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Ifa Administrator
1 week ago
Ortus PSR Brighton and Hove, United KingdomAre you an experienced IFA Administrator looking for the next exhilarating chapter in your career? This is your chance to take your expertise to new heights and join a team that values your skills and accomplishments. Your wealth of knowledge and proven track record as an IFA Adm ...
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Ifa Administrator
3 days ago
Blakemore Recruitment Hove, United KingdomWe are currently recruiting for a Financial Planning practice in Hove who are looking for an IFA Administrator. They are ideally looking for someone who has previous IFA Administration experience. Also Intelligent Office would be desirable. · **Role purpose** · You will be workin ...
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Ifa Administrator
3 days ago
Cranleigh Personnel Preston Park, United Kingdom**Job title: IFA Administrator / Wealth Planning Administrator** · **Location: Preston Park, Brighton** · **Salary: £25,000 - £35,000 depending upon experience** · Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, w ...
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Ifa Administrator
4 hours ago
Kent Recruitment Bureau Hove, United KingdomHove | Hybrid | £22,000 to £28,000 · Permanent | Full-time | IFAAdmin-Hove · Our client is looking for an **IFA Administrator** to join their team based in Hove. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the P ...
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Ifa Administrator
4 hours ago
Roxboro Hove, United KingdomWe are a Hove based wealth manager with big ideas and a desire to grow. We are looking for a bright and motivated IFA Support Administrator to help us achieve our plans. · Our clients look to us for help in managing their pensions and other investments; you will help the advisers ...
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Ifa Administrator
3 days ago
IEP Financial Ltd Hove, United Kingdom**Role purpose** · We are seeking an experienced IFA Administrator with a minimum of 2 years experience. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners. · **Responsibilities** · - Provide administr ...
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Ifa Administrator
1 week ago
Templegate Brighton, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: Financial Services Administrator · **Location**: Brighton · **Benefits**: Competitive salary, death in service life assurance cover, private medical insurance cover; free annual eyesight te ...
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Ifa Administrator
3 days ago
Ortus PSR Hove, United KingdomThe opportunity for a brilliant Financial Planning Administrator to join an excellent Financial Advisory company comprised of dedicated advisers, accredited accountants, specialist tax experts and a fantastic support team in the Brighton area · You will have previous experience i ...
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Ifa Administrator
1 week ago
Ortus PSR Brighton and Hove, United KingdomThe opportunity for a brilliant Financial Planning Administrator to join an excellent Financial Advisory company comprised of dedicated advisers, accredited accountants, specialist tax experts and a fantastic support team in the Brighton area · You will have previous experience i ...
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Experienced Ifa Administrator
4 hours ago
Verso Wealth Management Brighton & Hove Hove, United Kingdom**Role purpose** · We are seeking an IFA Administrator with at least 2 years experience. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners. · **Responsibilities** · - Provide administrative support to ...
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Ifa Administrator
1 week ago
Cranleigh Personnel Shoreham by Sea, United Kingdom**Job title: IFA Administrator / Wealth Planning Administrator** · **Location: Shoreham-on-Sea** · **Salary: £25,000 - £35,000 depending upon experience** · **Are you an IFA Administrator / Wealth Planning Administrator who loves** · supporting and being part of a team? If so, we ...
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Ifa Support Administrator
1 week ago
Roxboro Hove, United Kingdom Part timeWe are a Hove based wealth manager with big ideas and a desire to grow. We are looking for a bright and motivated IFA Support Administrator to help us achieve our plans. · Our clients look to us for help in managing their pensions and other investments; you will help the advisers ...
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Cranleigh Personnel Brighton, United Kingdom**Job title: IFA Administrator / Wealth Planning Administrator** · **Location: Brighton** · **Salary: £23,000 - £28,000 depending upon experience** · Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the ...
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Cranleigh Personnel Brighton, United Kingdom**Job title: IFA Administrator / Wealth Planning Administrator** · **Location: Brighton** · **Salary: £25,000 - £35,000 depending upon experience** · Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the ...
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Ifa Administrator
3 days ago
Active Recruiting Consultants Ltd Worthing, United Kingdom**Job Title/Location**:IFA Administrator, West Sussex · - **Salary**:£25,000 - £32,000 · - **Hybrid**:Once through training & settled, there is some WFH flexibility · - **Requirements**: Previous IFA administration background, ideally with experience in using Intelligent Office a ...
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Ifa Administrator
5 days ago
Artemis Recruitment Consultants Ltd Worthing, United KingdomFinancial Services · Worthing · 25/08/2023 · Type of Position: IFA Administrator - Worthing · Pay: £25k - £28k · **IFA Administrator - Worthing**: · **Key Responsibilities**: · - Deal effectively with queries from clients and other parties through effective communication. · - Rec ...
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Ifa Administrator
3 days ago
Cranleigh Personnel Worthing, United Kingdom**Job title: IFA Administrator** · **Salary - £22,000 to £35,000 - depending on experience.** · Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners - where you can relish a varied role and am ...
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Ifa Administrator
1 week ago
Cranleigh Personnel Haywards Heath, United Kingdom**Job title: IFA Administrator / Wealth Planning Administrator** · **Location: Haywards Heath** · **Salary: £25,000 - £35,000 depending upon experience** · Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? · If so, we may ...
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Ifa Administrator
4 hours ago
Cranleigh Personnel Worthing, United Kingdom**Job title: IFA Administrator** · **Salary - £22,000 to £35,000 - depending on experience.** · Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners - where you can relish a varied role and am ...
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Ifa Administrator
4 hours ago
Artemis Recruitment Consultants Ltd Haywards Heath, United KingdomFinancial Services · Haywards Heath · 19/04/2024 · Type of Position: IFA Administrator - Haywards Heath · Pay: £24k - £30k · **IFA Administrator - Haywards Heath**: · Our client is looking for an IFA Administrator to join their team in Haywards Heath. The role of the Administrato ...
IFA Administrator - Brighton and Hove, United Kingdom - Nelson Scott
Description
Role purpose
As an administrator, your duties will vary. You may be scanning documents, putting financial information together in spreadsheet's for colleagues, sending the daily post, or faxing and photocopying confidential documents. You will also learn about the financial planning cycle and the specific job roles of people within the business, and be encouraged to take professional examinations to help develop your understanding and aid your development.
Responsibilities
• Provide administrative support to all advisers and Paraplanners.
• Input and maintain data on the Company's back office system.
• Update and manage a diary system, taking action when required.
• Format and prepare letters and documents.
• Liaise with both internal and external contacts and clients by telephone and e-mail.
• Support Advisors in managing their pipeline and portfolio of existing business.
• Communicate with Life Offices and Investment Houses when requesting information.
• Prepare files for compliance checking.
• Undertake filing, photocopying and scanning duties when required.
• Maintain client records using the Intelligent Office system.
• Keep up to date with all relevant product, legislative and technical changes.
• Submit new business.
• Manage client reviews, including preparing client valuations.
• Prepare client reports - these may be in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements.
• Review products available to meet client needs and make appropriate recommendations.
• Develop productive working relationships with colleagues and clients throughout the financial services environment.
• Act ethically, impartially, and always in the best interests of clients.
• Follow the internal processes and procedures.
• Ensure compliance adherence with FCA regulatory and legislative requirements.
• Ensure meet the expectations of the FCA with regards to treating customers fairly.
• Act in accordance with the terms and conditions of your employment contract.
These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill-set and competence as the company may require.
