Ifa Senior 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...

**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...

MBF are working with a boutique firm of Financial Advisers in Cheltenham to recruit an additional IFA Administrator. The business is well established and have a couple of offices in the South West, they are looking to bring in an additional Administratorwho will work closely with the companies Paraplanners providing close knit support to a team of successful...

**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...

Introduction To provide efficient, effective and expert administrative support to the Technical Team and Broking Divisions. Well established and can be carried out with moderate guidance as opposed to direct and close supervision. Responsibilities Document Creation – gather information from files and use the data to complete standard document templates for...

**About the role** This is a varied post, but some of your key responsibilities will include: - Overseeing housekeeping and the smooth running of the office, ensuring it provides a first class working environment for all colleagues and guests. - Assisting the EA with administrative and support requirements for all teams - Maintaining spreadsheets and...

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...

**Administrator** **£23,000 - £26,000** **Cheltenham** We are recruiting for a part-time Senior Administrator, to join an inspirational company based in Cheltenham, which works with young people who need additional support to achieve their full potential. The successful Senior Administrator will join a caring and inclusive team that believes in who...