IFA Operations Administrator

3 days ago


Newbury, West Berkshire, United Kingdom Heat Recruitment Ltd Full time
About Us
Heat Recruitment Ltd is a dynamic company that owes its success to its people and processes. We're currently seeking an IFA Administrator to join our team, who can provide exceptional support to our administrators and paraplanners.

As an IFA Administrator, you will be responsible for providing administrative support to our team, including managing complex schedules, meeting deadlines, and ensuring excellent communication skills. You'll have previous experience in a financial planning environment and be able to work flexibly, including one day from home each week.

What We Offer
* Competitive salary: £28,000 - £32,000 per annum
* Flexible working hours, including 1 day from home each week
* Pension scheme
* 25 days holiday plus bank holidays
* Exam support and training opportunities

To be successful in this role, you'll need:
* Previous experience in a financial planning practice
* Excellent written and verbal communication skills
* Understanding of FCA regulations and products, and their practical application
* A proactive and positive attitude

Job Description
We're looking for an IFA Administrator who can provide exceptional support to our team. As an administrator, you will be responsible for providing administrative support, including managing complex schedules, meeting deadlines, and ensuring excellent communication skills. You'll have previous experience in a financial planning environment and be able to work flexibly, including one day from home each week.

  • Newbury, West Berkshire, United Kingdom KFS Recruitment Full time

    About the RoleThis is an exciting opportunity to join a dynamic IFA firm as a support administrator.As a key member of the team, you will be responsible for providing administrative services, following company procedures, and liaising with clients and providers.You will also have the opportunity to develop your skills in paraplanning, working towards the...

  • IFA Support

    3 months ago


    Newbury, UK, West Berkshire, United Kingdom KFS Recruitment Full time

    IFA SupportNewbury£28-£32kHybridWe are pleased to be working with an IFA firm based in Newbury on their search for a new team member.Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning.Responsibilities:Providing administration...


  • Newbury, West Berkshire, United Kingdom Heat Recruitment Ltd Full time

    We are looking for an organized and proactive IFA Administrator to support our financial planning team. The successful candidate will have excellent communication skills, attention to detail, and previous experience within a Financial Planning environment.About the RoleThis is a unique opportunity to work with a reputable company in the financial services...


  • Newbury, West Berkshire, United Kingdom KFS Recruitment Full time

    Job Title: IFA SupportWe are seeking a highly skilled and qualified individual to join our team as an IFA Support in Newbury.The salary for this role is £28,000-£32,000 per annum.This hybrid position involves working closely with the Paraplanner and Administrators, providing exceptional administration services to existing and potential new customers.Foster...


  • Newbury, West Berkshire, United Kingdom KFS Recruitment Full time

    Join Our TeamWe are seeking a highly motivated and organized individual to join our IFA firm in Newbury.In this role, you will have the opportunity to develop your skills and knowledge while working closely with the Paraplanner and Administrators.Main Responsibilities:Support the Paraplanner and Administrators with various tasks and projects.Process new...


  • Newbury, West Berkshire, United Kingdom Heat Recruitment Ltd Full time

    Company OverviewAt Heat Recruitment Ltd, we believe that our success is down to our people and processes. Our team of administrators and paraplanners are the backbone of this approach, and we're looking for someone exceptional to join us.As an IFA Administrator, you will be a problem solver with excellent communication skills and attention to detail. You'll...


  • Newbury, West Berkshire, United Kingdom CMA Recruitment Group Full time

    About the RoleWe are seeking a highly skilled Financial Operations Administrator to join our client in Newbury, Berkshire. As a key member of the finance team, you will be responsible for managing purchase invoices, credit control, and finance tasks.Key ResponsibilitiesPurchase Ledger Management: Manage a high volume of purchase invoices, create new...


  • Newbury, West Berkshire, United Kingdom Falkland Surgery Newbury Berkshire Full time

    Job OverviewFalkland Surgery in Newbury, Berkshire seeks an exceptional Practice Administrator to join our team. This role is responsible for providing administrative support to ensure the smooth operation of our medical practice.


