Senior IFA Administrator
2 weeks ago
Senior 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 process and providing exceptional administrative support to Chartered Financial Planners. Key Responsibilities Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters. Ensure all compliance paperwork is accurately completed and maintained. Prepare application forms and supporting documents for the advice process. Process and manage new business and servicing cases, including more complex transactions, through to completion. Monitor the progress of applications and proactively update Advisers on any issues or delays. Action servicing requests and changes to clients investments. Prepare client portfolio valuations and review packs. Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases. Requirements Minimum of 3 years experience within an independent financial planning or wealth management firm. Strong understanding of financial planning products, processes, and compliance requirements. Ideally hold RO1 or CF1 , or be working towards equivalent qualifications. Excellent attention to detail with strong numeracy and literacy skills. Proficient in Microsoft Office and financial planning software systems. We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients. Benefits 4x life assurance Critical illness cover (2x) Employee Assistance Programme Health Cash Plan 5% employer pension contribution Discretionary annual bonus 22 days holiday plus bank holidays (option to purchase an additional 5 days) Hybrid working Bothfull-time or part-time hours considered #J-18808-Ljbffr
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Senior IFA Administrator
4 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 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
2 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
5 days 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
7 days 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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Senior IFA Administrator
2 weeks ago
Coventry, United Kingdom RGH-Global Limited Full timeA highly regarded Chartered Financial Planning firm in Coventry is seeking an experienced Senior IFA Administrator. In this role, you will support Chartered Financial Planners by managing compliance paperwork, handling new business cases, and assisting with client documentation. The ideal candidate has at least 3 years of experience in financial planning and...
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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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Ifa Investment Research Administrator
2 days ago
Coventry N&W Satellite Villages, United Kingdom Templegate Full time**EMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: IFA Investment Research Administrator **Location**: Kenilworth **Benefits**: Competitive salary, Pension, Professional development opportunities **Salary**: £23,000 to £28,000 depending on qualifications and experience **About the Company**: Our client is a respected...
