Senior IFA Administrator
4 days ago
This Senior IFA Administrator role is a fantastic opportunity for an experienced professional to join our team at Mulberry Recruitment. As a key member of our administration team, you will provide vital support to our Financial Advisors, ensuring they can focus on delivering exceptional service to our clients.
You will be responsible for handling client queries, managing client data, and coordinating financial planning annual reviews. Your excellent organizational skills and attention to detail will ensure seamless delivery of services.
Key Skills and Qualifications:- Proven experience in the financial services industry.
- Technical knowledge of investments, pensions, and family wealth planning.
- Excellent IT skills and proficiency in Microsoft Office packages.
- Intermediate Excel skills and understanding of FCA rules and requirements.
This is a full-time position, working as part of a busy team to meet deadlines and deliver high-quality results.
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Senior Financial Advisor Prestige IFA
9 hours 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...
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Senior Administrator to Senior IFA
2 weeks ago
London, Greater London, United Kingdom Lloyd Recruitment Full timeCompany OverviewLloyd Recruitment is proud to present a fantastic opportunity for an experienced Senior Administrator to join a leading, ultra-high net worth IFA.Our client offers a very friendly working environment and is based in a modern office setting.Salary and BenefitsThe successful candidate can expect a salary of approximately £32,000 per annum,...
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Senior IFA Administrator Role
2 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...
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IFA Administrative Assistant
2 weeks ago
London, Greater London, United Kingdom Heat Recruitment Ltd Full timeThis exciting opportunity for an IFA Administrator has arisen at Heat Recruitment Ltd, located in The City, London. With a competitive salary of 28,000 - 30,000 per year, you will be responsible for providing administrative support to IFA's in their daily operations. Key tasks include utilizing back office systems and workflows, preparing and processing...
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Senior IFA Administrative Coordinator
10 hours ago
London, Greater London, United Kingdom Fleet Street Financial Ltd Full timeCompany OverviewFleet Street Financial Ltd is a forward-thinking, independent, fee-based wealth management firm focused on delivering bespoke advice. Our company culture emphasizes autonomy, adaptability, and continuous improvement.Job DescriptionWe are seeking an Experienced Administrator to join our team. The successful candidate will have at least 2 years...
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Senior IFA Support Role
2 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...
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Senior IFA Support Specialist
2 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...
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IFA Administrator Role
2 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an IFA Administrator to join their team in London. The estimated salary for this role is £28,000 - £35,000 per year.ResponsibilitiesThe successful candidate will be responsible for providing administrative support to the Private Client Director, including:Organizing meetings and diaries.Prioritizing tasks and...
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Experienced Administrator for Ultra HNW IFA
2 weeks ago
London, Greater London, United Kingdom Lloyd Recruitment Full timeAbout the RoleWe are seeking a highly skilled Support Administrator to join our client's team in Central Surrey.The ideal candidate will have experience in providing administrative support to a team of advisors, with a strong understanding of IFA processes and procedures.Key ResponsibilitiesThe successful candidate will be responsible for:Administering...
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Financial Planning Professional
2 weeks ago
London, Greater London, United Kingdom Prestige IFA Jobs Full timeEmbark on a rewarding career with Prestige IFA Jobs as a Financial Planning Administrator.Job OverviewPrestige IFA Jobs is seeking ambitious individuals to join their Trainee Development Program, providing a pathway into the dynamic world of international wealth management and fintech.The program offers a comprehensive journey within their academy, gaining...
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Senior IFA Administrator
2 weeks ago
London, Greater London, United Kingdom Page Personnel Full timeWe are seeking a highly skilled and experienced Senior IFA Administrator to join our client's team based in Hove. As a key member of the team, you will be responsible for efficiently processing and monitoring new and existing business transactions, delivering exceptional customer service, and maintaining accurate client records.About the CompanyOur client is...
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Senior Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title:Senior Financial Administrator About the RoleWe are seeking an experienced Senior Financial Administrator to join our team at Artemis Recruitment Consultants Ltd in London. The ideal candidate will have a strong background in IFA administration, excellent technical knowledge, and a proven track record of delivering exceptional client service. Key...
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IFA Operations Coordinator
2 weeks ago
London, Greater London, United Kingdom Fram Executive Search Full timeJob BriefFram Executive Search is pleased to present an exciting opportunity for a skilled IFA Administrator to join a reputable Wealth Management firm based in Bedfordshire. The ideal candidate will be responsible for supporting the Financial Planning Director and providing exceptional administrative support to our advisors.What You'll Do:Provide...
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Senior IFA Support Specialist
1 month ago
London, Greater London, United Kingdom CV-Library Full timeWe are seeking a highly skilled Senior IFA Administrator to join our team based in Hove. As a key member of our team, you will play a vital role in delivering top-notch customer service and administrative support to our clients.About the RoleThe successful candidate will have a robust understanding of the Financial Services sector, excellent communication...
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London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeLondon Private Client IFA Administrative SupportWe are seeking a highly organized and detail-focused individual to join our team as a London Private Client IFA Administrative Support. As a Private Client Administrator (IFA), you will provide exceptional administrative support to our Private Client Director, ensuring seamless delivery of client services.The...
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Senior IFA Support Specialist
8 hours ago
London, Greater London, United Kingdom Mulberry Recruitment Full timeAbout the RoleWe 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...
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Senior Financial Consultant
9 hours 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,...
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Administrative Support Specialist
1 week 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....
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Private Client Administrator
6 days ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timePrivate Client Administrator (IFA) SpecialistWe are seeking an experienced Private Client Administrator (IFA) Specialist to join our team in London. This is a fantastic opportunity to work with a reputable organization, providing administrative support to our Private Client Director.The successful candidate will have 1-2 years' experience in a relevant...
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IFA Firm Support Role
3 weeks ago
London, Greater London, United Kingdom Fleet Street Financial Ltd Full timeKey ResponsibilitiesThis IFA firm support role will involve providing administrative assistance to our team, including data entry, document preparation, and communication with clients and providers. The ideal candidate will have a strong understanding of financial services regulations and compliance requirements and be able to work autonomously with minimal...