Employment Type : Full-Time
Our client is looking to recruit a Senior IFA Administrator to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 7, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and client referrals amassed over 100m of FuM. They are seeking a Seni...
Employment Type : Full-Time
Job Title: Senior IFA Administrator Industry: Financial Services Location: Nottingham Salary: 28,500 - 32,000 Job ref: 9295 Job Description: Recruit UK, is working with a Financial Planning firm in Nottingham, looking for a Senior IFA administrator to join their team. The company prides itself in providing reliable financial advice in a variety of areas, they deal predominantly with HNW clients - demonstrating their continuous success in the fin...
Employment Type : Full-Time
Job Title: Senior IFA Administrator Industry: Financial Planning Location: Nottingham Salary: up to 32,000 Job reference: 9295 Job Description: Recruit UK are working on an excellent opportunity for a Senior IFA Administrator in Nottingham to join a well-established Independent Financial Advice practice. This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailor th...
Employment Type : Full-Time
My client is an Independent Financial Planning firm based in Bury, Gt Manchester. As a Senior IFA Administrator, you would have good knowledge of processing investments and pension transfers as well as checking fact finds, preparing & processing authority letters, preparing review packs, creating new client packs and more. Salary: - Competitive for your experience - 27 - 35k per annum, dependent upon your skills and experience. Negotiable. T...
Employment Type : Full-Time
The Company: An established, Halifax based IFA firm looking to add a private wealth focused Senior IFA Administrator to their adviser support team. A consultative lifestyle planning firm with a very clear focus on ensuring an excellent client experience. Office Location: Halifax Working Setup: Office-based Package: 30-35k base DOE discretionary bonus and full company benefits Key Benefits: 5% Pension, 4 x DIS and a flexible working setup Holiday...
Employment Type : Full-Time
We are pleased to be working on behalf of a fantastic company who are looking to bring on board a Senior IFA Financial Administrator to join their reputable company based in Ipswich. Key Duties & Responsibilities: Providing administrative support to the Financial Services team to ensure deadlines are met. Providing comprehensive pre and post-meeting support for the Advisers. Ensure full assistance with the preparation of valuation reports an...
Employment Type : Full-Time
Are you an experienced IFA administrator looking for a position with a leading firm? Our client is a successful, multi-site company based in Leamington Spa, specialising in the financial planning sector. They are now looking to acquire the services of a Senior IFA Administrator reporting directly to the Financial Services Office Manager, with the role of providing both clerical and administrative support to ensure the smooth running of th...
Employment Type : Full-Time
NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium e...
Employment Type : Full-Time
Are you an experienced financial planning administrator, looking for a Senior IFA Administration role working with a close-knit team. This role offers a generous package and opportunities for development. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to two Financial Adviser. Dutie...
Employment Type : Full-Time
Our award winning Manchester based client are looking to appoint a Senior IFA Administrator to join their team on a permanent basis. You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Duties & responsibilities will include: Processing new business applications across the key financial products...