IFA Administrator
2 weeks ago
Job description A long-established and award winning financial advisory business with offices in Huddersfield are seeking a Client Services Administrator to join their team.Free parkingSupportive environmentStudy support available, should you wish to complete your level 4 diploma in Financial AdviceFriendly working environment with long-established team membersKey duties include;To act as initial point of contact for clients regarding queries or administrative mattersPrepare valuation reports and review packs for clients providing accurate review information, performance data and fund research as appropriateAssist Financial Advisors with the onboarding of new client informationDue to the fast paced nature of the role, the successful applicant will require prior and similar experience within a financial advisory environment.
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IFA Administrator
2 weeks ago
West Bromwich, United Kingdom mbf. Full timeIFA Administrator (Remote - Permanent) Salary: £25,480 per annum (FTE) / £14.00 per hourHours: 28 or 35 hours per week (flexible)Location: 100% Home Based We are recruiting on behalf of a specialist outsourced provider of IFA administration services who are seeking an experienced IFA Administrator to join their growing remote team. This is a fully remote,...
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IFA Administrator
1 day ago
West Midlands, United Kingdom IDEX Consulting Full timeJob description We're supporting a long-established, Chartered firm of Independent Financial Advisers in Henley in their search for an experienced IFA Administrator to join their growing team. Known for delivering truly independent and client-focused advice, this highly regarded firm has been helping clients achieve financial clarity and long-term success...
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IFA Administrator
5 days ago
West Midlands, United Kingdom IDEX Consulting Full timeWe're supporting a long-established, Chartered firm of Independent Financial Advisers in Henley in their search for an experienced IFA Administrator to join their growing team. Known for delivering truly independent and client-focused advice, this highly regarded firm has been helping clients achieve financial clarity and long-term success for over 35...
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Ifa Administrator
7 days ago
West Grinstead, United Kingdom Appointed ltd Full time**My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.** They are seeking a IFA Administrator to join their team to assist in delivering an exceptional service to their clients. This is a full time...
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Ifa Administrator
5 days ago
West Grinstead, United Kingdom Appointed Ltd Full time**My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.** They are seeking a IFA Administrator to join their team to assist in delivering an exceptional service to their clients. This is a full time...
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IFA Administrator
2 weeks ago
West Yorkshire, United Kingdom IDEX Consulting Full timeA long-established and award winning financial advisory business with offices in Huddersfield are seeking a Client Services Administrator to join their team. Benefits Free parking Supportive environment Study support available, should you wish to complete your level 4 diploma in Financial Advice Friendly working environment with long-established team members...
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Ifa Report Writer
24 hours ago
Chester West Employment Park, United Kingdom Ortus Psr Full time**IFA Report Writer** **Location: Chester** **Salary: £18,000 - £25,000** 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 support.The position will be based...
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Ifa Administrator
2 weeks ago
West Bridgford, United Kingdom Independent Resourcing Consultancy Full timeOur client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement.They are also one of the top financial planning companies to work for in their region. They are...
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IFA Administrator
2 weeks ago
West Bromwich, United Kingdom CAP Resourcing LTD Full timeSenior Client Services Administrator Wealth / Pensions / InvestmentsExperience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.Are you an experienced Administrator from a Wealth Management, Pensions, or Investments background who thrives on delivering exceptional client service? xsabvtc Looking...
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IFA Administrator
5 days ago
West Bromwich, United Kingdom CAP Resourcing LTD Full timeSenior Client Services Administrator Wealth / Pensions / InvestmentsExperience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.Are you an experienced Administrator from a Wealth Management, Pensions, or Investments background who thrives on delivering exceptional client service? xsabvtc Looking...