Employment Type : Full-Time
IFA Administrator -Birmingham, UK Salary: 25,000- 30,000 per annum (DOE) We are working with a leading financial advisory firm in Birmingham, dedicated to providing tailored financial advice and services to our clients. The team of professional Independent Financial Advisers (IFAs) are committed to delivering exceptional client service and maintaining the highest standards of integrity and professionalism. Job Summary: They are seeking a highly ...
Employment Type : Full-Time
IFA Administrator, Leicestershire based Hybrid working Salary up to 28,000 (Experience dependant) Death in Service Social Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Candidates who offer 2 years and more experience within Administration will also be considered for this Opportunity and will be offered full support and training to build a career within the Industry. &nbs...
Employment Type : Full-Time
Are you a Wealth Management professional who is looking for a new administration role? We’re delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its IFA Administration Team! Highly regarded within the industry, our client has built an outstanding reputation for delivering bespoke advice and wealth planning expertise to clients across the UK. If you are a detailed-orientated professiona...
Employment Type : Full-Time
NJR Recruitment are currently working with a market leading & National Firm of Independent Financial Planners who have built up and maintained an excellent reputation. An exciting opportunity is now available for an IFA Administrator to join and work from their offices in Stoke on Trent. The successful candidate will be responsible for providing technical support to a team of Financial Planners consist of; " Report writing / preparing c...
Employment Type : Full-Time
NJR Recruitment are thrilled to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank. Due to expansion, our Client is looking to recruit an experienced IFA Administrator to provide support to the Financial Planners. What's in it ...
Employment Type : Full-Time
My client is an Independent Financial Planning firm based in Bury, Gt Manchester. We are seeking an IFA Administrator / Financial Planning Administrator / Technical Administrator to join the existing Administrative team. On a day-to-day basis, you would be responsible for supporting Financial Planners in their Administrative tasks, which will include direct contact with clients, 3rd parties and internal staff. Your specific duties will include: ...
Employment Type : Full-Time
Our client offer a boutique Wealth Management service and provide bespoke financial soultions to High Networth individulas and businesses. An opportunity is now available for an IFA Administrator to join a growing and dynamic business. This individual will be assisting two advisers, so they will need to have previous experience working in a fast paced environment. Responsibilties: Appointment Emails - Confirming appointments, and liaising with a...
Employment Type : Full-Time
Our Client are a well-established firm of Independent Financial Planners who now have an excellent opportunity for an industry experienced Administrator to join their thriving team. This role would suit someone who has been working within the industry for the last 12 months and who can demonstrate experience of administering Pensions & Investments. Our client offers a fantastic training and development programme and will therefore fully supp...
Employment Type : Full-Time
Position : IFA Administrator Location : Caterham, Surrey (2 days per week working from home) Minimum Requirements : 2 years IFA administration experience; 1st Software experience; XPlan experience ideal but not essential Salary/package : Up to 38,000 YOUR NEW COMPANY Our client is a Top 20 Chartered Financial Planner & Employee Benefits firm, based in Caterham, Surrey. Due to expansion, this award-winning business has a requirement for a new...
Employment Type : Full-Time
Job Title: Independent Financial Advisor (IFA) Administrator Location: The City, London Salary: 28,000 - 30,000 Key Benefits: Work-Life Balance: Flexibility for one day working from home from the get-go, increasing to 3 days post probation Progression pathway: Pathway to Junior Paraplanner upon the completion of the Level 4 Diploma is encouraged Exam Support: Structured training plan in place and support for professional exams Employee Benefits:...