Current jobs related to IFA Administrator - Bath - mbf
-
IFA Administrator
1 month ago
Bath, Bath and North East Somerset, United Kingdom Reed Full timeJob Title: IFA AdministratorReed Financial Services is working with a well-established IFA business to find an experienced IFA Administrator to join their team in Exeter or Bath.About the Role:Provide administrative support to the Planner and Technical Support team, ensuring seamless day-to-day operations.Promote the Company positively, maintaining a...
-
Ifa Administrator
5 months ago
Bath, United Kingdom Recruit UK Full timeJob Title: IFA Administrator Location: Bath **Salary**: £24,000 - £27,000 Job Reference: 8660 **Job Description**: Recruit UK is working on an excellent opportunity for an IFA Administrator to join a leading Wealth Management firm to join their team in Bath. Our clients specialise in wealth management, investments, and employee benefits, and work...
-
Financial Services Administrator
1 month ago
Bath, Bath and North East Somerset, United Kingdom CV Library Full timeExciting Opportunity for an IFA AdministratorAn exceptional chance has arisen for a skilled IFA administrator to join a highly respected IFA firm in Bath, specialising in savings, investments, and retirement planning.Key Benefits:Competitive salary up to £32,000Generous holiday entitlement of 28 days plus bank holidaysLife assurance and income protectionDIS...
-
Financial Services Administrator
1 month ago
Bath, Bath and North East Somerset, United Kingdom CV Library Full timeExciting Opportunity for an IFA AdministratorAn exceptional chance has arisen for a skilled IFA administrator to join a highly respected IFA firm in Bath, specialising in savings, investments, and retirement planning.Key Benefits:Competitive salary up to £32,000Generous holiday entitlement of 28 days plus bank holidaysLife assurance and income protectionDIS...
-
Financial Services Administrator
1 month ago
Bath, Bath and North East Somerset, United Kingdom CV Library Full timeExciting Opportunity for an IFA AdministratorWe are seeking a highly skilled and experienced IFA administrator to join our team in Bath. As an IFA administrator, you will play a crucial role in supporting our financial planning team and providing exceptional client service.Key Responsibilities:Provide administrative support to our financial planning team,...
-
Financial Services Administrator
1 month ago
Bath, Bath and North East Somerset, United Kingdom CV Library Full timeExciting Opportunity for an IFA AdministratorWe are seeking a highly skilled and experienced IFA administrator to join our team in Bath. As an IFA administrator, you will play a crucial role in supporting our financial planning team and providing exceptional client service.Key Responsibilities:Provide administrative support to our financial planning team,...
-
Financial Services Administrator
1 month ago
Bath, Bath and North East Somerset, United Kingdom Reed Full timeJob Title: IFA Client SupportReed Financial Services is working with a well-established IFA business to find an experienced IFA Client Support professional for their Exeter or Bath office.Job Summary:To provide administrative support to the Planner and Technical Support team, promote the company positively, remain customer service-focused at all times, and...
-
Financial Services Administrator
1 month ago
Bath, Bath and North East Somerset, United Kingdom Reed Full timeJob Title: IFA Client SupportReed Financial Services is working with a well-established IFA business to find an experienced IFA Client Support professional for their Exeter or Bath office.Job Summary:To provide administrative support to the Planner and Technical Support team, promote the company positively, remain customer service-focused at all times, and...
-
Financial Associate
1 month ago
Bath, Bath and North East Somerset, United Kingdom Heat Recruitment Ltd Full timeExciting Opportunity for IFA AdministratorWe are seeking a highly skilled and experienced IFA administrator to join our team at Heat Recruitment Ltd in Bath. As an IFA administrator, you will play a crucial role in supporting our clients with their savings, investments, and retirement planning needs.Key Responsibilities:Provide administrative support to our...
-
Financial Associate
1 month ago
Bath, Bath and North East Somerset, United Kingdom Heat Recruitment Ltd Full timeExciting Opportunity for IFA AdministratorWe are seeking a highly skilled and experienced IFA administrator to join our team at Heat Recruitment Ltd in Bath. As an IFA administrator, you will play a crucial role in supporting our clients with their savings, investments, and retirement planning needs.Key Responsibilities:Provide administrative support to our...
-
Financial Associate
1 month ago
Bath, Bath and North East Somerset, United Kingdom Heat Recruitment Ltd Full timeExciting Opportunity for IFA AdministratorAn exciting opportunity has arisen for an IFA administrator to join a highly regarded IFA firm in Bath. The successful candidate will be responsible for providing administrative support to the team, ensuring the smooth operation of the business.Key Responsibilities:Providing administrative support to the IFA...
