IFA Administrator

Job Title: IFA Administrator - Client Support SpecialistCompany: Finlink LtdJob Type: Full-timeLocation: CheltenhamJob Description:Job Summary:We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Administrator, you will be responsible for providing administrative support to our financial planners and office manager. This...

Job Title: IFA Administrator - Client Support SpecialistCompany: Finlink LtdJob Type: Full-timeLocation: CheltenhamJob Description:Job Summary:We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Administrator, you will be responsible for providing administrative support to our financial planners and office manager. This...

Job Title: IFA Administrator - Client Support SpecialistCompany: Finlink LtdJob Type: Full-timeLocation: CheltenhamJob Description:Job Summary:We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Administrator, you will be responsible for providing administrative support to our financial planners and office manager. This...

Job Title: IFA Administrator - Client Support SpecialistCompany: Finlink LtdJob Type: Full-timeLocation: CheltenhamJob Description:Job Summary:We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Administrator, you will be responsible for providing administrative support to our financial planners and office manager. This...

About the RoleWe are seeking an experienced IFA Administrator to join our team at Hooray Works Ltd. As a key member of our financial services team, you will play a vital role in supporting our advisors and paraplanners in delivering exceptional client service.Key ResponsibilitiesOnboard new clients and manage their accounts with precision and attention to...

About the RoleWe are seeking an experienced IFA Administrator to join our team at Hooray Works Ltd. As a key member of our financial services team, you will play a vital role in supporting our advisors and paraplanners in delivering exceptional client service.Key ResponsibilitiesOnboard new clients and manage their accounts with precision and attention to...

We are working with a reputable and well-established Independent Financial Planning firm, and they are looking for a Financial Services Operations Assistant to join the team.This is a hybrid role - 3 days in the office and 2 days from home.The role would be ideal for an experienced administrator with financial services experience, who is looking for a busy...

We are working with a reputable and well-established Independ Financial Planning firm, and they are looking for a Financial Services Operations Assistant to join the team. This is a hybrid role - 3 days in the office and 2 days from home. The role would be ideal for an experienced administrator with financial services experience, who is looking for a busy...

Job Summary:GCB Recruitment is seeking a skilled Paraplanner to join our clients' team in the Birmingham area. As a Paraplanner, you will play a crucial role in supporting financial advisers in creating tailored financial plans for clients.Key Responsibilities:Conduct analytical tasks and finance-related activities to support financial advisers.Prepare...

Job Summary:GCB Recruitment is seeking a skilled Paraplanner to join our clients' team in the Birmingham area. As a Paraplanner, you will play a crucial role in supporting financial advisers in creating tailored financial plans for clients.Key Responsibilities:Conduct analytical tasks and finance-related activities to support financial advisers.Prepare...

**Award-Winning Firm Seeks Experienced Paraplanner**We are a leading recruitment agency, Gcbrecruitment, offering a unique opportunity for a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing exceptional client service.**Key Responsibilities:**Prepare suitability reports for...

**Award-Winning Firm Seeks Experienced Paraplanner**We are a leading recruitment agency, Gcbrecruitment, offering a unique opportunity for a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing exceptional client service.**Key Responsibilities:**Prepare suitability reports for...

IFA Administrator, Cheltenham Office based Up to £32,000 This is for you if you have experience as an IFA Administrator and you’re looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing...

IFA Administrator, CheltenhamOffice basedUp to £32,000This is for you if you have experience as an IFA Administrator and you’re looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you...

Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA Administrator or Wealth Administrator but perhaps you're looking for progression? Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors? Excellent, please do get in touch. Working in a...

Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA Administrator or Wealth Administrator but perhaps you're looking for progression? Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors? Excellent, please do get in touch.Working in a...

**Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA or Wealth Administrator but perhaps you’re looking for progression? Do you feel you can add value and knowledge to a growing team - excellent, please do get in touch.** **Benefits** Ø 25 days holiday Ø Study support Ø Bonus opportunity **What...

IFA administrator, Cheltenham Office based Up to £32,000 This is for you if you have experience as an IFA Administrator and you’re looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing...

A leading Chartered IFA brokerage is currently seeking an ideally experienced IFA support to join their busy and growing team. You will be working as part of a team supporting the Paraplanners and Chartered advisers. Excellent salary, benefits and career path on offer and fantastic company culture and atmosphere. **Salary**: £25,000.00-£32,000.00 per...

**Job Title: Senior IFA Administrator** **Salary: Cheltenham** **Location: £25,000 - £28,000** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment...

**Financial Planning Administrator (IFA) - Cheltenham/hybrid** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and...

**Senior Financial Planning Administrator (IFA) - Cheltenham** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and...

**Job Title**: Entry Level Financial Administrator **Industry**:Financial Services **Location**:Cheltenham **Salary**:Up to £22,000 **Job Ref**:8663 Administrator Looking to kickstart your career? Recruit UK are working with a wealth management firm in Cheltenham who are looking to bring on an Administrator. If you are looking for a long-term career...

We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...

**Senior Administrator (Wealth Management) - Cheltenham** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest...

_**Operations Assistant**_ - HDA Chartered Financial Planners provide high-quality, comprehensive independent financial planning advice to individuals, families and businesses._ - We are looking for an experienced Operations Administrator to join our busy team. The successful applicant will primarily be based in our Cheltenham office. This is a great...

We are thrilled to have exclusively partnered with a thriving and ambitious IFA firm based in Cheltenham. With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey. Over the years, hundreds of happy clients have built lasting...

We are thrilled to have exclusively partnered with a thriving and ambitious IFA firm based in Cheltenham. With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey.Over the years, hundreds of happy clients have built lasting...

We are thrilled to have exclusively partnered with a thriving and ambitious IFA firm based in Cheltenham. With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey.Over the years, hundreds of happy clients have built lasting...