Ifa Administrator

Do you only want to go into the office once a week? At this company, they owe their success to their people and processes. The administrator and paraplanners are the supportive force behind both, and they are currently seeking someone exceptional to join. The ideal IFA Administrator for the job will be a problem solver with excellent communication skills...

Do you only want to go into the office once a week? You will have previous experience within a Financial Planning environment. Home working - once a week (More for training/onboarding) * Pension * 25days holiday plus bank holiday * Previous experience within a financial planning practice * Additionally, refer a friend or colleague to us and receive...

IFA SupportNewbury£28-£32kHybridWe are pleased to be working with an IFA firm based in Newbury on their search for a new team member.Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning.Responsibilities:Providing administration...

IFA SupportNewbury£28-£32kHybridWe are pleased to be working with an IFA firm based in Newbury on their search for a new team member.Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning.Responsibilities:Providing administration...

IFA Administrator OpportunityAt Heat Recruitment, we are seeking a skilled and detail-oriented IFA Administrator to join our team. The ideal candidate will have previous experience in a Financial Planning environment and excellent communication skills.Key Responsibilities:Provide administrative support to Financial Advisors and ParaplannersManage complex...

Are you looking for a role that offers flexibility and work-life balance?Key Benefits:Support for professional examinationsFlexible working hours, including home working optionsCompetitive pension scheme25 days annual leave, plus bank holidaysOpportunities for professional development and growthAs an IFA Administrator, you will be responsible for providing...

Job DescriptionMy client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting...

The role of Financial Planning Administrator at our client, an established and highly regarded Independent Wealth Manager, involves being a first point of contact for clients and product providers. Responsibilities include preparing meeting packs, client engagement letters, and assisting financial planners with new business submissions.You will possess 2...

Job Description:We are seeking an experienced IFA Administrator to join our team at Heat Recruitment Ltd. As an IFA Administrator, you will provide administrative support to our financial planning team, working closely with our IFA's to deliver exceptional client service.Key Responsibilities:Provide administrative support to our financial planning team,...

Front Row Recruitment is seeking an experienced Financial Planning Administrator to join their team. The ideal candidate will possess 2 years plus IFA Administration experience and be familiar with the "Intelligent Office" system.Key Responsibilities:Acting as a first point of contact for clients and product providersPreparing meeting packs and client...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

Job Title: IFA AdministratorAbout the Role:We are seeking an experienced IFA Administrator to join our team at Heat Recruitment Ltd. As an IFA Administrator, you will provide administrative support to our financial planning team, working from home once a week and in the office for training and onboarding.Key Responsibilities:Provide administrative support to...

Financial Planning Administrator OpportunityOur client, a respected Independent Wealth Manager, is seeking an experienced Financial Planning Administrator to join their team. The successful candidate will assist financial planners with new business submissions, produce annual reviews for clients, and complete anti-money laundering checks. A strong...

Job Description My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include: Acting as a first point of contact for clients and product providers Preparing meeting packs and client engagement letters for new clients Assisting...

About the RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our dynamic team at mbf. As an IFA Administrator, you will play a crucial role in supporting our team of financial planners and their clients.Key ResponsibilitiesProvide administrative support to a team of financial planners, ensuring seamless client relationships...

About the RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our dynamic team at mbf. As an IFA Administrator, you will play a crucial role in supporting our team of financial planners and their clients.Key ResponsibilitiesProvide administrative support to a team of financial planners, ensuring seamless client relationships...

IFA Support RoleWe are pleased to be working with an IFA firm based in Newbury on their search for a new team member to provide administrative support to the Paraplanner and Administrators.The role will initially be split between supporting the Paraplanner and the Administrators, with the view after approximately 18 months that 80% of the role will be...