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Ifa Admin
3 weeks ago
Idex Crawley, United KingdomLooking for local opportunities near Crawley? My client, a Chartered, 'Top 100' IFA is looking an IFA Administrator for a brand-new role based in their stunning offices in Crawley. · The Client · My client is a client-centric IFA with a focus on managing private wealth and a clea ...
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IFA Admin
3 weeks ago
Heat Recruitment Ltd Worthing, West Sussex, United KingdomThe opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. During a period of growth, our partner is looking for someone to provide high ...
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IFA Admin
4 weeks ago
Nelson Scott Hove, East Sussex, United KingdomYou may be scanning documents, putting financial information together in spreadsheet's for colleagues, sending the daily post, or faxing and photocopying confidential documents. You will also learn about the financial planning cycle and the specific job roles of people within the ...
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Trainee Ifa Sales Support Admin
3 weeks ago
Coast Specialist Recruitment Bordon, United Kingdom**This is the ideal way to develop a long term career within Financial Services.** · If you are seeking a full time, office based role ( with one day study leave to take RO examinations) this is ideal · **The role**: · **Main Duties (after training) you will be able to;** · - Lea ...
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IFA Administrator/FS Admin
1 week ago
Astral Recruitment Hove, United Kingdom Full timeOur 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 be ...
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Trainee Ifa Sales Support Admin
3 weeks ago
Coast Specialist Recruitment Bordon, United Kingdom**This is the ideal way to develop a long term career within Financial Services.** · If you are seeking a full time, office based role ( with one day study leave to take RO examinations) this is ideal · **The role**: · **Main Duties (after training) you will be able to;** · - Lea ...
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Ifa Administrator
1 week ago
ARC Worthing, United Kingdom**Job Title/Location**: IFA Administrator, West Sussex · - **Salary**:£25,000 - £32,000 · - **Requirements**: An experienced IFA or Wealth Management Administrator · - **Role Snapshot**:Extremely varied role, producing client portfolio valuations and quotations, process all new b ...
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Trainee Ifa Administrator
1 week ago
Cranleigh Personnel Worthing, United Kingdom**Trainee IFA Administrator** · **Location - Worthing, West Sussex** · **Salary Range: £24,000 to £26,000** · Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and ...
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Astral Recruitment Shoreham-by-Sea, United KingdomOur client is a successful and established IFA firm in Sussex and they are currently looking for an experienced Financial Adviser to take over a client base · There is a strong client base available for the successful person all existing established clients and further leads · Yo ...
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Astral Recruitment Worthing, United Kingdom Full timeOur client is an established IFA firm with branches across Sussex and they are currently looking for an experienced and successful IFA to join the team · This is an amazing role where you will inherit a client base from a retiring IFA · The role is to service the client base toge ...
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Astral Recruitment Worthing, United Kingdom permanentOur client is a successful and well established tSussex IFA firm with their own in house Mortgage Brokerage and they are currently looking for an experienced Mortgage and Protection Administrator to join the team · There is the chance of 1-2 days from home and 3-4 days in the off ...
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Astral Recruitment Worthing, United Kingdom permanentOur client is a successful and well established top Sussex IFA firm and they are currently looking for an experienced Mortgage and Protection Administrator to join the team · There is the chance of 1 day from home and 4 days in the Shoreham office · You must have experience doing ...
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IFA Administrator
2 weeks ago
Blakemore Recruitment Worthing, United Kingdom Full timeWe are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Worthing office. · Purpose of role · To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are ac ...
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IFA Administrator
4 weeks ago
Blakemore Recruitment Worthing, United KingdomWe are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Worthing office. · Purpose of role · To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are a ...
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Client Services
2 weeks ago
Astral Recruitment Shoreham-by-Sea, United Kingdom Full timeOur client is a successful and established IFA firm based in Shoreham and they are currently looking for an experienced Administrator to join their team · This is for the role of Senior IFA Administrator supporting a successful IFA and working within a team of Sales support · We ...
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Astral Recruitment Shoreham-by-Sea, United Kingdom Full timeNEW to market · Our client is a successful local IFA business and they are currently looking for an experienced Paraplanner to join their team based in Shoreham · We need a fully qualified experienced Paraplanner who has ideally worked with a senior adviser · The client is happy ...
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Ifa Administrator
3 weeks ago
Cranleigh Personnel Preston Park, United Kingdom**Job title: IFA Administrator / Wealth Planning Administrator** · **Location: Preston Park, Brighton** · **Salary: £25,000 - £35,000 depending upon experience** · Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, w ...
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Ifa Administrator
2 weeks ago
Cranleigh Personnel Preston Park, United Kingdom**Job title: IFA Administrator / Wealth Planning Administrator** · **Location: Preston Park, Brighton** · **Salary: £25,000 - £35,000 depending upon experience** · Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, w ...
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Independent Financial Advisor
2 weeks ago
Vision-FS Recruitment Shoreham-by-Sea, United Kingdom Full timeFinancial Advisor / Independent Financial Advisor · Location: Shoreham-by-Sea or Surrounding Area · Nationwide Roles · Minimum Requirements: Level 4 Diploma in Regulated Financial Planning · Salary: OTE £150k-£200k · Un-Capped Earnings Potential · YOUR NEW COMPANY · A boutique Fi ...
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Employed Ifa, Retiring Director, Client Base
3 weeks ago
Astral Recruitment Brighton, United KingdomOur client is a successful and established IFA firm in Brighton and Shoreham and they are currently looking for an experienced Financial Adviser to take over a client base · There ais a strong client base available for the successful person all existing established clients and fu ...
IFA Admin - Worthing, West Sussex, United Kingdom - IDEX Consulting
Description
An award winning financial planning organisation with offices in Worthing are looking to add an experienced Financial Planning Administrator to their successful support team.
The role will be to provide high level support to the financial planners of the business across the full advice range including investments and pensions.
Updating the back-office system with the new business and uploading all relevant documents.Paying out ad hoc income requests.
Annual Client Review Reports.
Ad hoc Projects.
The company provide an extremely friendly and supportive environment where personal and professional development is actively encouraged.
You will benefit from excellent training, full support to acquire industry qualifications and working for a top quality firm means the highest levels of client service and professionalism is maintained at all times.
If you are currently an experienced Financial Planning Administrator and are open to considering a new step in your career and are based in the Worthing area then please apply for a confidential conversation.
Visit the IDEX Consulting Ltd website for further opportunities.For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion MissionAt IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We are committed to driving conscious inclusion across our business and creating equitable pathways.#
