Senior IFA Administrator
4 weeks ago
We are seeking a highly skilled and experienced Senior IFA Administrator to join our client's team based in Hove. As a key member of the team, you will be responsible for efficiently processing and monitoring new and existing business transactions, delivering exceptional customer service, and maintaining accurate client records.
About the Company
Our client is a well-respected entity in the Financial Services sector, renowned for its commitment to delivering high-quality financial solutions and excellence in customer service.
Key Responsibilities
- Process and monitor new and existing business transactions, ensuring timely and accurate completion.
- Provide exceptional customer service, responding to queries in a professional and courteous manner.
- Update and maintain accurate client records, adhering to regulatory guidelines.
- Liaise with product providers and clients to ensure seamless service delivery.
- Support financial advisors in preparing client reviews and reports.
- Stay up-to-date with changes in the financial services industry.
Requirements
To be successful in this role, you will need:
- A solid understanding of the Financial Services sector.
- Exceptional customer service and communication skills.
- Proficiency in handling administrative tasks within a Banking & Financial Services environment.
- A high level of accuracy and attention to detail.
- Proficiency in using financial software and MS Office suite.
What We Offer
In return for your expertise, we offer a competitive salary of approximately £31,000 per annum, along with opportunities for growth and development within the Financial Services industry.
-
Senior Administrator to Senior IFA
4 weeks ago
London, Greater London, United Kingdom Lloyd Recruitment Full timeCompany OverviewLloyd Recruitment is proud to present a fantastic opportunity for an experienced Senior Administrator to join a leading, ultra-high net worth IFA.Our client offers a very friendly working environment and is based in a modern office setting.Salary and BenefitsThe successful candidate can expect a salary of approximately £32,000 per annum,...
-
Senior Financial Advisor Prestige IFA
2 weeks ago
London, Greater London, United Kingdom Prestige IFA Jobs Full timePrestige IFA Jobs is seeking a senior Financial Advisor to join their team in Dubai. As a key member of the financial consultancy team, you will be responsible for providing high-quality financial planning services to clients and growing our client base.The ideal candidate will have relevant industry qualifications and experience within a wealth management...
-
Senior IFA Administrator Role
4 weeks ago
London, Greater London, United Kingdom Heat Recruitment Ltd Full timeAn exciting opportunity has opened for an experienced IFA administrator at a highly regarded firm specializing in savings, investments, and retirement planning. This established company offers L&D support through onboarding and career advancement.Key Benefits:$38,500 salary25 days holiday plus birthday offLife assuranceIncome protectionDental Insurance...
-
Senior IFA Administrator Lead
2 weeks ago
London, Greater London, United Kingdom Mulberry Recruitment Full timeAbout the RoleWe are seeking a highly organized and detail-focused Senior IFA Administrator to join our team at Mulberry Recruitment. The successful candidate will have a minimum of 2 years' experience in a similar role and possess excellent technical knowledge of investments, pensions, and family wealth planning.The ideal candidate will have strong IT...
-
IFA Administrative Assistant
1 month ago
London, Greater London, United Kingdom Heat Recruitment Ltd Full timeThis exciting opportunity for an IFA Administrator has arisen at Heat Recruitment Ltd, located in The City, London. With a competitive salary of 28,000 - 30,000 per year, you will be responsible for providing administrative support to IFA's in their daily operations. Key tasks include utilizing back office systems and workflows, preparing and processing...
-
Senior IFA Administrator
3 weeks ago
London, Greater London, United Kingdom Mulberry Recruitment Full timeJob DescriptionThis Senior IFA Administrator role is a fantastic opportunity for an experienced professional to join our team at Mulberry Recruitment. As a key member of our administration team, you will provide vital support to our Financial Advisors, ensuring they can focus on delivering exceptional service to our clients.You will be responsible for...
-
Senior IFA Support Role
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJoin Artemis Recruitment Consultants Ltd as a Senior IFA Support Role and take advantage of a generous pay and benefits package. This hybrid working position offers flexibility and a chance to work with a dynamic team in the financial services sector.About the RoleThis Senior IFA Support Role is an excellent opportunity for an experienced Financial...
-
Senior IFA Support Specialist
4 weeks ago
London, Greater London, United Kingdom Mulberry Recruitment Full timeJob Title: Senior IFA Support SpecialistAbout the Role:Mulberry Recruitment is seeking a highly skilled and experienced Senior IFA Support Specialist to join our financial services team. As a key member of our team, you will be responsible for providing senior-level administrative support to our Financial Advisers and ensuring the smooth operation of our...
