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Ifa Administrator
4 days ago
Cranleigh Personnel Gillingham, United Kingdom**Wealth Planning / IFA Administrator -** · **Gillingham, Kent · - Up to £33,000** · **Job Summary**: · If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning compan ...
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Ifa Administrator
1 week ago
CAPIO RECRUITMENT LIMITED Maidstone, United Kingdom**Job Title: IFA Administrator** · **Location: Maidstone** · **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 ...
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Ifa Administrator
3 days ago
Ortus PSR Maidstone, United KingdomJoin an expanding IFA as an Administrator in Maidstone. Act as the point of contact for client queries and provide first-class service to both internal and external parties. Previous financial planning experience required with good knowledge of IO and Platformexperience. · **Sala ...
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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 ...
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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 ...
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Ifa Administrator
2 days ago
Cranleigh Personnel Oxted, United Kingdom**IFA Administrator** · **Oxted, Surrey** · **£27,000 - £35,000** · **Are you an IFA Administrator?** · - Do you enjoy a varied role, encompassing both IFA administration and client services aspects. · - Would you enjoy working for a whole of the market chartered financial planni ...
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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 ...
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Ifa Administrator
1 week 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 ...
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Ifa Administrator
5 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 ...
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Ifa Administrator
6 days ago
CAPIO RECRUITMENT LIMITED Ashford, United Kingdom**Job Title: IFA Administrator** · **Location: Ashford** · **Salary: £25,000 - £35,000** · **The Company**: · We are working on a brand-new position with an Independent Financial Planning business in Ashford who are searching to add an additional member to the client administrati ...
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Ifa Administrator
1 week 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 ...
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Ifa Administrator
1 day ago
Artemis Recruitment Consultants Ltd Canterbury, United KingdomFinancial Services · Canterbury · 01/12/2023 · Type of Position: IFA Administrator - Canterbury · Pay: £26k - £32k · **IFA Administrator - Canterbury**: · Our client is looking for an IFA Administrator to join their busy team in Canterbury. The role will require excellent plannin ...
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Ifa Administrator
3 days ago
Blakemore Recruitment Billericay, United KingdomWe are currently recruiting for a highly regarded Financial Planning practice in Billericay who are looking for an experienced IFA Administrator to join their team. · This company illuminate their client's financial world. Building clarity and confidence in their mind and optimis ...
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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 ...
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Ifa Administrator
3 days 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 ...
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Ifa Administrator
1 week 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 ...
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Ifa Administrator
1 week 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 ...
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Ifa Administrator
2 days ago
Cranleigh Personnel Oxted, United Kingdom**IFA Administrator** · **Oxted, Surrey** · **£27,000 - £35,000** · **Are you an IFA Administrator?** · - Do you enjoy a varied role, encompassing both IFA administration and client services aspects. · - Would you enjoy working for a whole of the market chartered financial planni ...
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Ifa Administrator
1 week ago
Financial Divisions London, United Kingdom**plus £1000 bonus for each exam passed** · My client is a boutique successful financial planning firm based close to Victoria station and due to acquisition of another business are looking to recruit an additional IFA Administrator. This is a golden opportunity to join a support ...
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Ifa Administrator
5 days ago
Cranleigh Personnel Chelmsford, United Kingdom**IFA Administrator / Wealth Planning Administrator** · **Chelmsford, Essex** · **Salary up to £32,500 + bonus** · - Are you an experienced IFA Administrator who's looking for hybrid working?_ · - Would you like to work for a company that offers exceptional benefits, including 30 ...
IFA Administrator - Chatham, United Kingdom - Blakemore Recruitment
Description
We are currently recruiting for a highly regarded Financial Planning practice in Chatham who are looking for an experienced IFA Administrator to join their team.
This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them.
Responsibilities
The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first class service to their clients.
You'll also need to understand and add value when it comes to their client's needs - looking at constant improvement and innovation.
Onboarding - providing full administrative support for the onboarding of new clients.
Data management - maintaining and updating client data in a secure environment.
Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
Relationship Building - liaison with clients by telephone, letter, email.
Proposition delivery - Delivering service proposition within agreed service levels and timescales
Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process
Partners - working with other professional advisers solicitors and accountants to implement an agreed action plan.
What they are looking for
They are looking for someone who has been an IFA Administrator and has a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services