ifa administrator - wealth management ifa, financial services Jobs - 11066
IFA Administration Team Manager
mbf. - CM20PP
Employment Type : Full-Time
Job Title: IFA Administration Team Manager Location: Chelmsford Our client is a leading Financial Planning business with offices across the South East & West of England. They provide an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses. They are currently seeking to recruit for a IFA Administration Team Manager to join their Chelmsford office. In this ...
IFA Administration Team Leader
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 ...
Client Services Administrator
IDEX Consulting Ltd - Edinburgh
Employment Type : Full-Time
A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Responsibilities: Preparing illustrations and paperwork for clients Processing and chasing of new business, both paper based and online Process fund switches and rebalances Sending out Letters of Authority to life companies and chase up accordingly Prepare and format all suitability reports Undertaking the research and completion of Pension Rep...
Client Review Administrator- IFA Firm
NJR Recruitment - Leicester
Employment Type : Full-Time
Benefits 25 days holiday, plus bank holidays. Generous non-contributory pension scheme, commencing after three months’ continuous service. Free death in service, subject to qualifying criteria, commencing after three months’ continuous service. Brand new air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking. Dress down Fridays . NJR Recruitment are currently working alongside a ...
Client Services Support Administrator (IFA practice experience desirable)
Service Service Employment Agency Limited - NR93DB
Employment Type : Full-Time
Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further… My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial se...
Financial Planning Administrator
mbf. - CV311AD
Employment Type : Full-Time
Job Advertisement: Financial Planning Administrator Location: Hybrid (In-Office and Work-from-Home flexibility, post-induction) Salary: 24,000 - 32,000 (dependent on experience and qualifications) About Us: Our client is a respected independent financial advice firm dedicated to helping clients make informed decisions across savings, investments, retirement planning, and mortgage and protection services. Part of a National Financial Services gro...
Senior Financial Planning Administrator
Recruit UK - Alton
Employment Type : Full-Time
Location: Alton Salary: Up to 30,000 (Negotiable) Industry: Financial Services Reference Number: 9451 An exciting opportunity has arisen for an experienced Senior Financial Planning Administrator to join a growing team in Alton. This role is perfect for someone who excels at providing high-quality administrative support to financial advisers, liaising with providers and ensuring exceptional client service for high-net-worth individuals. As a sen...
IFA Client Manager
McGregor Boyall - Harrogate
Employment Type : Full-Time
A Tech firm is seeking a IFA ( Independant Financial Advisor) to provide client management support to the wider business. As an IFA Client Manager you will support across the following: Be a point of contact between clients and your colleagues Gather information (new and historical) on individual clients Keep records of communication with colleagues, clients and third parties, whether that's verbal, written or electronic Collaborate with financi...
Transaction Services Manager
BDO UK LLP - London
Employment Type : Full-Time
Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We’ll broaden your horizons Our Advisory team...
Dealing Services Agent
AJ Bell - Manchester
Employment Type : Full-Time
Our Dealing Services team is expanding! At AJ Bell, we're in the business of helping people invest. Thousands of customers place deals through us to buy shares on the stock market and other investments, and our Dealing Services Teams are there to help them. Do you have a passion for trading and investing? Could you be our next Dealing Services Agent helping AJ Bell customers execute their deals? We are looking to recruit hardworking, articulate ...