IFA Client Servicing

1 week ago

Exeter, United Kingdom Eden Rose Full time

Client Services Manager – Exeter – Up to £30,000We are working with a highly reputable, people-focused financial planning firm based in central Exeter who are seeking a confident and client-centred Client Services Manager to join their close-knit team. This is an excellent opportunity for someone who thrives in a relationship-led environment, enjoys being at the heart of client interaction, and wants to build a long-term career within financial planning.You'll work side-by-side with advisers, paraplanners and the wider client services team, becoming an integral part of live client meetings and the advice process.BenefitsSalary up to £30,00011% pension contributionCompany performance bonus4x death in serviceExam support and funding for those who want to progressExcellent long-term development and exposure to every part of the advice processKey ResponsibilitiesManaging client onboarding, LOAs and new business processingHandling investment trades, withdrawals and fund instructionsPreparing documentation, booking meetings and managing adviser diariesMaintaining accurate client and provider recordsWorking closely with paraplanners and planners to support all client activityMeeting and greeting clients, attending meetings and taking notesGe... #J-18808-Ljbffr

  • Ifa

    2 weeks ago

    Exeter, United Kingdom Idex Full time

    Are you an IFA who is open to new opportunities? Are you an IFA who is confident in being able to build and develop relationships with introducers? Are you an IFA who may have some FUM and are seeking a role where you you can build on this by working with Investment Managers? My client is seeking IFA's to join their well established national business...

  • IFA Administrator

    1 week ago

    Exeter, United Kingdom RGH-Global Limited Full time

    IFA Administrator Exeter Salary: Up to 32000 per year Job Type: Permanent Full-time Location: Exeter (office-based) Role Overview An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established financial services team in Exeter. This is a full-time office-based role ideal for someone looking to build a long-term and...

  • Ifa Administrator

    4 days ago

    Exeter, United Kingdom RGH‑Global Limited Full time

    An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established financial services team in Exeter. This is a full-time, office-based role, ideal for someone looking to build a long-term and rewarding career within the financial services sector. **Key Responsibilities**: - Providing administrative support to advisers and...

  • IFA Administrator

    2 weeks ago

    Exeter, Devon, United Kingdom RGH-Global Limited Full time £32,000 per year

    Job Description: IFA Administrator ExeterSalary: Up to £32,000 per yearJob Type: Permanent, Full-timeLocation: Exeter (office-based)Role OverviewAn excellent opportunity has arisen for an experienced IFA Administrator to join a well-established financial services team in Exeter. This is a full-time, office-based role, ideal for someone looking to build a...

  • Ifa / Financial Planner

    2 weeks ago

    Exeter, United Kingdom Pinstripe Personnel Full time

    **Independent Financial Adviser** **Exeter** **£55,000+ Clients + Bonuses = OT £85,000+** An award winning Wealth Planning firm is looking to appoint an experienced IFA. The role has arisen due to the firm's expansion and is based in the Exeter area. You will be giving holistic Independent Financial Advice to the firm's new and existing clients. In...

  • Ifa Administration Team Leader

    2 weeks ago

    Exeter, United Kingdom mbf. Full time

    Are you an experienced IFA Administrator looking to take the next step in your career? Mbf are working with a successful Financial Planning organisation in Exeter who are seeking to recruit an IFA Administration Team Leader/Supervisor. The business is well established and have grown considerably over the past few years. They are now seeking to recruit an...

  • Client Services Administrator

    4 weeks ago

    Exeter, United Kingdom Brook Street UK Full time

    Brook Street are working with an award-winning, specialist Financial Planners, based in Exeter. Our client are looking to add to their busy office with an experienced Client Administrator. The ideal candidate will have 4-5 years experience (minimum) working in a busy IFA/Chartered Financial Planners. This role is permanent, working full time, Monday to...

  • Ifa Administrator

    6 days ago

    Exeter, United Kingdom Prydis Full time

    **IFA Administrator** Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to** - Assistance with...

  • Junior Administrator Ifa Practice

    1 week ago

    Exeter, United Kingdom Westward Financial Management Ltd Full time

    **Westward Financial Management Ltd is seeking a Junior Administrator to join our team in Tiverton / Exeter** **Duties and responsibilities**: - Day to day administration in a busy IFA Practice - Business located in Exeter and Tiverton - Ideally some experience of Intelligent Office - Working alongside Chartered Financial Planners and Head of...

  • Financial Services Administrator

    2 days ago

    Exeter, United Kingdom Office Angels Full time

    **JOB TITLE**:Financial Services Administrator (IFA) **LOCATION**: Exeter / Hybrid working 3 days office / 2 days home (following initial training period) **SALARY**: £24,000-£28,000 dependent on experience **HOURS**: Monday - Friday 8.45am-5.30pm **BENEFITS**:25 days holiday plus Bank Holidays, accrue a day each year up to 30, company bonus scheme, on...