Finance Administrator IFA

2 weeks ago


Alton, United Kingdom CV-Library Full time

A fantastic opportunity has arisen for a senior financial administrator to work in a growing team, you will be supporting a group of financial advisers working on complex cases. This is a fast paced role and requires great attention to detail and accuracy. You will be working for a growing business that offers ongoing support and training.

Responsibilities:

Managing the Mailbox and answering calls
Maintain and update client files ensuring compliancy
Build relationships with clients.
Provide support to the advisers.
Preparation of client valuations
Preparing recommendation reports,
Process new and existing business reports
Dealing with external providers and professionals
Processing of Questionnaires, recording and filing as appropriate.
Processing probate reports
Preparing more c recommendation reports,
Face to face Meetings with clients. Skills Required

Previous Admin experience in a IFA environment essential
Organisation and prioritisation
Excellent attention to detail
Excellent verbal and written communication skills
Confident using all programmes such as Word, Excel and Outlook
A thorough understanding of IFA terminology



  • Alton, United Kingdom Faith Recruitment Full time

    A fantastic opportunity has arisen for a senior financial administrator to work in a growing team, you will be supporting a group of financial advisers working on complex cases. This is a fast paced role and requires great attention to detail and accuracy. You will be working for a growing business that offers ongoing support and...


  • Alton, United Kingdom Faith Recruitment Full time

    A fantastic opportunity has arisen for a senior financial administrator to work in a growing team, you will be supporting a group of financial advisers working on complex cases. This is a fast paced role and requires great attention to detail and accuracy. You will be working for a growing business that offers ongoing support and...


  • Alton, Hampshire, United Kingdom Faith Recruitment Full time

    Faith Recruitment is a leading agency specializing in finance and administration roles. We are currently seeking a highly skilled Financial Administrator to join our team in a fast-paced IFA environment. The successful candidate can expect a salary of around £27,000 - £32,000 per annum, based on experience.About the RoleThis position involves supporting a...


  • Alton, Hampshire, United Kingdom Austin Fraser Full time

    Job DescriptionA senior financial administrator is required to support a team of financial advisers working on complex cases. This role requires great attention to detail and accuracy in a fast-paced environment. The ideal candidate will have previous admin experience in an IFA environment and excellent verbal and written communication skills.Key...


  • Alton, Hampshire, United Kingdom Faith Recruitment Full time

    A leading recruitment agency, Faith Recruitment, is seeking a skilled Financial Administrator to join their team. This exciting opportunity offers a competitive salary of £25,000 - £30,000 per annum, depending on experience.Job DescriptionThis role involves providing administrative support to a team of financial advisers, working on complex cases. The...


  • Alton, Hampshire, United Kingdom Faith Recruitment Full time

    Job Role:This is an exciting opportunity for an experienced Financial Services Assistant Manager to join our team at Faith Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial advisers and contributing to the growth and success of our business.Main Responsibilities:Manage the mail and respond...


  • Alton, Hampshire, United Kingdom Faith Recruitment Full time

    We are looking for an exceptional Financial Administrator to join our team at Faith Recruitment. As a senior financial administrator, you will be responsible for coordinating the daily activities of a busy IFA office, providing top-notch support to a team of financial experts. The compensation package for this role includes a salary ranging from £28,000 to...


  • Alton, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning firm based in Alton who are looking to recruit a Financial Planning Administrator in their Alton office. An excellent opportunity has arisen for a financial planning administrator to work in a growing team. They are looking for an experienced IFA Administrator who prides themselves on the ability...


  • Alton, United Kingdom Optima Recruitment Full time

    An excellent opportunity has arisen for a financial planning administrator to work in a growing team. Our client is looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisors, liaise with providers and third parties. You will be part of a fast-paced team who provide full end to end administrative...

