- You should have 3+ years' experience in financial planning administration with good product knowledge
- You should ideally have some of your industry qualifications
- Salary of £32,000 to £38,000 dependent upon experience
- Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation
- Normal working hours of 9 – 5:30pm, Monday to Friday (possible movement on start / finish time)
- Office based role
-
Ifa Administrator
1 week ago
Reed Insurance Fareham, 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 ...
-
Ifa Administrator
1 week 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 ...
-
Ifa Administrator
6 days 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 ...
-
Ifa Technical Administrator
1 day 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 ...
-
Senior Ifa Administrator
1 week 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 ...
-
Ifa Administrator
4 days 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 ...
-
Ifa Administrator
1 week 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 ...
-
Ifa Administrator
21 hours 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 ...
-
Ifa Administrator
1 week 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 ...
-
Ifa Administrator
1 week 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. ...
-
Ifa Administrator
1 week 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 ...
-
Ifa Administrator
1 week ago
Reed Insurance Romsey, United Kingdom**About the role** · Our client is looking for a Client Servicing Administrator to join an established Team. This will be fully office based. · This role will be responsible for ensuring the timely and accurate processing of new business as well as administrative support for exis ...
-
Senior IFA administrator
1 week ago
Premier Jobs UK Fareham, Hampshire, United KingdomYou 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 Advisers · As a Technical IFA Administrator you will be focusing on und ...
-
Experienced IFA Administrator
5 days ago
Artemis Recruitment Consultants Ltd Fareham, Hampshire, United KingdomIFA Administrator - Fareham - Artemis Recruitment Consultants Financial Services · Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company po ...
-
IFA Administrator
1 week ago
Premier Jobs UK Winchester, Hampshire, United Kingdom Permanent, Full timeThis IFA Administrator job provides opportunity for an experienced individual to join a growing financial planning firm, that supports career progression · As an IFA Administrator, you will be actively providing support to the team of busy Financial Advisers and Client Support As ...
-
IFA Administrator
1 week ago
Profiles Personnel Farnham, United Kingdom Full time***IFA ADMINISTRATOR*** · Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clie ...
-
Financial Planning Administrator
1 week ago
Appointed Ltd Fareham, United Kingdom**Whole of market financial planning practice are in need of a IFA Administrator to work on a hybrid basis from their Fareham office to provide both clerical and administrative support to ensure the smooth running of the firm.** · You will be supporting a team of financial advise ...
-
Client Services Administrator
4 days ago
Ortus PSR Fareham, United Kingdom**Client Services Administrator** · **Location: Fareham** · **Salary: £18,000 - £25,000** · 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 fir ...
-
Financial Planning Administrator
3 days ago
Dynamite Recruitment Solutions Ltd Fareham, United KingdomMy client, a smaller family run firm who offer independent financial advice that pride themselves on the first-class service they provide their clients are looking to expand due to the continued success of the business and are now recruiting for a brightand driven individual to j ...
-
Client & Adviser Support - Fareham
1 week ago
atomos Fareham, United KingdomWe are looking for an experienced Client & Adviser Support to join our Fareham hub · **Career** · Ideally, you will have experience working within an IFA / Financial Planning firm and hold strong administrative skills with PA support experience. Day to day tasks will include prod ...
Technical IFA Administrator - Fareham, United Kingdom - Premier Jobs UK Limited
Description
This 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 highly effective, Independent Financial Advisers
As 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 will receive support from the Administrators who undertake general administrative duties and the Paraplanners on complex cases.
Technical IFA Administrator Requirements
The Company
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.
Technical IFA Administrator Benefits
Location
Fareham
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.