IFA Administrator
3 weeks ago
An experienced IFA administrator is required to join a reputable firm specializing in savings, investments, and retirement planning. This role offers a chance to work with a friendly team based in the South West region of England.
This company prides itself on its positive culture and provides opportunities for growth and development. As an IFA administrator, you will be responsible for implementing new business and maintaining existing relationships with clients.
Key skills and qualifications include:
- Previous experience in a similar role within an IFA practice
- Knowledge of investment and pension products
- Confident and clear communication skills, verbal and written
- Desired: any Financial Services qualifications
The estimated salary for this position is £30,000 - £35,000 per annum, depending on experience. Benefits include 28 days holiday plus bank holidays, life assurance, income protection, DIS, pension, flexible benefits platform, hybrid working, and exam support with a £250 bonus after each exam passed.
-
Ifa Administrator
7 months ago
Bath, United Kingdom Recruit UK Full timeJob Title: IFA Administrator Location: Bath **Salary**: £24,000 - £27,000 Job Reference: 8660 **Job Description**: Recruit UK is working on an excellent opportunity for an IFA Administrator to join a leading Wealth Management firm to join their team in Bath. Our clients specialise in wealth management, investments, and employee benefits, and work...
-
IFA Administrator Position
3 days ago
Bath, Bath and North East Somerset, United Kingdom Heat Recruitment Ltd Full timeWe are seeking an experienced administrator to join our team at a leading IFA firm in Bath. As a key member of our team, you will play a crucial role in implementing new business and working with clients to achieve their financial goals.Key ResponsibilitiesImplementing new business and working with investment and pension productsProviding exceptional...
-
Executive Administrator
5 days ago
Bath, Bath and North East Somerset, United Kingdom IDEX Consulting Full timeWe are looking for an Executive Administrator - IFA to join our team in Cheltenham or Bath. As a key member of our team, you will be responsible for providing administrative support to Financial Advisors, ensuring seamless client experiences.The successful candidate will have experience in managing calendars, scheduling client meetings, and communicating...
-
Financial Planning Support Specialist
3 weeks ago
BA, Bath, Bath and North East Somerset, United Kingdom CV-Library Full timeIFA Administrator VacancyWe are seeking an experienced IFA administrator to join our team in Bath. As an IFA administrator, you will be responsible for implementing new business and maintaining existing relationships with clients.This company is known for its positive culture and provides opportunities for growth and development. The successful candidate...
-
Financial Planning Administrator
1 month ago
Bath, United Kingdom CV-Library Full timeAn exciting opportunity for an IFA administrator has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning. Would would be joining a friendly team based in Bath. This company prides itself on the amazing culture they have developed over the years. They would like another friendly individual to...
-
Private Client Liaison Officer
3 weeks ago
BA, Bath, Bath and North East Somerset, United Kingdom CV-Library Full timeFinancial Planning Support SpecialistA highly regarded IFA firm is seeking an experienced financial planning support specialist to join their team in the South West region of England. As a financial planning support specialist, you will be responsible for providing administrative support to the financial planning team.This company is known for its positive...
-
Senior Wealth Planning
6 months ago
East London, United Kingdom Cranleigh Personnel Full time**Title: Senior Wealth Planning / IFA Administrator** **Based: Hackney, East London** **Salary - £33,000 - £40,000** **Job Summary**: If you are a Senior Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique wealth planning company with a team of 4, is looking for a proactive...
-
Finance Administrator Ifa
7 days ago
East Meon, United Kingdom Faith Recruitment Full timeA fantastic opportunity has arisen for a senior financial administrator to work in a growing team, you will be supporting a group of financial advisers working on complex cases.This is a fast paced role and requires great attention to detail and accuracy.You will be working for a growing business that offers ongoing support and training.Responsibilities:...
-
Operations Team Lead
14 hours ago
Bath, Bath and North East Somerset, United Kingdom Chase de Vere Full timeSenior Administrator - Operations Team LeadThe role of a Senior Administrator - Operations Team Lead at Chase de Vere is to oversee the day-to-day administration team, acting as the first point of contact for queries and managing workloads within the team. The successful candidate will have a good level of experience in an administration supervisory role...
