Jobs
>
Chatham

    IFA Administrator - Chatham, United Kingdom - Blakemore Recruitment

    Blakemore Recruitment
    Blakemore Recruitment Chatham, United Kingdom

    Found in: Talent UK C2 - 11 hours ago

    Default job background
    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

  • Heat Recruitment Ltd

    Ifa Administrator

    Found in: Jooble UK O C2 - 1 day ago

    Heat Recruitment Ltd London, United Kingdom

    IFA Administrator, Finchley North London · Fridays from home · Up to £35,000 plus company bonuses · This is an exciting opportunity for an IFA Administrator to head up the growing Financial division within a multi-disciplinary consultancy group. This consultancy practice is highl ...

  • Financial Divisions

    IFA ADMINISTRATOR

    Found in: Talent UK 2A C2 - 4 days ago

    Financial Divisions Westerham, United Kingdom

    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 fur ...

  • Astral Recruitment

    IFA Administrator

    Found in: Jooble UK O C2 - 1 day ago

    Astral Recruitment United Kingdom

    Our client is a successful and established IFA firm based in Horsham and they are currently looking for an experienced Administrator to join their team · This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support · We are lo ...

  • Blakemore Recruitment

    IFA Administrator

    Found in: Talent UK C2 - 11 hours ago

    Blakemore Recruitment Swanley, United Kingdom

    Location - Swanley · Salary - £35,000 · Permanent Role. · We are closely working in partnership with a well established, dynamic IFA firm based in Swanley. This is an excellent opportunity to join a thriving fast-paced environment as an IFA Administrator on a full-time permanent ...

  • Blakemore Recruitment

    IFA Administrator

    Found in: Talent UK C2 - 11 hours ago

    Blakemore Recruitment Royal Tunbridge Wells, United Kingdom

    We are currently recruiting for a Chartered Financial Planning practice based in Tunbridge Wells who are looking to recruit an IFA Administrator to join their team. · ROLE · Acting as point of contact between clients, advisers and third-party product providers · Establishing and ...

  • Blakemore Recruitment

    IFA Administrator

    Found in: Talent UK C2 - 11 hours ago

    Blakemore Recruitment London, United Kingdom

    We are currently recruiting for a highly regarded Financial Planning practice based in Southgate who are looking to recruit a IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. · Key Contributions: · Maintain ...

  • Nelson Scott

    IFA Administrator

    Found in: Appcast UK C C2 - 4 days ago

    Nelson Scott London Area, United Kingdom

    JOB DESCRIPTION · What will you be doing? · To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. · Some of your responsibilities wi ...

  • Heat Recruitment Ltd

    Senior IFA administrator

    Found in: Jooble UK O C2 - 7 hours ago

    Heat Recruitment Ltd London, United Kingdom

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. · This would suit an experienced IFA Administrator and ideally someon ...

  • Blakemore Recruitment

    Senior IFA Administrator

    Found in: Talent UK 2A C2 - 1 day ago

    Blakemore Recruitment London, United Kingdom

    We are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. The company is based in the City near Li ...

  • Blakemore Recruitment

    Senior IFA Administrator

    Found in: Talent UK C2 - 11 hours ago

    Blakemore Recruitment London, United Kingdom

    We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London. They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intellig ...

  • Northampton Business Directory

    Experienced IFA Administrator

    Found in: Jooble UK O C2 - 3 hours ago

    Northampton Business Directory United Kingdom

    Our client, based in Northampton require an Experienced IFA Administrator to join their team. · The ideal candidate will have a minimum of 3 years' experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Servic ...

  • Heat Recruitment Ltd

    Technical IFA Administrator

    Found in: Click to Hired UK C2 - 7 hours ago

    Heat Recruitment Ltd London, United Kingdom

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. · This would suit an experienced IFA Administrator and ideally someone ...

  • Heat Recruitment

    Senior IFA Administrator

    Found in: Talent UK 2A C2 - 1 day ago

    Heat Recruitment London, United Kingdom

    Job Title: Senior IFA AdministratorLocation: Finchley, North LondonSalary: £40,000 - £45,000 · What's on offer? · Opportunity to head up an evolving Financial Planning division and manage a team of 3 · Fridays working from home · 24 days of annual leave · Career progression · An ...

  • Blakemore Recruitment

    Technical IFA Administrator

    Found in: Talent UK C2 - 11 hours ago

    Blakemore Recruitment London, United Kingdom

    We are currently recruiting for a highly regarded Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. The successfull candidate ...

  • Blakemore Recruitment

    Experienced IFA Administrator

    Found in: Talent UK C2 - 11 hours ago

    Blakemore Recruitment London, United Kingdom

    We are currently recruiting for a highly regarded boutique financial planner who are looking to recruit an experienced Administrator to join their team in London. · Purpose of Role · To provide exceptional quality administrative and technical support to companies Head of Interna ...

  • Page Personnel Sales

    Client Service Executive IFA Administrator

    Found in: Jooble UK O C2 - 4 days ago

    Page Personnel Sales London, United Kingdom

    This is a leading company in the Financial Services industry based in Pinner. With a sizeable team of dedicated professionals, the company has built a strong reputation for delivering high-quality financial planning services to clients across the UK. · Support the team in all ad ...

  • Astral Recruitment

    Administrator - Independent Financial Adviser (Ifa)

    Found in: Jooble UK O C2 - 5 days ago

    Astral Recruitment United Kingdom

    If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply · The role is office based in Horsham · Immediate start · # ...

  • Financial Divisions

    Financial Administrator to Junior Paraplanner- Boutique IFA firm

    Found in: Talent UK 2A C2 - 1 day ago

    Financial Divisions London, United Kingdom

    plus Full study support package + Benefits · My client is an independent wealth planning firm in Watford, providing whole-of-market financial advice to a diverse clientele with several regional offices in the U.K. Managing over £200m of clients' assets, they specialise in pension ...

  • McGregor Boyall Associates Limited

    Financial Planning Assistant

    Found in: SonicJobs Direct Apply UK - 7 hours ago

    McGregor Boyall Associates Limited London, United Kingdom Full time

    We seek a Financial Planning Assistant to join one of our top accounting clients in the City. · You will provide efficient administrative support to the team, ensuring smooth running on the private client side. · This is an exciting opportunity to join a growing and friendly orga ...

  • Financial Divisions

    Financial Planning Assistant

    Found in: Appcast UK C C2 - 2 days ago

    Financial Divisions Greater London, United Kingdom

    Ref JM/23122 · Financial Planning Assistant (Genuine route to Adviser/Planner) · Central London (West End) · Up to £38k plus bonus and excellent benefits · The Opportunity · A genuine, progressive opportunity has arisen within our client, a highly regarded IFA and Investment Man ...