Employment Type : Full-Time
IFA Administrator Permanent Edinburgh Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh. Responsibilities: Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records Prepare client review packs, reports, and presentations to ensure accurate and timely in...
Employment Type : Full-Time
I am working alongside a manufacturing company in Accrington who are looking to add a Payroll Administrator to their growing team. They are looking for an experienced candidate in payroll. The client is looking for someone with manual calculations and end to end payroll experience. Key Duties/Tasks: Technical skills: system required Sage Processing payroll end to end Liaise with HMRC Manual calculations EPS and FPS submissions Pensions Statutory...
Employment Type : Full-Time
We are currently recruiting for a boutique Wealth Management firm in Maidstone who are looking to recruit a Financial Planning Administrator Job Overview To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline ...
Employment Type : Full-Time
IFA Admin Office based, Chester Salary - Up to 30k depending on experience This role is ideal for a financial services administrator that has prior experience working in an IFA and is keen to develop and progress towards paraplanning in time. You will benefit from joining a close team where you will receive great benefits, exam support, training (both internal and external programmes), access to your own financial advice and support, and progres...
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 Edgbaston. The successful candidate will be responsible for providing technical support to a team of Financial Planners consist of; " Report writing / preparing client...
Employment Type : Full-Time
Job Title: IFA Administrator Industry: Wealth Management Location: South Birmingham Salary: 27,000 - 30,000 Job reference: 9247 Recruit UK are working with a boutique financial planning firm in South Birmingham to bring on an IFA Administrator to join their growing team. This role will include providing general administrative support one of the Financial Planner’s, assisting with telephone duties, inbox management, diary management, new business...
Employment Type : Full-Time
IFA Administrator 25,000 to 30,000 (DOE) Birmingham (Office-Based) Study Support Quarterly Bonuses Internal Career Progression Off-Road Parking Are you looking to join a fast-growing and forward-thinking financial services company? Our client is a leading provider of mass-market financial services across the West Midlands. Their team values integrity, respect, and a family-friendly approach, and they're seeking a dedicated IFA Administrator to j...
Employment Type : Full-Time
Our client, a prestigious financial planning firm in York are looking to appoint an IFA Administrator to join their experienced team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package. Supporting a team of experienced paraplanners & fi...
Employment Type : Full-Time
Reed Financial services are pleased to be representing a Chartered Financial Planner firm based in Newton Abbott. Due to growth and demand they seek an additional IFA Support administrator to join their team. My client can offer a friendly and supportive working environment, provide ongoing support and progression opportunities plus a competitive salary plus benefits. Plus Hybrid working so ability to work from home a few days per week. Main pur...
Employment Type : Full-Time
Our client, a prestigious financial planning firm in Harrogate are looking to appoint an IFA Administrator to join their experienced team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners &...