Senior IFA Administrator

An IFA firm in London is looking to hire a Senior IFA Administrator to support the Private Client Director in delivering an outstanding service financial planning service. You will be assisting with HNW clients that have complex planning needs. The role will suit a confident and experienced Senior IFA Administrator who enjoys working autonomously in a...

Are you a highly organised and detail-oriented IFA Administrator with a passion for finance and administrative support? We are recruiting for an experienced IFA Administrator to join a reputable Independent Financial Adviser (IFA) firm based in Southwest London in Teddington. You will be reporting directly to the Partner supporting 3 Advisers and working...

**plus study, hybrid, career progression** Are you an experienced senior IFA Administrator looking for an opportunity to lead a small team? My client is a boutique independent wealth management firm with their offices in the City and is offering this superb opportunity to shadow, learn and developpeople management skills to a progressive and enthusiastic...

A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

**IFA Administrator / Wealth Planning Administrator** **Location: City, London** **Hybrid Working - 3-4 x days office** **Salary: £30,000 - £36,000** **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...

Are you looking for an exciting opportunity in a fast-paced and rewarding environment? Are you a motivated individual with excellent organisational skills? Look no further! We are recruiting a skilled IFA Administrator working for a leading IFA firm where you will support the Principle Financial Advisers and Mortgage Broker. The salary range for an IFA...

A leading Wealth Management organisation with offices in Mayfair currently seek to recruit an experienced Administrator to join their Wealth Planning team. As part of the Wealth Planning team you will be working alongside Advisers who provide whole of market financial advice to HNW private clients. You will be working within a small team consisting of...

We are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners. **Responsibilities**: - Managing adviser's pipeline - Submitting new business - Chasing pipeline business - Letters of authority - Creating valuations - Booking in client reviews - Managing adviser's diary For further details...

We are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners. **Responsibilities**: - Managing adviser's pipeline - Submitting new business - Chasing pipeline business - Letters of authority - Creating valuations - Booking in client reviews - Managing adviser's diary For further details...

, , IFA Administrator - London - Artemis Recruitment Consultants Financial Services London 22/12/2023 Type of Position: IFA Administrator - London Pay: £25k - £35k IFA Administrator - London Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a...

**An unmissable opportunity for an experienced wealth management administrator or junior paraplanner who has real ambition.** This role is with a dynamic, growing, IFA firm who put their employees above all. Friendly and down to earth, the team spirit at this firm is second to none. You will play an integral part in the team from day one and work closely...

**IFA Administrator**: - Job Reference: 1455 - Date Posted: 26 June 2023 - Recruiter: Independent Resourcing Consultancy - Location: London - Salary: £18,000 to £26,000 - Sector: Administration, Client Services - Job Type: Permanent - Contact: Jon Minns - Telephone: 07854851535 **IRC is proud to working with one of the UK’s leading Independent...

Advies is a successful Top 100 IFA firm based in the City of London who are looking to add an experienced IFA Administrator to work alongside and support the private wealth focused financial advisers. **The Role**:To support the advice process providing full financial planning administration support. Duties include: - Preparing client valuations and review...

My client is a dynamic, boutique and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile Senior IFA Administrator who is looking for a new opportunity in Wealth Management. Company offers a hybrid working pattern. You will be supporting Directors/Advisers with administration across pensions, investments,...

This website uses cookies to ensure you get the best experience on our website. IFA Administrator - Gerrards Cross - Artemis Recruitment Consultants Financial Services You will be responsible for providing detail orientated and timely administrative support, reporting to the Managing Director/Principle Adviser, to help enable both in-bound and out-bound...

**A brilliant position with a highly respected wealth management firm for an experienced IFA support administrator has come about.** **This role is 3 days per week and offers flexibility to structure this how you wish. Only one day in the office is required.** Friendly and down to earth, the team spirit at this firm is second to none. It offers a warm,...

IFA Administrator - London - Artemis Recruitment Consultants Financial Services The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate. Planning & Organising Accurate data keying...

Our client, a respected Investment orientated IFA based in North London is looking for a talented Sales Support Administrator seeking a more flexible working arrangement to join their continually growing business and help develop their already highly respectedClient Support Team. Working with pensions, ISA’s, General Investment Accounts, Investment bonds...