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Ifa Admin
3 weeks ago
Idex London, United KingdomIFA based in central London with a solid 25+ year history demonstrating a breadth of capability from investment and retirement planning to pension advice and employee benefits. Particular specialism is in later life planning with an experienced team advising on funding long-term ...
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Technical Ifa Admin
2 weeks ago
Cranleigh Personnel London, United Kingdom**Technical IFA Admin / Junior Paraplanner** · **Location: City, London** · **Hybrid working - 2 days per week in the office** · **Salary: £30,000 - £40,000 + Bonus** · **Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move ?** · Are you look ...
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Ifa Admin Support
2 weeks ago
Financial Divisions London, United KingdomMy client is a London based independent Chartered Financial Planning and Wealth Management firm now running in its 3rd decade of successful operation. As the result of growth due to increased business, they are looking to offer this amazing opportunity toan IFA administrator with ...
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Ifa Admin Support
2 weeks ago
Financial Divisions London, United KingdomMy client is a London based independent Chartered Financial Planning and Wealth Management firm now running in its 3rd decade of successful operation. As the result of growth due to increased business, they are looking to offer this amazing opportunity toan IFA administrator with ...
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Ifa Admin Team Leader
2 weeks ago
Financial Divisions London, United KingdomMy Client is a boutique independent wealth management firm based in the City and now due their success and organic growth are looking to recruit an experienced senior IFA administrator to take on the challenges as Team leader of the team. · Opportunity Highlights · - You will be ...
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Ifa Admin Team Leader
1 week ago
Financial Divisions London, United Kingdom**plus super benefits and wonderful team** · My Client is a boutique independent wealth management firm based in the City and now due their success and organic growth are looking to recruit an experienced senior IFA administrator to take on the challenges as Team leader of the te ...
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Ifa Admin
2 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
19 hours ago
Heat Recruitment Ltd London, United Kingdom £35,0002-3 days a week in the office · This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services prof ...
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IFA Admin
3 weeks ago
Nelson Scott London, United KingdomJOB DESCRIPTIONWhat will you be doing?To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to: ...
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IFA Admin
1 week ago
Burton Recruitment Limited United KingdomOur client, a Financial Planning firm with offices across the Midlands, is seeking a dedicated Financial Support Officer to join their team. This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and prof ...
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IFA Admin
1 day ago
Recruit UK | Certified B Corp™ United Kingdom £34,000Job Title: IFA Administrator · Industry: Financial Services · Location: Grimsby · Salary: Up to £34,000 + bonus · Job Reference: 9086 · Are you an IFA administrator with strong technical and administrative knowledge ? Then this role is for you · Recruit UK is working with a ...
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IFA Admin
3 weeks ago
Clayton Davies United KingdomOur client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. · Maintaining records of confidential ...
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IFA Admin
1 week ago
Medlock Partners, incorporated United Kingdom £30,000IFA Administrator · West Yorkshire · Salary up to £30,000 (Experience dependant) · Exam support + Development · Hybrid Working · Death In service · 25 days holiday + Bank Hols · We are proud to be representing a Firm of Independent Financial Planners to pride on offering a ...
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IFA Admin
3 weeks ago
Fram Executive Search Limited United KingdomFram 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. We ha ...
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IFA Admin
1 day ago
Recruitment22 United Kingdom £30,000IFA Administrator - Stockport/Hybrid Working - up to £30,000 · Addressing client and Adviser queries, and managing client/provider queries via phone and email. While maintaining accurate records and covering reception when needed. · They operate normal office hours between Mond ...
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IFA Admin
3 weeks ago
Kelly Services (UK) Ltd England, United KingdomLife Assurance · Administrative Support to Financial Planners and Team Leader · Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce compr ...
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IFA Admin
3 weeks ago
Clayton Davies United KingdomOur client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. Maintaining records of confidential in ...
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IFA Admin
3 weeks ago
Recruit UK | Certified B Corp™ Finchley, Greater London, United KingdomRecruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial planning firm in North London. This company has well over 20 years offering tailored wealth management planning to their clients across the South East and are partnered with ...
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IFA Admin
3 weeks ago
Recruit UK | Certified B Corp™ Finchley, Greater London, United KingdomJob Description Recruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial planning firm in North London. · This company has well over 20 years offering tailored wealth management planning to their clients across the South East and ...
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IFA Admin
3 weeks ago
Recruit UK | Certified B Corp™ Finchley, Greater London, United KingdomRecruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial planning firm in North London. This company has well over 20 years offering tailored wealth management planning to their clients across the South East and are partnered with ...
IFA Admin - England, United Kingdom - ST Resourcing Ltd
Description
If you are an experienced Financial Planning Administrator who really enjoys the varied nature of the role, and with it the opportunity to suggest ideas for improvement to the client and adviser journey, then I've a role for you to consider.
This is flexible as it is essential they secure the right candidate so if the following appeals and you are seeking more please do pursue as this is negotiable.
You will need to have experience working in a busy Financial Planning/Adviser firm and be proactive in your approach to the role.
The company have dedicated Paraplanning staff who are involved in the complex research for the client portfolios.Many opportunities encourage a steady flow of gaining experienced of administration, then moving to paraplanning then advising, however this company recognises that without sound and consistent administration, not much else gets done.
And with that, if you have the experience in such a role, would like to focus on the Adviser Support function and work or live in the area and would like a change, or perhaps live in the area and currently commute to the city centre or beyond, then please do consider applying.
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