- Liaise with both internal and external contacts and clients by telephone and e-mail.
- Communicate with Life Offices and Investment Houses when requesting information.
- Maintain client records using the Intelligent Office system.
- Prepare client reports - these may be in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements.
- Develop productive working relationships with colleagues and clients throughout the financial services environment.
- Ensure compliance adherence with FCA regulatory and legislative requirements.
- Act in accordance with the terms and conditions of your employment contract.
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Ifa Admin
1 day ago
Idex Crawley, United KingdomLooking for local opportunities near Crawley? My client, a Chartered, 'Top 100' IFA is looking an IFA Administrator for a brand-new role based in their stunning offices in Crawley. · The Client · My client is a client-centric IFA with a focus on managing private wealth and a clea ...
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IFA Admin
4 days ago
Heat Recruitment Ltd Worthing, West Sussex, United KingdomThe opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. During a period of growth, our partner is looking for someone to provide high ...
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IFA Admin
1 week ago
IDEX Consulting Worthing, West Sussex, United KingdomAn award winning financial planning organisation with offices in Worthing are looking to add an experienced Financial Planning Administrator to their successful support team. · The role will be to provide high level support to the financial planners of the business across the fu ...
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IFA Administrator/FS Admin
1 week ago
Astral Recruitment Hove, United KingdomOur client is a Financial Services business in Hove and they are currently looking for an experienced Financial Services Administrator to join the team · In this role you will support the IFA's and deal with processing Investment and Pension cases · Ideally you would currently be ...
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Ifa Administrator
3 days ago
Cranleigh Personnel Preston Park, United Kingdom**Job title: IFA Administrator / Wealth Planning Administrator** · **Location: Preston Park, Brighton** · **Salary: £25,000 - £35,000 depending upon experience** · Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, w ...
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Employed Ifa, Retiring Director, Client Base
2 days ago
Astral Recruitment Brighton, United KingdomOur client is a successful and established IFA firm in Brighton and Shoreham and they are currently looking for an experienced Financial Adviser to take over a client base · There ais a strong client base available for the successful person all existing established clients and fu ...
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Ifa Administrator
1 week ago
Cranleigh Personnel Shoreham by Sea, United Kingdom**Job title: IFA Administrator / Wealth Planning Administrator** · **Location: Shoreham-on-Sea** · **Salary: £25,000 - £35,000 depending upon experience** · **Are you an IFA Administrator / Wealth Planning Administrator who loves** · supporting and being part of a team? If so, we ...
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Trainee Ifa Administrator
1 week ago
Cranleigh Personnel Worthing, United Kingdom**Trainee IFA Administrator** · **Location - Worthing, West Sussex** · **Salary Range: £24,000 to £26,000** · Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and ...
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Ifa Servicing Advisor
1 week ago
Reset Recruitment Burgess Hill, United Kingdom**IFA Servicing Adviser** · **Salary: £40k -£50k + bonus structure and great company benefits** · **Location: Burgess Hill - office based** · **Hours: Mon - Fri 9am pm** · **Free parking** · My client is a highly respected and well-established wealth management organisation that ...
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Ifa Administrator
1 week ago
Cranleigh Personnel Haywards Heath, United Kingdom**Job title: IFA Administrator / Wealth Planning Administrator** · **Location: Haywards Heath** · **Salary: £25,000 - £35,000 depending upon experience** · Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? · If so, we may ...
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Ifa Administrator with Clear Pathway Into
4 days ago
Cranleigh Personnel Royal Tunbridge Wells, United Kingdom**IFA Administrator with clear pathway into Paraplanning** · **Based Tunbridge Wells** · **Salary £28,000 - £33,000 depending upon experience** · Are you a technical IFA Administrator who wants to progress in the near future into a · Paraplanning role? · Do you feel frustrated in ...
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Cranleigh Personnel Royal Tunbridge Wells, United Kingdom**IFA / Wealth Planning Administrator - hybrid working** · **Location: Tunbridge Wells** · **Salary: £30,000 - £35,000** · Are you an IFA Administrator with at least one year's IFA Admin experience....? · Would you like to have more flexibility with working from home? · Do you fe ...
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Ifa Administrator
5 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 day 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
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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Technical Ifa Administrator
1 week ago
Cranleigh Personnel Horsham, United Kingdom**Technical IFA Administrator / Trainee Paraplanner** · **Based Horsham** · **Hours 9am-5pm** · **Salary up to £35,000 + Bonus** · **Are you a technical IFA Administrator who wants to progress your technical skills?** · - Do you feel frustrated in your current role as you are not ...
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Pensions and Investment Administrator
1 day ago
Cranleigh Personnel Horsham, United Kingdom**Pensions and Investment Administrator / Wealth Planning Administrator** · **Based Horsham** · **Salary up to £35,000 depending upon experience** · **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** · Then we have the role ...
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Financial Divisions Banstead, United Kingdom**plus full study package and career development** · My Client, a boutique wealth planning firm, has been in operation for almost 3 decades and due to their excellent reputation are going through a period of rapid growth resulting in the need for an additional member to the suppo ...
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Operational Data Executive
1 day ago
People's Partnership Crawley, United Kingdom**Vacancy No** · - VN984 · **Employment Type** · - Full-Time · **Primary Work Location** · - People's Partnership - HQ · **Description** · - A fantastic opportunity to join this growing Admin team. · Over the last 2 years the Operational Data team has grown and become an integral ...
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Brokerage Operations Process Trainer
7 hours ago
ARC Redhill, United Kingdom**Job Title/Location**: Brokerage Operations Process Trainer, Surrey & WFH · - **Salary**: £negotiable, average bonus 8% (c.£2,400) + pension contribution to 13% (c.£3,900) · - **Office/WFH**: 3 days office + 2 days WFH · - **Requirements**: Previous brokerage operations experien ...
IFA Admin - Hove, East Sussex, United Kingdom - Nelson Scott
Description
You may be scanning documents, putting financial information together in spreadsheet's for colleagues, sending the daily post, or faxing and photocopying confidential documents.
You will also learn about the financial planning cycle and the specific job roles of people within the business, and be encouraged to take professional examinations to help develop your understanding and aid your development.
Input and maintain data on the Company's back office system.