IFA Administrator
2 months ago
My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services.
We are urgently seeking an experienced IFA Administrator to join an existing team of Administrators, supporting the Financial Advisers within the business ensuring clients are able to plan for a comfortable retirement. You will be responsible for providing a 1st class service to the clients of the business and specifically you'll be responsible for:
Key Responsibilities:
* Send letters of authority to financial providers
* Chase providers for required information
* Keep clients updated on the progress of their cases
* Issue advice recommendation packs to clients
* Submit advice and annual review reports via the Intelliflo back office system
* Provide a high level of customer service and care throughout the client journey
We would be seeking an experienced IFA Administrator with 1-3 years experience working as an Administrator within a Financial Planning / Financial Services firm. You will have strong understanding of the IFA process and associated regulatory requirements, with good product knowledge across Pensions, retirement Planning, Investments etc coupled with excellent communications skills and the ability to prioritise your own workloads. If you have experience of using the Aviva platform, then this would be to your advantage as well as if you have any additional Financial Services qualifications.
A great salary is offered along with training and development with progression
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IFA Administrator
2 weeks ago
Sheffield, United Kingdom Lime People Search & Select Ltd Full timeMy client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services. We are urgently seeking an experienced IFA Administrator to join an existing team of Administrators, supporting the...
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Ifa Administrator
6 months ago
Sheffield, United Kingdom AFH Financial Group Full time**IFA Administrator - Sheffield** An opportunity to join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans, with hybrid working. This is a full-time, permanent opportunity and in return, you...
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IFA Administrator
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Sheffield, United Kingdom NJR Recruitment Full timeNJR Recruitment are thrilled to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank. Due to expansion, our Client is looking to recruit an...
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IFA Administrator
1 week ago
Sheffield, United Kingdom NJR Recruitment Full timeNJR Recruitment are thrilled to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank. Due to expansion, our Client is looking to recruit an...
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IFA Administrator
2 weeks ago
Sheffield, United Kingdom NJR Recruitment Full timeNJR Recruitment are thrilled to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank. Due to expansion, our Client is looking to recruit an...
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IFA Administrator
3 weeks ago
Sheffield, United Kingdom NJR Recruitment Full timeNJR Recruitment are thrilled to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank. Due to expansion, our Client is looking to recruit an...
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Technical Ifa Admin
6 months ago
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IFA Administrator
4 days ago
Sheffield, United Kingdom Lime People Search & Select Ltd Full timeMy client is an Independent Financial Advisory firm based in Sheffield providing financial solutions that are tailored to their clients needs. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisors of the company in day-to-day Administrative...
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IFA Administrator
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Sheffield, United Kingdom CV-Library Full timeMy client is an Independent Financial Advisory firm based in Sheffield providing financial solutions that are tailored to their clients needs. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisors of the company in day-to-day Administrative...
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IFA Administrative Support Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeLime People Search & Select Ltd is an Independent Financial Advisory firm based in Sheffield, providing comprehensive financial advice to businesses and individuals. We are currently seeking an experienced IFA Administrator to join our existing team of Administrators, supporting the Financial Advisers within the business and ensuring clients receive expert...
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IFA Administrator
3 weeks ago
Sheffield, United Kingdom NJR Recruitment Careers Full timeNJR Recruitment are thrilled to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank. Due to expansion, our Client is looking to recruit an...
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Financial Services Administrator
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Wealth Management Administrator Role
3 weeks ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeDelighted to present a unique opportunity with a highly regarded national Independent Wealth Management organisation, based in the Sheffield area, seeking an experienced Administrator to join their client services team. With a strong focus on delivering exceptional service and support, this role is ideal for a skilled professional looking to make a...
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Financial Planning Administrator
2 weeks ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeAre you a highly organized and detail-focused individual looking for a challenging role in financial services? We are seeking an experienced IFA Administrator to join our team at Lime People Search & Select Ltd, based in Sheffield. The successful candidate will have 1-3 years of experience working as an Administrator within a Financial Planning / Financial...
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IFA Administrator
3 days ago
Sheffield, United Kingdom NJR Recruitment Careers Full timeWe are delighted to be representing an expanding Independent Wealth Management Advisory firm based in Sheffield who, due to their ever increasing growth, are now looking to recruit an experienced Financial Planning Administrator to join their team.This is an excellent opportunity that offers a long term career path within the Financial Services industry...
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IFA Administrator
2 weeks ago
Sheffield, United Kingdom NJR Recruitment Full timeWe are delighted to be representing an expanding Independent Wealth Management Advisory firm based in Sheffield who, due to their ever increasing growth, are now looking to recruit an experienced Financial Planning Administrator to join their team. This is an excellent opportunity that offers a long term career path within the Financial Services industry...
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IFA Administrator
2 weeks ago
Sheffield, United Kingdom NJR Recruitment Full timeWe are delighted to be representing an expanding Independent Wealth Management Advisory firm based in Sheffield who, due to their ever increasing growth, are now looking to recruit an experienced Financial Planning Administrator to join their team.This is an excellent opportunity that offers a long term career path within the Financial Services industry...