IFA Administrator - Derby - Recruit Wealth Ltd

We are currently seeking dynamic and motivated individuals to join our team as IFA Administrators.The successful candidates will play a crucial role in supporting our Independent Financial Advisors and contributing to the overall success of our organisation. · Provide administrat ...

Job summary · IFA Administrator · We're working with a small close-knit Financial planning team based in Stoke-on-Trent who are looking to appoint an experienced IFA Administrator to join their very small team. · This role is ideal for someone who enjoys the administrative side o ...

This is a fantastic opportunity for someone who enjoys working in a busy, collaborative environment and wants to play a key role in supporting advisers and the wider operations function. · Preparing valuations and documentation for annual client reviews · Updating and maintaining ...

Your new company · An excellent opportunity has arisen within a highly reputable firm of IFAs. The company is an expanding Financial Advisory business working out of prestigious offices, offering excellent working conditions and a highly supportive team culture. · Your new role ...

Your new company · An excellent opportunity has arisen within a highly reputable firm of IFAs. The company is an expanding Financial Advisory business working out of prestigious offices, offering excellent working conditions and a highly supportive team culture. · Your new role · ...

We are seeking an organised and motivated IFA Administrator to join our financial planning team. · Prepare and maintain client records reports and correspondenceProcess client instructions across pensions investments ISAs and protection products Support advisers with fact finds s ...

We are seeking an organised and proactive IFA Administrator to support Financial Advisers in delivering high-quality financial planning services. · The role involves managing new and existing business, liaising with clients and providers, and ensuring all documentation and proces ...

The client is looking for an experienced IFA Administrator to join their team in Stoke on Trent. The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients. · Processing new bu ...

This is an opportunity to join a small, close-knit team that has been operating successfully for over 20 years and is part of the St. James's Place network. · ...

This is an opportunity to join a small, close-knit team that has been operating successfully for over 20 years and is part of the St. · James's Place network, giving access to extensive resources and support. · Due to continued client growth, · they are seeking a Senior IFA Admin ...

We are seeking a talented individual to join our Financial Planning team in Nottingham, · which is responsible for providing full administrative support to Financial Planners, · as well as building relationships with clients to deliver a positive and sleek client experience.We of ...

+We are seeking a talented individual to join our Financial Planning team in Nottingham. · +National 5 (N5) Grade C in Maths and English or above which is equivalent to GCSE. · Previous administrative experience supporting Financial Planners or Wealth professionals. · +Competitiv ...

We are seeking an Administrator to join our client at their office in NottinghamThe ideal applicant will have a strong understanding of financial services and a demonstrable background in the field. · Preparation of meeting packs and post meeting summary letters · ...

This role supports the smooth and compliant delivery of financial planning services through high-quality administrative and back-office support to advisers and clients. · ...

This is an opportunity to join a small, close-knit team that has been operating successfully for over 20 years and is part of the St. James's Place network. · Due to continued client growth, they are seeking a Senior IFA Administrator to provide administrative and client support, ...

We are seeking a Senior IFA Administrator to provide administrative and client support in our small, close-knit team. · ...

We are looking for an experienced Executive PA with strong IFA administration experience to support a Senior Adviser. · ...

We're looking for an experienced Executive PA to support our Managing Director. · ...

The role is to provide administrative support to the Advisers and Operations Manager. Providing valuations and information for client annual reviews. Updating our back office system (Intelligent Office) with personal client data. · ...

+Job summary · A great long-term career with genuine career progression and exam support. · +ResponsibilitiesUpdate fund holdings and unit prices on the IRESS Xplan Back Office System. · Scan and enter the post onto the Xplan Back Office System. · ...

We're looking for an experienced Executive PA with strong IFA administration experience to support our Managing Director. · Provide proactive diary management for the MD · ...