Employment Type : Full-Time
NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their well established administration team with another IFA Administrator in the Reading office Working in a small team, this will be a busy and varied role with lots of room for development and progression and would be ideal for those looking for a long term career in financial planning. What's in it for you? Gene...
Employment Type : Full-Time
IFA administrator, Droitwich Hybrid Salary is dependent on experience This role is for you if you have previous IFA Admin experience and you're looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. The...
Employment Type : Full-Time
IFA administrator, Droitwich Hybrid Salary is dependent on experience This role is for you if you have previous IFA Admin experience and you're looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. The...
Employment Type : Full-Time
IFA Administrator Stoke-on-Trent Office based role Salary Up to 30k This role is for you if you are an IFA Administrator with at least 2 years of experience looking for a new challenge! With this role you will benefit from joining a large team where you will receive support, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Salary up to 30k. Business This is a large Financial Advisory b...
Employment Type : Full-Time
IFA Wealth Manager near Stowmarket needs a good administrator We are looking for a candidate who can deal with the administration of new business including keying the online applications and added to the back office etc. Also, the ongoing servicing requirements and review administration and reporting for the existing client bank. We would want a candidate who is able to produce review reports, conduct research and potentially deal with the resea...
Employment Type : Full-Time
Job Title: IFA Admin Assistant Contract Type: Permanent Working Pattern: Full Time ? Join Our Team! ? Are you an organised and detail-oriented individual with a passion for financial advising? Do you thrive in a dynamic environment where you can support advisers in delivering exceptional client service? If so, we have the perfect opportunity for you! Our client is seeking a dedicated IFA Admin Assistant to be an integral part of their financial ...
Employment Type : Full-Time
Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice in Glasgow. You will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments. Some of the duties are: Prepare suitability reports Using IO system and a variety of platforms Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice based in Amersham who are looking for an experienced IFA Administrator to join their team. Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team members An understanding of FCA regulations and guidelines relating to financial services clients Willingness to continue to develop knowledge of products and r...
Employment Type : Full-Time
Technical IFA Administrator - North Leicester - Up to 35,000 We are assisting a client based North of Leicester, in hiring a Technical IFA Administrator due to team growth. They are looking for someone ambitious and driven to join their reputable Financial Services Practice which provides a financial planning and investment management service. If you come on board you will learn directly from the financial planners and the investment team. You w...
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Role and responsibilities: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Effectively and efficiently onboarding new clients and service the existing clients Bui...