IFA Administrator

About the RoleKey Responsibilities:As a Senior IFA Administrator at Brook Street NMR, you will be responsible for ensuring the smooth processing and tracking of all administrative tasks. This includes preparing, processing, and monitoring new business submissions across various investment platforms, issuing Letters of Authority, and performing ID checks as...

About the RoleKey Responsibilities:As a Senior IFA Administrator at Brook Street NMR, you will be responsible for ensuring the smooth processing and tracking of all administrative tasks. This includes preparing, processing, and monitoring new business submissions across various investment platforms, issuing Letters of Authority, and performing ID checks as...

About the Company: Brook Street is a leading recruitment agency that specializes in placing talented individuals in exciting roles within the financial services sector.Why Apply? Career Growth: Brook Street offers a supportive and collaborative environment that fosters career development and growth opportunities.Flexible Working: Our clients offer flexible...

About Brook StreetWe are partnering with a leading financial services firm in High Wycombe to find a skilled Senior IFA Administrator to join their team.Key ResponsibilitiesEfficient Administration: Manage new business submissions and track progress across investment platforms.Attention to Detail: Prepare, process, and monitor new business...

About Brook StreetWe are partnering with a leading financial services firm in High Wycombe to find a skilled Senior IFA Administrator to join their team.Key ResponsibilitiesEfficient Administration: Manage new business submissions and track progress across investment platforms.Attention to Detail: Prepare, process, and monitor new business...

About Brook StreetWe are seeking a highly skilled and motivated Senior IFA Administrator to join our team in High Wycombe. As a key member of our team, you will play a vital role in supporting the growth and success of our business.Key ResponsibilitiesEfficient Administration: Manage new business submissions and track progress across investment platforms,...

About Brook StreetWe are seeking a highly skilled and motivated Senior IFA Administrator to join our team in High Wycombe. As a key member of our team, you will play a vital role in supporting the growth and success of our business.Key ResponsibilitiesEfficient Administration: Manage new business submissions and track progress across investment platforms,...

IFA Practice Support Specialist£28,000 - £32,000 - negotiableFull Time, PermanentGET STAFFED ONLINE RECRUITMENT LIMITED is seeking a skilled and experienced IFA Practice Support Specialist to provide pre- and post-advice support to their advisers, paraplanner and other team members.About the RoleThe ideal candidate will be able to demonstrate a stable...

We are seeking an experienced IFA Administrator to support a reputable Financial Planning firm. In this role, you will engage in a variety of tasks within a collaborative environment, enhancing your expertise in the financial services sector.Key Qualifications:Strong teamwork and communication abilitiesKnowledge of FCA regulationsDedication to continuous...

Brook Street is seeking a skilled professional to join their team as an Administrator to Senior IFA. The ideal candidate will have prior experience in Financial Services, particularly within IFA firms, and a strong working knowledge of Intelligent Office (IO) software. Key responsibilities include preparing, processing, and monitoring new business...

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Blakemore Recruitment. As an IFA Administrator, you will play a crucial role in supporting our Financial Planners in delivering exceptional client service.Key Responsibilities:Manage new business submissions and track them to conclusionProvide...

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Blakemore Recruitment. As an IFA Administrator, you will play a crucial role in supporting our Financial Planners in delivering exceptional client service.Key Responsibilities:Manage new business submissions and track them to conclusionProvide...

We are seeking an experienced IFA Administrator to support our Financial Planning team in Penn. The successful candidate will have good team working and liaison skills, as well as an understanding of FCA regulations and guidelines.Key Responsibilities:New business submission and tracking to conclusionDay to day client management, processing any queries which...

Overview:We are seeking an experienced IFA Administrator to support a reputable Financial Planning firm. This role involves a variety of tasks within a collaborative environment, allowing for professional growth in the financial services sector.Key Qualifications:Strong communication and teamwork abilitiesKnowledge of FCA guidelinesDedication to continuous...

Overview:We are seeking an experienced IFA Administrator to support a reputable Financial Planning firm. This role involves a variety of tasks within a collaborative environment, allowing for professional growth and development in the financial services sector.Key Qualifications:Strong communication and teamwork abilitiesKnowledge of FCA compliance...

Job DescriptionWe are seeking a highly skilled and experienced Administrator to Senior IFA to join our team at Brook Street.Key Responsibilities:Prepare, process, and monitor new business submissions across various investment platforms, ensuring timely and accurate completion.Oversee the preparation and audit of client annual review packs, managing the...

Job DescriptionWe are seeking a highly skilled and experienced Administrator to Senior IFA to join our team at Brook Street.Key Responsibilities:Prepare, process, and monitor new business submissions across various investment platforms, ensuring timely and accurate completion.Oversee the preparation and audit of client annual review packs, managing the...

Job DescriptionWe are seeking a highly skilled and experienced Administrator to Senior IFA to join our team at Brook Street.Key Responsibilities:Prepare, process, and monitor new business submissions across various investment platforms, ensuring timely and accurate completion.Oversee the preparation and audit of client annual review packs, managing the...

Job DescriptionWe are seeking a highly skilled and experienced Administrator to Senior IFA to join our team at Brook Street.Key Responsibilities:Prepare, process, and monitor new business submissions across various investment platforms, ensuring timely and accurate completion.Oversee the preparation and audit of client annual review packs, managing the...

Job DescriptionWe are seeking a highly skilled and experienced Administrator to Senior IFA to join our team at Brook Street.Key Responsibilities:Prepare, process, and monitor new business submissions across various investment platforms, ensuring timely and accurate completion.Oversee the preparation and audit of client annual review packs, managing the...