Ifa Administrator

IFA Administrator - Godalming £27,000 - £37,000 A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The role...

IFA Administrator - Godalming £27,000 - £37,000 A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The role...

My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion. Job highlights - Business has been in operation for over 2 decades across wealth and mortgage matters - Supporting...

**Overview** My client, a niche wealth management firm who pride themselves on a carefully honed advisory service built up over many years, delivers successful outcomes to both Private and Corporate Clients providing advice on many matters from Tax to Estate planning.They are currently looking to add an experienced IFA Administrator to their business to...

Are you an experienced IFA Administrator with an extensive background in private client wealth management supporting Advisers on clients’ financial affairs? My client, based in Godalming have been operating for over 20 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City...

IFA Administrator - Godalming£27,000 - £37,000A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment.The role is...

Overview Are you an experienced Wealth / Investment Administrator who is keen to enjoy more client interaction and further your career by obtaining CII qualifications? About the Appointment Synchronicity Financial Services are recruiting for an experienced Senior Administrator with IO / Intelligent Office experience for our Wealth & Investment client who we...

A financial services firm in Godalming is seeking an experienced Senior Administrator to enhance their Wealth & Investment client support team. The role involves client interaction, handling investment reviews, and collaborating with IFAs and Paraplanners. Candidates should have over five years in client-facing investment administration, knowledge of related...

IFA Administrator – Godalming £27,000 – £37,000 A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The...

IFA Administrator – Godalming £A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The role is fully...