IFA Admin - Milton Keynes, Buckinghamshire, United Kingdom - CF30 Consulting (Independent Recruitment Consultancy)

Ifa Admin Team Leader

1 week ago

**Job Title: IFA Admin Team Leader** · **Salary: £27,000 - £32,000** · **Location: Milton Keynes** · This is a great opportunity to join a pro-active IFA firm that are based in Milton Keynes and who specialise in providing a tailored solution to their clientele across a range of ...

Ifa Admin Team Leader

2 days ago

Daily management of workload · - Process new business · - Manage resources within the team and ask for help when required from other team leaders/managers · - Manage accuracy and efficiency levels within the team · - Conduct regular team meetings and upward communication to Manag ...

IFA Admin

1 week ago

We are a friendly financial services firm seeking an experienced IFA Administrator to join our team. This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as £1000 ...

IFA Admin

1 week ago

IRC is working with a friendly financial services firm who is seeking an experienced IFA Administrator to join our team. This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the wa ...

IFA Admin

1 week ago

Looking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice?Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advice ...

IFA Admin

1 week ago

Job Description Looking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice? · Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independen ...

IFA Admin

1 week ago

Looking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice? · Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advi ...

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 ...

Financial Planning Administrator

5 days ago

If you are actively looking, you have some Admin skills within Financial Services and in addition have a minimum of 1 years IFA Administration, the client will help develop you further and the role will be completely office based. · b) Previous within a Financial Planning IFA Pra ...

Senior Financial Services Administrator

1 day ago

I am currently supporting a Senior Financial Services Administrator/Managerialrole with a very successful IFA Practice in Marlow, Buckinghamshire who are actively looking to recruit a skilled Intelligent Office system Financial Administrator who has astrong industry background wi ...

Financial Services Administrator

1 week ago

I am currently supporting a Financial Services Administrator role with a very successful IFA Practice in Marlow, Buckinghamshire who are actively looking to recruit a skilled Intelligent Office system Financial Administrator who has a strong industry backgroundwithin pure IFA Adm ...

Ifa Administrator

3 days ago

**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 ...

Ifa Administrator

4 days ago

**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 ...

Ifa Administrator

1 week ago

**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 ...

Investment Administrator

1 week ago

**PERMANENT ADMINISTRATOR - ST ALBANS - F/T or P/T K** · We are looking for an experienced individual from a wealth management background. You are either an IFA administrator, wealth management admin or perhaps a paraplanner willing to also do the admin for our established St Alb ...

Financial Services Administrator Full Time Permanent

2 weeks ago

Financial Services Administrator · £28,000 - £37,000 + Excellent Training + Hybrid working available + Supportive Culture + Great Holiday Package + Progression Opportunities to Paraplanner · Are you a Financial Services Administrator, looking for an exciting new role within a r ...

Financial Adviser Administrator

2 weeks ago

Financial Advisor Administrator · £28,000 - £37,000 + Excellent Training + Hybrid working available + Supportive Culture + Great Holiday Package + Progression Opportunities to Paraplanner · Are you an administrator with experience in finance and working with Financial Advisors, ...

Financial Controller Consultant

1 week ago

Financial Advisor Administrator · £28,000 - £37,000 + Excellent Training + Hybrid working available + Supportive Culture + Great Holiday Package + Progression Opportunities to Paraplanner · Are you an administrator with experience in finance and working with Financial Advisors, ...

Independent Financial Adviser

5 days ago

Location: St Albans, Hertfordshire · Type: Self-employed · About the business · This position is with a fully independent financial advisory firm based in St Albans. They have a team of 10 across the advising, paraplanning and administration departments. · They believe that the w ...

Senior IFA Administrator

6 days ago

We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Offi ...