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IFA Admin
1 week ago
Heat Recruitment Ltd Nottingham, United KingdomFlexible working hours (35 hours per week) · * Option to work from home on specific days · * Discretionary annual bonus · * 25 days holiday plus Bank Holidays · * Workplace pension scheme · * Long-Term Sickness Policy · * Employee Assistance Programme (EAP) · * They offer bespoke ...
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IFA Admin
5 days ago
Heat Recruitment Ltd Oadby & Wigston, Leicestershire, United KingdomJob Title: Independent Financial Advisor (IFA) Administrator · Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc. · Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays ...
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IFA Admin
1 week ago
Finlink Ltd Warwick, Warwickshire, United KingdomWith this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. · This is a large Financial Advisory business that provides adv ...
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IFA Admin
5 days ago
Heat Recruitment Ltd Warwick, Warwickshire, United KingdomDuration: Full time, Permanent, Flexible, Hybrid, · Benefits: 10% employer pension contribution, 25 days annual leave + bank holidays · We are working with a well renowned national financial planning firm who are looking for a new Financial Planning Administrator to join their bu ...
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IFA Admin
1 week ago
North Oak Recruitment Rushcliffe, Nottinghamshire, United KingdomIFA ADMINISTRATOR - WEALTH MANAGEMENT · Salary to c£26,000 - £30,000 plus bonus and benefits, depending on experience · Working from home part of the week can be agreed · My client is an established and professional wealth management organisation and they are now looking to ap ...
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IFA Admin
1 week ago
Heat Recruitment Nottingham, United KingdomFrom: To: Or equivalent annual rate for contract roles Senior Financial Planner Start Date: ASAP Location: Dependent on Experience Job Conditions: Full-time, Permanent Benefits Include: Group benefits: pension, death in service, income protection, and private medical insurance. D ...
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Ifa Administrator
5 days ago
CAPIO RECRUITMENT LIMITED Derby, United KingdomCapio 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 ...
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Independent Financial Advisor
1 week ago
Belper Independant Financial Solutions Ltd Belper, United KingdomJob Advert · **Independent Financial Advisor - Employed · We are looking for an EXPERIENCED IFA · Belper IFS Ltd are a successful wealth management business based in Derbyshire, which incorporates regulated financial advice on retirement planning and investment to our medium net ...
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Lead Business Administrator
1 week ago
CB3 Associates Ltd Barlborough, United Kingdom**The Company**:Regional, family-feel style IFA firm based just North of Chesterfield looking to recruit an experienced IFA Administrator as a 'Lead' Administrator into their back-office adviser support team. · - **Office Location**: Barlborough, North Chesterfield · - **Hours**: ...
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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. · - ...
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Ifa Administrator
2 days ago
Idex Tamworth, United KingdomIFA Administrator required for a leading local financial advice firm · Established company with welcoming friendly team · My client is happy to consider full-time or part-time applicants · **About Our Client** · A West Midlands based independent financial advisory practice with a ...
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Sipp Pension Transfers Administrator
1 week ago
ARC Sutton, United Kingdom**Job Title/Location**: SIPP Pension Transfers Administrator, Surrey & WFH · - **Salary**: £negotiable, average bonus 8% (c.£2,400) + pension contribution to 13% (c.£3,900) · - **Office/WFH**: 1-2 days office + 3-4 days WFH · - **Requirements**: Two levels of role open, one being ...
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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, ...
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Pension Transitions Assistant Manager
13 hours ago
ARC Sutton, United Kingdom**Job Title/Location**: Pension Transitions Assistant Manager, Surrey & WFH · - **Salary**: £negotiable + average bonus of 12% (£4,800) + pension contribution to 13% (£5,200) · - **Office/WFH**: Average week 1 day office, 4 days WFH after an initial 2 week training period on-site ...
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Investment Funds Administrator
1 week ago
ARC Sutton, United Kingdom**Job Title/Location**: Investment Funds Administrator, Surrey & WFH · - **Salary**: £negotiable, bonus 10% pro-rata'd (£2,100) + pension contribution to 13% c.(£2,700) · - **Office/WFH**: 2-3 days office + 2-3 days WFH · - **Requirements**: Ideally looking for some previous corp ...
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Financial Planning Administrator
13 hours ago
Idex Lichfield, United Kingdom**About Our Client** · An impressive customer-focused financial planning and wealth practice has an opportunity for a Financial Planning Administrator to join their team in Lichfield. · This role offers full work from home or office flexibility. · **About the Role** · This role w ...
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Trainee Financial Planner
4 days ago
DB Charles Recruitment Enderby, United KingdomEnderby, Leicestershire · - Full-time, Hybrid, Permanent · - £29000 per annum + Additional Company Benefits; · An established business with a great reputation achieved over the decades are on the lookout to hire a new permanent Trainee Financial Planner. · The business have firm ...
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Customer Services Associate
1 day ago
ARC Sutton, United Kingdom**Job Title/Location**: Customer Services Associate, Surrey & WFH · - **Salary**:£negotiable + bonus average of 7.5% (c.£2,000) + pension to 13% (c.£3,300) · - **WFH**: 1-2 days office + 3-4 days WFH after initial office based training period · - **Requirements**: A background in ...
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Independent Financial Adviser
1 day ago
Heat Recruitment Ltd Bilborough, Nottinghamshire, United KingdomJob Opportunity: Independent Financial Adviser · Location: Nottinghamshire, UK · Employment Type: Self-employed · Compensation: 65-75% commission split (dependent on level of trail) · Benefits: · Full admin and paraplanning support · Potential client leads generated via company w ...
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IFA Administrator
1 week ago
Bell Cornwall Recruitment Sutton Coldfield, West Midlands, United KingdomJob Title: IFA Administrator · Salary: £20,000 - £28,000 DOE · Location: Sutton Coldfield · Bell Cornwall Recruitment are pleased to be hiring a IFA Administrator for a leading professional services · company in Sutton Coldfield. · The Candidates responsibilities: · Answering tel ...
IFA Admin - Derby, Derbyshire, United Kingdom - Heat Recruitment
Description
This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions.
We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals.We are currently seeking a diligent and enthusiastic Junior Independent Financial Advisor (IFA) Administrator to join our dynamic team in Derby.
This role offers an excellent opportunity for someone looking to kick start their career in the financial services industry and gain invaluable experience within a supportive and collaborative environment.
Accurately input and maintain client information, financial data, and transactions in our CRM system or other relevant software platforms.
Ensure all client files and documentation are up-to-date and compliant with regulatory requirements, including gathering necessary paperwork and completing administrative tasks related to client onboarding and ongoing service.
Support IFAs in preparing financial planning reports, presentations, and other materials for client meetings, ensuring accuracy and professionalism.Liaise with clients, providers, and other relevant parties via telephone, email, and in-person meetings to facilitate smooth communication and efficient resolution of queries.
Undertake various administrative tasks such as filing, scanning, photocopying, and maintaining office supplies to ensure the smooth running of daily operations.
A keen interest in pursuing a career in financial services, with a willingness to learn and grow within the role.
Strong attention to detail and accuracy in data entry and documentation.Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM systems or financial planning software is desirable.
Competitive salary of £20,000 to £24,000 (DOE).Opportunities for career progression and further training.
Employee benefits package, including pension contributions and holiday entitlement.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
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