ifa administration Jobs - 657
IFA Administration
Berkshire IFA - RG415RD
Employment Type : Full-Time
About Us, Our Clients and Our People Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes. We support all of our team in their own journey both professionally and on a more personal level. We do this by supporting all training and development and offering package of benefits designed to look after our people’s health a...
IFA Administrator
Castle Wealth Ltd - CM31LN
Employment Type : Full-Time
We are a well established IFA practice looking to recruit an experienced administrator to support our growing team. The role will be based from Ford End (Chelmsford) and would suit a full time requirement. Part-time options would also be considered. Key Responsibilities Pre and post new business sales processing Back office administrative support Preparing client valuations & documentation for client meetings Client liaison Diary management ...
Senior IFA Administrator
Berkshire IFA - RG415RD
Employment Type : Full-Time
About Us, Our Clients and Our People Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes. We support all of our team in their own journey both professionally and on a more personal level. We do this by supporting all training and development and offering package of benefits designed to look after our people’s health a...
IFA Administrator
Appointed ltd - Poole
Employment Type : Full-Time
Chartered wealth management practice based in the heart of Poole are recruiting for a IFA Administrator to join their team to carry out all administration duties to fully support Financial Planners and Paraplanners. Ideal candidates will have previous IFA administration experience and therefore have a understanding of the Financial Planning process, you will be confident in communicating with HNW via telephone and email. Experience of working on...
IFA Administrator
Redwood Search - Longbridge
Employment Type : Full-Time
We are excited to announce a new opportunity for a IFA administrator to join our client’s team in an office near Longbridge. The company specialise in financial advice and services for businesses and individuals. The Role: They are looking for an IFA Admin Assistant to join their team based at their offices near Longbridge office. They are looking for someone who can bring some prior work experience/exposure to a Financial Services environment, ...
IFA Administrator
Recruit UK - B458AS
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...
IFA Administrator
Capio Recruitment Financial Planning - NG21DW
Employment Type : Full-Time
Job Title -IFA Administrator Location - Nottingham Salary - 25,000 - 28,000 Job Description: Are you a driven and dedicated IFA Administrator with the desire to learn, a keen eye for attention to detail and seeking a firm that will look after YOU? Capio Recruitment are working with a highly respected financial planning firm on an exciting opportunity for a IFA Administrator to join a forward-thinking practice in Nottingham, due to impressive and...
IFA Administrator
Premier Jobs UK Limited - LE167QU
Employment Type : Full-Time
This hybrid based IFA Administrator job in Birmingham is an opportunity to join a respected financial planning firm. You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Your responsibilities will include: Client servicing through creating new client...
IFA Administrator
Finlink Ltd - MK62RW
Employment Type : Full-Time
IFA Administrator Up to 35,000 Office based role This role is best suited to those with IFA Administration experience. While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor. The firm are offering a salary of up to 35,000. The business The business are a directly authorised, well established Financial advisory firm who have been i...
IFA Administrator
mbf. - EX160AJ
Employment Type : Full-Time
We are working on behalf of our client, a highly successful boutique firm of fully independent financial advisers (IFA), to recruit an experienced and proactive IFA Administrator. This role is pivotal to the team, supporting the company's Directors and a Senior Financial Planner while having regular contact with clients. If you're looking for a position in a growing firm where you’ll be valued as part of a friendly, close-knit team, this is a fa...