Jobs
>
Mansfield

    Senior IFA Administrator - Mansfield, United Kingdom - Reed

    Reed
    Reed Mansfield, United Kingdom

    2 weeks ago

    Reed background
    Description

    Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others.

    They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum.

    Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:
    • Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
    • Work with centralised Administration team for processing new client and annual review post meeting packs.
    • Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.
    • Package and dispatch financial planning reports for the Financial Planners and their clients.
    • Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.
    • Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.
    • Produce and issue client fee invoices.
    • Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.
    • Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.
    • Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information
    • Ensure all data is captured and entered accurately onto the back office.
    • Regularly check data, fill gaps and amends errors where necessary.
    • Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.
    • Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working.

    Requirements:
    • Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
    • Excellent organisational skills, flexible and proactive approach to getting the job done.
    • Strong interpersonal skills, both written and verbal communication.
    • Excellent accuracy and attention to detail.

    Recommended:
    • Experience of working with Investment Wrap Platforms
    • Experience of using Intelligent Office back-office system
    • Experience of working in a small to medium sized financial services environment

    Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.

  • CAPIO RECRUITMENT LIMITED

    Ifa Administrator

    1 week ago

    CAPIO RECRUITMENT LIMITED Mansfield, United Kingdom

    **Job Title: IFA Administrator** · **Salary: £22,000 - £25,000** · **Location: Mansfield** · A well-respected Independent Financial Planning firm with a good reputation are looking for an experienced Administrator to come and join their growing team. · This firm provides complex, ...

  • Brevere Group

    Ifa Administrator

    1 week ago

    Brevere Group Mansfield, United Kingdom

    **Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities? The option to progress on to Paraplanning is available.** · Due to continued success in providing fee based adv ...

  • CAPIO RECRUITMENT LIMITED

    Ifa Administrator

    3 days ago

    CAPIO RECRUITMENT LIMITED Chesterfield, United Kingdom

    **Job Title: IFA Administrator** · **Salary: £25,000 - £30,000** · **Location: West Wiltshire** · A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. Our client has a strong p ...

  • GCB Recruitment

    Ifa Administrator

    4 days ago

    GCB Recruitment Nottingham, United Kingdom

    We are currently looking for an IFA Administrator to join our clients, a well-established Financial Planning firm in the Nottingham area. · **Working hours**: · As an IFA Administrator, you'll be required to work Monday - Friday (Mon & Fri at Home) · **The successful IFA Administ ...

  • CB3 Associates Ltd

    Ifa Administrator

    1 week ago

    CB3 Associates Ltd Chesterfield, United Kingdom

    **The Company**: Chartered IFA firm looking to add an IFA Administrator to growing adviser support team in Chesterfield. A progressive, forward-thinking financial advisory business that provide HNW private clientele with a breadth of privatewealth and family planning advice. · - ...

  • RecruitUK

    Ifa Administrator

    1 week ago

    RecruitUK Chesterfield, United Kingdom

    **Role**:IFA Administrator · **Salary**: Up to £30,000 · **Location**: Chesterfield · **Reference Number**: 8409 · Do you have a passion for **Client services and** **Financial Planning**? Do you thrive in a fast-paced, dynamic environment where attention to detail and organizati ...

  • Cranleigh Personnel

    Ifa Administrator

    5 days ago

    Cranleigh Personnel Nottingham, United Kingdom

    **Pensions and Investment Administrator / Wealth Planning Administrator** · **Based West Bridgford** · **Salary up to £30,000 depending upon experience** · **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** · Then we have t ...

  • Cranleigh Personnel

    Ifa Administrator

    1 day ago

    Cranleigh Personnel Nottingham, United Kingdom

    **Are you an IFA Administrator?** · - Do you feel like you would like a larger company with better benefits where you have the scope to develop your career? · - Are you working in a smaller company where you feel like to can't develop any further? · - Do you feel that you would l ...

  • Cranleigh Personnel

    Ifa Administrator

    5 days ago

    Cranleigh Personnel Nottingham, United Kingdom

    **Are you an IFA Administrator?** · - Do you feel like you would like a larger company with better benefits where you have the scope to develop your career? · - Are you working in a smaller company where you feel like to can't develop any further? · - Do you feel that you would l ...

