IFA Administrators x 2/3 - Doncaster - Lime Search & Select Ltd

This is a preferably full-time IFA Administrator role based in Ackworth near Pontefract. The IFA Administrator will provide administrative support to financial advisers, · manage client documentation and correspondence, · process financial applications, · maintain client records, ...

An established and growing financial planning firm in Leeds is looking to appoint an experienced IFA Administrator. · ResponsibilitiesSupporting Financial Planners and Paraplanners with day-to-day administrationClient onboarding, including AML checks, ID verification, and sanctio ...

· Job Description · IFA Administrator / Senior IFA Administrator · My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.  · We are urgently seeking an I ...

This is a preferably full-time on-site IFA Administrator role based in Ackworth near Pontefract providing administrative support to financial advisers managing client documentation and correspondence processing financial applications maintaining client records and ensuring compli ...

· Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Huddersfield offices. · The successful candidate will act as the point of contact for client queries with regards to pensions and invest ...

We are looking for a proactive and detail-oriented Client Services Administrator to join a growing financial advice firm. · ...

We are seeking a highly organised and detail-oriented Administrator to join our professional team. · The successful candidate will play a vital role in supporting daily operations, managing documentation, · and ensuring effective communication across departments. ...

We are seeking a highly organised and detail-oriented Administrator to join our professional team. · The successful candidate will play a vital role in supporting daily operations, managing documentation, and ensuring effective communication across departments.Prepare reports and ...

· Job Description · My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.  · We are seeking a Junior Investment / IFA Administrator to join the existing ...

+We are seeking a talented individual to join our Financial Planning team in Leeds. · +Competitive salary · Private medical insurance · Life assurance · Pension contribution · Hybrid working model (role dependant) · Generous holiday package · Option to purchase additional holiday ...

· Company Description · Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. · Our success hinges on our people and that's our secret for longevity. We ...

We are seeking a talented individual to join our Financial Planning team in Leeds as Client Administrator. · Provide full administrative support to Financial Planners · ...

We are seeking a talented individual to join our Financial Planning team in Leeds. This role will provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and operational colleagues. · Working closely with the ali ...

What will you be doing? · We're seeking a talented individual to join our Financial Planning team in Leeds. · ...

Company Description · Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. · Our success hinges on our people and that's our secret for longevity. We ar ...

Company Description · Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. · Our success hinges on our people and that's our secret for longevity. We ar ...

This is an excellent opportunity for a junior developer who enjoys solving real business problems, learning how a financial services operation works end-to-end, and then automating and improving it. · ...

We are looking for an experienced IFA Administrator to join a small, growing team.This role is key in supporting our advisers and paraplanners to deliver excellent service to clients while ensuring all administrative and compliance requirements are met. · ...

Role Purpose · The IFA Administrator supports financial advisers by ensuring the smooth operation of client services, accurate processing of cases, and compliance with regulatory requirements. The role involves managing back-office systems and client records to enable advisers to ...

We are looking for an experienced IFA Administrator to join a small, growing team. · This role is key in supporting our advisers and paraplanners to deliver excellent service to clients while ensuring all administrative and compliance requirements are met.Provide administrative s ...

Role Purpose · The IFA Administrator supports financial advisers by ensuring the smooth operation of client services, accurate processing of cases, and compliance with regulatory requirements. The role involves managing back-office systems and client records to enable advisers to ...