Senior IFA Administrator
1 week ago
We are seeking a highly organized and proactive Senior IFA Administrator to join our team in High Wycombe. This is an excellent opportunity for someone who is eager to take on new challenges and has a strong attention to detail.
Key Responsibilities- Ensure the smooth processing and tracking of all administrative tasks.
- Prepare, process, and monitor new business submissions across various investment platforms.
- Issue Letters of Authority and perform ID checks as required.
- Oversee the preparation and audit of client annual review packs, managing the process from start to finish.
- Prepare basic client reports when necessary.
- Utilize a range of software, including Microsoft Office, Intelligent Office (IO), Paper-cloud, and other provider platforms.
- Respond to client enquiries promptly and professionally.
- Stay up-to-date with industry changes and adapt processes accordingly.
- Monitor and manage the workload of the admin function, ensuring consistent support across the team.
- Handle daily administrative tasks, including managing post.
- Liaise effectively with clients and IFAs.
- Prior experience in Financial Services, particularly within IFA firms.
- Strong working knowledge of Intelligent Office (IO) software is essential.
- Ability to work independently and as part of a team, with a positive "can-do" attitude.
This role offers the chance to develop your career within a supportive and dynamic environment. After the probationary period, there may be opportunities for hybrid working, providing flexibility and a balanced work-life approach.
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Senior IFA Administrator
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street UK Full time{"title": "Senior IFA Administrator", "content": "About the RoleWe are seeking a highly skilled and proactive Senior IFA Administrator to join our team in High Wycombe. This is an excellent opportunity for someone who is organized, forward-thinking, and eager to take on new challenges. If you have excellent attention to detail, strong IT skills, and a...
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Senior IFA Administrator
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street UK Full time{"title": "Senior IFA Administrator", "content": "About the RoleWe are seeking a highly skilled and proactive Senior IFA Administrator to join our team in High Wycombe. This is an excellent opportunity for someone who is organized, forward-thinking, and eager to take on new challenges. If you have excellent attention to detail, strong IT skills, and a...
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Senior IFA Administrator
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street UK Full timeAbout the RoleWe are seeking a highly skilled and proactive Senior IFA Administrator to join our team at Brook Street UK. This is an excellent opportunity for someone who is organised, forward-thinking, and eager to take on new challenges.Key Responsibilities:Ensure the smooth operation of our IFA teamProvide exceptional administrative support to our IFA...
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Senior IFA Administrator
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street UK Full timeAbout the RoleWe are seeking a highly skilled and proactive Senior IFA Administrator to join our team at Brook Street UK. This is an excellent opportunity for someone who is organised, forward-thinking, and eager to take on new challenges.Key Responsibilities:Ensure the smooth operation of our IFA teamProvide exceptional administrative support to our IFA...
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Senior IFA Administrator
1 day ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeAbout the RoleWe are seeking an experienced and proactive Senior IFA Administrator to join our team in High Wycombe. This is a fantastic opportunity for someone who is organised, forward-thinking, and eager to take on new challenges. If you have excellent attention to detail, strong IT skills, and a self-motivated attitude, this could be the perfect role for...
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Senior IFA Administrator
1 day ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeAbout the RoleWe are seeking an experienced and proactive Senior IFA Administrator to join our team in High Wycombe. This is a fantastic opportunity for someone who is organised, forward-thinking, and eager to take on new challenges. If you have excellent attention to detail, strong IT skills, and a self-motivated attitude, this could be the perfect role for...
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Senior IFA Administrator
1 week ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeAbout the RoleWe are seeking a highly organized and proactive Senior IFA Administrator to join our team in High Wycombe. This is an excellent opportunity for someone who is eager to take on new challenges and has a strong attention to detail.Key ResponsibilitiesEnsure the smooth processing and tracking of all administrative tasks.Prepare, process, and...
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Senior IFA Administrator
1 week ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeAbout the RoleWe are seeking a highly organized and proactive Senior IFA Administrator to join our team in High Wycombe. This is an excellent opportunity for someone who is eager to take on new challenges and has a strong attention to detail.Key ResponsibilitiesEnsure the smooth processing and tracking of all administrative tasks.Prepare, process, and...
