ifa administrator - wealth management ifa, financial services Jobs - 12135
Financial Administrator (IFA)
Artemis Recruitment Consultants Ltd - WC2A2JR
Employment Type : Full-Time
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. This will be a hybrid position, working 3 days in the office and 2 days remotely. PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before cases are submitted. Point of contact for Adviser / PA queries in relation to submissions and issues. ...
IFA Administrator
The Eventus Recruitment Group - WA141SF
Employment Type : Full-Time
Eventus Recruitment are seeking a IFA Administrator to join a modern and fast-paced team in Altrincham. Working in the Client Services team, reporting to the Practice Manager, you will be liaising closely with the team of Financial Planners. You will be responsible for the impeccable management of business submission, preparing adviser meetings packs, ensuring client records remain accurate and complete, and managing a high level of plan informa...
IFA Administrator
Lime People Search & Select Ltd - NG11AJ
Employment Type : Full-Time
My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. We urgently are seeking a IFA Administrator to join an existing team providing support to both the business and the Financial Advisers and Directors of the...
IFA Administrator
Lime People Search & Select Ltd - NG11AJ
Employment Type : Full-Time
My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. We urgently are seeking a IFA Administrator to join an existing team providing support to both the business and the Financial Advisers and Directors of the...
IFA Administrator
Reed - WR99AJ
Employment Type : Full-Time
IFA administrator, Droitwich Salary is dependent on experience This role is for you if you have previous IFA Admin experience 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 Role A...
IFA Administrator
Reed - WR99AJ
Employment Type : Full-Time
IFA administrator, Droitwich Salary is dependent on experience This role is for you if you have previous IFA Admin experience 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 Role A...
IFA Administrator
Premier Jobs UK Limited - ME145SF
Employment Type : Full-Time
This IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as an IFA Administrator, your duties will include: Processing of new business applications on all ...
IFA Administrator
Blakemore Recruitment - Leatherhead
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice based in Leatherhead who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelliflo office This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and ...
IFA Administrator
Vision-FS Recruitment - Caterham
Employment Type : Full-Time
Position : IFA Administrator Location: Caterham, Surrey (2 days per week working from home) Minimum Requirements : 2 years’ IFA administration experience; Strong platforms knowledge; XPlan experience Salary/package: 38,000 bonus 25 days' AL pension (5%, 5%) study support IP DIS career progression YOUR NEW COMPANY: Our client is a well-established, award-winning IFA firm based in Caterham, Surrey. The company has significant plans to grow over th...
IFA Administrator
Reed - WR99AJ
Employment Type : Full-Time
IFA administrator, Droitwich Salary is dependent on experience This role is for you if you have previous IFA Admin experience 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 Role A...