Senior IFA Support Specialist
3 weeks ago
We 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 that all client interactions are handled efficiently and effectively. This will include dealing with client queries, maintaining accurate records, and organizing annual reviews with clients.
To be successful in this role, you will need to have excellent communication skills, a high level of organizational ability, and the ability to work well under pressure. You should also have a minimum of 2 years experience in the financial services industry and possess strong technical knowledge of investments, pensions, and family wealth planning.
As a Senior IFA Administrator, you will have the opportunity to develop your skills and experience, working closely with our financial advisors and contributing to the growth and success of our business.
Key Responsibilities:
- Provide administrative support to our financial advisors.
- Deal with client queries and respond to their needs in a timely and professional manner.
- Maintain accurate records and ensure that all client information is up-to-date.
- Organize annual reviews with clients on behalf of our financial advisors.
Benefits:
We offer a competitive salary of £35,000 - £40,000 per annum, depending on experience. Our comprehensive benefits package includes pension scheme, life insurance, and paid holiday. If you are a motivated and organized individual who enjoys working in a team, we would love to hear from you.
-
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...
-
Senior Financial Advisor Prestige IFA
3 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...
-
IFA Support Specialist
3 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...
-
IFA Support Specialist
4 weeks ago
London, Greater London, United Kingdom Mulberry Recruitment Full timeJob OverviewMulberry Recruitment is a leading recruitment agency specializing in finance and accounting placements. We are currently seeking a highly skilled IFA Support Specialist to join our team.About the RoleThis is an exciting opportunity for a motivated and organized individual to take on a challenging role that requires strong technical knowledge of...
-
Insurance Broker Specialist
1 month ago
London, Greater London, United Kingdom Prestige IFA Jobs Full timeA high-level position has become available for an Insurance Broker Specialist at Prestige IFA Jobs in Qatar. The ideal candidate will have extensive experience in providing full range of life insurance, savings, and investment products to clients, as well as commercial insurance, employee benefits, and personal lines insurance.This is a senior role within...
-
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...
-
IFA Support Specialist
4 weeks ago
London, Greater London, United Kingdom Mulberry Recruitment Full timeAbout the Role We are seeking an experienced IFA Support Specialist to join our team at Mulberry Recruitment. As a key member of our team, you will provide administrative support to our Financial Advisors, handling client queries, maintaining accurate records, and supporting the smooth operation of our day-to-day activities. You will work closely with...
-
Market Development Specialist
3 weeks ago
London, Greater London, United Kingdom Prestige IFA Jobs Full timePrestige IFA Jobs is recruiting for a Market Development Specialist to support their Business Development team in Dubai. This is an exciting opportunity for a skilled sales professional looking to develop their career in trading.The successful candidate will have 3-5 years of sales experience, with at least 1-2 years in commodities trading. They will be...
-
Investment Sales Specialist
4 weeks ago
London, Greater London, United Kingdom Prestige IFA Jobs Full timeKey ResponsibilitiesAs an Investment Sales Specialist at Prestige IFA Jobs, your key responsibilities will include generating sales of products to meet agreed targets, calling on existing clients, and maintaining accurate records of all sales and prospecting activities.You will also be responsible for planning and forecasting customer requirements per...
-
Investment Solutions Specialist
1 month ago
London, Greater London, United Kingdom Prestige IFA Jobs Full timePrestige IFA Jobs is seeking an Investment Solutions Specialist to join their team of Investment Advisory Wealth Managers. In this role, you will have the opportunity to expand assets under management by identifying financial needs and presenting suitable solutions.The ideal candidate will have a solid understanding of financial markets and a proven ability...
-
Dynamic Financial Services Specialist
4 weeks ago
London, Greater London, United Kingdom Prestige IFA Jobs Full timePrestige IFA Jobs is proud to offer an award-winning Trainee Development Program for ambitious individuals looking to start a career in financial services and wealth management.Program HighlightsThe program offers a comprehensive journey within their academy, covering topics such as:Client journeyReport writingVariety of analysis techniquesUtilization of...
-
Senior Financial Consultant
3 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,...
-
Private Wealth Manager
3 weeks ago
London, Greater London, United Kingdom Prestige IFA Jobs Full timePrestige IFA Jobs is partnering with a leading company to find an experienced Investment Banking Professional. As an Investment Banking Advisor, you will play a key role in developing financial strategies, structuring products, and managing wealth on a global scale.This is an exciting opportunity for a skilled professional to join a sustainable and...
-
Wealth Management Expert
3 weeks ago
London, Greater London, United Kingdom Prestige IFA Jobs Full timePrestige IFA Jobs invites applications for an Insurance Broker Specialist to join our team in Qatar. As a key member of our team, you'll play a vital role in developing and maintaining our client base, providing expert advice on commercial insurance, employee benefits, and personal lines insurance.About the RoleThis exciting opportunity offers a rare chance...
-
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 Trading Executive
3 weeks ago
London, Greater London, United Kingdom Prestige IFA Jobs Full timeAt Prestige IFA Jobs, we are seeking an experienced and well-organized Sales Executive to support our Business Development team in Dubai. This is a fantastic opportunity for a driven individual with a strong background in sales and trading to join our dynamic team.The successful candidate will be responsible for generating sales of products to meet agreed...
-
Strategic Financial Advisor
3 weeks ago
London, Greater London, United Kingdom Prestige IFA Jobs Full timeAs a Prestige IFA Jobs client, our company is looking for an experienced Investment Banking Advisor to join their team. With a full private investment banking license, they can deal with corporates, structure products, and manage wealth on a global scale.The ideal candidate will have expertise in foreign exchange (FX) markets and contribute to dynamic...
-
IFA Operations Coordinator
2 weeks ago
London, Greater London, United Kingdom Austin Fraser Full timeAustin Fraser seeks an experienced IFA Operations Coordinator to join their dynamic team and help drive business success.Responsibilities:Support senior colleagues in implementing new business strategies and maintaining existing client relationshipsMaintain accurate records and reportsCollaborate with internal teams to ensure seamless service...
-
Senior IFA Administrator Lead
3 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...
-
Administrative Support Specialist
4 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....