Current jobs related to Ifa Administrator - Fleet - Ortus PSR

  • Ifa / Wealth Planning Administrator

    3 days ago

    Fleet, United Kingdom Cranleigh Personnel Full time

    **IFA / Wealth Planning Administrator** **Location: Fleet** **Salary: £25,000-£33,000** Are you an IFA Administrator looking to progress into paraplanning? - 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 progression into...

  • Assistant Financial Planning Administrator

    7 days ago

    Fleet, United Kingdom Ortus PSR Full time

    This is a great opportunity for someone who is looking to get into the Wealth Management industry to join a national IFA firm. You will be joining a full service wealth management house who provide a personal, independent and bespoke wealth management service to high net worth clients. The company are very much a ‘new model’ financial services business...

Ifa Administrator

2 weeks ago

Fleet, United Kingdom Ortus PSR Full time

**IFA Administrator**

**Location: Fleet**

**Salary: £23,000 - £28,000**

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 support.

**Responsibilities**:

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

**Skills**:

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