IFA Operations
1 day ago
A financial services firm based in Haywards Heath seeks an Operations and Client Services Manager to lead administrative functions and ensure efficient daily operations. This hands-on leadership role involves managing workflow, maintaining high client service standards, and providing support to advisers. Ideal candidates have a background in financial services administration, excellent organisational skills, and are proficient with financial back-office systems. A proactive approach and commitment to client experience are essential for success.
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Ifa Administration Manager
2 weeks ago
Stoke Heath, United Kingdom Ortus PSR Full time**IFA Administration Team Manager** **Location: Birmingham** **Salary: £25,000 - £35,000** A brilliant opportunity for an IFA Administration Team Manager to join a National financial planning with an excellent reputation. **Responsibilities**: - Responsible for the day to day oversight and management of the administration team - Acting as first point...
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Ifa Support Supervisor
5 days ago
Stoke Heath, United Kingdom AFH Wealth Management Full time**IFA Support Supervisor** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunityto join our existing Administration team**on a full-time, permanent** basis. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with...
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IFA Administrator
1 week ago
Sworton Heath, United Kingdom evelyn Partners Full timeOverview We're seeking an ambitious individual to join our Financial Planning team in Belfast. You will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience. As a Client Administrator at Evelyn Partners you will be supported to grow...
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Client Administrator
1 week ago
Sworton Heath, United Kingdom evelyn Partners Full timeOverview We're seeking an ambitious individual to join our Financial Planning team in Knutsford. You will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience. As an IFA Administrator at Evelyn Partners you will be supported to grow...
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Compliance Administrator
5 days ago
Stoke Heath, United Kingdom AFH Wealth Management Full time**Are you looking to develop your career and join a fast-growing company that focuses on supporting employee careers with professional development? Then AFH could be right for you!** With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms. **Compliance...