IFA Administrator - Woking

We are working with a growing financial advice firm in Farnborough looking to add a Business Support New Business Administrator to their centralised administration and client servicing team. This is a fantastic opportunity for someone with financial services or IFA experience who ...

Are you an experienced IFA Administrator looking for a long-term role with a respected, well-established IFA / Wealth Management firm in Cranleigh? · ...

We are working with a well-established and respected independent Financial Services firm based in Horsham. They specialise in providing tailored financial advice across pensions, investments and long term wealth planning. · ...

We are seeking ambitious individuals to join our Financial Planning team in Bracknell, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience. · Work ...

+A rapidly growing financial planning firm based in Hertfordshire is seeking an experienced IFA Administrator to join their busy team. · +Minimum 2 years' experience in an IFA or financial planning firm · Strong working knowledge of Intelligent Office (IO) · Detail-oriented, or ...

This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. · ...

We are looking for a driven and organised Financial Services Administrator to join our expanding core team. · The Role · As a Financial Services Administrator, you'll be an essential part of the advice process – managing cases from start to finish, supporting advisers,and providi ...

This is a full-time IFA Administrator role at Salisbury Financial Services Ltd in Gerrards Cross. The IFA Administrator will assist independent financial advisers and support client interactions. · Assisting independent financial advisers. · SUPPORTING CLIENT INTERACTIONS PROCESS ...

We are keen to hear from individuals who share our values of trust, transparency and integrity, · to provide high-quality financial advice and an exceptional client experience · ...

We are seeking a highly organised and detail-oriented Administrator to join our team. · Obtain illustrations, key features documentation, fund factsheets... · ...

A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients. · ...

Join our Client Services team as a Client Service Executive. · ResponsibilitiesManaging leads with the Client Relationship Management (CRM) systemAccurate and timely client data entry onto third party platforms/systems to specified Service Level AgreementOngoing client communicat ...

Are you an organised and proactive administrator with experience supporting financial advisers? Our client, a reputable Independent Financial Advisory firm based in Barnet, London, · is looking for an IFA Administrator to join their growing team. · ...

We have an opportunity for a Financial Administrator to join our team in Bexhill. · This is an integral and varied role where you will provide high-quality administrative support to the whole team. · Client correspondence, written and verbal. · Processing New Business. · Preparat ...

We're recruiting for a Pensions & Investment Administrator to join a dedicated Financial Adviser Support team in Horsham, West Sussex.This is a great opportunity to join a highly respected national network where you'll play a key role in supporting advisers, delivering excellent ...

We are a dynamic and client-focused financial planning firm based in Henley. We provide high-quality financial advice tailored to individuals, families, and businesses. The team operates in a fast-paced environment driven by professionalism collaboration and a strong commitment t ...

This is a full time Office Based Position as Administrator/Paraplanning Support. · We are looking for someone with previous experience in a Financial Planning Administrator role and knowledge of research tools & software (e.g. Analytics, Voyant). ...

We are looking for a trainee administrator to join our team in London. You will assist with onboarding clients, valuations, and review packs while learning how the advice process works from start to finish. · ...

We are looking for a strong administrator with great people skills to support our clients and advisers. · Submitting all new business applications to providers. · Monitoring progress and auditing documents from the adviser to ensure they meet compliance requirements. · ...

Are you a charismatic and organised financial services professional looking for your next opportunity? Do you view yourself as adaptable and self-motivated? · ...