- Working closely with the Director
- Report template updates
- Updating advice file check sheets
- Checking files for completeness
- Adding fees and policies onto IO, therefore Intelligent Office experience would be beneficial.
- Gathering data for policies for example platform due diligence
- Willing to step in to help office manager/servicing manager in their absence.
- Willing to carry out more high-level work, but also happy to carry out administrative tasks.
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IFA Administrator
Found in: Appcast UK GBP C2 - 1 day ago
Fram Executive Search Limited South West, United Kingdom Full timeFram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset. Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and businesses. They ...
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Financial Adviser
Found in: SonicJobs Direct Apply UK - 3 days ago
Premier Jobs UK Limited Taunton, United Kingdom Full timeAre you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided? · This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the ...
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Financial Adviser
Found in: SonicJobs Direct Apply UK - 4 days ago
Premier Jobs UK Limited Exeter, United Kingdom Full timeAre you a highly experienced Financial Advisor in Exeter, seeking an employed job, working from home with quality leads provided? · This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry ...
IFA Administrator - Honiton, Devon, United Kingdom - CF30 Consulting (Independent Recruitment Consultancy)
Found in: J-Vers UK C2 - 10 hours ago
Description
Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Administrator to work closely and to support the Director.
The successful candidate will have good interpersonal skills, be a good listener and have a good sense of humour. Working in the office initially, the successful candidate will have the ability for more of a hybrid approach when self-sufficient. Financial services industry knowledge is required; the role will include.If you would like to work for one of the most highly regarded IFA firms in the area then please apply today and we will be in touch to discuss your application.
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