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IFA Administrator
2 weeks ago
Blakemore Recruitment Saffron Walden, United KingdomWe are currently recruiting for a highly regarded Financial Planning practice in Saffron Walden who are looking for an experienced IFA Administrator to join their team. · This company illuminate their client's financial world. Building clarity and confidence in their mind and opt ...
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Ifa Administrator
3 weeks ago
RecruitAbility Ltd Bishop's Stortford, United Kingdom**Job Title: IFA Administrator (Part time)** · **Location: Bishop's Stortford (Hybrid)** · **Salary: £12 - £14 per hour (depending on experience)** · **Term: Permanent** · **Hours: 3 days per week (school hours)** · RecruitAbility is looking for an experienced IFA Administrator t ...
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Ifa Administrator
3 weeks ago
GCB Agency Recruitment Cambridgeshire, United KingdomLocation: · Cambridgeshire · - Discipline: · Financial Services · - Job type: · Permanent · - Benefits: · £25,000 - £32,000 basic · - Published: · - Expiry date: · We are currently looking for an IFA Administrator to join our clients, an independent wealth management firm in the ...
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Ifa Administrator
4 weeks ago
Coast Partnership Colchester, United Kingdom**A brilliant position with a highly respected wealth management firm for an experienced IFA support administrator has come about.** · Friendly and down to earth, the team spirit at this firm is second to none. It offers a warm, supportive, environment for someone to remain in an ...
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Ifa Administrator
2 weeks ago
GCB Agency Recruitment Bury St. Edmunds, United KingdomLocation: · Suffolk, Bury St Edmunds · - Discipline: · Financial Services · - Job type: · Permanent · - Benefits: · £24,000 - £28,000 · - Published: · - Expiry date: · We are currently looking for an IFA Administrator to join our clients, an established Financial Planning firm in ...
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Ifa Administrator
3 weeks ago
Capio Recruitment Bury St. Edmunds, United Kingdom**Job Title**: IFA Administrator · **Location**: Bury St Edmunds · **Salary**: £25,000 to £35,000 · **The Position** · We are currently working on a new IFA Administrator position with a Financial Planning firm to be based in from their boutique office based in Bury St Edmunds. · ...
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Ifa Administrator
2 weeks ago
Capio Recruitment Colchester, United Kingdom**Job Title**: IFA Administrator · **Location**: Colchester · **Salary**: £25,000 - £35,000 · **The Position** · We are currently working on a new IFA Administrator position with a well established Financial Planning firm to be based in from their boutique office based in Colches ...
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Ifa Administrator
3 weeks ago
Templegate Bury St. Edmunds, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: Financial Services Administrator · **Location**: St. Edmunds · **Benefits**: Completive Salary, pension, Life Insurance, Cash Plan, Study Support, Fantastic Holiday Allowance. · **Salary**: ...
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Ifa Administrator
2 weeks ago
Paul Charles Recruitment Ltd Bury St. Edmunds, United KingdomOur client based in Bury St Edmunds is keen to recruit an additional Financial Planning Administrator to their team. This role will report to the Senior Financial Planning Administrator and involves working closely with the Financial Planning Advisers and Paraplanners in the team ...
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Ifa Administrator
3 weeks ago
E C Financial Services Limited Chelmsford, United Kingdom**Who we are** · - **E C Financial Services Limited **are the financial planning arm of **Edmund Carr LLP Accountants** a leading Essex based firm established for over 70 years. · - We are a small but well supported and effective business of approximately 600 clients and assets u ...
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IFA Administrator
1 week ago
Rayment Recruitment Colchester, United Kingdom permanentIFA Personal AdministratorOutskirts of ColchesterSalary up to £35,000 depending on experience · Working on behalf of this financial services provider based in Colchester, I am seeking an experienced IFA Administrator to deliver comprehensive support to the Financial Planner(s). T ...
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IFA Administrator
1 week ago
Ortus PSR Chelmsford, United Kingdom permanentPart time, 1 year Maternity Contract - for an IFA Administrator in Chelmsford, East England Our client, a well-established boutique IFA (Independent Financial Advice) company, is seeking a IFA Administrator to join their team for a years Maternity Leave contract, part time role, ...
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IFA Administrator
2 weeks ago
Clever-HR Essex, United Kingdom permanentIFA Administrator · £25,000-£29,000 plus benefits · We are delighted to supported this excellent directly authorised Financial Planning company. Experts in the deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning ...
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IFA Administrator
2 weeks ago
Blakemore Recruitment Chelmsford, United KingdomWe are currently recruiting for a Financial Planning practice in Chelmsford who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. · Duties: · Process business submissions within our service level agree ...
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IFA Administrator
2 weeks ago
Blakemore Recruitment Chelmsford, United Kingdom permanentWe are currently recruiting for a Financial Planning practice in Chelmsford who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. · Duties: · Process business submissions within our service level agree ...
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IFA Administrator
3 days ago
Kingswood Group Colchester, United Kingdom permanentKingswood Group are pleased to be assisting a financial services firm with the recruitment of an IFA Administrator to be based in their Colchester office. · With ideally a previous background working within a similar industry, the role will support a team of Independent Financia ...
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Ifa Case Administrator
4 weeks ago
Fairey Associates Ltd Colchester, United KingdomUsing our back office diary management software to log all work items and track workflow · - New business processing · - Ensuring that each client file fully meets compliance requirements · - Ensuring fees/commission are input correctly onto our back office system · - Client/insu ...
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Ifa Administrator
16 hours ago
Heat Recruitment Ltd Kings Walden, United Kingdom Permanent, Full timeClient Relationship Manager · Hitchin, Full Time · £32,000 - £40,000 · Are you an experienced financial planning administrator seeking to make your next move in the industry? · Maybe you would like to develop in your role, have more client contact or progress to become a para-pla ...
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IFA Administrator
3 weeks ago
Finlink Ltd Chelmsford, Essex, United Kingdom £30,000IFA Administrator · Up to £30,000 · Office based role · This role is best suited to those with IFA Administration experience who are looking to join a supportive and expanding team. The company are offering a salary of up to £30,000 dependant on experience with discretionary bonu ...
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Technical IFA Administrator
2 weeks ago
Cranleigh Personnel St Albans, United KingdomTechnical IFA Administrator / Trainee Paraplanner · Based St Albans · Salary £33,000 -£40,000 depending upon experience · Are you a Technical IFA Administrator who wants to progress into a Paraplanning role? · Is your salary now not reflecting your technical admin experience? · A ...
IFA Administrator - Saffron Walden, United Kingdom - Blakemore Recruitment
Description
We are currently recruiting for a highly regarded Financial Planning practice in Saffron Walden who are looking for an experienced IFA Administrator to join their team.
This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them.
Responsibilities
The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first class service to their clients.
You'll also need to understand and add value when it comes to their client's needs - looking at constant improvement and innovation.
Onboarding - providing full administrative support for the onboarding of new clients.
Data management - maintaining and updating client data in a secure environment.
Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
Relationship Building - liaison with clients by telephone, letter, email.
Proposition delivery - Delivering service proposition within agreed service levels and timescales
Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process
Partners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan.
What they are looking for
They are looking for someone who has been an IFA Administrator and has a minimum of 1 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services