  • CB3 Associates Ltd

    Ifa Administrator

    4 days ago

    CB3 Associates Ltd Sheffield, United Kingdom

    **The Company**: Sheffield based IFA firm looking to add a Client Services Administrator to their expanding adviser support team. A growth orientated, multi-site business providing HNW private clientele with a breadth of private wealth and family planning advice. · - **Office Loc ...

  • Idex

    Ifa Administrator

    1 day ago

    Idex Nottingham, United Kingdom

    My client is successful and highly respected national wealth management practice in Nottingham. They are currently looking for an experienced IFA Administrator to join their team. · **Role r**esponsibilities**: · - Maintain core systems ensuring that all tasks are carried out and ...

  • Cranleigh Personnel

    Ifa Administrator

    1 day ago

    Cranleigh Personnel Bradfield, United Kingdom

    **IFA Administrator / Wealth Planning Administrator** · **Location: Bradfield, Berkshire** · **Salary: £28,000 - £33,000** · **Are you an IFA Administrator looking for your next role?** · - Do you feel that you are underpaid or undervalued working for a larger IFA? · - Would you ...

  • GCB Agency Recruitment

    Ifa Administrator

    1 week ago

    GCB Agency Recruitment Swadlincote, United Kingdom

    Our clients, a well-respected firm based in Derbyshire are looking to recruit an experienced IFA Administrator to join their busy Financial Services practice. Due to business growth, they require an additional member of staff to take on the workload of thethree Financial Advisors ...

  • CB3 Associates Ltd

    Ifa Administrator

    5 days ago

    CB3 Associates Ltd Sheffield, United Kingdom

    **The Company**: Nationally recognised and rapidly expanding IFA business based in Sheffield looking to recruit a private wealth focused Client Liaison Administrator head who holds admin experience working within an IFA/wealth management firm.An AIM-listed business with more than ...

  • CAPIO RECRUITMENT LIMITED

    Ifa Administrator

    1 week ago

    CAPIO RECRUITMENT LIMITED Doncaster, United Kingdom

    Capio recruitment are working with an Independent Financial Planning firm who are looking for an IFA Administrator to join their team in Doncaster. The firm has over 20 years of experience and offer an holistic approach to financial planning. Supportingtheir clients with their Pe ...

  • CAPIO RECRUITMENT LIMITED

    Ifa Administrator

    5 days ago

    CAPIO RECRUITMENT LIMITED Derby, United Kingdom

    Capio recruitment are working with a well established Independent Financial Planning firm, in Derby, for an experienced IFA Administrator. They have a diverse range of clients across a Pensions, Investments, IHT, Mortgages, and protection cases are lookingto grow their back-offic ...

  • Cranleigh Personnel

    Ifa Administrator

    1 day ago

    Cranleigh Personnel Grantham, United Kingdom

    **Job Title: IFA Administrator - Hybrid** · **Location: Grantham** · **Salary: £24,000 - £30,000 Depending on experience** · Are you an IFA Administrator looking for your next role within Financial Services / Wealth Management? · Our client is currently looking for an IFA Adminis ...

  • Capio Recruitment

    Ifa Administrator

    4 days ago

    Capio Recruitment Nottingham, United Kingdom

    **Job Title: IFA Administrator** · **Salary: £21,000 - £27,000** · **Location: Nottingham** · This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow with successful acquisitions and a strong repu ...

  • Independent Resourcing Consultancy

    Ifa Administrator

    4 days ago

    Independent Resourcing Consultancy Nottingham, United Kingdom

    **IFA Administrator**: · - Job Reference: 135 · - Date Posted: 21 February 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Nottingham · - Remote Working: Some remote working possible · - Salary: £18,000 to £25,000 · - Sector: Administration, Client Services · ...

  • CAPIO RECRUITMENT LIMITED

    Ifa Administrator

    1 week ago

    CAPIO RECRUITMENT LIMITED Lincoln, United Kingdom

    **Job Title -IFA Administrator** · **Location - Lincoln** · **Salary - £24,000 - £28,000** · Capio Recruitment is working with a highly respected financial planning firm on an exciting opportunity for a IFA Administrator to join a forward-thinking practice in Lincoln, due to impr ...