Ifa Administrator

A leading financial advisory group in Cheltenham is seeking IFA Administrators with over 12 months of experience in IFA administration. The role involves collaboration with Financial Advisors, managing client relationships, and ensuring a seamless experience for high-net-worth clients. The company offers a supportive team environment, flexible working...

**Financial Planning Administrator (IFA) - Cheltenham/hybrid** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and...

IFA Administrator – Join a Thriving Wealth Management Firm | Career Growth + Remote Working  Location: Office is Cheltenham – The role is remote, 37.5 hours a week Salary: £28,000 – £33,000 Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client...

Job description I'm currently looking for IFA Administrators to join a leading financial advisory group with offices based in Cheltenham and Cardiff! Due to the company's ongoing success, they are seeking talented individuals with 12 months+ experience in IFA administration. If you're ready to take the next step in your career, this is a fantastic...

**Senior Financial Planning Administrator (IFA) - Cheltenham** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and...

**Job description** We are looking for an ambitious, efficient and conscientious individual to join our team, providing support to the Independent Financial Advisers within the company to ensure that our clients are given a high level of continuing service. An understanding of the following products would be advantageous: Mortgages, Protection, Investments...

MB Fitzgerald are working with an established and successful Financial Planning practice based in Cheltenham to recruit an Office Manager. Due to continued growth, they are now looking to bring in an experienced individual into a key role, you will be expectedto help run the practice - including taking over some operations & compliance functions from the...

_**Operations Assistant**_ - HDA Chartered Financial Planners provide high-quality, comprehensive independent financial planning advice to individuals, families and businesses._ - We are looking for an experienced Operations Administrator to join our busy team. The successful applicant will primarily be based in our Cheltenham office. This is a great...

Are you the highly capable, technically strong and minimum Diploma qualified Financial Planner we are seeking to play a significant role in our business? Have you gone as far as you can in your current role and are now looking to build on your qualifications and experience and make the steps to becoming Chartered, if you are not already, and a planner in...