Senior Ifa Administrator

2 weeks ago


Poole, United Kingdom Appointed Ltd Full time

**Chartered financial planners who are prestigious industry leaders with a longstanding HNW client bank with a team of highly experienced advisers who provide a ethical and caring advisory service to many clients across the South are recruiting for a Financial Planning Administrator.**

As the administrator you will work with your team to provide a efficient administrative support function to paraplanners, advisers and the practices clients.
- Salary of upto 34k + excellent benefit, pension, exam support, onsite parking, genuine career progression._

**Duties such as**
- Sending Letters of Authority
- Check, maintain and implement Bed & ISA process.
- Process New Business
- Research for Suitability Reports
- Prepare information/comparisons for analysis by Financial Planner.
- Obtain information necessary to compile client recommendations
- Completing rebalances and cost implications for clients as directed by the financial Planner
- Carrying out technical calculations as directed by the financial Planner

Build strong relationships with clients by providing a friendly and professional point of contact, answering technical queries

**Job Types**: Full-time, Permanent

Pay: £25,000.00-£34,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- On-site parking
- Private medical insurance
- Sick pay

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person


  • Ifa Administrator

    3 days ago


    Poole, United Kingdom mbf. Full time

    A boutique firm of Financial Advisers are in the market to recruit an IFA Administrator to join their friendly team in Poole. They are a successful practice that provide holistic financial solutions to clients across Dorset. They are looking to bolster theirsupport team by bringing on an additional Administrator. Their requirement is for an IFA...


  • Poole, United Kingdom Cranleigh Personnel Full time

    **IFA / Wealth Planning Administrator / Trainee Paraplanner** **Location: Poole, Dorset** **Salary: £24,000 - £33,000** Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role? - 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...

  • Administrator

    2 weeks ago


    Poole, United Kingdom Lewis Investment Full time

    Lewis’ is a well-established and growing firm that is looking for a motivated, diligent, and experienced Administrator to join their team. Within this role you will join the team assisting the The Lewis Workplace Pension Trust (TLWPT) Line Manager to provide support to the Financial Advisers and Paraplanners to deliver a high standard of service. **Duties...


  • Poole, United Kingdom AWD online Full time

    **Senior Operations Administrator / Customer Liaison Officer** with experience of working in a customer-focused environment, the ability to lead and motivate a team to achieve excellent performance levels, is required for a highly successfuland innovative Housing Organisation based in Poole, Dorset, South West England. **SALARY**:£22,571 - £26,446 per...


  • Poole, United Kingdom Purposeful Group Full time

    We are seeking a **Purposeful Group financial services trainee** to join our team in Poole, as part of the Purposeful academy. This is an exceptional opportunity for a talented graduate or early-career professional to gain broad, hands-on experience across a dynamic financial services group. The role combines **executive support** and **rotational...

  • Senior Administrator

    2 weeks ago


    Poole, United Kingdom Dorset HealthCare University NHS Foundation Trust Full time

    An exciting opportunity has arisen for a Senior Administrator to join our Dorset Forensic Services. This is a full time post of 37.5 hours per week, Monday and Friday 9 am to 5 pm. You will be responsible for supporting the Dorset Forensic Services based at St Ann’s Hospital, Poole. The successful applicant will be enthusiastic, self-motivated and...


  • Poole, United Kingdom Montacute School Full time

    **Senior Administrator - HR and Staff Cover** Are you an experienced administrator with a passion for supporting education and ensuring smooth operations in a school setting? We are vibrant all-age special school for children aged 2-19 who have CLDD (Complex Learning Difficulties and Disabilities). This is a fantastic opportunity for someone who thrives in...

  • Support Administrator

    21 hours ago


    Poole, United Kingdom RNLI Full time

    Contract type - Temporary: Fixed Term Contract or Secondment - Hours - Full Time - Additional information - up to 12 months - Location - Poole, Dorset, England - Location description - Flexible working between home and Pool is available. **About us** Our purpose is simple, to save lives at sea. Since the 19th century, our crews have been risking their...

  • Administrator

    2 weeks ago


    Poole, United Kingdom Jobshop UK Limited Full time

    Our client is looking for an **experienced administrator** with good IT, customer service and organisation skills. Duties include: - Answering incoming telephone calls in a polite and courteous manner, forward and/or screen calls, record and relay accurate messages - Respond and/or redirect all client and visitor requests/queries accordingly - Ensure...


  • Poole, United Kingdom Bond Williams Full time

    Senior People Administrator - Poole - Salary up to £30,000 DOE Our client based in Poole are looking for a Senior People Administrator to join their people team to support, coordinate and administer duties for the department. The main duties are to support the people advisor and payroll advisor providing practical support and guidance to employees across...