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IFA Administrator
Found in: Talent UK C2 - 12 hours ago
Blakemore Recruitment Gerrards Cross, United KingdomWe are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking for an IFA Administrator to join their team. This role offers flexible home working 4 days a week. · They are looking for an experienced IFA Administrator. They are a growing Independe ...
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IFA Administrator
Found in: Jooble UK O C2 - 6 days ago
Ernest Gordon Recruitment Limited Bourne End, Buckinghamshire, United KingdomIFA Administrator (Study Support / 9-5) £40,000 - £50, Days Holiday + Stable Company + 5% Matched Pension + Study Support Bourne End Are you an IFA Admin looking to step up into a Paraplanner role in a tight knit IFA, which will offer you a Study Support, work balance and a great ...
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IFA Administrator
Found in: Talent UK C2 - 2 days ago
Blakemore Recruitment Buckinghamshire, United KingdomWe are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team. · Key Requirements and Skills: · Good team working and liaison skills to deal effectively with tasks set and provide support for o ...
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IFA Administrator
Found in: Appcast UK C C2 - 2 days ago
Recruit UK | Certified B Corp™ Finchley, United KingdomRecruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial planning firm in North London. · This company has well over 20 years offering tailored wealth management planning to their clients across the South East and are partnered wi ...
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Ifa Administrator
Found in: Jooble UK O C2 - 1 day ago
Profiles Personnel Waverley, Surrey, United KingdomIFA ADMINISTRATOR*** · Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients ...
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Ifa Administrator
Found in: Jooble UK O C2 - 4 days ago
Artemis Recruitment Consultants Ltd Dorking, Surrey, United KingdomType of Position: Senior IFA Administrator - Dorking · Senior IFA Administrator - Dorking · We are looking for an experienced Senior IFA Administrator to join our clients team based in Dorking, Surrey. This position will involve supporting one IFA with all areas of administrati ...
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Ifa Administrator
Found in: Jooble UK O C2 - 1 day ago
Heat Recruitment Ltd London, United KingdomIFA 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 ...
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IFA Administrator
Found in: Jooble UK O C2 - 1 day ago
Astral Recruitment United KingdomOur 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 ...
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IFA Administrator
Found in: Talent UK C2 - 2 days ago
Profiles Personnel Farnham, United Kingdom Full time***IFA ADMINISTRATOR*** · Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clie ...
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Ifa Administrator
Found in: Jooble UK O C2 - 2 days ago
mbf Guildford, Surrey, United KingdomMbf are working with a very well-established Financial Planning & Investment Management organisation; They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years w ...
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IFA Administrator
Found in: Talent UK C2 - 12 hours ago
Blakemore Recruitment London, United KingdomWe 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 ...
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IFA Administrator
Found in: Appcast UK C C2 - 4 days ago
Nelson Scott London Area, United KingdomJOB 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 ...
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IFA Sales Support Administrator
Found in: Talent UK C2 - 12 hours ago
Blakemore Recruitment Amersham, United KingdomA leading IFA is currently seeking an Experienced Sales Support Administrator to join their busy and growing team due to expansion and increased business levels. You will be working alongside some exceptional IFA's providing excellent administration support. Duties will include d ...
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Senior IFA Administrator
Found in: Talent UK 2A C2 - 1 day ago
Blakemore Recruitment Marlow, United KingdomWe are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Offi ...
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Senior IFA Administrator
Found in: Talent UK C2 - 12 hours ago
Blakemore Recruitment Marlow, United KingdomWe are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Offi ...
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Senior IFA administrator
Found in: Jooble UK O C2 - 7 hours ago
Heat Recruitment Ltd London, United KingdomA 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 ...
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Senior IFA Administrator
Found in: Talent UK 2A C2 - 1 day ago
Blakemore Recruitment London, United KingdomWe 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 ...
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Senior IFA Administrator
Found in: Talent UK C2 - 12 hours ago
Blakemore Recruitment London, United KingdomWe 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 ...
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Experienced IFA Administrator
Found in: Jooble UK O C2 - 3 hours ago
Northampton Business Directory United KingdomOur 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 ...
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Technical IFA Administrator
Found in: Click to Hired UK C2 - 7 hours ago
Heat Recruitment Ltd London, United KingdomA 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 ...
IFA Administrator - Gerrards Cross, United Kingdom - Blakemore Recruitment
Description
We are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross 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
