IFA Admin - Finchley, Greater London, United Kingdom - Recruit UK | Certified B Corp™

Ifa Admin

6 days ago

IFA based in central London with a solid 25+ year history demonstrating a breadth of capability from investment and retirement planning to pension advice and employee benefits. Particular specialism is in later life planning with an experienced team advising on funding long-term ...

Technical Ifa Admin

5 days ago

**Technical IFA Admin / Junior Paraplanner** · **Location: City, London** · **Hybrid working - 2 days per week in the office** · **Salary: £30,000 - £40,000 + Bonus** · **Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move ?** · Are you look ...

Ifa Admin Support

1 day ago

My client is a London based independent Chartered Financial Planning and Wealth Management firm now running in its 3rd decade of successful operation. As the result of growth due to increased business, they are looking to offer this amazing opportunity toan IFA administrator with ...

Ifa Admin Support

2 days ago

My client is a London based independent Chartered Financial Planning and Wealth Management firm now running in its 3rd decade of successful operation. As the result of growth due to increased business, they are looking to offer this amazing opportunity toan IFA administrator with ...

IFA Admin

1 week ago

Recruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial planning firm in North London. This company has well over 20 years offering tailored wealth management planning to their clients across the South East and are partnered with ...

IFA Admin

1 week ago

Job Description Recruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial planning firm in North London. · This company has well over 20 years offering tailored wealth management planning to their clients across the South East and ...

Ifa Admin Team Leader

5 days ago

My Client is a boutique independent wealth management firm based in the City and now due their success and organic growth are looking to recruit an experienced senior IFA administrator to take on the challenges as Team leader of the team. · Opportunity Highlights · - You will be ...

IFA Admin

1 week ago

Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. · Maintaining records of confidential ...

IFA Admin

2 weeks ago

Due to extensive growth, Fusion Consulting Group are looking to recruit an experienced IFA Administrator to provide general support to the expanding financial division of the group. · The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and ...

IFA Admin

1 week ago

Life Assurance · Administrative Support to Financial Planners and Team Leader · Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce compr ...

IFA Admin

1 week ago

Fram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset. Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and businesses. We ha ...

IFA Admin

6 days ago

Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. Maintaining records of confidential in ...

IFA Admin

2 weeks ago

Up to £35,000 plus company bonuses · This is an exciting opportunity for an IFA Administrator to head up the growing Financial division within a multi-disciplinary consultancy group. This consultancy practice is highly successful and will allow the Financial arm access to high n ...

IFA Admin

1 day ago

If you are an experienced Financial Planning Administrator who really enjoys the varied nature of the role, and with it the opportunity to suggest ideas for improvement to the client and adviser journey, then I've a role for you to consider. · This is flexible as it is essential ...

IFA Admin

1 week ago

JOB DESCRIPTIONWhat will you be doing?To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to: ...

IFA Admin

2 weeks ago

New business submission and tracking to conclusionDay to day client management, processing any queries which may ariseProcessing investment trades, fund switches, and contribution/income requestsLiaising with clients, product providers, and other relevant third partiesEnsure the ...

IFA Administrator/FS Admin

5 days ago

Our client is a Financial Services business in Hove and they are currently looking for an experienced Financial Services Administrator to join the team · In this role you will support the IFA's and deal with processing Investment and Pension cases · Ideally you would currently ...

Admin - Independent Financial Adviser (Ifa)

2 weeks ago

Due to extensive growth, Fusion Consulting Group are looking to recruit an experienced IFA Administrator to provide general support to the expanding financial division of the group. · The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and ...

Senior IFA Admin/Trainee Paraplanner

4 days ago

The Role: to assist in providing administrative and technical support to the Paraplanner(s) within the business. · Reports To: Paraplanner and Financial Planner · Key Requirements and Skills: · Good team working and liaison skills to deal effectively with tasks set and provide s ...

Admin - Independent Financial Adviser (Ifa)

1 week ago

IFA Administrator - Guildford - Artemis Recruitment Consultants Financial Services · The position presents an opportunity to join a dynamic company offering excellent benefits after satisfactory completion of probation period. · Performing all administration, including the more ...