IFA Practice Administrator

IFA Administrative Coordinator Job DescriptionOverviewA leading Financial Services company in Glasgow is seeking an IFA Administrative Coordinator to join their team. As an IFA Administrative Coordinator, you will play a vital role in supporting the Financial Planners and providing high-quality administrative support.You will be responsible for managing...

We are seeking an experienced IFA Support Specialist to join our team at IDEX Consulting.About the Role:This is an exciting opportunity for a motivated individual to provide administrative support to our team of financial advisers, enabling them to deliver exceptional service to clients.The successful candidate will be responsible for providing comprehensive...

About the RoleWe are seeking an experienced and skilled administrator to join our team at Integro Partners. As an IFA Administrator, you will play a vital role in supporting our financial advisors and ensuring seamless delivery of services to our clients.Your key responsibilities will include:Managing administrative tasks, including data entry, document...

About the RoleWe are seeking an experienced IFA administrator to join our dynamic team. As an ideal candidate, you will have a strong background in wealth management administration, with excellent knowledge of various software systems and analytical tools. Your expertise will be invaluable in supporting our paraplanners/planners, analyzing product...

Job DescriptionThis role involves providing high-quality administrative support to Financial Planners at our client's firm. The ideal candidate will have experience working in a Wealth Management background, offering Admin support. This could be in the form of an IFA practice or a Pension/Investment firm.

Job OverviewHeat Recruitment is seeking an experienced Financial Planning Support Specialist to provide high-quality administrative and analytical support to our successful Financial Planners.The ideal candidate will have a background in Wealth Management, with experience in providing admin support in an IFA practice or Pension/Investment firm.

Job DescriptionAs an IFA Administrator at Integro Partners, you will be responsible for handling administrative duties and incoming telephone calls. Your primary focus will be on ensuring all client letters, company information, and correspondence are uploaded to Intelligent Office, following our procedures and allocated to the correct client.The successful...

Job OverviewWe are looking for a highly organized and detail-oriented individual to fill the position of IFA Administrator at Integro Partners. The successful candidate will be responsible for managing various administrative tasks, ensuring timely completion of projects, and maintaining accurate records.In this role, you will have the opportunity to develop...

IDEX Consulting is recruiting for an experienced Administrator to join our team of financial advisers and provide support in delivering exceptional service to clients.About the Role:This is an exciting opportunity for a motivated individual to provide administrative support, including report preparation, data collation, and client communication.You will work...

We are seeking a highly motivated and organized Front Desk Administrator to join our team at Portman Dental Care group. As a key member of the front office, you will be responsible for providing exceptional patient care and ensuring the smooth operation of our dental practice.Estimated salary: £25,000 per annum.The ideal candidate will have previous...

About the Opportunity">This is an exciting opportunity for a skilled administrator to join Heat Recruitment and support the successful Financial Planners at the firm. The ideal candidate will have experience in a Wealth Management background, providing administrative support to IFAs or pension/investment firms.Responsibilities include gathering information...

About the RoleWe are seeking an organized and analytical individual to provide high-quality administrative and analytical support to our financial planners. As an IFA administrator, you will be responsible for supporting paraplanners and planners with various tasks, including data analysis and documentation preparation.

In this challenging yet rewarding role, you will provide administrative support to medical staff, manage patient appointments, and maintain accurate medical records. As part of the Glasgow Medical Rooms team, you will contribute to delivering exceptional patient care and ensuring the smooth operation of our private GP practice.Your expertise in office...

Company OverviewWe are Heat Recruitment Ltd, a leading firm in the industry. Our client is seeking a highly skilled and experienced individual to join their team as an IFA Administrator.

Administrative Support RoleWe are looking for a highly organized and detail-focused individual to join our team as an IFA Administrator in Glasgow. In this role, you will provide essential administrative support to our financial advisers, ensuring that they can focus on delivering excellent client service.Your duties will include:Preparing annual reviews and...

A new opportunity has arisen for a Part-time Administrator to join IDEX Consulting, a dynamic IFA Practice in the financial services sector.Working hours will be approximately 26 per week, Monday to Thursday.The ideal candidate will have excellent administrative skills, with experience in compiling letters, emails and reports, organising client appointments,...

We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at IDEX Consulting.About the Role:This is an exciting opportunity for a motivated individual to provide administrative support to our team of financial advisers, enabling them to deliver exceptional service to clients.The successful candidate will be...

Main ResponsibilitiesSupporting Paraplanners/Planners: collate information to support financial planning processes using various software systems.Analyze data: compare products and providers with Financial Express Analytics & Selectapension.Prepare Quotes & Paperwork: prepare various products, i.e., pensions, ISAs, bonds.Suitability Letters: prepare...

Job ResponsibilitiesManage a full client base with administrative and paraplanner supportDevelop business relationships with existing clients and identify new business opportunitiesWork closely with the management team to develop and implement strategies for growth and improvement

Estimated Salary: £40,000 - £60,000 per annum This role offers a unique chance to manage your own diary and work in a flexible environment, providing you with the autonomy to excel in your profession. The successful individual will be provided with a full client base and administrative support, allowing you to focus on developing strong relationships with...