Ifa Support Administrator

2 days ago

City of London, United Kingdom Aspire Executive Search Full time

IFA Support Administrator, London Salary up to £30,000 (Dependent upon level of experience) Excellent benefits including a bonus and 30 days holiday. Immediate start available.

This is an excellent and interesting opportunity to work for a London based IFA firm who have a client centred approach and are experienced in helping clients with complex needs and treat their staff well while having lots of fun in the process.

This role would ideally suit someone who enjoys socialising and taking part in fun activities.

The purpose of the role is to provide client services, and administration support to an IFA practice who offer unparalleled service to their clients.

You will provide support to the whole team, including Financial Advisers and clients.

You will contribute to the success of the company overall and adhere to all internal compliance standards and administration procedures ensuring that client satisfaction is of the highest standard throughout all contact with clients and colleagues.

Your duties and responsibilities will be to:

- Provide full administrative support to the Advisors and Paraplanners in order to deal with ongoing and technical queries as and when they arise, working within the achievable deadlines set out
- Deal with payroll enquires
- **Skills and experience required**:

- A minimum of 6 months experience within Financial Services
- Excellent telephone manner and the ability to communicate with clients effectively
- You will have a working knowledge of core financial products including pensions, ISAs, Investments
- Excellent organisation, communication, and numeracy skills both written and oral
- An interest in Finance from an accounts perspective also

**In return you will earn an excellent salary of up to £30,000 and an annual discretionary bonus**

**30 days holiday and the opportunity to be part of a break away to a different country on an annual basis.**

Work within an excellent team who will provide the right on boarding and training experience.

  • Ifa Administrator

    2 days ago

    City of London, United Kingdom Advies Private Clients Full time

    Advies is a successful Top 100 IFA firm based in the City of London who are looking to add an experienced IFA Administrator to work alongside and support the private wealth focused financial advisers. **The Role**:To support the advice process providing full financial planning administration support. Duties include: - Preparing client valuations and review...

  • IFA Administrator

    1 week ago

    London, United Kingdom Premier Jobs UK Limited Full time

    This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journey As an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertaking typical IFA administration duties and supporting their...

  • Senior Ifa Administrator

    2 weeks ago

    City of London, United Kingdom Fleet Street Financial Ltd Full time

    _**Remuneration Structure**:_ **Basic Annual Salary: £33,000+** - Dependent on experience and qualifications_ **Bonus Structure**:Yes **Additional Benefits**: 23 day holiday allowance, increasing with length of service 2 week Christmas closure (at Directors discretion) Pension with salary sacrifice option Death in Service Income...

  • Ifa Administrator

    2 weeks ago

    London, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: IFA Administrator **Location**: London - Wimledon **Benefits**: Hybrid working, Pension, 25 days leave plus bank holidays **Salary**: £30,000k ~ £35k Depending on experience. **What Your Day to Day Duties Will Include as a Financial Services Administrator / IFA...

  • Ifa Administrator

    2 days ago

    London, United Kingdom Cranleigh Personnel Full time

    **IFA / Wealth Planning Administrator** **Location: City, London** **Salary: £28,000 - £35,000** Are you an IFA Administrator with at least one year’s IFA Admin experience....? 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 stuck where you are and there isn’t...

  • IFA administrator

    1 week ago

    City of Edinburgh, United Kingdom Eden Scott Full time

    My client is a Chartered IFA practice that offers true financial planning advice to a diverse range of clients. Due to expansion of the team, staff progression, and increased clients, they require a Financial Planning Administrator to join the team.You will mainly support the team of financial planners by:Preparing valuation reportsMaintaining internal...

  • Ifa Administrator

    2 weeks ago

    City of London, United Kingdom Financial Careers Ltd Full time

    Our client is one of the UK’s largest, independently owned, corporate solutions and wealth management consultancies based in the heart of the City of London. The firm has grown steadily and is now a top 100 UK IFA. They are now seeking a Senior IFA Administrator (Wealth Management) with previous experience in an adviser support role within an IFA firm (at...

  • Ifa Administrator

    6 days ago

    London, United Kingdom ARC Full time

    **Job Title/Location**: IFA Administrator, North London - **Salary**: To £35,000 - **Working Dynamics**: 100% office based initially, with some flex for 1-2 days WFH long-term - **Requirements**: IFA administration experience is vital - happy to consider people who want to progress into paraplanning or advising long-term - **Role Snapshot**: Providing admin...

  • Ifa Administrator

    6 days ago

    London, United Kingdom Cranleigh Personnel Full time

    Are you an IFA Administrator looking to make your next career move: - 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 stuck where you are and there isn’t the scope for progression into Paraplanning or Operations / Compliance - Or have you been promised exams or study...

  • IFA Client Support Administrator

    4 weeks ago

    London, United Kingdom Premier Jobs UK Limited Full time

    Our client is seeking an experienced IFA Administrator to join in a unique role, whereby you will be providing overflow support across the business to plug temporary gaps in their workflow As a national IFA firm with 12 regional offices, there are times where the business has gaps in their local support teams, as such they are looking for a confident and...