-
IFA Administrator Role
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an IFA Administrator to join their team in London. The estimated salary for this role is £28,000 - £35,000 per year.ResponsibilitiesThe successful candidate will be responsible for providing administrative support to the Private Client Director, including:Organizing meetings and diaries.Prioritizing tasks and...
-
Experienced Administrator for Ultra HNW IFA
4 weeks ago
London, Greater London, United Kingdom Lloyd Recruitment Full timeAbout the RoleWe are seeking a highly skilled Support Administrator to join our client's team in Central Surrey.The ideal candidate will have experience in providing administrative support to a team of advisors, with a strong understanding of IFA processes and procedures.Key ResponsibilitiesThe successful candidate will be responsible for:Administering...
-
Senior Financial Administrator
1 month ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title:Senior Financial Administrator About the RoleWe are seeking an experienced Senior Financial Administrator to join our team at Artemis Recruitment Consultants Ltd in London. The ideal candidate will have a strong background in IFA administration, excellent technical knowledge, and a proven track record of delivering exceptional client service. Key...
-
Financial Planning Professional
4 weeks ago
London, Greater London, United Kingdom Prestige IFA Jobs Full timeEmbark on a rewarding career with Prestige IFA Jobs as a Financial Planning Administrator.Job OverviewPrestige IFA Jobs is seeking ambitious individuals to join their Trainee Development Program, providing a pathway into the dynamic world of international wealth management and fintech.The program offers a comprehensive journey within their academy, gaining...
-
IFA Operations Coordinator
4 weeks ago
London, Greater London, United Kingdom Fram Executive Search Full timeJob BriefFram Executive Search is pleased to present an exciting opportunity for a skilled IFA Administrator to join a reputable Wealth Management firm based in Bedfordshire. The ideal candidate will be responsible for supporting the Financial Planning Director and providing exceptional administrative support to our advisors.What You'll Do:Provide...
-
London Private Client IFA Administrative Support
3 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeLondon Private Client IFA Administrative SupportWe are seeking a highly organized and detail-focused individual to join our team as a London Private Client IFA Administrative Support. As a Private Client Administrator (IFA), you will provide exceptional administrative support to our Private Client Director, ensuring seamless delivery of client services.The...
-
Senior IFA Support Specialist
2 weeks ago
London, Greater London, United Kingdom Mulberry Recruitment Full timeAbout the RoleWe are seeking an experienced Financial Services Administrator to join our team at Mulberry Recruitment. As a key member of our support team, you will play a crucial role in ensuring the smooth operation of our financial services business.Your primary responsibility will be to provide administrative support to our financial advisors, ensuring...
-
Senior Administrative Officer
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the JobWe are seeking a highly skilled and experienced Senior Financial Administrator to join our team at Artemis Recruitment Consultants Ltd in Weybridge.The successful candidate will have 5+ years of experience in an IFA administration role, with a strong technical knowledge of pensions and investments, ISAs, bonds, trusts, and protection.Job...
-
Senior Financial Consultant
2 weeks ago
London, Greater London, United Kingdom Prestige IFA Jobs Full timeUnlock your financial potential in Qatar's vibrant market with Prestige IFA Jobs. As a Senior Financial Consultant, you'll have the opportunity to work with one of the largest independent award-winning financial services and insurance brokers in the region.Job OverviewThis prestigious role offers a unique chance to develop your skills in life insurance,...
-
Administrative Support Specialist
3 weeks ago
London, Greater London, United Kingdom Heat Recruitment Ltd Full timeAdministrator for Financial Services TeamThe successful candidate will work closely with our Independent Financial Advisors to provide administrative support in day-to-day operations, including utilising back office systems and workflows.About the CompanyHeat Recruitment Ltd is a leading recruitment agency specialising in finance and administration roles....
-
Private Client Administrator
3 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timePrivate Client Administrator (IFA) SpecialistWe are seeking an experienced Private Client Administrator (IFA) Specialist to join our team in London. This is a fantastic opportunity to work with a reputable organization, providing administrative support to our Private Client Director.The successful candidate will have 1-2 years' experience in a relevant...
-
IFA Support Specialist
2 weeks ago
London, Greater London, United Kingdom Heat Recruitment Ltd Full timeA challenging role as Senior IFA Admin has opened up at a well-established IFA firm focusing on financial services. The successful candidate will have a strong background in implementing new business and possess excellent knowledge of investments and pensions.Benefits Overview:Salary: £38,500Holidays: 25 days + birthday offInsurance: Life Assurance, Income...