  • Administrator

    6 months ago


    Alton, United Kingdom Pertemps Network Group Full time

    **Job Description**: Administrator Pertemps are currently recruiting for an Administrator to join a Food Manufacturing business based in Alton. This is a full-time, temp to perm position. Responsibilities as an Administrator: - Greeting customers and ensuring all paperwork is completed e.g. ID verification for all visitors - Receiving incoming calls and...

  • Finance Trainee

    4 weeks ago


    Alton, Hampshire, United Kingdom Accountability Recruitment Full time

    **About the Role**A great opportunity for individuals looking to start a career in accountancy. We are seeking 2 Finance Trainees to join our team and gain experience in accounting, plus a funded AAT qualification.ResponsibilitiesFiling and management of account informationAssisting with monthly accounts packs productionAnswering telephone calls and...

  • Finance Manager

    1 month ago


    Alton, United Kingdom CV-Library Full time

    Finance Manager – Permanent – Hybrid – Alton, Hampshire Our client, a thriving small to medium-sized enterprise, is seeking a skilled Finance Manager to lead their financial operations. This is an excellent opportunity to make a significant impact on the company's growth and success. Working closely with the Leadership Team, you will...

  • Administrator

    7 months ago


    Alton, United Kingdom PPSL Full time

    We have an opportunity for someone who is currently seeking a career role within the finance sector. This role is ideal for someone who is seeking their first role, or looking to move into a professional sector. **The duties are**: - Audit documents received from your allocated adviser to ensure they meet our compliance requirements. - Submit Dealing...


  • Alton, Hampshire, United Kingdom Austin Fraser Full time

    About the RoleWe are looking for an administrative support professional to join our growing team at Austin Fraser. The successful candidate will have excellent organisational skills and be able to manage multiple tasks simultaneously.Key Responsibilities• Manage the team's mailbox and respond to calls in a timely manner• Update client files and ensure...


  • Alton, United Kingdom Howett Thorpe Full time

    £30,000 FTE - Hampshire, Alton - Posted 5 hours ago Permanent HT15046 Salary : £30,000 FTE Our client is a well-established and successful manufacturer of luxury furniture who are looking for a part time Finance Assistant to support the business 2 days per week. The role will work alongside the other functions in the business and is essential to ensure...


  • Alton, Hampshire, United Kingdom Austin Fraser Full time

    We are seeking an experienced Finance Manager to join our team at Austin Fraser. As a key member of our finance function, you will be responsible for managing the day-to-day financial operations of our client based in Alton.About the Job:This is a permanent position that requires strong leadership and financial skills, with minimal supervision.You will work...


  • Alton, Hampshire, United Kingdom Blakemore Recruitment Full time

    We are recruiting for a Financial Planning Administrator to join our team in Alton. This is an excellent opportunity for an experienced IFA Administrator who can provide administrative support to our financial advisers and liaise with providers and third parties.You will be part of a fast-paced team providing full end-to-end administrative support to...


  • Alton, Hampshire, United Kingdom Ignition Technology Full time

    Job Summary: Administrative Credit Control ProfessionalWe are seeking an experienced Administrative Credit Control Professional to join our team at Ignition Technology. As a key member of our organization, you will be responsible for managing and monitoring credit risk within our financial services division. This is a dynamic role that requires strong...


  • Alton, Hampshire, United Kingdom Treloar SchoolHampshire Full time

    About Treloar'sTreloar's is a charity that runs one of the UK's largest specialist education centres for young disabled people to live and learn. Our school and college offer students the opportunity to fully participate in life and achieve their aspirations.Job DescriptionWe are seeking a Personal Assistant to deliver effective and confidential...


  • Alton, Hampshire, United Kingdom Austin Fraser Full time

    Austin Fraser is a leading recruitment agency based in Alton, and we are seeking an experienced Finance Manager to join our team. This is a permanent position that requires strong leadership and financial skills, with minimal supervision.About the Role:This is a key role within the finance function, responsible for managing the day-to-day financial...