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Ifa Administrator
5 days ago
Financial Divisions Surrey, United Kingdom**IFA Administrator - IFA Firm with HNW clients - £25k (rising to £28k) Epsom (Surrey) + Bonus + Full Study Support Package** · Are you a recent Graduate or Junior IFA Administrator? Do you have some basic financial service experience or possibly an internship within a financial ...
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Ifa Administrator
1 day ago
Search Consultancy Surrey, United KingdomSenior IFA Administrator based in Surrey, competitive basic salary with good benefits · **Responsibilities**: · Dealing with new business processing, valuations, illustrations and portfolio research · Understanding the Financial Planning process and ensuring compliance with FCA r ...
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Ifa Administrator
2 days ago
CAPIO RECRUITMENT LIMITED Reigate, United Kingdom**Job Title: IFA Administrator** · **Location: Reigate** · **Salary: £24,000 - £30,000** · **The Company**: · We are working on a brand-new position with an established and growing Financial Planning business in Reigate who are searching to add an additional member to the client ...
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Ifa Administrator
6 days ago
Blakemore Recruitment Epsom, United KingdomWe are currently recruiting for a highly regarded Financial Planning practice in Epsom 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 e ...
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Ifa Administrator
3 days ago
Cranleigh Personnel Epsom, United Kingdom**Title: Wealth Planning / IFA Administrator -** · **Epsom - Up to £30,000** · **Job Summary**: · If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in E ...
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Ifa Administrator
5 days ago
CAPIO RECRUITMENT LIMITED Epsom, United Kingdom**Job Title: IFA Administrator** · **Location: Epsom** · **Salary: £20,000 - £25,000** · **The Company**: · We are working on a brand-new position with a well established Financial Planning business in Epsom who are searching to add an additional member to the client administrati ...
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Ifa Administrator
1 week ago
Artemis Recruitment Consultants Ltd Guildford, United KingdomFinancial Services · Guildford · 11/03/2024 · Type of Position: IFA Administrator - Guildford · Pay: £28k - £35k · **IFA Administrator - Guildford**: · Our client is seeking an Administrator to join its team of leading Advisers and Paraplanners. The position presents an opportuni ...
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Ifa Administrator
1 day ago
Cranleigh Personnel Crawley, United Kingdom**IFA Administrator** · **Based Crawley** · **Salary up to £30,000** · **Overview** · Our client is now looking for an enthusiastic and organised IFA Administrator to join their team. You will be working for a Chartered, Independent IFA and joining a company with established proc ...
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Ifa Administrator
30 minutes ago
Cranleigh Personnel Crawley, United Kingdom**IFA Administrator** · **Based Crawley** · **Salary up to £30,000** · **Overview** · Our client is now looking for an enthusiastic and organised IFA Administrator to join their team. You will be working for a Chartered, Independent IFA and joining a company with established proc ...
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IFA Administrator
2 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
3 days ago
Cranleigh Personnel Guildford, United Kingdom**IFA Administrator / Wealth Planning Administrator** · **Location: Guildford** · **Salary: £30,000 - £35,000** · **Are you an IFA Administrator looking for your next role?** · - Are you looking for a role where you can develop your career? · - Would you like to work for a boutiq ...
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Ifa Administrator
2 days ago
Cranleigh Personnel Guildford, United Kingdom**IFA Administrator / Wealth Planning Administrator** · **Location: Guildford** · **Salary: £30,000 - £35,000** · **Are you an IFA Administrator looking for your next role?** · - Are you looking for a role where you can develop your career? · - Would you like to work for a boutiq ...
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Ifa Administrator
4 days ago
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Ifa Administrator
27 minutes ago
Cranleigh Personnel Horsham, United Kingdom Full time**IFA / Wealth Planning Administrator** · **Based Horsham** · **Salary up to £32,000 + bonus** · **Do you love organising, planning and thinking ahead?** · Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge? · Then we have the r ...
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Ifa Administrator
4 days ago
CAPIO RECRUITMENT LIMITED Woking, United Kingdom**Job Title: IFA Administrator** · **Location: Woking** · **Salary: £25,000 - £30,000** · **The Company**: · We are working on a brand-new position with Chartered Financial Planning business in Woking who are searching to add an additional member to the client administration depa ...
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Ifa Administrator
1 week ago
Cranleigh Personnel Horsham, United Kingdom Full time**IFA / Wealth Planning Administrator - Either Part or Full Time** · **Based Horsham** · **Salary up to £32,000 + bonus** · **Do you love organising, planning and thinking ahead?** · Are you currently working as a Wealth Planning / IFA Administrator and looking for your next · ch ...
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Ifa Administrator
4 days ago
CAPIO RECRUITMENT LIMITED Guildford, United Kingdom**Job Title: IFA Administrator** · **Salary: £25,000 - £35,000** · **Location:Guildford** · A well-established Financial Services firm that have a diverse range of clients across a Pensions, Investments, IHT, Mortgages, and protection cases are looking to grow their back-office t ...
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Ifa Administrator
1 week ago
Finlink Ltd Woking, United KingdomAn excellent opportunity to work within an IFA firm as an administrator earning up to £30,000. This firm is looking for individuals who have financial services experience. The firm will provide qualification support and promotional support. · This company are an independent finan ...
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Ifa Administrator
1 week ago
Cranleigh Personnel Wimbledon, United Kingdom**Title: Wealth Planning / IFA Administrator -** · **Wimbledon - Up to £35,000** · **Hybrid working available** · **Job Summary**: · If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique indep ...
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Ifa Administrator
1 week ago
Capio Recruitment Woking, United Kingdom**Job Title: IFA Administrator** · **Location: Woking** · **Salary: £25,000 - £30,000** · **The Company**: · We are working on a brand-new position with Chartered Financial Planning business in Woking who are searching to add an additional member to the client administration depa ...
Ifa Administrator - Dorking, Surrey, United Kingdom - Artemis Recruitment Consultants Ltd
Description
Type of Position:
Senior IFA Administrator - Dorking
Senior IFA Administrator - Dorking
We are looking for an experienced Senior IFA Administrator to join our clients team based in Dorking, Surrey.
This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison.
The role will require use of different CRM systems and platforms (including Intelligent Office).Update the back office system, to ensure accurate client data and information throughout the process.
Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service
Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
To participate in project related work, working as one team to meet company goals and targets.Administration and customer service experience is essential.
~ Telephone based experience would be beneficial.
~5-10 years Financial Services experience.
~ Financial Services experience is essential preferably obtained in a life and pensions environment.
~ This will be a full time office based role near Dorking, however hybrid working will be considered after successful completion of 6 month probation.
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