Ifa Administrator/client Relationship
3 days ago
Are you an experienced IFA Administrator looking to strengthen your Admin skills within a progressive wealth management business?
My client, an award-winning chartered firm of Financial Advisers based in the St Albans area are thriving with new enquiries and recommendations and are passionate about providing an exemplary customer service and pride themselves in providing clear andconcise advice across pensions & retirement, inheritance, investments, and intergenerational advice with a regular flow of repeat business. Due to their success, they are nw looking to strengthen their support team.
Opportunity Highlights
- Supporting High Billing Advisers and Paraplanners
- Processing new Business, onboarding Clients, obtaining valuations, producing letters, maintaining client records, collating data, maintaining compliance and organising research.
- Current IFA Admin experience essential
- Ability to manage and build strong client relationships
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Ifa Administrator
3 days ago
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Ifa Administrator
1 day ago
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Junior Paraplanner
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Ifa Administrator
2 weeks ago
St. Albans, United Kingdom Financial Divisions Full timeAn Independent, Boutique Wealth Management IFA client is looking for an IFA Administrator/ Junior Paraplanner to join their team in St Albans. The role will be based 3 days in the office and 2 days from home. They are very well respected in the Wealth Managementspace and due to continuous growth are now looking for an IFA Administrator/ Junior Paraplanner to...
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Ifa Administrator
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Ifa Administrator
1 day ago
St. Andrews, United Kingdom JohnstonGreer Full timeIFA Administrator £22,000 to £26,000 plus benefits IFA Support required by this top-quality firm of Independent Financial Advisors that provides advice to professionals and other HNW individuals. They have built a reputation for delivering quality financial planning to a wide range of clients across retirement,investments, tax and protection. Applicants...
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Ifa Administrator
2 weeks ago
St. Andrews, United Kingdom JohnstonGreer Full timeIFA Administrator £21,000 to £24,000 plus benefits IFA Administrator required by this regional wealth manager that provides advice to HNW private individuals across Investments and Retirement Planning. The team continues to grow they now require an Administrator to deal with technical and administrationduties for the IFAs. You will be responsible for...
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Client Support Administrator
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Ifa Administrator
2 weeks ago
Bury St Edmunds, United Kingdom Eden Rose Full timeOffice-Based IFA Administrator - Bury St Edmunds | Salary: Competitive (dependent on experience) | Working Pattern: Fully office based A well‑established financial planning firm in Bury St Edmunds is seeking an enthusiastic IFA Administrator to join their growing team. This is an excellent opportunity for someone who wants to build a long‑term career...