IFA Administration Role

Job SummaryWe are recruiting a Financial Services Administrator to support our experienced Financial Advisers. This Senior IFA Administration role offers a unique opportunity to work with a close-knit team and contribute to the growth and success of our company.Your key responsibilities will include:Providing administrative support to ensure seamless...

Key ResponsibilitiesAs an IFA Support Services Manager at Eden Resourcing, you will be responsible for providing administrative support to our Financial Advisers, ensuring efficient and effective operations.Your key responsibilities will include:Issuing signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtaining standard policy...

Role OverviewWe are seeking a professional and proactive Financial Services Administrator to provide holistic support to our Financial Advisers in a close-knit team environment. This role offers a generous package and opportunities for development.About the CompanyOur successful wealth management practice provides fee-based advice to HNW clients, requiring a...

Job DescriptionThe role of a Financial Services Administrator in Eden Resourcing's team involves supporting two experienced Financial Advisers. As a key member of the team, you will be responsible for providing holistic support to ensure seamless operations.This Senior IFA Administration position requires a professional and proactive individual who can...

Job Title: COINS System AdministratorWe are seeking an experienced system administrator to manage and enhance our COINS ERP system in Gerrards Cross, UK.About the Role:User Access Management: Oversee user groups, roles, and permissions to ensure secure access controls.System Administration: Perform health checks, troubleshoot issues, and manage system...

We are recruiting for a skilled Law Firm Administrator to support our Family department in Oxford and Gerrards Cross offices. The ideal candidate will have experience working as a Legal Secretary and possess excellent technical skills, including a fast and accurate typing speed.Responsibilities:Audiotype and document preparation.Telephone and email...

We are looking for a skilled Receptionist and First Aid Lead to join our team at Teacheroo. As a key member of our staff, you will provide administrative support, manage first aid services, and contribute to creating a positive and nurturing environment for our students.About Thorpe House SchoolThorpe House School is a well-established independent school in...

Are you a tech-savvy problem solver with expertise in ERP systems?We are looking for a skilled COINS ERP system administrator to join our dynamic IT team at E-Frontiers, a leading construction solutions provider.Job Overview:This role requires Full time office attendance in Gerrards Cross.About the Role:User Access Management: Oversee user groups, roles, and...

Job Description:As a skilled system administrator, you will oversee the management and enhancement of our COINS ERP system in Gerrards Cross, UK.Main Responsibilities:Manage user access, ensuring secure and efficient access controls through user group, role, and permission management.Perform regular health checks, troubleshoot issues, and manage system...

At Thorpe House School, we are seeking a highly organized and compassionate individual to fill the role of Receptionist and First Aid Lead. This is an exciting opportunity for someone who is passionate about providing exceptional support to our students, parents, and staff.About UsWe are a co-educational independent school in Gerrards Cross, Buckinghamshire,...

Senior Paralegal Secretary - Family Law Job Description:The Senior Paralegal Secretary - Family Law will provide high-quality administrative support to our Family department in Oxford and Gerrards Cross offices. This includes managing multiple tasks, maintaining accuracy, and ensuring timely completion of tasks. Key Responsibilities:Managing multiple...

We are seeking an experienced COINS ERP specialist to join our team at E-Frontiers in Gerrards Cross, UK.Key Responsibilities:User Access Management: Ensure user groups, roles, and permissions are securely managed.System Administration: Conduct regular health checks, troubleshoot issues, and manage system updates.Workflow Management: Design and implement...

Key ResponsibilitiesThe successful candidate will be responsible for:Supporting class teachers with lesson planning and deliveryWorking with Pre-Prep age children in various educational settingsAssisting with administrative tasks related to the roleWe encourage applications from enthusiastic and motivated individuals who are passionate about education and...

About the JobThe ideal candidate will play a pivotal role within the school's administrative function, primarily responsible for managing and controlling the purchase ledger and banking finance functions. This position requires excellent financial skills, a flexible approach, and strong interpersonal skills.We are committed to safeguarding and promoting the...

Job Title: Family Law Support Specialist Job Summary:We are seeking an experienced Family Law Support Specialist to join our team in Oxford and Gerrards Cross offices. The successful candidate will be responsible for providing administrative support to the Family department, including audio and copy typing of correspondence, answering telephone calls, and...

We are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. **Responsibilities** The IFA...

My Client is an extremely successful and established practice with an excellent reputation which has been acquired over their many years of operation. They are now requiring the urgent help of an IFA Administrator to assist with all aspects of end-to-endClient administration supporting the very busy Advisers **Opportunity Highlights** - Supporting 2...

