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Ifa Admin
2 weeks ago
Reed Insurance Caerphilly, United KingdomCLIENT -Are an award winning and one of UKs leading independent providers of Insurance, employee benefits and wealth management. With various office locations they seek an experienced Client Account Manager ( IFA Support ) to join their team as businessexpands and client growth. ...
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Part Time Ifa Admin Role
2 weeks ago
Idex Bristol, United Kingdom Part timeWe are working with a financial planning firm who are looking for a Financial Services Administrator on a remote/hyrbid basis for 24 hours a week. · This role will see you working from home with the expectation of being in the office once a week, once every couple of weeks (depen ...
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Part Time Ifa Admin Role
1 week ago
IDEX Consulting Ltd Bristol, United Kingdom Part timeWe are working with a financial planning firm who are looking for a Financial Services Administrator on a remote/hyrbid basis for 24 hours a week. · This role will see you working from home with the expectation of being in the office once a week, once every couple of weeks (depen ...
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Part Time Ifa Admin
2 weeks ago
Recruit UK Cwmbran, United Kingdom Part time**Job Title**: Part time IFA Admin · **Industry**: Financial Planning · **Location**:Newport · **Salary**: £24-25,000 (full time equivalent) · **Job Reference**:7817 · Recruit UK is working on an excellent opportunity for a part time IFA Admin in Newport. · Our client specialises ...
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IFA Admin
3 weeks ago
Recruit UK | Certified B Corp™ Cardiff, United KingdomJob Description Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. · Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and th ...
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IFA Admin
2 weeks ago
Recruit UK | Certified B Corp™ Cardiff, United KingdomRecruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. · Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East. Th ...
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IFA Admin
3 weeks ago
Recruit UK | Certified B Corp™ Cardiff, United KingdomRecruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East. They ...
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Ifa Administrator/admin to Financial Advisor
2 weeks ago
Recruit UK | Certified B Corp™ Bristol, United KingdomJob Title: IFA Administrator (Trainee Financial Adviser) · You could be just the right applicant for this job Read all associated information and make sure to apply. · Industry: Wealth Management · Location: Bristol (1 day a week in the office) · Salary: £28,000 - £30,000 · Job r ...
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Ifa Administrator/admin to Financial Advisor
3 weeks ago
Recruit UK | Certified B Corp™ Bristol, United KingdomJob Title: IFA Administrator (Trainee Financial Adviser)Industry: Wealth Management Location: Bristol (1 day a week in the office)Salary: £28,000 - £30,000Job reference: 9019 Job Description:Are you an IFA Administrator with aspirations to become a Financial Planner?Recruit UK ar ...
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Home-based Admin Assistant
2 weeks ago
Recruit UK Bristol, United Kingdom Part time**Job Title**: Home-Based Admin Assistant (Part-Time) · **Industry**: Financial Services · **Location**:Bristol · **Salary**: Up to £28,000 (pro-rata) · **Job Reference**:7557 · Do you have previous client -facing experience working for a IFA/ Wealth Management firm? · Recruit UK ...
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Team Leader
2 weeks ago
Ortus PSR Bristol, United KingdomA boutique IFA practice in Bristol City Centre are hiring for a Team Leader/Business Implementation Manager · Are you a Senior Administrator or a Paraplanner craving more managerial responsibility?Or are you already running an Admin team within Wealth Management and looking for a ...
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Ifa Administrator
3 weeks ago
Recruit UK Bristol, United Kingdom**Job Title**: IFA Administrator · **Industry**: Financial Services · **Location**: Bristol · **Salary**: Up to £25,000 · **Reference Number**: 6966 · Are you an experienced IFA Admin looking for your next challenge? · Recruit UK are working on an excellent opportunity for an adm ...
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Trainee Paraplanner
1 week ago
Reed Insurance Bristol, United KingdomMy Client is an established national IFA firm who are recruiting within their Paraplanning function in Bristol and seek a Trainee/Associate Paraplanner who is keen to develop more technically. · You will join a productive team who provide high levels of service and advice. With t ...
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Central Operations Administrator
3 weeks ago
atomos Bristol, United Kingdom**5mth Fixed Term Contract which could lead to a permanent opportunity** · **Career** · You are a graduate who has had a taste of Financial Planning, either in summer jobs or a placement year. In honesty, this role is skilled administration, but we see it as a springboard to a ca ...
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Senior Client Administrator
2 weeks ago
Recruit UK Bristol, United Kingdom**Job Title**: Senior Client Administrator · **Industry**: Financial Services · **Location**:Bristol · **Salary**: Up to £32,500 · **Job Reference**:7773 · Are you an experienced Administrator within the Financial Services industry looking for a new challenge? · Do you have relat ...
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Financial Planning Administrator
1 week ago
Harold Stephens Bristol, United KingdomHarold Stephens is an established IFA firm helping retiree clients predominantly local to our office on the High Street in Westbury on Trym. Our entrepreneurial Director, Richard Higgs is a Chartered Financial Planner with over 20 years' experience, and he is currently seeking to ...
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Senior Administrator
2 weeks ago
Templegate Bristol, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: Senior Administrator · **Location**: Bristol · **Benefits**: · - Group Life Cover · - Group Income Protection · - Workplace Pension Plan · - Private Medical Insurance · - Health Cash Plan · ...
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Claims Handler
3 weeks ago
Alexander Mae South West Ltd Bristol, United Kingdom**Complaints / Claims Resolution Advisors** · **Financial Services experience working towards Level 4 Diploma or equivalent** · **Competitive Salary + Up to 25% Performance Bonus + Superb Benefits** · **HYBRID WORKING (ideally 2 days office / 3 days home)** · **Locations availabl ...
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Chartered Ifa
1 day ago
Ortus PSR Bristol, United KingdomAre you a Chartered Financial Adviser that feels like your current firm's offering is not allowing you to fully service your client's needs as you are unable to provide them access to the best products and investment offerings? · We are working with a boutique IFA firm that has b ...
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Self Employed Ifa
5 days ago
Alexander Mae Bristol, United Kingdom**The Company**: · Our client is a fully independent financial advisory practice. They provide clients and businesses with the financial advice most suitable for their needs across Wealth Management, Employee Benefits, Mortgages and Commercial Finance · **The Job**: · On behalf o ...
Senior IFA Admin - Bristol, United Kingdom - Attivo Group
Description
Senior Financial Planning Administrator (IFA)Attivo are Lifestyle Financial Planners.
We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.
Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients.
We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.
Whether you're a private client ora business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
As a Senior Financial Planning Administrator, you will be providing efficient and effective dedicated Administration and PA support an Associate Director.
Working as part of a team, you will be responsible for managing your own task list and providing high quality support to a busy Financial Planner.
As the role requires collaborative working as part of a busy team, the successful candidate will need to be based at our Cheltenham office a minimum of 2 days per week, with the option to work remotely the remaining days.
We value work life balance and offer flexible working alongside our hybrid approach.You will have experience working in a similar role, having either directly supported a Financial Advisor or Planner previously or worked as part of a large team in a Financial Planning firm.
You are a fast learner, able to pick things up quickly and seek out learning opportunities.Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of the work undertaken.
General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquires.Maintain CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements
The Onboarding and Offboarding of clients including updating CRM, informing providers, adding, or removing fees
Previous experience supporting a Financial Advisor
Financial Planning qualifications
up to £40,000 depending on experience
Non-contributory Pension Scheme
Private Medical Insurance
Parking allowance (Cheltenham only)
Generous holiday allowance, rising with length of service
Work from home and flexible working available
Discounted corporate gym membership
Recruitment Policy
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) .
This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.
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