Employment Type : Full-Time
IFA Administrator 26,000 to 30,000 plus benefits IFA Support required by this top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having grown their team of IFAs they now wish to add an additional support professional to deal with technical and administrative duties. You will operate as an IFA Administrator and be responsible for - processing of new business applications servicing existing busin...
Employment Type : Full-Time
IFA administrator, Warwick Office based Up to 32,000 This is for you if you have experience as an IFA Administrator 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 Business The bus...
Employment Type : Full-Time
Job Title: IFA Administrator Location: Birmingham/home based Salary: 28,000 to 32,000 per annum Benefits: Private Medical Insurance Death In Service: 4X Salary 5% Employer Pension Contribution 28 days Holiday Bank Holidays Remote/flexible working, 2-3 times a month in Birmingham office. About Us: We are a reputable financial advisory firm committed to providing top-notch service and expertise to our clients. We are currently seeking a dedicated ...
Employment Type : Full-Time
Financial Services Administrator To 30,000 plus benefits and bonus IFA Administrator required by this well known and long established Wealth Management firm that provides advice to HNW Private Clients across investments and retirement planning. As the IFA Administrator you will be responsible for - new business including application processing servicing existing client records including database management compliance valuations and quotes client...
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...
Employment Type : Full-Time
IFA Administrator Kent Hybrid working Up to 32k This is best suited to IFA Administrators with 1 years experience. 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. Salary up to 32k. The Business The business is a fast-growing...
Employment Type : Full-Time
IFA Administrator Up to 32,000 Office based role This is for you if you’re an IFA administrator 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 Business The business is a fast-growing and wel...
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. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...
Employment Type : Full-Time
IFA Administrator A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Administration team. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business in our Bromsgrove office with remote working. You will join us on a full-time, permanent basis, and ...
Employment Type : Full-Time
Our clients are seeking an experienced IFA Administrator to join their team in the Leicester Area. They are a well-established firm that is experiencing continuous growth, and the successful candidate will be offered many benefits and hybrid working. Working Hours: Monday to Friday 8.45 am- 5 pm. Hybrid working For the successful IFA Administrator, our clients are offering the following: 23,000 - 28,000 (DOE) Free Parking Private health care 23 ...