IFA Administrator
2 weeks ago
IFA Administrator Location : Maidenhead (walking distance from the station and with free on site parking) Type : Full-time, office-based (with up to 2 days from home after probation) Salary : £30,000 - £40,000 depending on experience. The opportunity We’re working with a boutique, growing IFA practice based in brand-new modern offices in Maidenhead. The original wealth planning business has exceptional staff retention, and prides itself on being a detail‑orientated, client‑focused holistic financial planning company. Due to their recent link to an accountancy practice, they are now looking to hire another administrator into the business. This role is ideal for someone who enjoys a mix of client contact, technical administration, and team collaboration — with the added bonus of a clear progression route into paraplanning. Progression & development One of the standout features of this role is the structured progression pathway into paraplanning, and the client’s genuine enthusiasm for helping people to develop if they wish to. Our client has an apprenticeship programme in place, offering: Once a week session with a mentor to help with exam prep and to set objectives for further technical exposure Hands on involvement in… #J-18808-Ljbffr
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IFA Administrator
2 weeks ago
Thatcham, United Kingdom Ortus PSR Full timeElevate Your Future as an IFA Administrator | Maidenhead Are you ready to step into a role where your expertise isn’t just valued—it’s celebrated? At our clients forward-thinking firm, every team member is a vital part of a legacy defined by exceptional client service, innovation, and excellence. We’re on the hunt for a skilled IFA Administrator with...
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ifa
7 days ago
Thatcham, West Berkshire, United Kingdom KFS Recruitment Full time £60,000 - £120,000 per yearWell established, highly reputable and growing IFA practiceis seeking an additional IFA to join the team. The ideal candidate will have a transferable client portfolio which will be supplemented with additional existing clients of the business.Duties include:Servicing the clients across all financial planning needs, predominantly pensions and investmentsThe...
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Thatcham, United Kingdom Ortus PSR Full timeA forward-thinking financial services firm based in Thatcham is seeking a skilled IFA Administrator. In this role, you will streamline IFA administration processes and collaborate with top-tier advisers and directors to ensure exceptional service for clients. You will manage compliance, maintain accurate records, and utilize cutting-edge tools to create...
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IFA Administrator — Path to Paraplanning
2 weeks ago
Thatcham, United Kingdom Cranleigh Personnel Full timeA growing financial advisory firm in Maidenhead seeks an IFA Administrator to support financial advisors and engage with clients. This full-time role offers an office-based environment with the potential for hybrid work after probation. Candidates will enjoy a blend of client contact and administration, with clear opportunities for career progression into...