- Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
- Accurate upkeep of the client details to ensure accurate records are maintained.
- Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards.
- Providing technical information to ensure workflows are followed and standards adhered.
- Conduct themselves in a professional manner at all times, whist adhering to regulatory demands.
- Obtaining full policy information
- Producing client Annual Review Reports
- Dealing with client queries
- Assisting with product research
- Processing applications
- Upkeep of company database with full and accurate client records
- Liaising with product providers and other relevant third parties
- Individual workflow and task delivery
- Generate FE Performance Reports
- Supporting the delivery of and achievement of the client service standards
- Working alongside the paraplanners and administrators to ensure smooth delivery of work
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Ifa Administrator
3 weeks ago
Recruit UK London, United Kingdom**Job Title**: IFA Administrator · **Industry**: Financial Planning · **Location**:Remote · **Salary**: £25,000 · **Job Reference**:4117 · Recruit UK is working on an excellent opportunity for a fully remote IFA administration. · Our client is a remote IFA administration firm, wh ...
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Ifa Administrator
1 week ago
Templegate London, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: IFA Administrator · **Location**: London - Wimledon · **Benefits**: Hybrid working, Pension, 25 days leave plus bank holidays · **Salary**: £30,000k ~ £35k Depending on experience. · **What ...
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Ifa Administrator
3 weeks ago
Cranleigh Personnel London, United Kingdom**IFA Administrator / Wealth Planning Administrator** · **Location: City, London** · **Hybrid Working - 3-4 x days office** · **Salary: £30,000 - £36,000** · **Are you an IFA Administrator looking for your next role?** · - Are you looking for a role where you can develop your car ...
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Ifa Administrator
3 weeks ago
Vision-FS Recruitment London, United KingdomIFA Administrator/ IFA Support/ IFA Sales Support. · Experience of working with IFA's. · **The Role**: · - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. · - To ensure complete and accurate records ar ...
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Ifa Administrator
2 weeks ago
Vision-FS Recruitment London, United KingdomIFA Administrator/ IFA Support/ IFA Sales Support. · Experience of working with IFA's. · **The Role**: · - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. · - To ensure complete and accurate records ar ...
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Ifa Administrator
3 weeks ago
GCB Recruitment London, United KingdomAre you an experienced Wealth Management professional looking to work in an award-winning independent financial advice firm? · My client is a boutique wealth planner, asset manager and employee benefits specialist. They have built the Company on integrity and trust because doing ...
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Ifa Administrator
3 weeks ago
Financial Divisions London, United Kingdom**Wealth Management** · **Excellent Benefits + Study Package Office / partially remote (2 days WFH if required)** · **The Opportunity** · Our client is an Ealing based wealth management company, with a long established and highly respected history. They have a client base set out ...
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Ifa Administrator
3 weeks ago
Cranleigh Personnel London, United Kingdom**IFA Administrator / Wealth Planning Administrator** · **Location: City, London** · **Hybrid Working - 3-4 x days office** · **Salary: £30,000 - £36,000** · **Are you an IFA Administrator looking for your next role?** · - Are you looking for a role where you can develop your car ...
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Ifa Administrator
1 week ago
Recruitment Connection Ltd Camden, United Kingdom**IFA Administrator** · **London** · **£25,000 - £30,000 + pension, DIS and PMI and discretionary bonus.** · **My client provides a comprehensive financial planning and discretionary management service to clients. They offer investment advice, pension and protection planning to b ...
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Ifa Administrator
3 weeks ago
Financial Divisions London, United Kingdom**plus £1000 bonus for each exam passed** · My client is a boutique successful financial planning firm based close to Victoria station and due to acquisition of another business are looking to recruit an additional IFA Administrator. This is a golden opportunity to join a support ...
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Ifa Administrator
3 weeks ago
Cranleigh Personnel London, United Kingdom**Based City, London** · **Salary £30,000 - £38,000 depending upon experience** · **Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?** · Do you feel frustrated in your current role as you are not having the mentoring/trainin ...
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Ifa Administrator
2 weeks ago
Financial Divisions London, United Kingdom**The Opportunity** · Our client is a firm of independent financial advisers and investment managers, providing advice to individual and to corporate clients. Established in 1980, the firm manages private client investments of c£0.5 billion. · The company is highly successful and ...
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Ifa Administrator
2 weeks ago
Templegate London, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: New Business Administrator · **Location**: London · **Benefits**: Competitive salary, 28 days Holiday plus Bank Holidays, Life Cover, Pension, Health Care Benefits, Exam Support. · **Salary ...
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Ifa Administrator
3 weeks ago
The Coast Partnership London, United KingdomA great new opportunity have arisen for IFA Support Administrator to join an exciting Private Client Practice ( on a full time basis). · It's an exciting practice, set up by a successful team including a Chartered Wealth Manager. · **Essential** · - Previous experience in an advi ...
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Ifa Administrator
3 weeks ago
mbf. London, United KingdomA leading Wealth Management organisation with offices in Mayfair currently seek to recruit an experienced Administrator to join their Wealth Planning team. · As part of the Wealth Planning team you will be working alongside Advisers who provide whole of market financial advice to ...
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Ifa Administrator
2 weeks ago
Financial Divisions London, United KingdomMy client is a dynamic and forward-thinking IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator. · You will be supporting the adviser in the Company with technical support across pensions, investments, IHT, estate planning ...
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Ifa Administrator
3 weeks ago
Financial Divisions London, United Kingdom**plus Study with £1k Bonus upon each exam pass** · My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start ...
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Ifa Administrator
3 weeks ago
Financial Divisions London, United Kingdom**plus Bonus, superb opportunity with amazing benefits** · Are you an experienced IFA Administrator looking to join a thriving successful business where you will feel happy, included, and valued for your hard work and commitment? I am currently working with this highly respected ...
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Ifa Administrator
2 weeks ago
Financial Divisions London, United Kingdom**plus excellent opportunity with amazing benefits** · Are you an experienced IFA Administrator looking to join a thriving successful business where you will feel happy, included, and valued for your hard work and commitment? I am currently working with this highly respected awar ...
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Ifa Administrator
1 week ago
Cranleigh Personnel London, United Kingdom**IFA Administrator/Private Client Administrator** · **Clerkenwell, London** · **Up to £30,000 depending on experience.** · Are you currently an Administrator within a Financial Planning environment? · Do you enjoy a varied role, encompassing both IFA administration and client se ...
Technical IFA Administrator - London, United Kingdom - Blakemore Recruitment
Description
We are currently recruiting for a highly regarded Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. The successfull candidate will have good knowledge of Intelligent Office. This role also
Key Contributions:
Key Tasks and Responsibilities: