Current jobs related to IFA Administrator - Fareham, Hampshire - mbf.
-
IFA Administrator
4 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administrator Job DescriptionArtemis Recruitment Consultants Ltd is seeking a skilled IFA Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and producing suitability reports.Key Responsibilities:Client Communication: Effectively deal with queries from...
-
IFA Administrator
4 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administrator Job DescriptionArtemis Recruitment Consultants Ltd is seeking a skilled IFA Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and producing suitability reports.Key Responsibilities:Client Communication: Effectively deal with queries from...
-
IFA Administrator
3 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service and ensuring compliance with regulatory requirements.Key...
-
IFA Administrator
3 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service and ensuring compliance with regulatory requirements.Key...
-
IFA Administrator
4 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service and ensuring the smooth operation of our financial planning...
-
IFA Administrator
3 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service and ensuring the smooth operation of our financial planning...
-
IFA Administrator
3 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Artemis Recruitment Consultants Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service and ensuring the smooth operation of our financial planning...
-
Financial Services Administrator Apprentice
6 days ago
Fareham, Hampshire, United Kingdom Ortus PSR Full timeOrtus PSR is dedicated to delivering valuable, high-quality financial advice to a growing and diverse client base.As a Trainee Paraplanner, you will play a key role in supporting our IFA team with technical analysis, client report preparation, and product research.Key Responsibilities:Prepare client reports and conduct product research.Provide technical...
-
Financial Planning Administrator
5 months ago
Fareham, United Kingdom Appointed Ltd Full time**Whole of market financial planning practice are in need of a IFA Administrator to work on a hybrid basis from their Fareham office to provide both clerical and administrative support to ensure the smooth running of the firm.** You will be supporting a team of financial advisers and paraplanners with all areas of administration, specifically submitting new...
-
Financial Services Administrator
4 months ago
Fareham, United Kingdom Appointed Ltd Full time**Longstanding, small scale highly successful financial planning firm with 130k FUM are seeking a IFA Administrator to join their team on a part time basis, Monday, Tuesday and Friday, due to a longstanding team member reducing their hours. Opportunity to go full time in the future if desired.** You will be working within a team of 3 administrators to...
-
Independent Financial Advisor
18 hours ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time €80,000Independent Financial Adviser Fareham or Dorchester or Chiswick (W. Hybrid or Office Based An award winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA. The role can be office based, hybrid or possibly even remote. The administration and management team are based at the head office in Fareham. In return...
-
Independent Financial Advisor
18 hours ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time €80,000Independent Financial Adviser Fareham or Dorchester or Chiswick (W. London) Hybrid or Office Based OTE £80,000+ An award winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA. They have been trading for over 20 years and have an excellent reputation, providing holistic advice to a wide range personal and...
-
Client & Adviser Support - Fareham
5 months ago
Fareham, United Kingdom atomos Full timeWe are looking for an experienced Client & Adviser Support to join our Fareham hub **Career** Ideally, you will have experience working within an IFA / Financial Planning firm and hold strong administrative skills with PA support experience. Day to day tasks will include producing valuations, processing new business, supporting Financial Advisers with...
IFA Administrator
2 months ago
About the Role:
We are seeking an experienced IFA Administrator to join our team at mbf. as a Financial Planning Support Specialist. As a key member of our Financial Planning department, you will provide technical support to our team of Senior Financial Planners, ensuring the delivery of exceptional client outcomes.
Key Responsibilities:
- Build and maintain strong relationships with our Financial Planners and their clients, providing exceptional customer service and support.
- Work closely with our Paraplanning and other internal teams to facilitate efficient and quality administration, ensuring timely and accurate completion of tasks.
- Ensure client reviews are conducted in a timely and appropriate manner, in line with documented service levels and regulatory requirements.
- Assist with the scheduling of reviews and meetings, ensuring all necessary information and paperwork is prepared and up-to-date.
- Process Letters of Authority and submit business to various platforms and providers, ensuring timely and accurate completion.
- Maintain a basic level of industry knowledge through private reading and attending workshops, staying up-to-date with industry developments and best practices.
Requirements:
- Minimum 3 years administrative experience, with at least 1 year in an IFA environment.
- Responsibility, accountability, and the ability to be proactive and intuitive in role.
- Attention to detail and pride in work.
- Strong communication skills, both written and verbal.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
What We Offer:
- Basic salary to £32,000.
- Annual Discretionary Bonus.
- 28 days holiday plus bank holidays.
- PMI, Group Life, Group Income, Pension.
- Flexi-Bens add-ons.
- Hybrid working arrangement, with 2 days a week in the office and 3 days working from home.
