IFA Administrator

Job Description Are you an experienced Financial Advisor in Guildford, seeking an employed job, based from home with quality leads and existing clients provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically is...

Are you an experienced Financial Advisor in Guildford, seeking an employed job, based from home with quality leads and existing clients provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically is able to provide...

Compliance Consultant (part-time)Godalming/Guildford (Surrey)Working with HNW & UHNW clients Boutique IFA firm - £40,000 - £60,000 pro-rata salaryMy client is a wealth planning practice based outside Guildford who have been operating for 15+ years, and I have placed 6 members of staff into the business. They have an excellent reputation providing very...

An excellent opportunity has arisen for an IFA Administrator to work within a highly successfu Wealth Management firm - a great chance for someone looking for their next career step. The role will include full support with a journey towards becoming Diplomaqualified and beyond. This is a genuinely exciting opportunity for an ambitious individual who is...

**bonuses, benefits and study support** This company takes the opinion that their IFA administrators that they hire today will be their company’s IFAs and Paraplanners of the future and as a result, they offer clear defined career paths in these areas and they will support your growth as you workand develop your experience and client facing skills within...

We are currently recruiting for a highly regarded Financial Planning practice in Chatham who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. **Responsibilities** The IFA...

**Job Title: IFA Administrator** **Salary: £25,000 - £30,000** **Location**:Guildford** A well-established Financial Services firm that have a diverse range of clients across a Pensions, Investments, IHT, Mortgages, and protection cases are looking to grow their back-office team with the inclusion of a new administrator into the team. They have won...

**Position**: IFA Administrator (Hybrid role) **Location**: 2/3 days at office in Guildford, 2/3 days working from home **Minimum Requirements**: 1 year IFA/Financial Services Administration experience; good I.T. skills; good communication skills **Salary/package**: Up to £30,000 + bonus + pension + study support + 23 days annual leave (rising to...

**Job Title: IFA Administrator** **Salary: £25,000 - £35,000** **Location: Guildford** A well-established Financial Services firm that have a diverse range of clients across a Pensions, Investments, IHT, Mortgages, and protection cases are looking to grow their back-office team with the inclusion of a new administrator into the team. They have won...

**IFA Administrator / Wealth Planning Administrator** **Location: Guildford** **Salary: £30,000 - £35,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been expanding rapidly over the last few years? If...

A market leading Financial Planning business with multiple offices across the UK currently has a vacancy for an experienced IFA Administrator to join their team in Guildford. The company are a true market leader, being one of the largest and most successfulFinancial Planning organisations in the country. The role will be working alongside an experienced...

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered status. They offer hybrid working with minimum 2 days in the office a...

**IFA Investment Administrator** I am working with a prominent Surrey Based IFA business who are seeking to recruit an experienced IFA administrator to join an experienced and successful client support team **Typical daily Tasks and responsibilities** - A good understanding of the sales process and client review process. - Understanding how investment...