IFA Administrator - High Wycombe

We are keen to hear from individuals who share our values of trust, transparency and integrity, · to provide high-quality financial advice and an exceptional client experience · ...

This is a full-time IFA Administrator role at Salisbury Financial Services Ltd in Gerrards Cross. The IFA Administrator will assist independent financial advisers and support client interactions. · Assisting independent financial advisers. · SUPPORTING CLIENT INTERACTIONS PROCESS ...

We are seeking a highly organised and detail-oriented Administrator to join our team. · Obtain illustrations, key features documentation, fund factsheets... · ...

+A rapidly growing financial planning firm based in Hertfordshire is seeking an experienced IFA Administrator to join their busy team. · +Minimum 2 years' experience in an IFA or financial planning firm · Strong working knowledge of Intelligent Office (IO) · Detail-oriented, or ...

We are a dynamic and client-focused financial planning firm based in Henley. We provide high-quality financial advice tailored to individuals, families, and businesses. The team operates in a fast-paced environment driven by professionalism collaboration and a strong commitment t ...

We are looking for a driven and organised Financial Services Administrator to join our expanding core team. · The Role · As a Financial Services Administrator, you'll be an essential part of the advice process – managing cases from start to finish, supporting advisers,and providi ...

Are you an organised and proactive administrator with experience supporting financial advisers? Our client, a reputable Independent Financial Advisory firm based in Barnet, London, · is looking for an IFA Administrator to join their growing team. · ...

· Job Title: IFA Administrator · Location: North London (Hybrid Working) · Salary: £35,000 per annum + Benefits · Career Path: Clear progression route to Paraplanning or Advising · About the Role · We are seeking a detail-oriented and proactive IFA Administrator to join our team ...

We are working with a growing financial advice firm in Farnborough looking to add a Business Support New Business Administrator to their centralised administration and client servicing team. This is a fantastic opportunity for someone with financial services or IFA experience who ...

Finsgate LLP are looking for someone to join the company as an Administrator. · Responsibilities include diary management, organising paperwork and electronic data management, Management Information reporting etc. and contacting providers. · You will have full training and suppor ...

Senior IFA Administrator: We're looking for an experienced Administrator to provide first-class support to our growing client bank. A generous salary (up to £35,000) and benefits are offered in a great office environment at our Bourne End premises. · We've built a reputation for ...

We are looking for an experienced IFA Administrator to join our Financial Planning firm based in Surrey offices. · Focusing on providing high quality financial planning and investment management service to valued clients. · Working within a friendly and close-knit team this is a ...

We have an opportunity for a Financial Administrator to join our team in Bexhill. · This is an integral and varied role where you will provide high-quality administrative support to the whole team. · Client correspondence, written and verbal. · Processing New Business. · Preparat ...

· Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Milton Keynes offices. · The successful candidate will act as the point of contact for client queries with regards to pensions and inves ...

Join our Client Services team as a Client Service Executive. · ResponsibilitiesManaging leads with the Client Relationship Management (CRM) systemAccurate and timely client data entry onto third party platforms/systems to specified Service Level AgreementOngoing client communicat ...

This is a brilliant first step in your career in wealth management. · Helping prepare documents and reports for client meetings · Updating client information and records on the CRM system · Assisting advisers with new business and fund transfers · ...

We're seeking an ambitious individual to join our Client Admin Financial Planning team in London,you will be responsible for providing full administrative support to Financial Planners. · ...

We are looking for a strong administrator with great people skills to support our clients and advisers. · Submitting all new business applications to providers. · Monitoring progress and auditing documents from the adviser to ensure they meet compliance requirements. · ...

We are seeking an ambitious individual to join our Client Admin Financial Planning team in London, · You will provide full administrative support to Financial Planners. · You will build relationships with clients to deliver a positive client experience. · ...

We are seeking an ambitious individual to join our Client Admin Financial Planning team in London. You will be responsible for providing full administrative support to Financial Planners and building relationships with clients. · ...