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Ifa Administrator
1 week 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
5 days 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
1 week 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
3 days ago
Templegate London, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: New Business Administrator · **Location**: London · **Benefits**: Competitive salary, 28 days Holiday plus Bank Holidays, Life Cover, Pension, Health Care Benefits, Exam Support. · **Salary ...
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Ifa Administrator
1 week 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
6 days ago
Independent Resourcing Consultancy London, United Kingdom**IFA Administrator**: · - Job Reference: 1455 · - Date Posted: 4 August 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: London · - Salary: £18,000 to £26,000 · - Sector: Administration, Client Services · - Job Type: Permanent · - Contact: Jon Minns · - Telep ...
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Ifa Administrator
6 days 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
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
3 days 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
1 week 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
1 week 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
1 week 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
5 days ago
Reed Insurance London, United KingdomREED Finncial Services are proud to be representing a vastly experienced IFA client who are based in a stunning converted barn in the rural village of Doynton Bristol, conveniently situated just 5 minutes from the M4. Due to growth they seek 2 xIFA Administratorto join their succ ...
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Ifa Administrator
1 week 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
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
1 day 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
6 days ago
Financial Divisions London, United Kingdom**plus Bonus, superb opportunity with amazing benefits** · Are you an experienced IFA Administrator looking to join a thriving successful business where you will feel happy, included, and valued for your hard work and commitment? I am currently working with this highly respected ...
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Ifa Administrator
1 week 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
3 days ago
Blakemore Recruitment London, United KingdomWe are currently recruiting for a Financial Planning practice in London who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. · **Duties**: · - Process business submissions within our service level agr ...
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Ifa Administrator
2 days ago
Financial Divisions London, United KingdomMy client is a dynamic and forward-thinking IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator. · You will be supporting the adviser in the Company with technical support across pensions, investments, IHT, estate planning ...
Client Service Executive IFA Administrator - London, United Kingdom - Page Personnel Sales
Description
This is a leading company in the Financial Services industry based in Pinner.With a sizeable team of dedicated professionals, the company has built a strong reputation for delivering high-quality financial planning services to clients across the UK.
Support the team in all administrative tasksAssist in preparing client reports and financial plans
Ensure compliance with financial regulations and company policies
Facilitate smooth communication between clients and financial advisors
Handle client queries and provide excellent customer service
Office management
A successful Client Services Coordinator/ IFA Administrator should have:
A basic understanding of financial planning services
Good customer service skills with a client-focused approach
Live locally to Pinner and able to be office based full time during probation
A competitive salary negotiable dependent on experience
Annual leave of 25 days plus bank holidays
Potential for an annual bonus (discretionary based on company performance)
An inclusive and supportive company culture
A chance to grow and develop in the Financial Services industry