  • Newbury, West Berkshire, United Kingdom Strawberry Hill Medical Centre Full time

    Job Summary:We are seeking a motivated and organized Medical Centre Administrator to join our team at Strawberry Hill Medical Centre. The successful candidate will be responsible for providing administrative support to the clinical staff, managing the patient admin support team, and ensuring the smooth day-to-day operation of the centre.The ideal candidate...


  • Newbury, West Berkshire, United Kingdom Staffline Operations Careers Full time

    Key ResponsibilitiesMeet and greet staff and visitors, providing excellent customer service and representing the client's interests.Manage all visitors and guests, ensuring their experience is positive and efficient.Process email requests and manage access cards for staff members visiting or based on site.Deal with situations and incidents in a calm and...


  • Newbury, West Berkshire, United Kingdom Austin Fraser Full time

    Job DescriptionAustin Fraser is seeking an Administrative Support Coordinator to join our Medical Division. This role will involve coordinating service work, managing non-technical queries, and maintaining accurate records.The successful candidate will allocate service work and call-out requests to engineers, recording details accurately on relevant...


  • Newbury, West Berkshire, United Kingdom Oyster Full time

    Job Overview:Oyster seeks an experienced Administrative Operations Coordinator to join our commercial property portfolio management team in Berkshire. This role involves providing essential administrative support to the facilities team, ensuring seamless operations across the region.Responsibilities:Maintain accurate records, manage documents, and coordinate...


  • Newbury, West Berkshire, United Kingdom Counter Terrorism Policing Full time

    Are you interested in supporting counter-terrorism efforts? We are seeking an experienced Surveillance Operations Assistant to join our team at Counter Terrorism Policing South East (CTPSE).Job DescriptionThis role involves providing administrative support to surveillance operations conducted by CTPSE. Key responsibilities include managing CTPOR processes,...


  • Newbury, West Berkshire, United Kingdom mecs communications Full time

    Job OverviewWe are seeking a highly organized and proactive Contract Office Administrator to join our team at MECS Communications. As a key member of our operations team, you will be responsible for coordinating projects, scheduling resources, and providing exceptional customer service.


  • Newbury, West Berkshire, United Kingdom KPI People Ltd Full time

    Job SummaryWe are seeking a highly organized Administrative Support Lead to manage facilities operations on the 2nd shift at our Newbury site.Key Tasks:Efficiently process warranty claimsCoordinate extended warranty claims and ensure document complianceWork closely with Service Managers to resolve claim issuesMonitor and follow up on outstanding claim...


  • Newbury, West Berkshire, United Kingdom Office Angels Full time

    Key ResponsibilitiesThe Customer Service Administrator will be responsible for:Managing customer interactions through various communication channels.Processing orders, invoices, and credit notes with precision and efficiency.Addressing customer complaints and concerns in a professional and courteous manner.Maintaining accurate records and reports to ensure...


  • Newbury, West Berkshire, United Kingdom Heat Recruitment Ltd Full time

    We are seeking a highly skilled and experienced Independent Financial Adviser Administrator to join our team at Heat Recruitment Ltd. As a key member of our operations team, you will play a critical role in supporting the delivery of exceptional client service.About the PositionThe estimated annual salary for this role is £28,000 - £38,000, based on...


  • Newbury, West Berkshire, United Kingdom KPI People Ltd Full time

    Role OverviewKPI People Ltd is seeking an experienced Facilities Administrator to join their team in Newbury. As a 2nd Shift Facilities Admin, you will be responsible for ensuring the smooth operation of facilities management on the 2nd shift.Key Responsibilities:Process warranty claims in a timely mannerEnsure extended warranty claims are processed and...


  • Newbury, West Berkshire, United Kingdom Zenoot Ltd Full time

    About the OpportunityWe are seeking a talented Production Excellence Lead to join our team in Newbury. As a key member of our operations team, you will be responsible for achieving site objectives for Operational Excellence and Quality Control.The ideal candidate will have a degree in Engineering, Business Administration, Supply Chain Management, or a...


  • Newbury, West Berkshire, United Kingdom Zenoot Ltd Full time

    About Zenoot LtdZenoot Ltd is a renowned global manufacturer producing a range of products, including electronics, medical devices, and packaging, with a strong emphasis on sustainability and reducing their carbon footprint.As Operational Production Lead, you will be responsible for implementing policies for order review and capacity planning to meet lead...