IFA Administrator

Are you an experienced IFA / Wealth Planning Administrator looking for a new challenge?Cranleigh Personnel is seeking a skilled professional to join our team as a Senior IFA Administrator.In this role, you will collaborate closely with the Director, providing comprehensive administrative support and experience a working atmosphere that is both enjoyable and...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Senior Administrator **Location**: Leamington Spa **Benefits**: - Pension scheme - Life assurance - Development & training and educational support - Health Cashplan - Employee Assistance Programme (EAP) - Annual bonus scheme (discretionary bonus of...

**IFA / Wealth Planning Administrator** **Location: Leamington Spa** **Salary: £26,000 - £32,000** **Are you an IFA / Wealth Planning Administrator who is now looking for their next move?** - Has your existing practice been recently bought out by a larger firm and the culture of the company changed? - Do you want to work for a family feel business...

An independent Financial Planning and Wealth Advisory firm in Leamington Spa has an opportunity for an IFA / Financial Planning Administrator to work on a hybrid basis. This role will provide back office and client support for a director chartered financial planner. who advises clients on investment, estate and retirement planning for private clients and...

**Summary of Key Responsibilities and Role** - The role will involve promoting the company’s services in a professional and FCA compliant manner. - Initially starting as an IFA Administrator supporting the Paraplanners within the team and working in collaboration with Private Client Advisers with progression towards becoming a Paraplanner if desired. -...

BENEFITSHoliday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years.Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility.GDIS scheme - 2 x salary Life Assurance. Health cash planDevelopment and training - Examination...

BENEFITS Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years. Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility. GDIS scheme - 2 x salary Life Assurance. Health cash plan Development and training -...

A leading financial services firm is on the hunt for an exceptional IFA Administrator to their growing support team. The salary for an Administrator within the support team is up to £30,000 and offers hybrid working. You will be joining a Client-Centric IFA firm that is dedicated to providing personalised solutions that align with each client’s unique...

BENEFITSHoliday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years.Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility.GDIS scheme - 2 x salary Life Assurance. Health cash planDevelopment and training - Examination...

BENEFITSHoliday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years.Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility.GDIS scheme - 2 x salary Life Assurance. Health cash planDevelopment and training - Examination...

BENEFITS Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years. Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility. GDIS scheme - 2 x salary Life Assurance. Health cash plan Development and training -...

BENEFITS Holiday - 23 days plus + Statutory public holidays.Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years.Pension - Contributory pension scheme.ER contribution of 5% EE minimum contribution 3%.Subject to auto enrolment eligibility.GDIS scheme - 2 x salary Life Assurance.Health cash plan Development and training - Examination and...

BENEFITSHoliday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years.Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility.GDIS scheme - 2 x salary Life Assurance. Health cash planDevelopment and training - Examination...

Holiday - 23 days plus + Statutory public holidays. Pension - Contributory pension scheme. GDIS scheme - 2 x salary Life Assurance. Health cash plan Development and training - Examination and study financial support, internal training and individual development plans Employee assistance programme Flexible working hours Bonus scheme - up to 5% of...

BENEFITSHoliday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years.Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility.GDIS scheme - 2 x salary Life Assurance. Health cash planDevelopment and training - Examination...

**Summary of Key Responsibilities and Role** We are looking for Legal, Financial, Tax & Trust Technical Advisers to join a small team of advisors. This is a role in which you will provide support and work towards providing advice to High Net Worth clients. Our clients generally have larger and more complex estates and business interests and need advice...

Holiday - 23 days plus + Statutory public holidays. Pension - Contributory pension scheme. GDIS scheme - 2 x salary Life Assurance. Health cash plan Development and training - Examination and study financial support, internal tra Have you got what it takes to succeed The following information should be read carefully by all candidates.