Financial Services Administrator

18 hours ago

Durham, Durham, United Kingdom Recruit UK Full time

Job Title: IFA Administrator

Industry: Financial Services

Location: Durham

Salary: £32,000

Job Ref No: 9261

Job Description:

Recruit UK is seeking an experienced IFA Administrator to join a leading Independent Financial Advice firm in Durham. As a key member of the back-office support team, you will play a vital role in providing administrative support to financial advisers and dealing with clients.

The Role:

  • Supporting financial advisers with administrative tasks
  • Dealing with clients and providing excellent customer service
  • Working as part of a friendly and dynamic back-office support team
  • Utilizing Intelligent Office (IO) software to manage administrative tasks

What's in it for you:

  • A competitive basic salary up to £32,000
  • Study support towards Level 4 Diploma
  • Excellent benefits package
  • Opportunity to work with a well-established IFA firm
  • Chance to develop your skills and experience in financial services administration

Requirements:

  • Financial planning administration experience
  • Ideal candidate will have part CII Level 4 Diploma qualification or some R0 exams (desirable)
  • Excellent attention to detail
  • Intelligent Office (IO) experience
  • Admin experience for wills and powers of attorney

About Recruit UK:

We are a specialist recruitment agency with a passion for matching talented individuals with exciting job opportunities. If you are a motivated and organized individual looking to develop your career in financial services administration, we would love to hear from you.

  • Financial Services Administrator

    2 weeks ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job DescriptionJob Title: Financial Services AdministratorIndustry: Financial ServicesLocation: DurhamSalary: up to £32,000Job Type: Full-timeAbout Us: Recruit UK | Certified B Corp™ is a leading recruitment agency specializing in financial services. We bring unique expertise, insight, and connections to match candidates with their perfect positions.About...

  • Financial Services Administrator

    2 weeks ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job DescriptionJob Title: Financial Services AdministratorIndustry: Financial ServicesLocation: DurhamSalary: up to £32,000Job Type: Full-timeAbout Us: Recruit UK | Certified B Corp™ is a leading recruitment agency specializing in financial services. We bring unique expertise, insight, and connections to match candidates with their perfect positions.About...

  • Financial Services Administrator

    2 weeks ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: IFA AdministratorIndustry: Financial ServicesLocation: DurhamSalary: up to £32,000Job Ref No: 9261Job Description: IFA AdministratorRecruit UK is working with a leading Independent Financial Advice firm in Durham to find an IFA Administrator to join their back office support team.Well-established IFA firm with a holistic approach to financial...

  • Financial Services Administrator

    2 weeks ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: IFA AdministratorIndustry: Financial ServicesLocation: DurhamSalary: up to £32,000Job Ref No: 9261Job Description: IFA AdministratorRecruit UK is working with a leading Independent Financial Advice firm in Durham to find an IFA Administrator to join their back office support team.Well-established IFA firm with a holistic approach to financial...

  • Financial Services Administrator

    1 week ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: IFA AdministratorIndustry: Financial ServicesLocation: DurhamSalary: up to £32,000Job Ref No: 9261Job Description: IFA AdministratorRecruit UK is working with a leading Independent Financial Advice firm in Durham to find an IFA Administrator to join their back office support team.Well-established IFA firm with a holistic approach to financial...

  • Financial Services Administrator

    1 week ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: IFA AdministratorIndustry: Financial ServicesLocation: DurhamSalary: up to £32,000Job Ref No: 9261Job Description: IFA AdministratorRecruit UK is working with a leading Independent Financial Advice firm in Durham to find an IFA Administrator to join their back office support team.Well-established IFA firm with a holistic approach to financial...

  • Financial Services Administrator

    3 weeks ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial Services AdministratorAbout the Role:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Recruit UK | Certified B Corp™. As a key member of our back office support team, you will play a vital role in ensuring the smooth operation of our financial services business.Key...

  • Financial Services Administrator

    3 weeks ago

    Durham, Durham, United Kingdom Recruit UK Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at a leading Independent Financial Advice firm in Durham.Key ResponsibilitiesProvide administrative support to Financial Advisers, including managing client data and documents.Assist with the preparation of financial plans and reports.Deal...

