Employment Type : Full-Time
My client is a well-known South Nottingham based Independent Financial Adviser firm and they are looking for an Senior IFA Administrator to provide support to a team of Independent Financial Advisers from their South Nottingham office (hybrid working available). You will need experience of working within a Financial Advisor firm as an Administrator to be considered. You will need to be a strong team player with good interpersonal skills and the ...
Employment Type : Full-Time
Job Advertisement: Junior Client Support - Adviser Support Location: Manchester City Centre Salary: 26,000 - 31,000 (depending on experience) Hours: Full-time, 9am - 5pm, Monday to Friday About Us Our client is a well established, employee owned firm of Chartered Financial Planners based in Central Manchester. They specialise in providing tailored financial planning solutions to HNW private clients and businesses, mainly across the North-West. R...
Employment Type : Full-Time
Company Description Here at esure Group, we’re no strangers to change. As one of the industry leaders in the insurance business, striving to become a world class digital insurer, we’re getting ready for more. It’s creating great new opportunities for innovative and talented industry professionals to join us at a pivotal point in our development. Job Description We have an exciting opportunity for a Customer Relations MI Specialist to join our Op...
Employment Type : Full-Time
Job Title: IFA Administrator Industry: Financial Planning Location: Warwickshire Salary: 19,000 - 32,000 Job Reference: 9146 Job Description: Recruit UK are working on a brilliant opportunity for an IFA Administrator in Warwickshire to join a specialist financial planning firm, that pride themselves in offering unrestricted and unbiased advice. This company have been ranked in the Top 100 Adviser firms in the UK for the last few years’ and pride...
Employment Type : Full-Time
This IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm. You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As an IFA Administrator, your duties will include: Input data onto the customer back office system and manage client records to keep them up to date Ensur...
Employment Type : Full-Time
My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Altrincham. Key Tasks: Daily contact for advisors, updating and liaising to conclude work related tasks Prepare client packs, brochures, applications and anything required for a client meeting Submission and completion of new business cases adhering to the compliance and new business processing gu...
Employment Type : Full-Time
My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Key Tasks: Daily contact for advisors, updating and liaising to conclude work related tasks Prepare client packs, brochures, applications and anything required for a client meeting Submission and completion of new business cases adhering to the compliance and new business processing guide...
Employment Type : Full-Time
Our clients are seeking an experienced IFA Administrator to join their team in the Leicester Area. They are a well-established firm that is experiencing continuous growth, and the successful candidate will be offered many benefits and hybrid working. Working Hours: Monday to Friday 8.45 am- 5 pm. Hybrid working For the successful IFA Administrator, our clients are offering the following: 23,000 - 28,000 (DOE) Free Parking Private health care 23 ...
Employment Type : Full-Time
My client based in Winnersh are seeking an IFA Administrator to join their team who would be specialising in pensions, retirement and international family wealth. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and obtaining policy information. Duties Quickly and effectively deal with queries from clients through clear and thorough communication. Ensure all written and electronic ...
Employment Type : Full-Time
IFA Administrator York 24,000 - 27,000 NJR Recruitment are pleased to be working with a well established Financial Services Practice, who are now seeking an ambitious and experienced Financial Planning Administrator to join their team on a full time basis. What’s in it for you? Generous Bonus Schemes Hybrid Working Flexible Hours Free Parking Healthcare Scheme Half Price Gym Membership Pension Study Support Career Development This role will work...