Senior Associate IFA Client Administrator

Responsibilities: - Handle incoming and outgoing correspondence - Assist in the preparation of presentations and documents - Manage filing systems, both electronic and physical - Provide administrative support to clients, directors and team members Qualifications: - Proven experience as an IFA administrator - Proficient in Microsoft Office Suite (Word,...

Accomplished administrator, ideally with experience gained within an IFA firm, or regulated environment - Outstanding verbal and written communication skills - Excellent telephone manner and ability to deliver an exceptional client-centric service - Superb attention to detail and able to deliver a high standard of work - Able to work independently and...

An exciting opportunity to join an established and respected Independent financial advisers based in Northallerton as an IFA administrator. This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established in 1904. The team is made up from highly qualified...

Job DescriptionWhat will you be doing?We’re seeking an ambitious individual to join our Financial Planning team in Newcastle Upon Tyne, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.What’s in it for me?As a IFA...

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team. **Responsibilities**: - Providing administration and planning support to Financial Planners and a professional...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:IFA Administrator **Location**: Newcastle Upon Tyne **Benefits**: - 21 days holidays, - Health Care Plan - Group DIS - Pension Auto Enrolment - Office Based **Salary**: £25,000 Upwards **About the Company**: Our client were one of the first firms to achieve Chartered...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:IFA Administrator **Location**: Newcastle Upon Tyne **Benefits**: - 21 days holidays, - Health Care Plan - Group DIS - Pension Auto Enrolment - Office Based **Salary**: £25,000 Upwards **About the Company**: Our client were one of the first firms to achieve Chartered...

Job Title: Administrator (Financial Services)We are seeking an experienced Administrator to join our team at Synchronicity Wealth, a well-established IFA based in Newcastle. As an Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in delivering exceptional client service.Key Responsibilities:Manage client files...

Job Title: Administrator (Financial Services)We are seeking an experienced Administrator to join our team at Synchronicity Wealth, a well-established IFA based in Newcastle. As an Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in delivering exceptional client service.Key Responsibilities:Manage client files...

Role OverviewWe are seeking a highly organized and detail-oriented individual to join our Financial Planning team in Newcastle Upon Tyne. As a Senior IFA Client Administrator, you will provide administrative support to Financial Planners and build relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesWork closely...

An exciting opportunity to join an established and respected Independent financial advisers based in Newcastle as an Client Administrator. This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established over 100 years ago. The team is made up from highly...

IFA Administrator OpportunityIDEX Consulting is partnering with a leading Financial Advisory group to find a skilled IFA Administrator to support their team.Key Responsibilities:Proactive Support: Collaborate closely with Financial Advisors to provide exceptional support and ensure a smooth client experience.Diary Management: Effectively manage diaries and...

IFA Administrator OpportunityIDEX Consulting is partnering with a leading Financial Advisory group to find a skilled IFA Administrator to support their team.Key Responsibilities:Proactive Support: Collaborate closely with Financial Advisors to provide exceptional support and ensure a smooth client experience.Diary Management: Effectively manage diaries and...

Recruit UK are working on an excellent opportunity for a Financial Planning Administrator in Newcastle-Upon-Tyne to join a well-established Financial Advice firm. They offer expert financial planning and tailored wealth management services to individuals, families, and business owners. They provide personal services such as Investment Planning, Inheritance...

**Job Title: Client Administrator** **Industry: Financial Services** **Location: Newcastle-Upon-Tyne** **Salary: Up to £30,000** **Reference Number: 7588** **Job Description: IFA Administrator** Recruit UK are working on an excellent opportunity for a Client Administrator position in Newcastle-Upon-Tyne to join a leading Independent Financial Advice...

IFA Administrator OpportunityIDEX Consulting is working with a leading Financial Advisory group, demonstrating significant growth across the UK.About the RoleWe are seeking an IFA Administrator to join our team due to an internal progression of an existing team member who has recently joined the Paraplanning team.Key ResponsibilitiesProactive Support - Work...

IFA Administrator OpportunityIDEX Consulting is working with a leading Financial Advisory group, demonstrating significant growth across the UK.About the RoleWe are seeking an IFA Administrator to join our team due to an internal progression of an existing team member who has recently joined the Paraplanning team.Key ResponsibilitiesProactive Support - Work...

**Career** If you are looking for a role where in 2 years time you could move to paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business. For self-motivated people, show us what you can do and we like to open opportunities to support your growth. Equally,...

Senior Private Client Lawyer OpportunityWe are seeking a highly skilled and experienced Senior Private Client Lawyer to join our team at QED Legal LLP. As a Senior Private Client Lawyer, you will be responsible for managing a diverse caseload encompassing Wills, estate administration, LPAs, trusts, and estate planning.Key Responsibilities:Preparation and...

Senior Private Client Lawyer OpportunityWe are seeking a highly skilled and experienced Senior Private Client Lawyer to join our team at QED Legal LLP. As a Senior Private Client Lawyer, you will be responsible for managing a diverse caseload encompassing Wills, estate administration, LPAs, trusts, and estate planning.Key Responsibilities:Preparation and...