technical ifa administrator Jobs - 138
Financial Planning Administrator - Grimsby - National IFA Firm
MI Search Ltd - DN311EY
Employment Type : Full-Time
This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their busy team in Grimsby. In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical support both internally and externally with clients, complianc...
Financial Planning Administrator - Sheffield - National IFA Firm
MI Search Ltd - S173DT
Employment Type : Full-Time
This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their busy team in their office just outside of Sheffield. In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical support both internally and ext...
Technical Administrator - London (Hybrid working available) - Up to £45,000 + Benefits
Financial Divisions - London
Employment Type : Full-Time
Wealth Management Study Support Included Are you a detail-driven, tech-savvy professional with a strong foundation in investments, pensions, and protection? Our client—a highly reputable Chartered IFA firm based in London—is seeking a skilled Technical Administrator to join their collaborative team. ?? What You’ll Be Doing: Supporting fund switches, client withdrawals, and portfolio updates using the SEI investment platform Working hand-in-hand ...
IFA Administrator - Progression to Paraplanner (Study Support Provided)
Eden Rose - B32BJ
Employment Type : Full-Time
About the Business We’re working with a respected, independent financial planning firm known for its caring, family-led culture and long-term commitment to developing its people. The business provides highly personalised advice to business owners, senior executives, and retired professionals, building lasting client relationships through outstanding service and trusted advice. The firm is forward-thinking and ambitious, with a clear growth plan ...
Senior IFA Administrator & Adviser Support - City of London
Advies Private Clients - EC2N4AG
Employment Type : Full-Time
An exciting opportunity to join our team as a Senior IFA Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry’s leading Financial Advisers. The ideal candidate will have experience of working in an administrative role in financial services, and will have worked with pensions and investments previously. They will be pro-actively supportin...
Client Services Support Administrator (IFA practice experience desirable)
Service Service Employment Agency Limited - NR180SW
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...
Administrator Financial Services
tPS Recruitment - BS481UR
Employment Type : Full-Time
Bristol Office Based Expereince working in Financial Services Essential Great benefits and career progression The Role This is a not-to-be-missed opportunity for you as an IFA administrator as an IFA administrator you will deal with several administrative tasks and assist independent financial advisers to deliver effective communication, organisation and timekeeping these are crucial for a financial business and you will be in charge of ensuring...
Financial Planning Administrator
WEALTHLINK RECRUITMENT LTD - LS11BA
Employment Type : Full-Time
Financial Planning Administrator Location: Leeds Salary: 30,000 - 35,000 (dependent on experience) Duration: Full-time, Permanent We are working with an established IFA based in Leeds that is looking for an experienced Financial Planning Administrator to join their team. In this role, you will work closely with Financial Advisers to ensure a high-quality, efficient service for clients. Key Responsibilities: Process new business applications acro...
Administrator
North Oak Recruitment Ltd - LE191RJ
Employment Type : Full-Time
Administrator - Wealth Management experience required Leicester - hybrid option available, 1 day per week at home (our Ref AL1382) Full time or 4 days per week considered Salary 24,000 - 26,000 dep on exp generous benefits My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to...
Snr Administrator/Paraplanner
Reward Recruitment - Harrogate
Employment Type : Full-Time
Snr. Administrator/Paraplanner Harrogate c. 40,000, plus benefits Duties and responsibilities include: Ability to deal with the technical Administration duties and prepare Financial Plans, Suitability Reports and Letters. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection. Assist with client meetings when required, including note taking ...