Current jobs related to Senior Ifa Administrator - London - Cranleigh Personnel

  • Senior Ifa Administrator

    4 days ago

    London, United Kingdom Ortus PSR Full time

    Are you an experienced IFA administrator that is looking for company that invests in its staff? We have an exciting opportunity for an experienced Administrator working in a Financial Planning firmto join a national IFA firm. We are able to offer this opportunity out as complete remote or flexible office working depending on your requirements. As an...

  • Senior Ifa Administrator

    2 days ago

    London, United Kingdom Ortus PSR Full time

    Are you a highly organised and detail-oriented IFA Administrator with a passion for finance and administrative support? We are recruiting for an experienced IFA Administrator to join a reputable Independent Financial Adviser (IFA) firm based in Southwest London in Teddington. You will be reporting directly to the Partner supporting 3 Advisers and working...

  • Senior Ifa Administrator

    8 hours ago

    London, United Kingdom Ortus Psr Full time

    **Senior IFA Administrator** **Location: London** **Salary: £20,000 - £30,000** 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...

  • Senior Ifa Administrator

    1 week ago

    London, United Kingdom Cranleigh Personnel Full time

    **Senior IFA Administrator - route through to management** **Location: City, London** **Salary: £35,000 - £45,000** Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge? **Then this may be the role for you** The practice would suit any individual who is looking to become part of a small and supportive team,...

  • Senior Ifa Administrator

    1 week ago

    London, United Kingdom Financial Divisions Full time

    **plus opportunity to be a shareholder, study, hybrid, career progression** Are you an experienced senior IFA Administrator looking for an opportunity to lead a small team? My client is a boutique independent wealth management firm with their offices in the City and is offering this superb opportunity to shadow, learn and developpeople management skills to...

  • Ifa Administrator

    4 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...

  • Senior Ifa Administrator

    9 hours ago

    London, United Kingdom Cranleigh Personnel Full time

    **Job Title: Senior IFA Administrator - progression through to paraplanner** **Location: City of London** **Salary: Negotiable depending on experience** Are you an IFA Administrator looking for your next challenge within IFA Administration? Do you enjoy a varied role that can involve technical administrative aspects such as cash flow, valuations and...

  • Senior Ifa Administrator

    1 week ago

    London, United Kingdom Cranleigh Personnel Full time

    **Job Title: Senior IFA Administrator - progression through to paraplanner** **Location: City of London** **Salary: Negotiable depending on experience** Are you an IFA Administrator looking for your next challenge within IFA Administration? Do you enjoy a varied role that can involve technical administrative aspects such as cash flow, valuations and...

  • IFA Administrator

    6 days 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

    1 week ago

    London, United Kingdom The Graduate Project Full time

    **Company & Role Overview** We are currently recruiting for a great opportunity for one of our clients based in North London, who are a well established firm within the wealth management industry. We recruiting for a Senior IFA Administrator to join their fantastic team! **Main Responsibilities** - Prepare meeting packs in a timely manner for Independent...

Senior Ifa Administrator

2 weeks ago

London, United Kingdom Cranleigh Personnel Full time

**Senior IFA Administrator - Hybrid 1-2 days office based**
**Based Farringdon, London**
**Salary £30,000 - £40,000**

**Are you a Senior IFA Administrator who is now looking for their next move?**
**Would you like a 1-1 role where you can use your technical admin experience?**
**Are you looking to work on more complex cases for Ultra High Net Worth clients?**
**Would you like a more hybrid working structure?**

**About the Practice**
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
They have been awarded Corporate Chartered status by the Chartered Insurance Institute - the
industry gold standard for financial planners evidencing ethical practice, professional, competent and
knowledgeable advice, and a commitment to providing service and support of the highest quality.

**About the role**
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)

**Experience and Qualifications**
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.

**Salary**: £30,000.00-£40,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have at least 4 years experience of working as a senior ifa administrator?

Work Location: One location