ifa administrator Jobs - 649

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 ...

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...


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...

Hutt Professional Financial Planning - CV324LY

Employment Type : Full-Time

Location Hybrid Working Minimum 3 days in the Leamington Spa office Benefits: Full Time - 8:30-4:30 Monday to Friday with 1 hour lunch. Salary 25,000 - 35,000 Based on experience 20 days holiday, plus bank holidays. 1 day extra per year of service up to a maximum 28 days Competitive pension contributions Free death in service, subject to qualifying criteria, commencing after three months continuous service. Company Description Established in 196...

Heat Recruitment - RG141JN

Employment Type : Full-Time

Do you only want to go into the office once a week? At this company, they owe their success to their people and processes. The administrator and paraplanners are the supportive force behind both, and they are currently seeking someone exceptional to join. The ideal IFA Administrator for the job will be a problem solver with excellent communication skills and impeccable attention to detail. You will have previous experience within a Financial Pla...

AFH Wealth Management - B604JE

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 ...

JohnstonGreer - FK94AL

Employment Type : Full-Time

IFA Administrator To 26,000 plus benefits, bonus and exam support IFA Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses. The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector. Working in support to Financial Planners you will be responsible for - research work liaison internally...

Ortus PSR - CV311XT

Employment Type : Full-Time

Are you ready to take your career to the next level? Look no further! Our clients thriving team is seeking an exceptional IFA Administrator to join their ranks. You will be join a team dedicated to providing comprehensive financial solutions. They utilise technology to streamline and improve the customer Salary is up to 35,000 with flexible working and bonus scheme As an IFA Administrator, you’ll be the backbone of our client support team. Here’...

Capio Recruitment Financial Planning - GU212AD

Employment Type : Full-Time

Job Title: IFA Administrator Location: Woking Salary: 25,000 - 35,000 We are currently representing a well established IFA firm seeking an experienced and committed IFA administrator to join their friendly and professional team. A candidate with previous IFA experience, a can do attitude and a high level of accuracy in their work will suit this position. This role consists of processing new business, creating illustrations and valuations, carryi...

Finlink Ltd - CV358AA

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...