**IFA Administrator** **Location: Derby** **Salary: £22,000 - £28,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered...

We are recruiting for an experienced IFA/ Mortgage Adviser looking for a new opportunity to join a well-established IFA firm with hundreds of loyal clients to service and develop leads from? This is an opportunity to join a Company that was established over 30 years ago. As a Chartered IFA firm they provide advice in all areas of financial and investment...

My client a leading IFA practice who have been established for many years are actively looking to recruit a skilled Financial Planning Administrator on the Investment skill side. The successful applicant must be able to work alongside the IFA's and supportthem on the business processing side, along side offering excellent client skills when speaking with...

**Are you looking to further your wealth management administration career, with a company offering flexible working, great benefits and as a business really care for their staff’s wellbeing.** Due to continued success in providing advice to HNW clients, this successful wealth management practice requires a professional and proactive Administrator to...

**Summary of Position** To provide comprehensive support to ensure the efficient operation of the business and excellent service to clients of the firm. **Responsibilities and Duties** Production of reports, valuations and graphs using prescribed software/programmes, evaluation, enhancement and interpretation of data Processing of portfolio alterations...

**Administrator** Sheridan Ward is working with a team based in Gerrards Cross. They are looking for an Administrator to join their team. Do you have an accurate eye for detail? Do you have experience within Admin? Are you a great communicator? As an Administrator within the business, you will be monitoring documents on an internal system making sure it...

**Administrator** **Are you available to start immediately then APPLY NOW!** A well-established company situated in Gerrards Cross are looking for an Administrator on a temporary basis for 3 months but could be extended further and who knows if your great could go permanent? Are you someone who has a wealth of experience in administration, coordination...

Administrator We have a fantastic opportunity with our client based in Gerrards Cross. The company is looking for an Administrator to come in and join their well-established business. Are your fun, bubbly and down to earthIf so you will fit in perfectly with this team! Can you work within a fast-paced environment? This role requires you to work towards...

Administrator We have a fantastic opportunity with our client based in Gerrards Cross. The company is looking for an Administrator to come in and join their well-established business. Are your fun, bubbly and down to earthIf so you will fit in perfectly with this team! Can you work within a fast-paced environment? This role requires you to work towards...

**Administrator** We are recruiting on behalf of a very large and busy head office based in Gerrards Cross. This role requires and extremely accurate eye for detail as you will be proofreading a variety of documentation throughout the working day. This role will allow you to have exposure to a busy administrative department whereby you will be using...

**Administrator** My client amazing client based in Gerrards Cross are looking for a strong Administrator to join their team! Your role will be to support the team with a variety of admin and project-management related duties. No experience is needed for this role, they are happy to train someone! Have you just graduated or left school? Do you want to...

**Junior Administrator** We at Sheridan Ward are super excited to be working with a large company based in Gerrards Cross who are looking for a Junior Administrator! This is a fantastic opportunity to get into a large progressive company with excellent levels of employee satisfaction. My client are looking for someone who has great attention to detail and...

If you are looking to work within a large international company who are passionate about providing a premium service to their customers, this could be the role for you! Our client are based in beautiful offices in Gerrards Cross and are looking to make room for a new administrator within their team!!!This is a very customer focused role so it is essential...

**Customer Administrator** A well-established company situated in Gerrards cross are looking for a Customer Administrator to join their growing team. Are you looking for your first office based role and are keen to get into a large business where there are opportunities to grow, thiscould be the perfect role for you. Do you have good written...

**Scheduling Administrator** My client based in Gerrards Cross who are growing are looking for a Scheduling Administrator join their busy buzzing company. Are you someone who has a wealth of experience working within scheduling out engineers and are looking to take that step up andtake on further responsibilities then this could be the perfect role for...

Our client is seeking a Project Administrator to support the department. Duties will include but not be limited to. - Provide administrative support to Project Department for project related work - Arrange Travel for engineers and Project Managers - Completing hand over to service team on completed projects - Arranging Plant Hire and off Hire -...

We are looking for a Senior Paraplanner to join a company near Gerrards Cross, in a role where you would be supporting the successful Financial Planners of the business and helping other junior members of the paraplanning team. You will have the opportunity to work in a supportive team environment where progression is strongly supported. Working hours are...

Gerrards Cross Administration £20k - 24k per year Full time / Permanent Job description Translations Project Administrator We at Sheridan Ward are recruiting for an amazing client based in Gerrards Cross! This is a fantastic opportunity to get into a large progressive company with excellent levels of employee satisfaction. Do you have experience in project...