Ifa Administrator

2 months ago

Ashford, United Kingdom CV-Library Full time

TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters

Job Title: IFA Sales Support

Location: Ashford

Salary: Up to £30,000 (based on experience and qualifications)

About the Company:
We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory (IFA) firm that offers comprehensive financial planning and investment advice. They are seeking a professional, detail-oriented individual to provide vital administrative support.

Key Responsibilities:

* Liaising with plan providers to obtain client information, valuations, and documentation.

* Completing, checking, and accurately inputting client details into Intelligent Office (IO) software.

* Maintaining and updating client records to ensure accuracy and compliance.

* Handling the submission and verification of new business applications to providers.

* Preparing, printing, binding, and sending reports, letters, and presentations.

* Managing incoming and outgoing correspondence, including letters, calls, emails, and faxes.

* Scheduling and coordinating meetings, including booking meeting rooms.

* Providing relevant documentation to Paraplanners and Financial Advisers.

* Ensuring adherence to Anti-Money Laundering (AML) regulations, FCA guidelines, Compliance standards, and Data Protection policies.

* Assisting with the preparation of client financial planning reviews.

What We're Looking For:

* Previous experience in administration, ideally within a financial advisory firm.

* A solid understanding of financial products (Pensions, ISAs, Life Cover, Mortgages, etc.).

* Prior experience with Intelligent Office (IO) software.

* Strong organisational skills and a meticulous approach to work.

* Excellent verbal and written communication skills.

* Strong numeracy and literacy abilities.

* A proactive, thorough, and diligent work ethic.

* Ability to establish positive working relationships at all levels, including with clients, colleagues, product providers, and third-party contacts.

* Proficiency in Microsoft Word, Excel, and Outlook.

Why Apply?
If this role sounds like a fit for you, apply today One of our specialist consultants will review your application and get in touch to discuss the opportunity in detail. During this conversation, we’ll assess your skills, motivations, and explore other relevant opportunities that align with your career goals

  • IFA Administrator

    3 weeks ago

    Ashford, Kent, United Kingdom Service Care Legal Full time £27,000 - £35,000

    Job Title: IFA AdministratorJob Summary:Service Care Solutions is pleased to be recruiting on behalf of a well-established financial advisor based in Kent. They are seeking an experienced IFA Administrator to join their team on a permanent basis.Key Responsibilities: Client File Administration and Maintenance Company Records Administration Development and...

  • IFA Administrator

    2 months ago

    Ashford, United Kingdom CV-Library Full time

    IFA Administrator Location: Kent Contract: Permanent Rate: £27,000 - £35,000 Start date: Flexible Contact: (url removed) Job Description Service Care Solutions is pleased to be recruiting on behalf of a well-established financial advisor based in Kent. They are seeking an experienced IFA Administrator to join their team on a permanent...

  • Ifa Administrator

    2 months ago

    Ashford, United Kingdom Templegate recruitment Full time

    TEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: IFA Sales SupportLocation: AshfordSalary: Up to £30,000 (based on experience and qualifications)About the Company:We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory (IFA) firm that offers comprehensive financial planning and...

  • Financial Services Administrator

    4 weeks ago

    Ashford, Kent, United Kingdom Service Care Solutions - Legal Full time

    IFA Administrator Job DescriptionService Care Solutions is pleased to be recruiting on behalf of a well-established financial advisor based in Kent. They are seeking an experienced IFA Administrator to join their team on a permanent basis.Main ResponsibilitiesClient File Administration and MaintenanceEnsure accurate management of client files, processing...

  • Financial Services Administrator

    4 weeks ago

    Ashford, Kent, United Kingdom Service Care Solutions - Legal Full time

    IFA Administrator Job DescriptionService Care Solutions is pleased to be recruiting on behalf of a well-established financial advisor based in Kent. They are seeking an experienced IFA Administrator to join their team on a permanent basis.Main ResponsibilitiesClient File Administration and MaintenanceEnsure accurate management of client files, processing...

  • Financial Services Administrator

    1 month ago

    Ashford, Kent, United Kingdom Service Care Solutions - Legal Full time

    Financial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Service Care Solutions - Legal. As a key member of our financial advisory services team, you will play a vital role in supporting our clients and contributing to the company's continued success.Main ResponsibilitiesClient File Administration and...

  • Financial Services Administrator

    1 month ago

    Ashford, Kent, United Kingdom Service Care Solutions - Legal Full time

    Financial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Service Care Solutions - Legal. As a key member of our financial advisory services team, you will play a vital role in supporting our clients and contributing to the company's continued success.Main ResponsibilitiesClient File Administration and...

  • Sales Support Administrator

    3 weeks ago

    Ashford, Kent, United Kingdom Blakemore Recruitment Full time

    Role - Financial Services AdministratorSalary - £35,000Location - AshfordWe are recruiting for our Wealth Management client who are seeking an experienced administrator with great IT skills and demonstrable problem-solving abilities for their busy Ashford office.The job entails all aspects of financial services administration. You will join a team of 12...

  • Sales Support Administrator

    2 weeks ago

    Ashford, Kent, United Kingdom Blakemore Recruitment Full time

    Role - Sales Support AdministratorSalary - £35,000Location - AshfordWe are recruiting for our Wealth Management client who are seeking an experienced administrator with great IT skills and demonstrable problem solving abilities for their busy Ashford office.The job entails all aspects of financial services administration. You will join a team of 12...

  • Sales Support Administrator

    3 weeks ago

    Ashford, Kent, United Kingdom Blakemore Recruitment Full time

    Role - Sales Support AdministratorSalary - £35,000Location - AshfordWe are recruiting for our Wealth Management client who are seeking an experienced administrator with great IT skills and demonstrable problem-solving abilities for their busy Ashford office.The job entails all aspects of financial services administration. You will join a team of 12...

  • Sales Support Administrator

    5 months ago

    Ashford, United Kingdom Blakemore Recruitment Full time

    Role - Sales Support Administrator Salary - £35,000 Location - Ashford We are recruiting for our Wealth Management client who are seeking an experienced administrator with great IT skills and demonstrable problem solving abilities for their busy Ashford office. The job entails all aspects of financial services administration. You will join a team of 12...

  • Sales Support Coordinator

    2 months ago

    Ashford, Kent, United Kingdom Blakemore Recruitment Full time

    Role - Sales Support AdministratorSalary - £35,000Location - AshfordWe are seeking an experienced administrator with great IT skills and problem-solving abilities to join our Wealth Management client's busy Ashford office.The job entails all aspects of financial services administration, including administration and maintenance of client files, company...

  • Sales Support Coordinator

    1 month ago

    Ashford, Kent, United Kingdom Blakemore Recruitment Full time

    Role - Sales Support AdministratorSalary - £35,000Location - AshfordWe are seeking an experienced administrator with great IT skills and problem-solving abilities to join our Wealth Management client's busy Ashford office.The job entails all aspects of financial services administration, including administration and maintenance of client files, company...

  • Sales Support Coordinator

    2 weeks ago

    Ashford, Kent, United Kingdom Blakemore Recruitment Full time

    Role - Sales Support AdministratorSalary - £35,000Location - AshfordWe are recruiting for our Wealth Management client who are seeking an experienced administrator with great IT skills and demonstrable problem-solving abilities for their busy office. The job entails all aspects of financial services administration. You will join a team of 12 supporting our...