Ifa Administrator
3 days ago
An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established financial services team in Exeter. This is a full-time, office-based role, ideal for someone looking to build a long-term and rewarding career within the financial services sector.
**Key Responsibilities**:
- Providing administrative support to advisers and clients
- Liaising with clients, investment providers, and other third parties
- Handling general client queries in a professional and timely manner
- Maintaining accurate records and ensuring compliance standards are met
**Requirements**:
- Minimum 1 years experience in financial services, ideally within an IFA practice
- Strong organisational skills and attention to detail
- Excellent written and verbal communication skills
- Proficient in using IT systems and online platforms
**Job Sector**:Financial Services
**Job Location**:Exeter
**Job Category**:Financial Services
**Job Type**:Full TimePermanent
**Salary**:£25000-£32000
-
IFA Administrator
1 week ago
Exeter, United Kingdom RGH-Global Limited Full timeIFA Administrator Exeter Salary: Up to 32000 per year Job Type: Permanent Full-time Location: Exeter (office-based) Role Overview An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established financial services team in Exeter. This is a full-time office-based role ideal for someone looking to build a long-term and...
-
IFA Administrator
2 weeks ago
Exeter, Devon, United Kingdom RGH-Global Limited Full time £32,000 per yearJob Description: IFA Administrator ExeterSalary: Up to £32,000 per yearJob Type: Permanent, Full-timeLocation: Exeter (office-based)Role OverviewAn excellent opportunity has arisen for an experienced IFA Administrator to join a well-established financial services team in Exeter. This is a full-time, office-based role, ideal for someone looking to build a...
-
Ifa Administration Team Leader
2 weeks ago
Exeter, United Kingdom mbf. Full timeAre you an experienced IFA Administrator looking to take the next step in your career? Mbf are working with a successful Financial Planning organisation in Exeter who are seeking to recruit an IFA Administration Team Leader/Supervisor. The business is well established and have grown considerably over the past few years. They are now seeking to recruit an...
-
Ifa Administrator
5 days ago
Exeter, United Kingdom Prydis Full time**IFA Administrator** Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to** - Assistance with...
-
Junior Administrator Ifa Practice
1 week ago
Exeter, United Kingdom Westward Financial Management Ltd Full time**Westward Financial Management Ltd is seeking a Junior Administrator to join our team in Tiverton / Exeter** **Duties and responsibilities**: - Day to day administration in a busy IFA Practice - Business located in Exeter and Tiverton - Ideally some experience of Intelligent Office - Working alongside Chartered Financial Planners and Head of...
-
Senior Administrator
2 weeks ago
Exeter, United Kingdom Cathedral Appointments Ltd Full time**Salary £25k-£30k DOE | Excellent Benefits Package** **Are you looking for an exciting opportunity where you can develop your skills as a Financial Services Administrator?** Our client, a forward-thinking and dynamic Wealth Management Firm based in Exeter is seeking a **Financial Services Administration Team Leader** to join their Administration...
-
Ifa Administrator
5 days ago
Exeter, United Kingdom Prydis Full timeReporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to - Assistance with onboarding new advisers -...
-
Financial Services Administrator
1 day ago
Exeter, United Kingdom Office Angels Full time**JOB TITLE**:Financial Services Administrator (IFA) **LOCATION**: Exeter / Hybrid working 3 days office / 2 days home (following initial training period) **SALARY**: £24,000-£28,000 dependent on experience **HOURS**: Monday - Friday 8.45am-5.30pm **BENEFITS**:25 days holiday plus Bank Holidays, accrue a day each year up to 30, company bonus scheme, on...
-
Financial Administrator
5 days ago
Exeter, United Kingdom Cathedral Appointments Ltd Full time**Competitive Salary | Hybrid Working | Excellent Benefits** Our client, a well-established Chartered Independent Financial Planning firm is seeking a **Financial Services Administrator** to join their team based in Exeter. This position is primarily office based; however, you will have the opportunity to work two days from home. This role may also be...
-
Client Services Administrator
4 weeks ago
Exeter, United Kingdom Brook Street UK Full timeBrook Street are working with an award-winning, specialist Financial Planners, based in Exeter. Our client are looking to add to their busy office with an experienced Client Administrator. The ideal candidate will have 4-5 years experience (minimum) working in a busy IFA/Chartered Financial Planners. This role is permanent, working full time, Monday to...