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Ifa Admin
1 week ago
Idex London, United KingdomIFA based in central London with a solid 25+ year history demonstrating a breadth of capability from investment and retirement planning to pension advice and employee benefits. Particular specialism is in later life planning with an experienced team advising on funding long-term ...
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Technical Ifa Admin
6 days ago
Cranleigh Personnel London, United Kingdom**Technical IFA Admin / Junior Paraplanner** · **Location: City, London** · **Hybrid working - 2 days per week in the office** · **Salary: £30,000 - £40,000 + Bonus** · **Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move ?** · Are you look ...
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Ifa Admin Support
3 days ago
Financial Divisions London, United KingdomMy client is a London based independent Chartered Financial Planning and Wealth Management firm now running in its 3rd decade of successful operation. As the result of growth due to increased business, they are looking to offer this amazing opportunity toan IFA administrator with ...
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Ifa Admin Support
2 days ago
Financial Divisions London, United KingdomMy client is a London based independent Chartered Financial Planning and Wealth Management firm now running in its 3rd decade of successful operation. As the result of growth due to increased business, they are looking to offer this amazing opportunity toan IFA administrator with ...
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Ifa Admin Team Leader
6 days ago
Financial Divisions London, United KingdomMy Client is a boutique independent wealth management firm based in the City and now due their success and organic growth are looking to recruit an experienced senior IFA administrator to take on the challenges as Team leader of the team. · Opportunity Highlights · - You will be ...
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Ifa Admin
1 day ago
Idex Crawley, United KingdomLooking for local opportunities near Crawley? My client, a Chartered, 'Top 100' IFA is looking an IFA Administrator for a brand-new role based in their stunning offices in Crawley. · The Client · My client is a client-centric IFA with a focus on managing private wealth and a clea ...
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IFA Admin
2 weeks ago
Fusion Recruitment London, United KingdomDue to extensive growth, Fusion Consulting Group are looking to recruit an experienced IFA Administrator to provide general support to the expanding financial division of the group. · The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and ...
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IFA Admin
1 week ago
Kelly Services (UK) Ltd England, United KingdomLife Assurance · Administrative Support to Financial Planners and Team Leader · Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce compr ...
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IFA Admin
1 week ago
Clayton Davies United KingdomOur client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. Maintaining records of confidential in ...
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IFA Admin
1 week ago
Clayton Davies United KingdomOur client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. · Maintaining records of confidential ...
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IFA Admin
1 week ago
Fram Executive Search Limited United KingdomFram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset. Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and businesses. We ha ...
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IFA Admin
2 weeks ago
Heat Recruitment Ltd London, United KingdomUp to £35,000 plus company bonuses · This is an exciting opportunity for an IFA Administrator to head up the growing Financial division within a multi-disciplinary consultancy group. This consultancy practice is highly successful and will allow the Financial arm access to high n ...
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IFA Admin
2 days ago
ST Resourcing Ltd England, United KingdomIf you are an experienced Financial Planning Administrator who really enjoys the varied nature of the role, and with it the opportunity to suggest ideas for improvement to the client and adviser journey, then I've a role for you to consider. · This is flexible as it is essential ...
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IFA Admin
1 week ago
Recruit UK | Certified B Corp™ Finchley, Greater London, United KingdomRecruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial planning firm in North London. This company has well over 20 years offering tailored wealth management planning to their clients across the South East and are partnered with ...
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IFA Admin
1 week ago
Recruit UK | Certified B Corp™ Finchley, Greater London, United KingdomRecruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial planning firm in North London. This company has well over 20 years offering tailored wealth management planning to their clients across the South East and are partnered with ...
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IFA Admin
1 week ago
Recruit UK | Certified B Corp™ Finchley, Greater London, United KingdomJob Description Recruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial planning firm in North London. · This company has well over 20 years offering tailored wealth management planning to their clients across the South East and ...
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IFA Administrator/FS Admin
6 days ago
Astral Recruitment United KingdomOur client is a Financial Services business in Hove and they are currently looking for an experienced Financial Services Administrator to join the team · In this role you will support the IFA's and deal with processing Investment and Pension cases · Ideally you would currently ...
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IFA Admin
2 weeks ago
Nelson Scott High Wycombe, Buckinghamshire, United KingdomNew business submission and tracking to conclusionDay to day client management, processing any queries which may ariseProcessing investment trades, fund switches, and contribution/income requestsLiaising with clients, product providers, and other relevant third partiesEnsure the ...
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Admin - Independent Financial Adviser (Ifa)
2 weeks ago
Fusion Consulting Ltd. London, United KingdomDue to extensive growth, Fusion Consulting Group are looking to recruit an experienced IFA Administrator to provide general support to the expanding financial division of the group. · The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and ...
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Senior IFA Admin/Trainee Paraplanner
5 days ago
Blakemore Recruitment London, United KingdomThe Role: to assist in providing administrative and technical support to the Paraplanner(s) within the business. · Reports To: Paraplanner and Financial Planner · Key Requirements and Skills: · Good team working and liaison skills to deal effectively with tasks set and provide s ...
IFA Admin - London, United Kingdom - Nelson Scott
Description
JOB DESCRIPTIONWhat will you be doing?To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
Some of your responsibilities will be to:
To work closely with the aligned Financial Planners to deliver excellent client outcomes. To build relationships with clients and maintain regular contact.
Maintain back-office systems and client records in line with the company policies.
Request policy information from third party policy providers if applicable.
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
Preparation of meeting packs and valuations (as required)
Assist investment managers in the preparation of new business pitches and presentations QUALIFICATIONSTo be successful in this role, you should have:
Proven experience working in the financial services industry- ideally 2 years' experience.
A strong ethic of client service. Ability to work under pressure and to prioritise work.
Excellent communication skills both written and verbal, influencing and organisational skills.
Ability to use judgement and reasoning to propose solutions to problems.
ADDITIONAL INFORMATIONAs a colleague, you will have access to benefits that include:
Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependent)Generous holiday packageOption to purchase additional holidayShared parental leave
