IFA Administrator
2 weeks ago
OverviewMy client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under Lyme.The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients.Key DutiesProcessing new businessPreparing valuation reportsPreparing performance documentation for client review appointmentsPreparing review checklist for client appointmentsObtaining provider information to assist advisers with their recommendations and enable Paraplanners to produce comprehensive reportsRun risk profiler results via FE AnalyticsEnsuring that clients are advised of progress throughout this processAssisting with research and producing FE Analytics fund switch reportsEnsure client authorisation received to complete switch in line with MIFID II requirementsProcessing and monitoring switch directly with provider or electronically via platformPreparing half yearly valuation reports for issue to clientProvide post review summary reports to clientsCompleting withdrawal instructions on behalf of clientsEnsuring any instructions received are confirmed in writing by client and authentication process is followedExperience / QualificationsPrevious experience in an IFA environment is essential.How to applyFor more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.comAdditional informationVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Diversity, Equity and InclusionOur Diversity, Equity and Inclusion Mission: At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways. #J-18808-Ljbffr
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IFA Administrator
3 weeks ago
Newcastle-under-Lyme, United Kingdom mbf. Full timeIFA Administrator – Newcastle-Under-LymeSalary: Up to £30,000 (DOE) + benefits + bonusA successful and growing Wealth Management and Financial Planning firm in Newcastle under Lyme is seeking an experienced IFA Administrator / Financial Services Administrator to join their friendly team. This is a fantastic opportunity for someone with experience in the...
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IFA Administrator
5 days ago
Newcastle-under-Lyme, United Kingdom mbf. Full timeIFA Administrator – Newcastle-Under-Lyme Salary : Up to £30,000 (DOE) + benefits + bonus A successful and growing Wealth Management and Financial Planning firm in Newcastle under Lyme is seeking an experienced IFA Administrator / Financial Services Administrator to join their friendly team. This is a fantastic opportunity for someone with experience in...
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IFA Administrator
1 week ago
Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full time £35,000 - £40,000 per yearIFA AdministratorMonday-Friday Full-time Hybrid after probationary periodNewcastle-under-Lyme Competitive Salary DOEA fantastic opportunity for an experienced IFA Administrator to join a fast-paced organisation, varied and demanding workload. Providing support to the Financial Advisor and paraplanners to ensure the best possible service to both new and...
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IFA administrator
5 days ago
Newcastle-under-Lyme, United Kingdom DS FINANCIAL MANAGEMENT LIMITED Full timeRole Description This is a full-time, on-site role for an IFA (Independent Financial Adviser) Administrator based in Newcastle-Under-Lyme. The IFA Administrator will support financial advisers by managing client communications, preparing financial documentation, processing applications, and providing administrative assistance for investments, pensions, and...
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Ifa Administrator
2 weeks ago
Newcastle-under-Lyme, United Kingdom Ortus PSR Full time**IFA Administrator** **Location: Stoke-on-Trent** **Salary: £25,000 - £28,000** 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 supportto sustain their...
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IFA Administrator
2 days ago
Newcastle-under-Lyme, United Kingdom hays-gcj-v4-pd-online Full timeYour newpany An excellent opportunity has arisen within a highly reputable, well-established and growing IFA firm for an experienced financial services administrator. Thepany has a strong team culture, a supportive working environment, very good working conditions.Your new role Providing administrative support to advisers and their clients to ensure high...
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IFA Administrator
2 weeks ago
Newcastle-under-Lyme, United Kingdom IDEX Consulting Full timeJob description My client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under LymeThe main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients.Key Duties:Processing new businessPreparing valuation reportsPreparing...
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IFA Administrator: Client Reports
5 days ago
Newcastle-under-Lyme, United Kingdom IDEX Consulting Full timeA financial services firm is seeking an experienced IFA Administrator to join their team in Newcastle Under Lyme. The successful candidate will support the Office Manager and Financial Planners in delivering a high-quality service to clients. Key responsibilities include processing new business, preparing reports, and ensuring client updates throughout the...
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IFA Administrator
5 days ago
Newcastle-under-Lyme, United Kingdom mbf. Full timeA financial services firm in Newcastle-under-Lyme is looking for an experienced IFA Administrator to provide essential administrative support to financial advisers and paraplanners. The role involves processing business applications, preparing client reports, and ensuring compliance with regulatory requirements. Candidates should have prior experience in...
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IFA Administrator: Financial Advice Support
4 days ago
Newcastle-under-Lyme, United Kingdom Brampton Recruitment Ltd Full timeA recruitment agency in financial services seeks an experienced IFA Administrator to support a Financial Adviser. Responsibilities include producing client documentation, processing business fees, and ensuring compliance with FCA guidelines. Ideal candidates should have prior experience in similar roles and the ability to work in a fast-paced environment....
