IFA Administrator
2 weeks ago
We are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking for an IFA Administrator to join their team. This role offers flexible home working 4 days a week.
They are looking for an experienced IFA Administrator. They are a growing Independent Financial Planning firm, specialising in delivering Financial Life Planning. They are looking to recruit an enthusiastic, driven individual with a positive attitude and eye for detail to join the team. The role offers flexible working and benefits package.
The Role
The role of the IFA Administrator is to provide first class support to the Financial Planning team.
Key Responsibilities
Supporting the Financial Planning team in the implementation of new business New and existing client communications and queries Supporting the dealing with new enquiries and prospects Supporting the dealing with existing client enquiries Supporting the development and maintenance of internal relationships to help maintain business flow and meet agreed targets Contributing to the smooth running of the administrative function within the business Ensuring that all processes, procedures and client communications are conducive to a high standard of customer care Supporting the on-boarding of new clients into the business Liaising with product providers and other relevant third parties Maintaining existing client review communications Working alongside the Financial Planning team to support and deal with queries from all clients and from within the Company to a high standard, ensuring client satisfaction is maintained Supporting the delivery of and achievement of the client service standards Client continual improvement feedback communications and maintenance Individual workflow and task delivery.Skills and attributes
communication skills that allow you to inform customers clearly and to liaise effectively with other professionals; Continual positive “can do” attitude and approach problem-solving skills; confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations; creative thinking, to be able to come up with new ideas to improve customer service standards; an ability to work well under pressure; organisational and planning skills to develop customer services policies; good personal presentation, especially when working with customers face to face; a commitment to improve your own customer service skills on an ongoing basis.-
IFA Administrator
2 weeks ago
Gerrards Cross, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA...
-
Ifa Administrator
12 hours ago
Gerrards Cross, United Kingdom Nelson Scott LLP Full timeJob Description - IFA Support Summary of Position To provide comprehensive support to ensure the efficient operation of the business and excellent service to clients of the firm. Responsibilities and Duties Responsibilities will include: - Production of reports, valuations and graphs using prescribed software/programmes, evaluation, enhancement and...
-
Financial Planning Administrator
5 days ago
Gerrards Cross, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross who are looking to recruit a Financial Planning Administrator to join their growing team. Hybrid working 2 days a week in the office (Monday & Wednesday) **Job Purpose**: An excellent opportunity to join an ambitious, forward thinking and friendly company on...
-
Technical Manager
3 weeks ago
Gerrards Cross, United Kingdom Brevere Group Full time**Are you an experienced paraplanner, not looking to move into advice, but wanting to take your career forward?** This role offers a great opportunity to utilise your technical ability, while developing the wider team and really contributingto the wider organisations success. Due to continued success in providing fee based advice to HNW clients, this...
-
Gerrards Cross, United Kingdom Reed Full timeA wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement the existing team. The successful candidate will be hugely skilled in Pensions and Investments on the Advisor side & confident in their ability to create new opportunities and service...
-
Gerrards Cross, United Kingdom Reed Full timeA wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent ideally CHARTERED Financial Adviser to complement the existing team. The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms’...
-
Financial Adviser
2 weeks ago
Gerrards Cross, United Kingdom Clear IT Recruitment Full timeMy client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis. The role We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. The successful candidate will be confident in their ability to create new...
-
Gerrards Cross, Buckinghamshire, United Kingdom Reed Full timeA wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement the existing team. The successful candidate will be hugely skilled in Pensions and Investments on the Advisor side & confident in their ability to create new opportunities and service...
-
Gerrards Cross, Buckinghamshire, United Kingdom Reed Full timeA wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent ideally CHARTERED Financial Adviser to complement the existing team. The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms'...
-
Financial Adviser
1 week ago
Gerrards Cross, United Kingdom Clear IT Recruitment Full timeMy client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis.The roleWe are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. The successful candidate will be confident in their ability to create new opportunities...
-
Financial Adviser
3 weeks ago
Gerrards Cross, United Kingdom Clear IT Recruitment Full timeMy client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis.The roleWe are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. The successful candidate will be confident in their ability to create new opportunities...
-
Home-based Financial Adviser
3 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Clear IT Recruitment Full timeMy client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis. We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. IFA experienced in pensions and investments. • Proven track record - minimum 3 years• A...
-
Financial Adviser
3 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Clear IT Recruitment Full timeMy client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis. The role We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. The successful candidate will be confident in their ability to create new...
