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Ifa Administrator
2 weeks ago
Page Personnel Finance Fareham, United KingdomMy client who is based in Whiteley is currently looking for an IFA Administrator to join their team on a full time basis. · **Client Details** · My client is a professional services company with great offices. · **Description** · As the IFA Administrator you will be responsible f ...
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Ifa Administrator
1 week ago
mbf. Fareham, United KingdomWe are currently working with a National Wealth Management organisation to recruit an additional IFA Administrator to join their Fareham office. · Our client is a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an expe ...
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Ifa Administrator
2 days ago
mbf. Fareham, United KingdomWe are currently working with a National Wealth Management organisation to recruit an additional IFA Administrator to join their Fareham office. · Our client is a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an expe ...
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Ifa Administrator
3 weeks ago
Artemis Recruitment Consultants Ltd Whiteley, United KingdomFinancial Services · Whiteley · 09/04/2024 · Type of Position: IFA Administrator - Whiteley · Pay: £25k - £35k · **IFA Administrator - Whiteley**: · **Key Responsibilities**: · - Deal effectively with queries from clients and other parties through effective communication. · - Rec ...
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Ifa Administrator
1 week ago
Reed Insurance Whiteley, United KingdomReed have been engaged to support a local Asset management firm in Fareham who are looking to hire an IFA administrator to join them on a permanent basis to work closely alongside the financial advisors and administrators supporting the new client salesprocess, liaising with Mana ...
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Ifa Administrator
3 weeks ago
Dynamite Recruitment Solutions Ltd Gosport, United KingdomA smaller family-built firm based in Fareham are recruiting for an experienced IFA Administrator / report writer to join their fantastic team This role offers scope for progression within the team. You are welcomed into a great team, of hard workers whoalso have a sense of humour ...
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Technical IFA Administrator
2 weeks ago
Premier Jobs UK Limited Fareham, United Kingdom Full timeThis Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team · You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highl ...
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Senior Ifa Administrator
1 week ago
CAPIO RECRUITMENT LIMITED Fareham, United Kingdom_**Job Title: Senior IFA Administrator**_ · - **Location: Portsmouth area**_ · - **Salary: £28,000 - £32,000 DOE**_ · **About the firm** · Our client is a successful family run IFA firm based in the Portsmouth area who have an emphasis on their personal and transparent approach t ...
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Ifa Technical Administrator
2 weeks ago
Financial Careers Ltd Fareham, United KingdomOur client is a highly successful IFA and is now growing. They are now seeking a bright and experienced Technical Administrator/Paraplanner to join them. · This is a multifaceted office-based role and requires someone with exceptional attention to detail and accuracy. You will re ...
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Ifa Administrator
2 days ago
TC-Group Portsmouth, United KingdomJob Advert · **IFA Administrator - Portsmouth** · TC Group is a highly innovative, leading edge firm of accountants and professional advisers. · Officially one of the fastest growing Top 30 UK firms with offices across the South West, South East, London, Midlands and the North, w ...
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Senior Ifa Administrator
3 weeks ago
Appointed ltd Fareham, United Kingdom**Whole of market financial planning practice with a longterm client bank built of the back of teams exceptional, professional and caring services provided are recruiting within their close knit team based in Fareham.** · As the Head Client Relationship Manager you have a extreme ...
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Senior Ifa Administrator
6 days ago
Appointed ltd Whiteley, United Kingdom**Established wealth management practice with a team of highly qualified and experienced financial planners and employee benefit advisers who service both private and corporate clients nationally are expanding their Solent office.** · This would suit a ambitious individual who ha ...
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Ifa Administrator
2 weeks ago
Ortus PSR Chichester, United Kingdom**IFA Administrator** · **Location: Chichester** · **Salary: £25,000 - £28,000** · The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a f ...
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Ifa Administrator
3 weeks ago
Financial Divisions Odiham, United Kingdom**IFA Administrator - Offices in Hook (Hampshire) - 3 days in the office per week - Up to £33k** · Are you an experienced Financial Administrator working within a wealth planning practice? Are you looking for flexibility and the autonomy to undertake your work without being micro ...
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Ifa Administrator
3 weeks ago
Baysfield Recruitment Ltd Salisbury, United KingdomMy client is a reputable Chartered independent financial planner who provides long term regulated Independent Financial Planning advice to their impressive portfolio of clients. The total team offer a wealth of experience and work with clients to develop unique, personalised, and ...
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Ifa Administrator
3 weeks ago
CAPIO RECRUITMENT LIMITED Romsey, United Kingdom**Job Title: IFA Administrator** · **Location: Romsey** · **Salary: up to £26,000, dependant on experience and skills** · **The Company**: · We are working on a brand-new position with an award-winning national Financial Planning business who are searching to add an additional me ...
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Ifa Administrator
3 weeks ago
Reed Insurance Southampton, United KingdomOur client is looking for an administrator with excellent interpersonal skills to work closely with the Advisers, Business Development Managers (BDMs) and clients in order to work within a regulated framework providing support and administration servicesto the Advisers and BDMs. ...
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Ifa Administrator
2 weeks ago
Mulberry Recruitment Chichester, United Kingdom**IFA Administrator** · **Location : Chichester** · **Salary £25,000 - £28,000** · **Daily Duties** · To check new business cases prior to submission ensuring forms are completed correctly and all relevant documents included for pension, investment and life office providers. · Da ...
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Ifa Administrator
2 weeks ago
mbf. Farnham, United KingdomA national Financial Planning & Investment Management organisation are now seeking to recruit an additional IFA Administrator to join their IFA team. · The client is an award winning, highly respected business that provide services to clients throughout the country. They have a n ...
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Ifa Administrator
6 days ago
Mulberry Recruitment Chichester, United Kingdom**IFA Administrator** · **Location : Chichester** · **Salary £25,000 - £28,000** · **Daily Duties** · To check new business cases prior to submission ensuring forms are completed correctly and all relevant documents included for pension, investment and life office providers. · Da ...
Senior IFA administrator - Fareham, Hampshire, United Kingdom - Premier Jobs UK
Description
You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial AdvisersAs a Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning process and client journey.
Part of your duties will include documenting, researching and report writing for ISAs and other standard cases.You should have 3+ years' experience in financial planning administration with good product knowledge
This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team.
They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure.
Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probationNormal working hours of - 5:30pm, Monday to Friday (possible movement on start / finish time)
Office based role