Employment Type : Full-Time
Well established, professional, reputable practice is looking for an experienced IFA administrator, to join the client support team. Key responsibilities will include: • Providing proactive administrative support for our paraplanners and IFAs • Preparing and processing documentation for any new and existing clients • Managing cases utilising our various CRM portals and provider platforms • Handling incoming queries from internal staff, clients a...
Employment Type : Full-Time
IFA Administrator 24,000 - 26,000 Sutton Coldfield NJR are currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is currently looking for an IFA Administrator to join their team. The purpose of the IFA Administrator is to work as part of the team to ensure clients receive the best service possible.They will be providing support to the business with a strong focus on delivering excellent customer service and s...
Employment Type : Full-Time
The Company: An established, Halifax based IFA firm looking to add a private wealth focused IFA Administrator to their adviser support team. A consultative lifestyle planning firm with a very clear focus on ensuring an excellent client experience. Office Location: Halifax Hybrid/Home Working: Yes - Hybrid office/home working Package: 25-28k base discretionary bonus and full company benefits Key Benefits: 5% Pension, 4 x DIS and a flexible workin...
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
IFA Admin, Remote, Sheffield Up to 35k This administration role is best suited for IFA administrators with at least 2 years of experience. Whilst initially you will be providing administration support, there is a clear pathway to progressing to paraplanning in the next 2-3 years. The business will support you with getting your level 4 qualifications so that you’re ready to move into a paraplanner role at the firm. Whilst the business would like ...
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 Wolverhampton office. Working in a large 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 yo...
Employment Type : Full-Time
Reed Financial Services are pleased to be working with a highly personalised Wealth Management company who specialise in giving expert financial planning advice to Dentists, Business Owners and Private Clients. They seek a dedicated, full time IFA Administrator to join a friendly, busy and vibrant Service Team. Location Trowbridge, Wiltshire (Office Based) Working Days Monday to Friday 9am to 5pm Starting Salary 25,000 - 30,000 dependi...
Employment Type : Full-Time
We are delighted to be representing an expanding Independent Wealth Management Advisory firm based in Sheffield who, due to their ever increasing growth, are now looking to recruit an experienced Financial Planning Administrator to join their team. This is an excellent opportunity that offers a long term career path within the Financial Services industry through to paraplanning and beyond to advising for those that want it. What's in it for you?...
Employment Type : Full-Time
Our client, a firm of Independent & Chartered Financial Planners are established in the industry and offer a solid reputation for providing holistic Financial Advice. They are now looking to recruit an additional Administrator to join their established team. Supporting a team of Financial Planners, the successful candidate will provide direct support across three key teams within the business, including; Administration, Review and Report Wri...
Employment Type : Full-Time
Our client, a firm of Independent & Chartered Financial Planners are established in the industry and offer a solid reputation for providing holistic Financial Advice. They are now looking to recruit an additional Administrator to join their established team. Supporting a team of Financial Planners, the successful candidate will provide direct support across three key teams within the business, including; Administration, Review and Report Wri...