- Working with the Compliance Department to ensure that processes meet with their requirements
- Supporting the team with the provision of accurate MI reporting
- Providing support and liaison between the accounts department and admin teams.
- 2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration or operations role
- 2-3+ years' experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively (candidates lacking the necessary iO experience will not be considered for the role)
- Excellent written and visual presentation skills with high attention to detail
- Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge
- Understanding of the needs of Financial Services teams and FCA rules and compliance
- A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
Senior IFA Administrator - London, United Kingdom - Blakemore Recruitment
Description
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London. They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.
Purpose of role
This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (iO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system. As part of a long-term succession plan, the role does have the potential to develop into a more senior role over a 2-3 year period.
Accountabilities:
Working closely alongside the Group Administration Manager and Data & Systems Coordinators, the role includes, but is not limited to:
Supporting the effective use of iO to ensure the highest quality client service and role efficiency for client-facing administrators
Administration support across client-facing admin teams
Training documentation and delivery
In addition, the role will encompass some of the following duties:
Experience and Qualifications:
The successful candidate will have/be: