Jobs
>
Spalding

    IFA Administrator - South Holland, Lincolnshire, United Kingdom - Paradigm Employment Services

    Paradigm Employment Services
    Paradigm Employment Services South Holland, Lincolnshire, United Kingdom

    1 week ago

    Default job background
    Permanent, Full time
    Description

    IFA Administrator

    Exciting opportunity for a Financial Administrator to join one of UK's leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.

    We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.

    Main Responsibilities for the successful IFA Administrator:

    • Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
    • Prepare documentation for meetings, set up client records and gather existing plan information.
    • Accurately maintain all client records with any activity undertaken.
    • Action changes to clients' policies as instructed from fund switches, withdrawals to income payments.
    • Prepare application forms for different plan types (from the investment including IHT plans and offshore products to life income protection and relevant pension covers including SIPPs and SSASs) with 20+ different providers with varying requirements and processes.
    • Process completed applications including trust documents and monitor progress via regular chase-ups through to successful completion.
    • Update business trackers and actively maintain the client record with notes regarding all activity undertaken.
    • Check adviser meeting notes and provider correspondence and use experience and knowledge to correctly identify all action required and set up accurate work tasks.
    • Attend and contribute to Team and staff meetings.
    • Take responsibility for managing own workload and proactive problem solving.
    • Undertake personal training to maintain and develop knowledge and communicate to rest of team.
    About the successful IFA Administrator:
    • One to two years' minimum experience of working in financial services
    • Knowledge of the Financial industry related products/ back-office systems (Intelligent Office, iPipeline preferred)
    • Excellent Communication and Costumer service skills
    • Ability to work well under pressure
    • Experience working large client base and different providers
    • Experience in actively managing and monitoring a rolling caseload of 30 to 40 client applications and servicing requests.
    • Adapt to a fast-changing environment working with Team Leader and Senior Managers as well as helping other staff
    What we offer in return to the successful IFA Administrator:
    • Salary £ Negotiable depending on experience.
    • Monday to Friday
    • UK's leading wealth management pension scheme
    • Unrivalled career development prospects
    • National Training and ability to up skill your existing skill set.
    If you are passionate about the financial sector and want to be part of fantastic team, please do not hesitate to contact us for more details

    Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy
  • RecruitMe

    IFA Administrator

    2 days ago

    RecruitMe Stamford, United Kingdom Full time

    We have a fantastic IFA Financial Administrator opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. · They are a reputable financial practice with a successful history providing fully independent financ ...

  • Horncastle Recruitment

    Ifa Administrator

    1 week ago

    Horncastle Recruitment Horncastle, United Kingdom

    **Job Title: IFA Administrator** · **Location**:Horncastle · **Job Type**:Full-time · **Salary**:Based on experience · **An exciting career opportunity is available with a leading, reputable, and award-winning Financial Planner, for an experienced IFA Administrator, to join it's ...

  • CAPIO RECRUITMENT LIMITED

    Ifa Administrator

    1 week ago

    CAPIO RECRUITMENT LIMITED Peterborough, United Kingdom

    **Job Title -IFA Administrator** · **Location - Peterborough** · **Salary - £24,000 - £28,000** · Capio Recruitment is working with a highly respected financial planning firm on an exciting opportunity for a IFA Administrator to join a forward-thinking practice in Milton Keynes, ...

  • Cranleigh Personnel

    Ifa Administrator

    1 day ago

    Cranleigh Personnel Grantham, United Kingdom

    **Job Title: IFA Administrator - Hybrid** · **Location: Grantham** · **Salary: £24,000 - £30,000 Depending on experience** · Are you an IFA Administrator looking for your next role within Financial Services / Wealth Management? · Our client is currently looking for an IFA Adminis ...

  • CAPIO RECRUITMENT LIMITED

    Ifa Administrator

    1 week ago

    CAPIO RECRUITMENT LIMITED King's Lynn, United Kingdom

    **Job Title: IFA Administrator** · **Location: Kings Lynn** · **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 additiona ...

  • Independent Resourcing Consultancy

    Ifa Administrator

    1 week ago

    Independent Resourcing Consultancy King's Lynn, United Kingdom

    **IFA Administrator**: · - Job Reference: 1453 · - Date Posted: 4 August 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Kins Lynn · - Salary: £18,000 to £26,000 · - Sector: Administration, Client Services · - Job Type: Permanent · - Contact: Jon Minns · - Te ...

