Senior IFA Administrator

The opportunity for a Senior IFA Administrator to join an exceptional Wealth Management Practice working from their Ipswich offices, who provide exceptional training and study support. This is an ideal role for someone who has been in Financial servicesfor some time and are looking for a long-term career based role. What’s needed to be considered? -...

We are pleased to be working on behalf of a fantastic company who are looking to bring on board a Senior IFA Financial Administrator to join their reputable company based in Ipswich.Key Duties & Responsibilities: * Providing administrative support to the Financial Services team to ensure deadlines are met. * Providing comprehensive pre and post-meeting...

We are pleased to be working on behalf of a fantastic company who are looking to bring on board a Senior IFA Administrator to join their reputable company based in Ipswich. Key Responsibilities: * Providing administrative support to the Financial Services team to ensure deadlines are met. * Providing comprehensive pre and post-meeting support for the...

We are pleased to be working on behalf of a fantastic company who are looking to bring on board a Senior IFA Administrator to join their reputable company based in Ipswich.Key Responsibilities: * Providing administrative support to the Financial Services team to ensure deadlines are met. * Providing comprehensive pre and post-meeting support for the...

Job DescriptionWe are seeking a highly skilled Senior IFA Financial Administrator to join our reputable company in Ipswich.Key Responsibilities:Providing administrative support to the Financial Services team to ensure deadlines are met.Preparing comprehensive pre and post-meeting support for Advisers.Liaising with clients, providers, and third...

Job Title: Senior IFA AssistantWe are seeking a skilled and experienced Senior IFA Assistant to join our team at Time Appointments.The successful candidate will provide high-level administrative support to our Financial Services team, ensuring deadlines are met and records are maintained accurately.Key Responsibilities:Provide advanced administrative support...

Are you looking for your next ideal role within a thriving Financial services firm? If so this role is right for you! The opportunity is for an IFA administrator to join a well-established Financial Services Practice which provides a highly personalized financial planning and investment management service. **The Opportunity** During a period of growth, our...

Our client, a respected Investment orientated IFA based in Ipswich is looking for a talented Sales Support Administrator seeking a more flexible working arrangement to join their continually growing business and help develop their already highly respectedClient Support Team. Working with pensions, ISA’s, General Investment Accounts, Investment bonds and...

A great new opportunity have arisen for IFA Support Administrator to join an exciting Private Client Practice ( on a full time basis). It's an exciting practice, set up by a successful team including a Chartered Wealth Manager. **Essential** - Previous experience in an adviser support role within an IFA firm - Previous experience of processing business on...

Kingswood Group are pleased to be assisting a growing financial services firm with the recruitment of an IFA Administrator to be based in their Ipswich office. With ideally a previous background working within a similar industry, the role will support a team of Independent Financial Advisor and Paraplanners. **Duties will include;** - Responding to all...

**One of the most respected and successful Chartered IFA's in the UK are keen to appoint a new team of 3 IFA administrators.** **Summary of Role** **IFA Admin** To provide high quality financial planning support to Financial Advisers as part of an administrative team, in accordance with FCA standards and Chartered Code of Ethics, representing the company...

We are recruiting for this well regarded financial planner who are looking for an experienced IFA Sales support administrator to join. The role is an administration role with a high level of attention to detail required with a high level of analytical skillsrequired. Experience required: - A minimum of 12 month experience working in a financial planning...

Time Appointments are working with a highly successful IFA firm based in Ipswich who have an exciting opportunity for a skilled IFA Administrator to join their business. The role requires you to have recent experience of working within an IFA or similar environment where you are currently providing support to senior financial management. **Key...

Amber River is a group of like-minded, values-driven people with a passion for financial planning. Amber River was created in 2019. Backed by a Board of investor directors, we are building a UK-wide independent financial planning presence through a ‘hub and spoke’ strategy. Amber River East Anglia Hub is made up of Emery (IFA) Ltd, Scrutton Bland...

Our client, a highly regarded Independent Financial Advice firm have a requirement for a financial planning assistant to provide end to end IFA administration support the highly successful financial advisers and their HNW clients. This IFA has been establishedfor over 20 years, if offers a range of services to businesses and individuals and maintains a loyal...

Job Title: Senior Financial Planning Administrator Industry: Financial Services Location: Ipswich Salary: Up to £35,000 Job Ref: 9395 Are you an experienced financial planning administrator looking to align yourself with an award-winning firm? Looking to join a company that recognises and rewards your hard work? Recruit UK is working with a Modern firm, who...

Opportunity Overview: Opus People Solutions is seeking an IFA to join our team in Ipswich. This role involves providing expert financial advice to clients while adhering to FCA guidelines and company procedures.Key Accountabilities:Deliver high-quality financial services to clients, ensuring compliance with regulatory requirements.IDentify and develop...

Time Appointments Ltd is seeking an experienced Senior IFA Financial Administrator to join their team in Ipswich. As a key member of the Financial Services team, you will provide administrative support and ensure deadlines are met.Responsibilities:Supporting Advisers with meeting preparation and follow-up tasks.Preparing and maintaining accurate records and...

**Secretarial / Administration Support** **Full time, Permanent** **Ipswich, Suffolk** **£20,000-£22,000 (DOE)** - Are you looking to join a fun, supportive team, who value teamwork, and collaborative working? - Do you have previous administration experience, and want to work for a company that offer great career development opportunities? My client based...

My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Ipswich.The purpose of the role is to provide hybrid support to my clients designated Team Leader placed in both client service support and paraplanning...