.
">Flexible working arrangements, exam support and a range of employee benefits, including Death in Service and Employee Assistance Programme, are also included in the compensation package.
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IFA Administrator
6 days ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeWe are seeking a skilled IFA Administrator to join our team in Nottingham. In return for your expertise, we offer a competitive salary of £33,000 per annum, along with training and study support.About the RoleThis is a stable permanent position, ideal for someone looking for a work-life balance. You will be part of a close-knit team, supporting...
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IFA Operations Assistant
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Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full timeAbout UsNorth Oak Recruitment is a leading recruitment agency specializing in the financial services industry. We work closely with our clients to understand their needs and provide them with the best possible candidates. Our client, an award-winning IFA, is seeking an experienced IFA Operations Assistant to join their team.Job DescriptionWe are looking for...
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Administrative Support in IFA Industry
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Nottingham, Nottingham, United Kingdom Aspire Recruitment Solutions Full timeAre you looking for an opportunity to progress your career in the Financial Services industry?Aspire Recruitment Solutions is offering an exciting role for an IFA Support Administrator in our Nottingham-based office.The ideal candidate will be a motivated and skilled administrator with at least 1 year experience in the field.Key responsibilities include...
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Administrative Support Specialist
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Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeAbout the RoleWe are looking for an Administrative Support Specialist to join our IFA Division. This is an exciting opportunity to support our client-focused financial advisers in providing exceptional service to our clients.ResponsibilitiesYour key responsibilities will include:Administering pension and investment transactionsProviding administrative...
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IFA Support Professional
4 weeks ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeAbout Our Client">Our client, Ernest Gordon Recruitment Limited, is a reputable Financial Services provider that offers flexible working hours, hybrid working, and a friendly office culture.Job Summary">This position would suit an experienced IFA Administrator looking to join a tight-knit firm focused on delivering the best service possible to their clients...
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IFA Operations Coordinator
4 weeks ago
Nottingham, Nottingham, United Kingdom CV-Library Full timeThe RoleServe as the primary point of contact for clients, processing their information and providing administrative support.Contribute to the team by performing general administrative duties.Requirements and QualificationsHold experience in IFA administration, with a focus on processing investments and pension transfers.Pursue a stable permanent role with a...
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IFA Operations Coordinator
4 weeks ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeJob SummaryWe are seeking a highly motivated and organized IFA Administrator to join our Financial Services team. As a key member of our team, you will be responsible for providing administrative support to our client-focused financial advisers.ResponsibilitiesProcess client transactions efficiently and accuratelyManage client data and maintain high levels...
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East Midlands IFA Manager
6 days ago
Nottingham, Nottingham, United Kingdom Capio Recruitment Full timeWe are excited to announce a fantastic opportunity for an experienced Senior IFA to join our prestigious clients' team in the East Midlands!This renowned Chartered, Award-Winning IFA firm is committed to providing exceptional financial advice and is seeking a highly skilled professional to manage client relationships and contribute to the growth of the...
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IFA Administrator Lead
3 weeks ago
Nottingham, Nottingham, United Kingdom Capio Recruitment Full timeAbout The FirmWe are a leading provider of financial services, offering high-quality advice and support to our clients across the East Midlands.You will be responsible for managing client relationships, updating CRM systems, and supporting paraplanners and financial advisors in research and report writing. In addition, you will submit new business and...
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Senior IFA Support Professional
3 weeks ago
Nottingham, Nottingham, United Kingdom Capio Recruitment Full timeAbout The Role">We are seeking a highly skilled Senior IFA Administrator to join our esteemed client's team in Nottingham.">This key position involves building and maintaining strong relationships with clients through regular communication, ensuring accurate record-keeping in CRM systems and providing administrative support to paraplanners and financial...
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Administrative Assistant
4 weeks ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeWork with Us">We are seeking a skilled IFA Administrator to join our team at Ernest Gordon Recruitment Limited.About the Role">This is an exciting opportunity for an experienced IFA Administrator to join a dynamic and growing Financial Services provider.Your Key Responsibilities">Providing administrative support to our client-focused financial...
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Hybrid IFA Support Specialist
4 weeks ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeAbout the RoleWe are seeking a skilled IFA Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our financial services team, you will be responsible for providing administrative support to our client-focused financial advisers.Key Responsibilities:Serving as a primary point of contact for clients and providing exceptional...
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Financial Services Administrator
7 days ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeJob Overview">We are seeking an experienced IFA Administrator to join our Financial Services team. As a key member of our team, you will be responsible for serving as a point of contact for clients, processing client information, and performing general administrative duties.Key Responsibilities:Serving as a point of contact for clientsProcessing client...
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Administrative Support Specialist
6 days ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeAbout Us">We are Ernest Gordon Recruitment Limited, a leading provider of Financial Services recruitment solutions. We are seeking a skilled IFA Administrator to join our team and help us deliver exceptional service to our clients.Role Description:The successful candidate will be responsible for serving as a point of contact for clients, processing client...
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Administrative Assistant for Financial Services
2 weeks ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeAre you an experienced Administrative Assistant seeking a new challenge in Financial Services? We have an exciting opportunity for a skilled IFA Administrator to join our team at Ernest Gordon Recruitment Limited. Based in Nottingham, this role offers a unique combination of flexible working hours, hybrid working, and a 35-hour work week in a supportive...
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Financial Services Administrator
4 weeks ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeCompany Overview">Ernest Gordon Recruitment Limited is a reputable Financial Services provider that offers flexible working hours, hybrid working, and a friendly office culture.Salary">We offer an attractive salary of £30,000 - £35,000 per annum.Job Description">This position would suit an experienced IFA Administrator looking to join a tight-knit firm...
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Financial Services Administrator
6 days ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeWe are looking for an experienced IFA Administrator to join our Financial Services provider in Nottingham. This is a stable permanent role offering a great work-life balance, with a salary of £32,000 per annum.Company OverviewOur company is a tight-knit Financial Services provider that offers flexible working hours and a friendly office culture. We pride...
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Financial Services Assistant Manager
4 weeks ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeJob DescriptionWe are looking for an experienced IFA Administrator to join our Financial Services provider. As a key member of our team, you will be responsible for providing administrative support to our client-focused financial advisers.Key Skills and QualificationsPrevious experience as an IFA Administrator or in a similar roleStrong technical skills and...
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IFA Administrator Position Available
3 weeks ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeAbout the Job:Ernest Gordon Recruitment Limited is a leading provider of financial services, and we are seeking an experienced Financial Administrator to join our team. As a Financial Administrator, you will play a vital role in supporting our client-focused financial advisers and ensuring the smooth operation of our financial services department.The Ideal...
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IFA Administrator Role
3 weeks ago
Nottingham, Nottingham, United Kingdom CV-Library Full timeAbout the Role:The ideal candidate will have experience processing investments and pension transfers, serving as a point of contact for clients, and performing general administrative duties. The successful candidate will enjoy a hybrid working arrangement, flexible hours, and 35 hours per week.