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Ifa Administrator
10 hours ago
CAPIO RECRUITMENT LIMITED Portishead, United Kingdom**Job Title: IFA Administrator** · **Location: Portishead** · **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 additiona ...
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Ifa Administrator
10 hours ago
GCB Recruitment Bristol, United KingdomWe are currently looking for an experienced IFA Administrator to join our clients, an established wealth management firm in the Bristol area. This has prime responsibilities for the provision of administration services to the company. This role will be supportingone of our experi ...
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Ifa Administrator
10 hours ago
CAPIO RECRUITMENT LIMITED Bath, United Kingdom**Job Title: IFA Administrator** · **Location: Bath** · **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 memb ...
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Ifa Administrator
10 hours ago
MB Fitzgerald Cardiff, United KingdomMB Fitzgerald are currently working with a leading firm of Chartered Financial Planners who are looking to add to their existing support team. This company are well established in the area and focus on providing advice to HWN and UHNW clients. · They are keen to add an experience ...
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Ifa Administrator
10 hours ago
MB Fitzgerald Cardiff, United KingdomWe are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team on the outskirts of Cardiff. The business has a fantastic reputation and have grown consistently over the past 5 years. They are looking for ...
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Ifa Administrator
10 hours ago
mbf. Bath, United KingdomMbf recruitment are currently working with a well-established, successful Financial Planning business who are looking to expand their support team in Bath. The business has grown significantly over the past few years, as a result they require an additionalIFA Administrator to com ...
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Senior Ifa Administrator
10 hours ago
CAPIO RECRUITMENT LIMITED Bath, United Kingdom**Job Title: Senior IFA Administrator** · **Salary: £27,000 - £32,000** · **Location: Bath** · A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Man ...
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Ifa / Mortgage Administrator
10 hours ago
The Money Partnership Newport, United KingdomWe're a family-friendly firm at The Money Partnership and pride ourselves on having a relaxed and vibrant culture. We're growing rapidly and are now looking for a confident, organised and resourceful individual to support our advisers. · Please note you do not need to have previo ...
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IFA Administrator
8 hours ago
Recruit UK | Certified B Corp™ Cardiff, United KingdomRecruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. · Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East. Th ...
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IFA Administrator
4 days ago
Recruit UK | Certified B Corp™ Bristol, United KingdomJob Description · Job Title: IFA Administrator (Trainee Financial Adviser) · Industry: Wealth Management · Location: Bristol (1 day a week in the office) · Salary: £28,000 - £30,000 · Job reference: 9019 · Job Description: · Are you an IFA Administrator with aspirations to beco ...
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IFA Administrator
4 days ago
Recruit UK | Certified B Corp™ Cardiff, United KingdomJob Description · Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. · Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and ...
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IFA Administrator
1 day ago
Recruit UK Bristol, United Kingdom Part timeJob Title: IFA Administrator - Part-time · Industry: Wealth Management · Location: Bristol · Salary: £26,000 - £30,000 · Job reference: · Job Description: · Do you have previous financial planning administration experience and seeking your next role? · Recruit UK are proud to ...
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IFA Administrator
4 days ago
Artemis Recruitment Consultants Ltd Bristol, United KingdomSenior IFA Administrator - Bristol - Artemis Recruitment Consultants Financial Services · Type of Position: Senior IFA Administrator - Bristol · Senior IFA Administrator - Bristol · This position will involve supporting one IFA with all areas of administration including, busin ...
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Ifa Administrator/admin to Financial Advisor
1 hour ago
Recruit UK | Certified B Corp™ Bristol, United KingdomJob Title: IFA Administrator (Trainee Financial Adviser) Industry: Wealth Management · Location: Bristol (1 day a week in the office) · Salary: £28,000 - £30,000 · Job reference: 9019 · Job Description: · Are you an IFA Administrator with aspirations to become a Financial Plan ...
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Artemis Recruitment Consultants Ltd Bristol, United KingdomThis website uses cookies to ensure you get the best experience on our website. IFA Administrator - Bristol - Artemis Recruitment Consultants Financial Services · Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in pre ...
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Ifa Administrator/admin to Financial Advisor
21 minutes ago
Recruit UK | Certified B Corp™ Bristol, United KingdomJob Title: IFA Administrator (Trainee Financial Adviser)Industry: Wealth Management Location: Bristol (1 day a week in the office)Salary: £28,000 - £30,000Job reference: 9019 Job Description:Are you an IFA Administrator with aspirations to become a Financial Planner?Recruit UK ar ...
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Administrator
10 hours ago
Acorn Recruitment And Training Cardiff, United KingdomAdministrator - Boutique IFA · Cardiff · Up to £26,000 per annum · **Benefits**: · - Contributory pension · - Death in Service · - Income Protection Scheme · - Onsite parking · - Currently operating a hybrid working model · Our client is an established Boutique Independent Financ ...
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Financial Adviser
5 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 Planning Administrator
10 hours ago
Ortus PSR Bath, United Kingdom**Financial Planning Administrator** · **Location: Bath** · **Salary: £18,000 - £25,000** · The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth cli ...
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Customer Service Representative
10 hours ago
Diligenta Bristol, United Kingdom**Customer Service Representative** £22,803 Pro Rata** · **17.5 hrs per week - Part Time** · **Flexible shift patterns Monday-Friday between 8.30am - 5pm** · Diligenta is a market leader in the Life and Pensions sector, providing outsourced administration services to many of the ...
IFA Administrator - Weston-Super-Mare, Somerset, United Kingdom - CleverHR
Description
Senior IFA Administrator, Weston-Super-MareEstablished for 3 decades, the company provide independent advice on pension and investment matters and is directly authorised by the FCA.
Clients include private clients at retirement age, business owners, senior executives and families.Your role will include dealing directly with a range of clients face-to-face as well as by phone and e mail.
Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner.Record annual review dates on the back office system and monitor regularly.
Plan, book and prepare for all annual review meetings ensuring none are missed.
Manage the Financial Planners diary and ensure that all meetings (initial and annual review) are booked in good time with the customer and ensure they are provided with all of the required information/paperwork (including valuations) prior to each meeting.
Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries.
Create and update client platform account records.Proactively review investment portfolios and platform accounts on a regular basis ensuring that all are in order and any necessary work is carried out e.g.
topping up of cash accounts/checking cash invested correctly.Ensure all data is captured and entered accurately onto the back office.
Regularly check data, fill gaps and amends errors where necessary.
Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.
Continually monitor policy records, ensuring that accurate valuations can be produced when required.
Record all client activity, including telephone calls, emails etc, on the back office system to ensure that an accurate and complete audit trail is available at any time.
You will have financial services industry knowledge, experience and qualifications.~ Your writing and computing skills will be excellent.
~ Support for on-going professional and career development.
~Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
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