  • Service Service Employment Agency Limited

    Ifa Administrator

    1 week ago

    Service Service Employment Agency Limited King's Lynn and West Norfolk, Norfolk, United Kingdom

    My client is an Independent Financial Advice firm with offices in Norfolk and Suffolk, they have been trading for all most twenty years. My client is ideally looking to recruit an experienced financial services administrator however they will also consider candidates from a trans ...

  • Career Cross Limited

    Financial Administrator

    1 week ago

    Career Cross Limited Peterborough, United Kingdom

    **Financial Administrator (home-based) - Peterborough - £26k - £30k plus excellent benefits** · Our client is a successful, busy and growing financial services outsource business, supporting financial advisers with everything they need. Due to continued growth and expansion they ...

  • Landmark IFA Ltd

    Financial Administrator

    2 days ago

    Landmark IFA Ltd Stamford, United Kingdom

    **Landmark IFA Ltd - Stamford** Full time · Landmark IFA, Wealth Management firm based in Stamford is looking for a Financial Administrator to join their busy team in Stamford, supporting a large team of professional Advisers. · The hours of work are 9.00am-17:00pm working in our ...

  • Horncastle Recruitment

    Ifa Personal Assistant

    2 days ago

    Horncastle Recruitment Horncastle, United Kingdom

    **Job Title: IFA Personal Assistant** · **Location**:Horncastle · **Job Type**:Full-time · **Salary**:Based on experience · Are you an IFA Administrator/Personal Assistant with experience working on a 1-2-1 basis with a Financial Adviser or group of wealth management executives. ...

  • Reflect Recruitment Group

    Administrator

    12 hours ago

    Reflect Recruitment Group Grantham, United Kingdom

    Are you looking for a full-time permanent role as a Finance Administrator? If so our client based on the outskirts of Grantham could be the perfect role for you · You'll be working as part of the small existing, high performing, Office team, you will be responsible for a variety ...

  • Focus Search and Selection

    Financial Services Administrator

    1 day ago

    Focus Search and Selection Peterborough, United Kingdom

    We have an Independent Financial Adviser firm who are looking for a Financial Adviser Administrator to provide support to a team of Independent Financial Advisers. · They are looking for someone with a proven track record within an IFA firm where experience of supporting Independ ...

  • Aurea Financial Planning Ltd

    Administrator

    12 hours ago

    Aurea Financial Planning Ltd Peterborough, United Kingdom

    **Company Description** · Aurea Financial Planning is an award-winning Holistic Financial Planning company based in Peterborough. We specialize in Lifestyle Planning for clients who are looking for a lifestyle change, such as retirement, career change, bereavement, or divorce. We ...

  • Focus Search and Selection

    Financial Services Administrator

    1 week ago

    Focus Search and Selection Stamford, United Kingdom

    We have an Independent Financial Adviser firm in the Stamford region who are looking for a Financial Adviser Administrator to provide support to a team of Independent Financial Advisers in their Stamford office. · They are looking for someone with a proven track record within an ...

  • IDEX Consulting Ltd

    Client Manager

    6 days ago

    IDEX Consulting Ltd Melton Mowbray, United Kingdom

    My client is an expanding chartered financial planning firm currently looking to grow the team further by recruiting a Financial Planning Client Manager to provide administrative and client support services. · This is a great opportunity for the right individual to join a welcomi ...

  • Paradigm Employment Services

    Paraplanner

    3 days ago

    Paradigm Employment Services Spalding, United Kingdom Permanent, Full time

    Paraplanner · A truly exciting opportunity for a Paraplanner to join one of UK's leading wealth management and financial advisory specialist based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to t ...

  • Heat Recruitment Ltd

    Experienced Financial Planning Administrator

    4 days ago

    Heat Recruitment Ltd Boston, Lincolnshire, United Kingdom

    Financial Planning Administrator · Competitive salary dependent on experience Compensation and Benefits: · Enhanced Pension: Holidays: You will start with 20 days of holiday, increasing to 25 after 3 years of service. · Full support for your professional development, covering ...

  • Energy Jobline CVL

    Financial Planning Administrator

    1 week ago

    Energy Jobline CVL Boston, Lincolnshire, United Kingdom

    Job Title: Financial Planning Administrator · Boston, UK Competitive salary dependent on experience Compensation and Benefits: * Enhanced Pension: We offer an employer contribution of 5%. * Holidays: You will start with 20 days of holiday, increasing to 25 after 3 years of servi ...