IFA Administrator

Our client, a leading ultra-high net worth Individual Financial Advisor (IFA) based in Central Surrey, is seeking an experienced Senior Administrator to provide high-level support to their team of advisors.Salary and BenefitsThe successful candidate can expect a salary of £30-35,000 per annum, plus excellent benefits including up to 10% contributory...

A vacancy exists for a senior administrator position within a reputable ultra-high net worth Individual Financial Advisor (IFA) firm based in Central Surrey.About the RoleThis role requires an experienced administrator to support the directors and paraplanners in various tasks, including individual and group administration, quote gathering, and product...

We are looking for a highly skilled Senior Administrator to join our team at Lloyd Recruitment - Epsom, supporting our client, a leading ultra-high net worth Individual Financial Advisor (IFA) based in Central Surrey.Key ResponsibilitiesThe successful candidate will be responsible for:Supporting the directors and paraplanners in various administrative...

Pension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs.Place of work: Godalming offices. Salary: 27k-35k depending on experienceBenefits include: 25 days holiday (3...

Financial Planning SupportFarnham£32-34kWe are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business.We are looking for some one who can:· Input client details onto Prestwood system· New business administration· Liaise with clients for new business information, Terms of Business,...

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

Are you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment? A highly successful and fully independent financial planning practice in Guildford is seeking a dedicated professional to join their team. This is a fantastic opportunity to work a team of leading financial planners and make a meaningful impact on...

Are you an experienced IFA Administrator looking to play a pivotal role in a growing financial services business?We are recruiting for a highly successful and expanding financial services company, known for its expertise and reputation across multiple sectors. As part of its continued growth, the business is looking to enhance its financial planning division...

**IFA Administrator / Wealth Planning Administrator** **Location: Guildford** **Salary: £30,000 - £35,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been expanding rapidly over the last few years? If...

**IFA Administrator / Wealth Planning Administrator** **Location: Guildford** **Salary: £30,000 - £35,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been expanding rapidly over the last few years? If...

Senior Administrator - Ultra HNW IFABased: Central Surrey (Guildford)Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related.Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level support to...

Senior Administrator - Ultra HNW IFA Based: Central Surrey (Guildford) Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related. Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level...

Senior Administrator - Ultra HNW IFA Based: Central Surrey (Guildford) Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related. Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level...

IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business...

Senior Administrator - Ultra HNW IFA Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.Based: Central Surrey (Guildford) Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related.Our client...

IFA AdministratorHalifax Salary up to £28,000 (Experience dependant) Death in service 5% Pension Yulife Employee benefits package Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent...

Blakemore Recruitment are assisting a large, well established Financial Planning practice seek their next Experienced Sales Support Administrator to join their exciting, expanding team due to expansion and increased business levels. You will be working alongside the Paraplanner of the firm and dealing with exceptional clients on a daily basis. Duties will...

Technical IFA AdministratorStockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.Full exam supportGroup Life Scheme Hybrid working Flexible working hours Our client are a highly progressive and buoyant...

IFA Administrator, Salary up to £30,000(Experience dependant) Birmingham, Hybrid working25 Days Holiday, increases based on serviceLife AssuranceFree ParkingIncome ProtectionSick Pay Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their...

Senior Administrator - Ultra HNW IFA Based: Central Surrey (Guildford) Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related.Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level support to...

We are working with an award-winning financial planning organisation to recruit an IFA Administration Team Leader. Our client is a reputable business who are currently undergoing a sustained period of growth, they are a well-known name in the industry and pride themselves on providing exceptional financial planning services to clients across to UK.Due to...

IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...

IFA SupportNewbury£28-£32kHybridWe are pleased to be working with an IFA firm based in Newbury on their search for a new team member.Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning.Responsibilities:Providing administration...

Financial Services AdministratorLocation: Wakefield A well-established financial planning firm with proven success in developing high-performing financial advisers is seeking a motivated and experienced Administrator to join their dynamic team. This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers...

Head of Administration – Financial PlanningSalary: Up to £45,000Location: Hybrid (Office & Home working)Company: Award-winning Financial Planning OrganisationWe are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering...

Administrator Assistant and Administrator roles available! Office based 37.5 hours per week Monday - Friday Salary: £25k - 35k (dependant on experience) As a member of the pension administration team, you will handle all aspects of pension scheme administration throughout the entire member lifecycle. You'll collaborate with the pod consultant as...