Senior IFA Administrator
2 weeks ago
Job description An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients. Key Responsibilities: Processing new business applications across various providers and platformsPreparing valuation reports and performance documentation ahead of client reviewsProducing review checklists and coordinating documentation for adviser meetingsGathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reportsRunning risk profiler results and supporting fund research using FE AnalyticsAssisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirementsProcessing fund switches directly with providers or via platforms and tracking progressPreparing bi-annual valuation reports and post-review summaries for clientsHandling client withdrawal instructions and ensuring proper written consent and authentication procedures are followedMaintaining ongoing client communication to keep them informed of progressCandidate Requirements: Previous experience within an Independent Financial Adviser (IFA) environment is essentialStrong understanding of financial products, platforms, and regulatory requirementsHigh attention to detail, excellent organisational skills, and the ability to prioritise workloads effectivelyProficient in Microsoft Office and financial systems such as FE AnalyticsStrong communication skills, both verbal and writtenA proactive and client-focused approachBenefits: Competitive salary up to £32,Bonus potential based on performanceHybrid and flexible working options availableFree on-site parkingCompany pension contributionSupportive and collaborative office environmentOpportunities for training and career developmentThis is a fantastic opportunity to join a professional team where your experience and contribution will be truly valued. If you're looking to take the next step in your financial services career, we'd love to hear from you.
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Senior IFA Administrator
2 weeks ago
Warwick, United Kingdom IDEX Consulting Full timeOverviewAn excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to...
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Ifa Administrator
2 weeks ago
Warwick, United Kingdom Finlink Ltd Full timeThis role is for you if you are an experienced IFA Administrator looking for a new challenge! We have an exciting opportunity with an established Financial Planning firm with offices nationwide. This is best suited to individuals with 2+ years of IFA Administration experience who are looking to join this exciting role within the expanding...
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Ifa Administrator
3 days ago
Warwick, United Kingdom IDEX Consulting Ltd Full timeMy client is a leading holistic chartered IFA firm, who has been growing through acquisition over the past 4 years is now looking to appoint a Senior Administrator to join their team in Warwick. **Responsibilities**: - Liaise closely with Financial Planners to gather all required research for production following review - Gather and provide product,...
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Ifa Administrator
2 weeks ago
Warwick, United Kingdom Idex Full time**About Our Client** An expanding Financial Services group has an opportunity for an IFA Administrator to join their team in Warwick. Be part of an exciting journey as the Midlands hub of this impressive national firm continues going from strength to strength. **About the Role** This role will support Financial Advisers with back office and client support...
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Paraplanner - Warwick
7 days ago
Warwick, United Kingdom Focus Search and Selection Full time**Paraplanner** **Purpose of Role**: To provide administrative and financial planning support for the IFA’s **Skills and Knowledge**: - Strong administration and communication skills. - Excellent report writing skills. - Detailed knowledge of FCA and Firms procedures and record keeping requirements - Attained minimum one Diploma level qualification and...
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Senior Administrator PA
1 day ago
Warwick, United Kingdom National Grid Full timeAbout us At National Grid, we light up the world by harnessing the unique strengths of our people. Join us as a Senior Administrator PA to be part of a team that's driving forward the energy transition, creating a brighter, more sustainable future for all. Unleash your superpower and bring energy to life. National Grid is hiring a Senior Administrator PA -...
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Care Worker
2 weeks ago
Warwick, United Kingdom Unique Senior Care Full time**Care Assistant - £11.40 - £11.68 per hour** - **No experience required - Free Training user friendly online modules with hands on socially distanced sessions** - **Immediate starts & contracted hours available** - **Join a growing industry with job security** - **Paid professional development - Level 2, 3 and 5 diplomas in Adult Care** - **Non -...
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Administrator
2 weeks ago
Warwick, United Kingdom Charlie Victor Mortgages Full time'''Duties''' - Perform a variety of administrative tasks to support the smooth operation of the office. - Assisting with compliance. - Inputting client data. - Provide general administrative support to director and senior manager. - Maintain a clean and organized office environment '''Requirements''' - Previous experience in an administrative or office...
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Senior IP Telephony
5 days ago
Warwick, United Kingdom Wipro Full timeA leading IT consulting firm in the United Kingdom seeks a skilled Lead Administrator L2 to support and manage MS Teams Voice and Cisco Call Manager infrastructure. This role involves configuring Cisco LAN switches, troubleshooting complex voice communication issues, and ensuring robust support for telecommunications services. Ideal candidates will possess...
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Grants Administrator
2 weeks ago
Warwick, United Kingdom NFP People Limited Full time**Grants Administrator** We are seeking a Grants Administrator to work with the Head of Grants and the Grants team to support the delivery of the grants programmes. You will be working for a charity that represents 100% of the NHS charity sector in the UK as members. Helping the NHS tackle today’s challenges and tomorrow’s opportunities. **Position**:...