  • Financial Services Administrator

    6 days ago

    Durham, Durham, United Kingdom Recruit UK Full time

    Job Title: IFA AdministratorRecruit UK is working with a leading Independent Financial Advice firm in Durham to find an experienced IFA Administrator to join their back-office support team.About the Role:Support a team of financial advisors in providing holistic financial planning advice to clients.Work with Intelligent Office (IO) software to manage...

  • Financial Services Administrator

    6 days ago

    Durham, Durham, United Kingdom Recruit UK Full time

    Job Title: IFA AdministratorRecruit UK is working with a leading Independent Financial Advice firm in Durham to find an experienced IFA Administrator to join their back-office support team.About the Role:Support a team of financial advisors in providing holistic financial planning advice to clients.Work with Intelligent Office (IO) software to manage...

  • Financial Services Administrator

    2 weeks ago

    Durham, Durham, United Kingdom Recruit UK Full time

    Job Title: Financial Services Administrator Industry: Financial Services Job Summary: We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at a leading Independent Financial Advice firm in Durham. As a key member of our back office support team, you will play a vital role in ensuring the smooth operation of...

  • Financial Services Administrator

    2 weeks ago

    Durham, Durham, United Kingdom Recruit UK Full time

    Job Title: Financial Services Administrator Industry: Financial Services Job Summary: We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at a leading Independent Financial Advice firm in Durham. As a key member of our back office support team, you will play a vital role in ensuring the smooth operation of...

  • Financial Services Administrator

    3 days ago

    Durham, Durham, United Kingdom Recruit UK Full time

    Job Title: IFA AdministratorIndustry: Financial ServicesLocation: DurhamSalary: £32,000Job Ref No: 9261Job Description:We are seeking an experienced IFA Administrator to join our team in Durham. As a key member of our back-office support team, you will play a vital role in ensuring the smooth operation of our financial planning services.Supporting Financial...

  • Financial Services Administrator

    3 days ago

    Durham, Durham, United Kingdom Recruit UK Full time

    Job Title: IFA AdministratorIndustry: Financial ServicesLocation: DurhamSalary: £32,000Job Ref No: 9261Job Description:We are seeking an experienced IFA Administrator to join our team in Durham. As a key member of our back-office support team, you will play a vital role in ensuring the smooth operation of our financial planning services.Supporting Financial...

  • Financial Services Administrator

    3 weeks ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Recruit UK | Certified B Corp™. As a key member of our back office support team, you will play a vital role in ensuring the smooth operation of our financial services business.Key ResponsibilitiesProvide administrative support to our...

  • Financial Services Administrator

    3 weeks ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Recruit UK | Certified B Corp™. As a key member of our back office support team, you will play a vital role in ensuring the smooth operation of our financial services business.Key ResponsibilitiesProvide administrative support to our...

  • Financial Services Administrator

    5 days ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Opportunity: IFA AdministratorWe are seeking an experienced IFA Administrator to join our team at a leading Independent Financial Advice firm in Durham.About the Role:Support our team of Financial Advisers in delivering holistic financial planning advice to clients.Provide administrative support for wills and powers of attorney.Utilize Intelligent Office...

  • Financial Services Administrator

    5 days ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Opportunity: IFA AdministratorWe are seeking an experienced IFA Administrator to join our team at a leading Independent Financial Advice firm in Durham.About the Role:Support our team of Financial Advisers in delivering holistic financial planning advice to clients.Provide administrative support for wills and powers of attorney.Utilize Intelligent Office...

  • Financial Services Administrator

    3 weeks ago

    Durham, Durham, United Kingdom Recruit UK Full time

    Job Title: Financial Services Administrator Industry: Financial Services Job Summary: We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at a leading Independent Financial Advice firm in Durham. As a key member of our back office support team, you will play a vital role in ensuring the smooth operation of...

  • Financial Services Administrator

    3 weeks ago

    Durham, Durham, United Kingdom Recruit UK Full time

    Job Title: Financial Services Administrator Industry: Financial Services Job Summary: We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at a leading Independent Financial Advice firm in Durham. As a key member of our back office support team, you will play a vital role in ensuring the smooth operation of...