Senior IFA Administrator
3 days ago
LocationCOVENTRY Salary £27000 - £34000 TypePermanent WorkplaceHybrid Ref89044 Recruiter Managing This Role Senior IFA Administrator Coventry Up to £34,000 Are you a motivated and detail-oriented individual with a passion for the financial services industry? We are currently seeking a skilled IFA Administrator to join a fantastic wealth management firm in Coventry. This is a fantastic opportunity for someone in financial administration who is eager to develop their career, with longer-term progression opportunities available at the practice. Role Responsibilities: Liaise with providers and clients to ensure seamless communication and coordination. Writing of suitability letters and submission of new business Book meetings with clients and assist in preparing client meeting packs. Handle no change letters and other relevant administrative tasks. Fully own the client review process, becoming an integral part of the team. Obtaining all relevant information to support the paraplanner for research Benefits 4xDIS Healthcare discount Discretionary annual bonus Critical illness cover 22 days holiday + bank holidays & Christmas closure & option to buy 5 more Friday early finish + home working onsite parking Dont miss this chance to make a significant impact and grow your career as an IFA Administrator Whats next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management
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Senior IFA Administrator
7 days ago
Coventry, United Kingdom RGH-Global Limited Full timeSenior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice...
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Senior IFA Administrator
3 days ago
Coventry, United Kingdom RGH-Global Ltd Full timeOverviewSenior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of...
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Senior IFA Administrator
7 days ago
Coventry, United Kingdom RGH-Global Limited Full timeSenior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators you will play a key role in ensuring the smooth running of the advice...
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Senior IFA Administrator
5 days ago
Coventry, Coventry, United Kingdom RGH-Global Limited Full time £35,000 - £60,000 per yearSenior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice...
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Senior IFA Administrator
2 weeks ago
Coventry, Coventry, United Kingdom RGH-Global Limited Full time £26,000 - £30,000 per yearJob Description: Senior IFA AdministratorThis is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice.As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth...
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Technical Ifa Administrator
1 week ago
Coventry, United Kingdom Cranleigh Personnel Full time**Technical IFA / Wealth Planning Administrator** **Location: Outskirts Coventry** **Salary: £24,000 - £28,000** Are you an IFA Administrator with at least one year’s IFA Admin experience....? Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Are you stuck where you are...
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Ifa Administrator
2 weeks ago
Coventry, United Kingdom mbf. Full time**IFA Administrator - Meriden, Coventry - Salary to £30,000 plus benefits** MB Fitzgerald Recruitment are currently working with a firm of Independent Financial Advisers and Employee Benefits Consultants in Coventry to recruit an experienced IFA Administrator. An opportunity has now arisen for an experienced individual with 2+ years experience within...
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Ifa Administrator
2 weeks ago
Coventry, United Kingdom Cranleigh Personnel Full time**Technical IFA / Wealth Planning Administrator** **Location: Outskirts Coventry** **Salary: £24,000 - £30,000** Are you an IFA Administrator with at least one year’s IFA Admin experience....? Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Are you stuck where you are...
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Coventry, United Kingdom RGH-Global Limited Full timeA leading financial planning firm in the UK seeks a Senior IFA Administrator to join their support team. You will assist Paraplanners, ensure compliance paperwork is managed, and support Chartered Financial Planners in delivering quality advice. Ideal candidates will have a minimum of 3 years experience in financial planning or wealth management. This role...
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Senior IFA Admin – Hybrid, Up to £34k
3 days ago
Coventry, United Kingdom Heat Recruitment Full timeA leading wealth management firm in Coventry is seeking a Senior IFA Administrator offering a salary of up to £34,000. This hybrid role focuses on enhancing client relationships and providing administrative support. The right candidate will have a passion for the financial services industry and the opportunity for career progression. Benefits include...
