IFA Admin - United Kingdom - Clayton Davies

Ifa Admin

3 weeks ago

The role of the IFA Admin is a critical function within the business and forms one part of a tripartite relationship with the firms Advisers and Paraplanners in supporting new and existing clients of the business. · The role occupies a diverse role in supporting team members in t ...

IFA Admin

3 weeks ago

2-3 days a week in the office · This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services prof ...

Ifa Admin

1 week ago

**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 Admin

2 weeks ago

IFA 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 ...

IFA Admin

3 weeks ago

IFA Administrator - Stockport/Hybrid Working - up to £30,000 · Addressing client and Adviser queries, and managing client/provider queries via phone and email. While maintaining accurate records and covering reception when needed. · They operate normal office hours between Mond ...

Senior IFA Admin/Manager

20 hours ago

My client is a boutique Wealth Management firm based in London who are looking for an experienced IFA Admin Manager to take ownership of their processes, improve efficiencies and be a senior support system to the Directors/Advisers. · Key responsibilities will be overseeing the a ...

Technical Ifa Admin

2 weeks ago

**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 ...

EXCITING IFA ADMIN OPPORTUNITY

2 weeks ago

plus excellent benefits package including Bonus, 25 days annual leave (plus Bank Holidays and three-day Christmas closure) DIS, good pension, Private Medical, Income Protection, Employee Share Scheme · Are you an experienced IFA Administrator looking for your next opportunity w ...

Senior IFA Admin/Trainee Paraplanner

1 week ago

The 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 ...

Admin - Independent Financial Adviser (Ifa)

3 weeks ago

This role will offer full career progression and support you with your exams and help you grow in your knowledge and skills. · You will be supporting a director with administration across pensions, investments, and protection. The role is varied, and you will be dealing with 3rd ...

Ifa Admin Team Leader

2 weeks ago

My 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 ...

Ifa Admin Team Leader

1 week ago

**plus super benefits and wonderful team** · My 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 te ...

Progressive Senior Ifa Admin Role

1 week ago

**& 10% guaranteed bonus, study support, hybrid** · My client is a modern dynamic financial planning business with a strong client focus and excellent reputation are proud of their client focussed emphasis. Due to their immense success, they are now looking to introduce a Senior ...

IFA Admin

3 weeks ago

Office based role · This role is best suited to those with IFA Administration experience who are looking to join a supportive and expanding team. The company are offering a salary of up to £30,000 dependant on experience with discretionary bonus and exam support. The business is ...

EXCITING IFA ADMIN OPPORTUNITY

3 weeks ago

plus excellent benefits package including Bonus, 25 days annual leave (plus Bank Holidays and three-day Christmas closure) DIS, good pension, Private Medical, Income Protection, Employee Share Scheme · Are you an experienced IFA Administrator looking for your next opportunity whe ...

Senior IFA Support Admin

1 week ago

Our client requires an experienced IFA Administrator to provide support to a small team of IFAs . · This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a resp ...

IFA Admin/Wealth Planning Administrator

2 weeks ago

IFA Admin/Wealth Planning Administrator · Bourne End - Buckinghamshire · Salary: up to £35,000 DOE · Are you an experienced IFA/Wealth planning Administrator looking for your next challenge within a boutique independent wealth planning practice? · Our client is looking for an Adm ...

Senior IFA Support Admin/PA

1 week ago

This is a complete " stand out " opportunity · Our client requires an experienced IFA Administrator/PA to provide support to a small team of IFAs . · This will include a range of administrative duties, client service and technical support to assist the financial adviser in their ...

Ifa Administrator

3 weeks ago

**IFA / Wealth Planning Administrator** · **Location: City, London** · **Salary: £28,000 - £35,000** · Are you an IFA Administrator with at least one year's IFA Admin experience....? · Do you feel frustrated in your current role as you are not having the mentoring/training to rea ...

Ifa Administrator

3 weeks ago

**excellent 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 award-win ...