-
Senior Administration Supervisor
1 day ago
Bath, Bath and North East Somerset, United Kingdom Chase De Vere Full time**Job Overview**We are seeking an experienced Financial Management Lead to join our team. The successful candidate will have a good level of experience in an administration supervisory role within the financial services industry, ideally within an IFA.The estimated salary for this position is £60,000 - £80,000 per annum, depending on location and...
-
Senior IFA Administrator
24 hours ago
Hessle and Hill Top, United Kingdom NJR Recruitment Careers Full timeNJR Recruitment Careers is seeking a skilled Senior IFA Administrator to join their team in a leading Financial Planning practice. With a competitive salary of £35,000 per annum and a benefits package including 25 days holiday + Bank Holidays, this role offers excellent career opportunities for someone looking to further their career in a well-respected...
-
Financial Services Administrator Role
3 days ago
Bath, Bath and North East Somerset, United Kingdom Heat Recruitment Ltd Full timeWe are recruiting for a skilled Financial Services Administrator to work with our client's IFA firm. As a key member of the team, you will be responsible for providing administrative support and contributing to the growth and success of the business.About the CompanyOur client's company specializes in all aspects of savings, investments, and retirement...
-
East Midlands, United Kingdom Medlock Partners Ltd Full timeOur company, Medlock Partners Ltd, is looking for a highly skilled IFA Administrator and Trainee Paraplanner to join our team of professionals.This is a fantastic opportunity for someone who is eager to learn and develop their skills in the field of financial planning. As a Trainee Paraplanner, you will be responsible for assisting experienced Paraplanners...
-
Administrative Manager
15 hours ago
Bath, Bath and North East Somerset, United Kingdom Chase de Vere Full timeAdministrative Manager - Financial Services ExpertChase de Vere is seeking an experienced Administrative Manager - Financial Services Expert to join their team. As a key member of the operations team, the successful candidate will be responsible for managing the day-to-day activities of the administration team, ensuring that tasks are completed efficiently...
-
Entry Level Administrator
7 months ago
Bath, United Kingdom Recruit UK Full time**Job Title**: Entry Level Financial Administrator **Industry**:Financial Services **Location**:Bath **Salary**:Up to £22,000 **Job Ref**:8663 Administrator Looking to kickstart your career? Recruit UK are working with a wealth management firm in Bath who are looking to bring on an Administrator. If you are looking for a long-term career in financial...
-
Administrative Support Specialist
4 days ago
Hessle and Hill Top, United Kingdom NJR Recruitment Careers Full timeWe are seeking a highly skilled and organized individual to fill the position of Administrative Support Specialist - IFA at NJR Recruitment Careers.This is a fantastic opportunity for someone looking to further their career in a leading financial planning practice, with a competitive salary and excellent benefits package.Key Benefits:Genuinely competitive...
-
Senior Administrator
7 months ago
Bath, United Kingdom Chase de Vere Full timeThe Senior Administrator will work closely with the Team Manager on a day to day basis providing support to them in a number of different areas. They are not directly responsible for managing the administration team but will undertake specific management duties, while also contributing to the training and development of the team. The Senior Administrator...
-
Financial Planning Administrator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom CleverHR Full timeWe are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. As a key member of the administration team, you will provide vital support to the Wealth Client Executive and Financial Planner(s) in delivering exceptional service to clients.Key Responsibilities:Prepare and manage client annual review...
-
IFA Support Team Assistant
2 weeks ago
East Liverpool, Ohio, United Kingdom IT Bods Ltd Full timeIT Bods Ltd is a leading financial planning organisation that prides itself on its team-oriented approach and commitment to employee growth.Job SummaryWe are searching for a highly organised IFA Administrator to support our team in delivering exceptional client service. This role requires a proactive individual with experience in a similar administrative...
-
Senior Financial Operations Manager
6 days ago
Bath, Bath and North East Somerset, United Kingdom Chase De Vere Full timeAbout the RoleAs a senior financial operations manager, you will be responsible for managing our administration team and providing excellent client service. You will work closely with the Regional Operations Manager to implement process improvements and ensure compliance with FCA guidelines.Main ResponsibilitiesTeam Oversight: Oversee the day-to-day...