Senior Ifa Administrator

14 hours ago


HenleyonThames, United Kingdom Ortus PSR Full time

**Senior IFA Administrator**

**Location: Henley-on-Thames**

**Salary: £25,000 - £35,000**

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 Chartered status.

**Responsibilities**:

- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and other third parties, to obtain any information that may be needed

**Skills**:

- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired


  • Ifa Administrator

    14 hours ago


    Henley-on-Thames, United Kingdom Ortus PSR Full time

    **IFA Administrator** **Location: Henley-on-Thames** **Salary: £18,000 - £25,000** 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...

  • IFA Administrator

    1 week ago


    Bradford-on-Avon, United Kingdom Premier Jobs UK 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...

  • IFA Administrator

    1 week ago


    Bradford-on-Avon, United Kingdom Sahasraa Solutions Full time

    IFA Administrator Join to apply for the IFA Administrator role at Sahasraa Solutions Sahasraa Solutions, a 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 that supports local...

  • IFA Administrator

    5 days ago


    Bradford-on-Avon, 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...

  • IFA Administrator

    1 week ago


    Bradford-on-Avon, United Kingdom Premier Jobs UK Limited Full time

    Job DescriptionThis well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journeyAs 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...

  • IFA Administrator

    2 weeks ago


    Bradford-on-Avon, United Kingdom Premier Jobs UK Limited Full time

    Job DescriptionThis well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journeyAs 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...

  • IFA Administrator

    2 weeks ago


    Bradford-on-Avon, 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 journeyHave you got the right qualifications and skills for this job Find out below, and hit apply to be considered. As an IFA Administrator you will be joining their back office team who support...

  • IFA Administrator

    2 weeks ago


    Bradford-on-Avon, 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 journeyHave you got the right qualifications and skills for this job Find out below, and hit apply to be considered. As an IFA Administrator you will be joining their back office team who support...


  • Bradford-on-Avon, United Kingdom mbf. Full time

    We are delighted to be supporting a highly successful and well-established boutique Independent Financial Advisory (IFA) practice based in Bradford-on-Avon. Fully independent and renowned for delivering exceptional client service, this firm has built an outstanding reputation across the local region. With exciting plans for growth through targeted...


  • Bradford-on-Avon, United Kingdom mbf. Full time

    We are delighted to be supporting a highly successful and well‑established boutique Independent Financial Advisory (IFA) practice based in Bradford-on-Avon. Fully independent and renowned for delivering exceptional client service, this firm has built an outstanding reputation across the local region. With exciting plans for growth through targeted...