Employment Type : Full-Time
Job Title: IFA Administrator Location: Southampton Salary: 25,000 - 32,500 About the Role: We are seeking a detail-oriented and proactive IFA Administrator to support financial advisers in delivering tailored financial planning strategies to clients. This is an excellent opportunity to work within a professional team, contributing to comprehensive financial solutions while developing your industry expertise. Key Responsibilities: Stay updated on...
Employment Type : Full-Time
About Benchmark Benchmark provides award-winning, proprietary solutions that encompass regulatory, platform, and investment services. Our offerings are designed to support advisers at every stage of their journey—from effectively starting and running a financial advice business to accelerating its growth and realising its value. We empower high-quality financial advisers with leading technology and support services. Through our Financial Advice ...
Employment Type : Full-Time
Technical IFA Administrator - North Leicester - Up to 35,000 We are assisting a client based North of Leicester, in hiring a Technical IFA Administrator due to team growth. They are looking for someone ambitious and driven to join their reputable Financial Services Practice which provides a financial planning and investment management service. If you come on board you will learn directly from the financial planners and the investment team. You w...
Employment Type : Full-Time
The Company: Nationally renowned Financial Planning Group firm who are looking to add an experienced Technical IFA Administrator to their adviser support structure in Dinnington, South Yorkshire. An excellent opportunity to join an expanding firm specializing in providing financial advice and wealth management services to individuals, companies and trusts: Office Location: Dinnington, South Sheffield Working Setup: Office-based with some flex to...
Employment Type : Full-Time
IFA administrator/Technical Administrator, Edgbaston, Hybrid, Up to 37,000 This role is best suited to an experienced IFA administrator that is confident completing administration duties, and also comfortable completing annual reviews and basic suitability reports. In addition to a generous salary, the business will provide exam support all the way to Chartered, and there is progression should you be after it. The Business The company is a thriv...
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*** Due to exceptional business growth a new opening has arisen for an efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This organisation has not only built a reputation for putting their clients at the very heart of what they do but also being a hugely supportive and collaborative team. Note candidates who have started studying towards their RO certification or CII qualifica...
Employment Type : Full-Time
A superb role has arisen within a long established City based IFA/Wealth Manager. We are currently seeking a skilled IFA Support to join their team in prestigious London offices. This is an exciting opportunity for someone with experience in financial services to play a key role in supporting advisers and delivering outstanding client service. Key Responsibilities Technical Support: Prepare and compile financial planning reports, including suita...
Employment Type : Full-Time
Candidates who come from a transferable background will be considered for this exciting Opportunity Our client are a well-established leading independent financial planning and wealth Management company, who are now seeking an experienced and talented IFA Administrator to join their growing team based in the Worcestershire area. This practice truly believes in providing an unrivalled level of service to all their clients. When you become part of...
Employment Type : Full-Time
A superb role has arisen within a long established Essex based IFA/Wealth Manager. We are currently seeking a skilled IFA Support/ Trainee Paraplanner to join their team in Brentwood, Essex. This is an exciting opportunity for someone with experience in financial services to play a key role in supporting advisers and delivering outstanding client service. Key Responsibilities Technical Support: Prepare and compile financial planning reports, inc...