ifa administration team leader Jobs - 14

Lime People Search & Select Ltd - WF41AA

Employment Type : Full-Time

My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning. We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office Administration staff and ensuring smooth efficient running of the office on a daily basis and ...

Capio Recruitment Financial Planning - LS15DE

Employment Type : Full-Time

Job Title: IFA Administrator Team Leader Location: Leeds (Hybrid) Salary: 35,000 - 38,000 Benefits: Discretionary bonus scheme, Private Healthcare*, Group Income Protection, Life Assurance, Eye Care Scheme, Wellbeing programme, Bike to Work Scheme, Full support with professional qualifications, 24-26 days holiday plus Christmas shut-down *After qualifying period About the Company: A highly regarded, award-winning financial planning firm with a s...


mbf. - HG11AA

Employment Type : Full-Time

IFA Administration Manager - National Wealth Management Firm Location: Harrogate (Hybrid - 3 days in the office, 2 days from home) Salary: Up to 55,000 Excellent Benefits An exciting opportunity has become available for an experienced Client Support Manager to join the Harrogate office of a leading national wealth management firm. This leadership role is ideal for someone with a strong background in financial planning and a passion for team deve...

Capio Recruitment Financial Planning - BS20JA

Employment Type : Full-Time

Job Title: Team Leader - Financial Planning Support Location: Bristol (Hybrid working) Salary: 35,000 - 38,000 This is an excellent opportunity for a team-focused professional with experience in financial services administration or paraplanning to step into a leadership role within a respected financial planning business. We’re working with a successful and growing firm that values operational excellence and strong collaboration across teams. In...

Appointed ltd - BH151AJ

Employment Type : Full-Time

Chartered financial planners who are prestigious industry leaders with a longstanding HNW client bank with a team of highly experienced advisers who provide a ethical and caring advisory service to many clients across the South are recruiting for a Financial Planning Administrator. As the administrator you will work with your team to provide a efficient administrative support function to paraplanners, advisers and the practices clients. Salary o...

mbf. - GL11AN

Employment Type : Full-Time

Mbf are working with an award-winning, national financial services organisation to recruit an experienced Team Leader. Our client is a multi-faceted business, offering a range of services across financial planning, corporate wealth, and employee benefits. This position will join their growing financial planning division. We are looking for an experienced leader to join a dynamic team and drive operational excellence. About the Role As a Team Lea...

Astral Recruitment - Brighton

Employment Type : Full-Time

Our client is a successful and established IFA firm based in Brighton and they are currently looking for an experienced IFA Administration Manager to join their team This is for the role of IFA Administratiative Manager manging a team of IFA Administrators and ideally having knowledge of IO You will be office based in Brighton supporting a successful team of Sales support We are looking for an experienced Manager/Team Leader and therefore the cl...

mbf. - BA10AZ

Employment Type : Full-Time

Mbf are working with an award-winning, national financial services organisation to recruit an experienced Team Leader. Our client is a multi-faceted business, offering a range of services across financial planning, corporate wealth, and employee benefits. This position will join their growing financial planning division. We are looking for an experienced leader to join a dynamic team and drive operational excellence. About the Role As a Team Lea...

Service Service Employment Agency Limited - IP13LG

Employment Type : Full-Time

My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Ipswich. The purpose of the role is to provide hybrid support to my clients designated Team Leader placed in both client service support and paraplanning support, especially where more technical tasks need assistance in their delivery. (e.g. ...

Financial Divisions - WC1A1BN

Employment Type : Full-Time

Financial Administrator - Chartered IFA Offices in Central London (near Charing Cross) 30k - 34k basic salary plus benefits package 8 weeks of onboarding and training in the office After training 2 days WFH per week My client is a Chartered boutique wealth planning business with offices across in the Central London who have been operating for many years with significant financial backing. I have met the Directors and placed close to 20 staff int...