-
Financial Services Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom CV Library Full timeExciting Opportunity for an IFA AdministratorAn exceptional chance has arisen for a skilled IFA administrator to join a highly respected IFA firm in Bath, specializing in savings, investments, and retirement planning.Key Benefits:Competitive salary up to £32,000Generous holiday entitlement of 28 days plus bank holidaysLife assurance and income protectionDIS...
-
Financial Services Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom CV Library Full timeExciting Opportunity for an IFA AdministratorAn exceptional chance has arisen for a skilled IFA administrator to join a highly respected IFA firm in Bath, specializing in savings, investments, and retirement planning.Key Benefits:Competitive salary up to £32,000Generous holiday entitlement of 28 days plus bank holidaysLife assurance and income protectionDIS...
-
Apprentice Financial Services Professional
1 month ago
Bath, Bath and North East Somerset, United Kingdom Heat Recruitment Ltd Full timeExciting Opportunity for IFA AdministratorAn exciting opportunity has arisen for an IFA administrator to join a highly regarded IFA firm in Bath, specialising in all aspects of savings, investments, and retirement planning.Key Benefits:Competitive salary up to £32,00028 days holiday plus bank holidaysLife assuranceIncome protectionDISPensionFlexible...
-
Apprentice Financial Services Professional
1 month ago
Bath, Bath and North East Somerset, United Kingdom Heat Recruitment Ltd Full timeExciting Opportunity for IFA AdministratorAn exciting opportunity has arisen for an IFA administrator to join a highly regarded IFA firm in Bath, specialising in all aspects of savings, investments, and retirement planning.Key Benefits:Competitive salary up to £32,00028 days holiday plus bank holidaysLife assuranceIncome protectionDISPensionFlexible...
-
Financial Services Coordinator
1 month ago
Bath, Bath and North East Somerset, United Kingdom CV Library Full timeExciting Opportunity for an IFA AdministratorAn esteemed IFA firm in Bath is seeking a skilled administrator to join their team. This role offers a unique chance to work in a dynamic environment, supporting the delivery of exceptional client services.Key Benefits:Competitive salary up to £32,000Generous holiday entitlement and bank holidaysComprehensive...
-
Financial Services Administrator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking a highly organized and detail-oriented individual to join our team as an IFA Administrator. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key Responsibilities:Provide exceptional aftercare...
-
Financial Services Administrator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking a highly organized and detail-oriented individual to join our team as an IFA Administrator. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key Responsibilities:Provide exceptional aftercare...
-
Business Administrator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Recruit UK Full timeExciting Opportunity for an Administrator in Wealth ManagementRecruit UK is pleased to present a fantastic opportunity for an Administrator to join a prestigious and thriving IFA firm in the wealth management industry. This role is within the Employee Benefits team and offers a unique chance to develop expertise in employee benefits.This role will involve...
-
Senior Administrator
6 days ago
Bath, Bath and North East Somerset, United Kingdom IDEX Consulting Ltd Full timeWe are seeking an experienced IFA Administrator to join our team at IDEX Consulting Ltd.Key Responsibilities:Manage client calendars and schedule meetingsCollaborate closely with Financial Advisors to provide proactive assistanceCommunicate with affluent and high-net-worth clients to ensure a seamless processAssemble meeting materials for Advisors before...
IFA Administrator
2 months ago
We are working with an award winning, national financial planning & investment management organisation to recruit an additional IFA Administrator. Our client is a well-known, respected organisation that work at the top end of the industry. They have grown considerably over the past few years and are on track to grow further - now is an exciting time to join
Their current requirement is for an experienced IFA Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.
Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity.
The Role:
- Build & maintain strong relationships with the Financial Planners and their clients
- Work closely Paraplanning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
- Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation.
- Assist with structured scheduling of reviews and for the preparation for meetings
- Ensure that client files pre & post meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up to date
- Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion
- Maintain a basic level of industry knowledge through private reading/attending workshops etc.
The successful candidate may demonstrate the following:
- Minimum 3 years administrative experience, with at least 1 year in an IFA environment
- Responsibility, accountability and the ability to be pro-active and intuitive in role
- Attention to detail and pride in work
- Strong communicator, Written, verbal, and listening
- This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning.
- You will be joining a well-known and highly respected organisation where you can start an exciting career.
Package:
- Basic salary to £32,000
- Annual Discretionary Bonus
- 28 days holiday plus bank holidays
- PMI, Group Life, Group Income, Pension
- Flexi-Bens add ons
- Hybrid working - 2 days a week in the office & 3 days WFH
