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Ifa Administrator
1 week ago
Nelson Scott LLP Gerrards Cross, United KingdomJob Description - IFA Support · Summary of Position · To provide comprehensive support to ensure the efficient operation of the business and excellent · service to clients of the firm. · Responsibilities and Duties · Responsibilities will include: · - Production of reports, valua ...
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Experienced Ifa Administrator
1 week ago
Blakemore Recruitment Gerrards Cross, United KingdomBlakemore Recruitment are currently assisting a highly regarded boutique financial planning firm seen an experienced Administrator to join their team in Gerrards Cross. · **Responsibilities** · **Client servicing and meeting preparation**: · - Use appropriate systems and processe ...
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Ifa Administrator
3 days ago
CAPIO RECRUITMENT LIMITED Watford, United Kingdom**Job Title**: IFA Administrator · **Location**: St Albans · **Salary**: £25,000 to £35,000 · **The Position** · We are currently working on a new IFA Administrator position with a Financial Planning firm to be based in from their boutique office based in St Albans. · Our client ...
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Fantastic Ifa Administrator Opportunity
1 day ago
Capio Recruitment Gerrards Cross, United KingdomJob Title: IFA Administrator - Established IFA Firm with a Strong Culture · Location: Near Beaconsfield, South Buckinghamshire · **Salary**: Highly competitive, plus annual bonus and various benefits. · About Us: · We are a highly successful Independent Financial Adviser firm wit ...
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Ifa Administrator
3 days ago
Search Consultancy Buckinghamshire, United KingdomIFA Administrator · Buckinghamshire · Competitive salary + market leading benefits package, bonus, flexible working · Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus. · - Have a ...
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Ifa Administrator
4 days ago
Blakemore Recruitment Harrow On The Hill, United KingdomWe are currently recruiting for a highly regarded Financial Planning practice in Harrow on the Hill who are looking for an experienced IFA Administrator to join their team. · This company illuminate their client's financial world. Building clarity and confidence in their mind and ...
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Ifa Administrator
1 week ago
Cranleigh Personnel Marlow, United Kingdom**Job: IFA Administrator / Wealth Planning Administrator - Hybrid** · **Location: Bath** · **Salary: £25,000 - £35,000 DoE** · If you are currently working as an IFA Administrator and are looking for a route into a company where you can have a clear pathway into paraplanning, the ...
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Ifa Administrator
4 days ago
Cranleigh Personnel Marlow, United Kingdom**Job: IFA Administrator / Wealth Planning Administrator - Hybrid** · **Location: Bath** · **Salary: £25,000 - £35,000 DoE** · If you are currently working as an IFA Administrator and are looking for a route into a company where you can have a clear pathway into paraplanning, the ...
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Ifa Administrator
1 week 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
3 days ago
Cranleigh Personnel St Albans, United Kingdom**IFA Administrator / Wealth Planning Administrator** · **Based St Albans** · **Salary £30,000 - £35,000 depending upon experience** · **Are you an IFA Administrator who is now looking for your next move?** · - Do you feel frustrated in your current role as you are not having the ...
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Ifa Administrator
6 days ago
Financial Solutions Harrow, United KingdomWe are an established financial advisory business helping both individuals and businesses for over 22 years. We are always looking for enthusiastic individuals to join our team and grow with us. · **About the role** · Working alongside our Financial Advisers and other team member ...
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Ifa Administrator
1 week ago
Integrity365 High Wycombe, United Kingdom**The role**: · Integrity365 are currently looking to expand our team of office based administrators to support our Independent Financial Advisers. We are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality fin ...
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IFA Administrator
5 days ago
Lloyd Recruitment - Epsom Guildford, United Kingdom Full timeIFA Administrator · Lloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals. As ...
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Ifa Administrator
1 day ago
Financial Divisions Wokingham, United Kingdom**IFA Administrator / PA to Managing Director - Wealth Management Firm - Wokingham - Up to £35k** · Are you an IFA Administrator/Personal Assistant with experience working on a 1-2-1 basis with a Financial Adviser or group of wealth management executives. My client is a boutique ...
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Ifa Administrator
1 week 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
20 hours ago
Financial Divisions Weybridge, United KingdomMy client is multi award winning IFA with offices based in London and Weybridge. A new role has arisen for an experienced IFA Administrator who has gained experience within Wealth Management and looking for a new and exciting challenge based out of officesin Weybridge. Hybrid wor ...
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Ifa Administrator
1 week 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 days 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
5 days ago
Cranleigh Personnel Winnersh, United KingdomIFA Administrator / Wealth Planning Administrator · Based, Winnersh · Salary up to £32,000 + bonus · - Do you love organising, planning and thinking ahead?_ · - Are you currently working as a IFA Administrator / Wealth Planning Administrator in_ · - financial services and looking ...
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Ifa Administrator
4 days ago
Blakemore Recruitment Ascot, United KingdomWe are currently recruiting for a Financial Planning practice in Ascot who are looking for a Financial Services Administrator to join their team. · They are looking for an experienced, organised and proactive IFA administrator to join their Financial Planning team. · The IFA admi ...
IFA Administrator - Gerrards Cross, United Kingdom - Blakemore Recruitment
Description
We are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their team.
This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them.
Responsibilities
The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first class service to their clients.
You'll also need to understand and add value when it comes to their client's needs - looking at constant improvement and innovation.
Onboarding - providing full administrative support for the onboarding of new clients.
Data management - maintaining and updating client data in a secure environment.
Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
Relationship Building - liaison with clients by telephone, letter, email.
Proposition delivery - Delivering service proposition within agreed service levels and timescales
Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process
Partners - working with other professional advisers solicitors and accountants to implement an agreed action plan.
What they are looking for
They are looking for someone who has been an IFA Administrator and has a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services