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Ifa Administrator
2 weeks ago
Recruit UK London, United Kingdom**Job Title**: IFA Administrator · **Industry**: Financial Planning · **Location**:Remote · **Salary**: £25,000 · **Job Reference**:4117 · Recruit UK is working on an excellent opportunity for a fully remote IFA administration. · Our client is a remote IFA administration firm, wh ...
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Ifa Administrator
5 days ago
Templegate London, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: IFA Administrator · **Location**: London - Wimledon · **Benefits**: Hybrid working, Pension, 25 days leave plus bank holidays · **Salary**: £30,000k ~ £35k Depending on experience. · **What ...
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Ifa Administrator
2 weeks ago
Cranleigh Personnel London, United Kingdom**IFA Administrator / Wealth Planning Administrator** · **Location: City, London** · **Hybrid Working - 3-4 x days office** · **Salary: £30,000 - £36,000** · **Are you an IFA Administrator looking for your next role?** · - Are you looking for a role where you can develop your car ...
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Ifa Administrator
4 days ago
Cranleigh Personnel London, United Kingdom**IFA Administrator/Private Client Administrator** · **Clerkenwell, London** · **Up to £30,000 depending on experience.** · Are you currently an Administrator within a Financial Planning environment? · Do you enjoy a varied role, encompassing both IFA administration and client se ...
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Ifa Administrator
2 weeks ago
Vision-FS Recruitment London, United KingdomIFA Administrator/ IFA Support/ IFA Sales Support. · Experience of working with IFA's. · **The Role**: · - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. · - To ensure complete and accurate records ar ...
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Ifa Administrator
1 week ago
Vision-FS Recruitment London, United KingdomIFA Administrator/ IFA Support/ IFA Sales Support. · Experience of working with IFA's. · **The Role**: · - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. · - To ensure complete and accurate records ar ...
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Ifa Administrator
2 weeks ago
Cranleigh Personnel London, United Kingdom**Based City, London** · **Salary £30,000 - £38,000 depending upon experience** · **Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?** · Do you feel frustrated in your current role as you are not having the mentoring/trainin ...
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Ifa Administrator
1 week ago
Financial Divisions London, United Kingdom**The Opportunity** · Our client is a firm of independent financial advisers and investment managers, providing advice to individual and to corporate clients. Established in 1980, the firm manages private client investments of c£0.5 billion. · The company is highly successful and ...
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Ifa Administrator
2 weeks ago
Cranleigh Personnel London, United Kingdom**Based City, London** · **Salary £28,000 - £36,000 depending upon experience · - plus bonus** · **IFA Administrator** · **Are you looking for your next role within IFA Administration? Looking for somewhere you can remain and develop long term. Would you thrive in a company that ...
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Ifa Administrator
4 days ago
Financial Divisions London, United Kingdom**plus Study with Bonus upon each exam pass** · My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to ...
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Ifa Administrator
2 weeks ago
Artemis Recruitment Consultants Ltd London, United KingdomFinancial Services · London · 15/03/2023 · Type of Position: IFA Administrator - London · Pay: £25k - £30k · **IFA Administrator - London**: · **You will be**: · - Keeping close contact between clients and colleagues · - Retrieving new and historic information about individual cl ...
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Ifa Administrator
2 weeks ago
Financial Divisions London, United Kingdom**plus £1000 bonus for each exam passed** · My client is a boutique successful financial planning firm based close to Victoria station and due to acquisition of another business are looking to recruit an additional IFA Administrator. This is a golden opportunity to join a support ...
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Ifa Administrator
2 weeks ago
GCB Recruitment London, United KingdomAre you an experienced Wealth Management professional looking to work in an award-winning independent financial advice firm? · My client is a boutique wealth planner, asset manager and employee benefits specialist. They have built the Company on integrity and trust because doing ...
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Ifa Administrator
4 days ago
Recruitment Connection Ltd Camden, United Kingdom**IFA Administrator** · **London** · **£25,000 - £30,000 + pension, DIS and PMI and discretionary bonus.** · **My client provides a comprehensive financial planning and discretionary management service to clients. They offer investment advice, pension and protection planning to b ...
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Ifa Administrator
2 weeks ago
Brevere Group London, United Kingdom**Are you an experienced IFA administrator, looking for a new role in a dynamic and supportive environment?** · Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Servic ...
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Ifa Administrator
2 weeks ago
CAPIO RECRUITMENT LIMITED London, United Kingdom**Job Title: IFA Administrator** · **Location: London** · **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
2 weeks ago
Financial Divisions London, United Kingdom**Wealth Management** · **Excellent Benefits + Study Package Office / partially remote (2 days WFH if required)** · **The Opportunity** · Our client is an Ealing based wealth management company, with a long established and highly respected history. They have a client base set out ...
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Ifa Administrator
2 weeks ago
The Coast Partnership London, United KingdomA great new opportunity have arisen for IFA Support Administrator to join an exciting Private Client Practice ( on a full time basis). · It's an exciting practice, set up by a successful team including a Chartered Wealth Manager. · **Essential** · - Previous experience in an advi ...
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Ifa Administrator
2 weeks ago
mbf. London, United KingdomA leading Wealth Management organisation with offices in Mayfair currently seek to recruit an experienced Administrator to join their Wealth Planning team. · As part of the Wealth Planning team you will be working alongside Advisers who provide whole of market financial advice to ...
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Ifa Administrator
4 days ago
Artemis Recruitment Consultants Ltd London, United KingdomOur client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience,building up rela ...
Remote IFA Administrator - London, United Kingdom - Artemis Recruitment Consultants Ltd
Description
Type of Position:
IFA Administrator (Client Services Support) - London
IFA Administrator (Client Services Support) - London
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.
Inputting fact find details into our back office system – Intelligent Office (IO)
Obtain illustrations (Exchange or other methods)
Input ATR Questionnaire into Financial Express (FE) - EValue
Prepare suitability letters for Adviser sign off (using templates or software)
Weekly planning / strategy meeting with Adviser
Experience of working within financial services preferable.
Understanding of financial products will be an advantage.
Excellent organisational and administration skills, who demonstrates good attention to detail.
A driven individual with a focus on client service and contributing towards a high-performance culture.
IT technically proficient including Office 365.
OFFICE LOCATION
Our client is based in the City and currently operates on a hybrid working basis. They currently work 3 days office based and 2 days working remotely.
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