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IFA Administrator
1 day ago
High Wycombe, Buckinghamshire, United Kingdom Oxby and Parke Recruitment Full timeWe are seeking an experienced IFA administrator to join our team at Oxby and Parke Recruitment. As a key member of our team, you will provide administrative support to our clients and ensure the smooth operation of our business.Key Responsibilities:Manage and process administrative tasks from start to finish, ensuring accuracy and efficiency.Prepare and...
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IFA Administrator
1 day ago
High Wycombe, Buckinghamshire, United Kingdom Oxby and Parke Recruitment Full timeWe are seeking an experienced IFA administrator to join our team at Oxby and Parke Recruitment. As a key member of our team, you will provide administrative support to our clients and ensure the smooth operation of our business.Key Responsibilities:Manage and process administrative tasks from start to finish, ensuring accuracy and efficiency.Prepare and...
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Administrative Assistant
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Oxby and Parke Recruitment Full timeOxby and Parke Recruitment is seeking an experienced IFA Administrator to join their team in High Wycombe. As an IFA Administrator, you will play a crucial role in providing administrative support to the wider team, ensuring the smooth operation of the business.The Role:Process and manage all administrative duties from start to finish, ensuring accuracy and...
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Administrative Assistant
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Oxby and Parke Recruitment Full timeOxby and Parke Recruitment is seeking an experienced IFA Administrator to join their team in High Wycombe. As an IFA Administrator, you will play a crucial role in providing administrative support to the wider team, ensuring the smooth operation of the business.The Role:Process and manage all administrative duties from start to finish, ensuring accuracy and...
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IFA Administrator
3 weeks ago
High Wycombe, UK, Buckinghamshire, United Kingdom Brook Street Full timeAbout the Company: Our client in High Wycombe is offering an exciting opportunity to join their team as a Senior IFA Administrator.Why Apply? Career Growth: Join a company that supports your development and offers opportunities for increased responsibility.Flexible Working: Office-based with the option for hybrid work once settled, offering a great work-life...
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Senior IFA Administrator
11 hours ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeAbout the Company: Brook Street is a leading recruitment agency that specializes in placing talented individuals in exciting roles within the financial services sector.Why Apply? Career Growth: Brook Street offers a supportive and collaborative environment that fosters career development and growth opportunities.Flexible Working: Our clients offer flexible...
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Senior IFA Administrator
7 hours ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeAbout the Company: Brook Street is a leading recruitment agency that specializes in placing talented individuals in exciting roles within the financial services sector.Why Apply? Career Growth: Brook Street offers a supportive and collaborative environment that fosters career development and growth opportunities.Flexible Working: Our clients offer flexible...
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Financial Services Administrator
2 days ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeJob OpportunityAbout Brook Street:We are a leading recruitment agency with a strong presence in High Wycombe, offering a range of exciting opportunities to talented individuals.Senior IFA Administrator Role:We are currently seeking a highly skilled and motivated Senior IFA Administrator to join our team. As a key member of our financial services team, you...
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Financial Services Administrator
2 days ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeJob OpportunityAbout Brook Street:We are a leading recruitment agency with a strong presence in High Wycombe, offering a range of exciting opportunities to talented individuals.Senior IFA Administrator Role:We are currently seeking a highly skilled and motivated Senior IFA Administrator to join our team. As a key member of our financial services team, you...
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Senior Financial Services Administrator
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeAbout Brook Street: We are a leading recruitment agency with a strong presence in the financial services sector.We are currently seeking a highly skilled Senior IFA Administrator to join our team in High Wycombe.The following information should be carefully considered by all candidates.Why Work with Us? Professional Development: We offer opportunities for...
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Senior Financial Services Administrator
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeAbout Brook Street: We are a leading recruitment agency with a strong presence in the financial services sector.We are currently seeking a highly skilled Senior IFA Administrator to join our team in High Wycombe.The following information should be carefully considered by all candidates.Why Work with Us? Professional Development: We offer opportunities for...
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Financial Services Administrator
3 days ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeCareer Advancement OpportunitiesAt Brook Street, we offer a supportive environment that fosters growth and development. As an IFA Admin, you will have the chance to take on increased responsibility and contribute to the success of our team.Flexible Work ArrangementsWe provide a hybrid work model that allows for a great work-life balance. Our office-based...
