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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
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
4 days ago
Blakemore Recruitment Sevenoaks, United Kingdom**Main/Core Job Tasks & Responsibilities** · - Preparation of New Business Files · - Submission of New Business files and also the data input of the recommendation and client details on the back office system. · - Post Sales - pipeline/case submission chasing · - Manage Review pr ...
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Ifa Administrator
1 week ago
Appointed Ltd West Grinstead, United Kingdom Part time**My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.** · They are seeking a IFA Administrator to join their team to a ...
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Ifa Administrator
4 days ago
CAPIO RECRUITMENT LIMITED Reigate, United Kingdom**Job Title: IFA Administrator** · **Location: Reigate** · **Salary: £24,000 - £30,000** · **The Company**: · We are working on a brand-new position with an established and growing Financial Planning business in Reigate who are searching to add an additional member to the client ...
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Ifa Administrator
3 days ago
Cranleigh Personnel Crawley, United Kingdom**IFA Administrator** · **Based Crawley** · **Salary up to £30,000** · **Overview** · Our client is now looking for an enthusiastic and organised IFA Administrator to join their team. You will be working for a Chartered, Independent IFA and joining a company with established proc ...
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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
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
1 week ago
Cranleigh Personnel Wimbledon, United Kingdom**Title: Wealth Planning / IFA Administrator -** · **Wimbledon - Up to £35,000** · **Hybrid working available** · **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 indep ...
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IFA Administrator
5 days ago
Lloyd Recruitment - Epsom Guildford, United Kingdom Full timeIFA Administrator · Lloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals. As ...
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Ifa Administrator
1 week ago
Cranleigh Personnel Horsham, United Kingdom Full time**IFA / Wealth Planning Administrator - Either Part or Full Time** · **Based Horsham** · **Salary up to £32,000 + bonus** · **Do you love organising, planning and thinking ahead?** · Are you currently working as a Wealth Planning / IFA Administrator and looking for your next · ch ...
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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
6 days ago
Cranleigh Personnel Horsham, United Kingdom Full time**IFA / Wealth Planning Administrator** · **Based Horsham** · **Salary up to £32,000 + bonus** · **Do you love organising, planning and thinking ahead?** · Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge? · Then we have the r ...
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Ifa Administrator
1 week ago
Blakemore Recruitment Epsom, United KingdomWe are currently recruiting for a highly regarded Financial Planning practice in Epsom 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 e ...
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Ifa Administrator
2 days ago
Cranleigh Personnel Crawley, United Kingdom**IFA Administrator** · **Based Crawley** · **Salary up to £30,000** · **Overview** · Our client is now looking for an enthusiastic and organised IFA Administrator to join their team. You will be working for a Chartered, Independent IFA and joining a company with established proc ...
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Ifa Administrator
2 days ago
Cranleigh Personnel Horsham, United Kingdom Full time**IFA / Wealth Planning Administrator** · **Based Horsham** · **Salary up to £32,000 + bonus** · **Do you love organising, planning and thinking ahead?** · Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge? · Then we have the r ...
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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
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
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
13 hours ago
Financial Divisions Weybridge, United KingdomMy client is multi award winning IFA with offices based in London and Weybridge. A new role has arisen for an experienced IFA Administrator who has gained experience within Wealth Management and looking for a new and exciting challenge based out of officesin Weybridge. Hybrid wor ...
IFA ADMINISTRATOR - Westerham, United Kingdom - Financial Divisions
Description
plus Study Support, DIS, PMI, excellent holiday allowance plus extra Christmas Close
This is the perfect opportunity for an IFA Administrator with 6 -12 months relevant wealth management experience to join a growing business where you will be offered training and support to further develop your career through to Paraplanning. The business is now into a new decade and focusses on providing advice to HNW Clients with investable assets in excess of £1m.
Opportunity Highlights
Provide full Admin support to 2 Advisers as part of a very friendly team culture.
Strong balance between career development and personal well bring to help you maximise your potential.
Varied tasks include drafting Letters of Authority, and Valuation, creating full meeting packs, preparing annual reviews, liaising with providers, processing new business and ensuring smooth admin back-office operation.
Full study support, personal development programme, excellent social environment, bonus, and hybrid working.
Only 6 months wealth management experience required
To register your interest, contact Camilla Howden.