IFA Administrator

My client is a growing and highly reputable, stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team. A client base with recurring income is available.In the job you will be servicing your book of business along with dealing with new business due to their reputation, ties and referrals....

Job descriptionThis role is for our strategic partner, SMPSecure Mortgages and Protection Ltd. (SMP) is a fully regulated, licensed and directly authorised company and has a strategic partnership in the UK with deVere, the world's largest IFA.SMP are now expanding and have opportunities for experienced, entrepreneurial-thinking, highly sales driven...

Job descriptionThis role is for our strategic partner, SMPSecure Mortgages and Protection Ltd. (SMP) is a fully regulated, licensed and directly authorised company and has a strategic partnership in the UK with deVere, the world's largest IFA.SMP are now expanding and have opportunities for experienced, entrepreneurial-thinking, highly sales driven...

Job descriptionThis role is for our strategic partner, SMPSecure Mortgages and Protection Ltd. (SMP) is a fully regulated, licensed and directly authorised company and has a strategic partnership in the UK with deVere, the world's largest IFA.SMP are now expanding and have opportunities for experienced, entrepreneurial-thinking, highly sales driven...

Are you an experienced, friendly, Financial Adviser looking for a new role? Looking to continue your career within a growing business that provides plenty of support?​By joining us you could gain:A substantial, established, local, client bankA guaranteed source of leads Along with a comprehensive handover and continued, ongoing supportIf you have a level...

Life can sometimes be unpredictable, and it pays to plan ahead. Our aim at Legal & General Retail is to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything that’s important to them. To better understand our customers and meet their needs, we’ve brought our protection, retirement income,...

We are currently working with a well-known, national financial planning organisation to recruit an experienced IFA Administrator.Our client is a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of...

IFA Administration Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity The opportunity is for an Administration Manager to join a rapidly expanding Financial Services Practice.We are looking for an Administration Manager who has gained experience...

We are delighted to represent a highly successful Independent Financial Planning firm located in Wellington. Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across...

Our client focuses on two principal areas of investment expertise: outcome-based, multi-asset investment and single-strategy, active investment e.g., UK, European, US and global equity funds and they are seeking a candidate with financial planning administration experience. This role is offered on a hybrid working arrangement – minimum of three days in the...

IFA AdministratorWest YorkshireSalary up to £30,000 (Experience dependant)Exam support + DevelopmentHybrid WorkingDeath In service25 days holiday + Bank HolsWe are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth now have an...

IFA AdministratorWest YorkshireSalary up to £30,000 (Experience dependant)Exam support + DevelopmentHybrid WorkingDeath In service25 days holiday + Bank HolsWe are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth now have an...

One of the UKs leading firms of Financial Planners have an exciting opportunity for an IFA Administrator to join their Annual Reviews team in Birmingham Working alongside their top performing adviser daily responsibilities will include:• Booking the Annual Reviews each month, by telephone, email or post.• Preparing the Annual Review packs, to include...

IFA Office ManagerHuddersfieldSalary £35,000 DOEOur client are growing to be the leading Chartered financial advice firm in their area. They are well known to have a family culture and a strong focus in looking after their team and clients. Due to growth our client is looking for an IFA Office Manager to join their firm.This role will suit someone who has...

IFA Office ManagerHuddersfieldSalary £35,000 DOEOur client are growing to be the leading Chartered financial advice firm in their area. They are well known to have a family culture and a strong focus in looking after their team and clients. Due to growth our client is looking for an IFA Office Manager to join their firm.This role will suit someone who has...

Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious...

Fram Search are working on an exciting opportunity for a Platform Administrator to join a Chartered Financial Planning firm in Dorset. Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and businesses. They are actively seeking someone who is client focused with a high level of attention to...

We seek a Financial Planning Assistant to join one of our top accounting clients in the City.You will provide efficient administrative support to the team, ensuring smooth running on the private client side.This is an exciting opportunity to join a growing and friendly organisation. The ideal candidate should possess 2 years of experience working for an IFA...

We seek a Financial Planning Assistant to join one of our top accounting clients in the City.You will provide efficient administrative support to the team, ensuring smooth running on the private client side.This is an exciting opportunity to join a growing and friendly organisation. The ideal candidate should possess 2 years of experience working for an IFA...

Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current...

Financial Planning Administrator - Manchester, office based - up to £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office. Our client is offering an exceptional package of company benefits (listed below)Our client...

Job Title: Financial Planning AdministratorIndustry: Wealth managementLocation: BasingstokeSalary: Up to £35,000 (negotiable depending on experience)Job Reference: 9122Job Description:Recruit UK is working on an excellent opportunity for an experienced Financial Planning Administrator to join a friendly, supportive IFA firm in Basingstoke. They are looking...

Recruit UK is seeking a dynamic Relationship Manager to join an expanding support team in Intermediary Sales for a large Wealth Manager.As a Relationship Manager, you will play a crucial role in delivering administration and technical support to a diverse client base, including IFAs, Fund Managers, Third Parties, Intermediary Clients and BDMs. Your efforts...

Recruit UK is seeking a dynamic Relationship Manager to join an expanding support team in Intermediary Sales for a large Wealth Manager.As a Relationship Manager, you will play a crucial role in delivering administration and technical support to a diverse client base, including IFAs, Fund Managers, Third Parties, Intermediary Clients and BDMs. Your efforts...

If you have a passion for financial services administration and analysis and are looking for your next move, this could be the opportunity for you. Based in the Oxfordshire countryside, our client is looking for a new Analyst to join their dynamic and hard-working team. With several business acquisitions completed and more in the pipeline, the company is...

If you have a passion for financial services administration and analysis and are looking for your next move, this could be the opportunity for you.Based in the Oxfordshire countryside, our client is looking for a Paraplanner to join their dynamic and hard-working team. With several business acquisitions completed and more in the pipeline, the company is...