- Naturally helps others
- Intermediate to advanced knowledge of MS Excel
- Professional, warm and friendly communication skills via telephone, email, written correspondence
- Willingness to ask questions, raise concerns and ask for help
- Career & salary progression is expected
- A passion to develop a career within the financial services industry
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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 - 2 days 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 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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Senior IFA administrator
Found in: Jooble UK O C2 - 10 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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Experienced IFA Administrator
Found in: Jooble UK O C2 - 6 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 - 10 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 ...
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Senior IFA Administrator
Found in: Talent UK 2A C2 - 1 day ago
Heat Recruitment London, United KingdomJob 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 ...
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Senior IFA Administrator
Found in: Talent UK C2 - 2 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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Technical IFA Administrator
Found in: Talent UK C2 - 2 hours ago
Blakemore Recruitment London, United KingdomWe 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 ...
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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 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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Experienced IFA Administrator
Found in: Talent UK C2 - 2 hours ago
Blakemore Recruitment London, United KingdomWe 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 ...
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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: Talent UK C2 - 2 hours ago
Blakemore Recruitment Chatham, United KingdomWe 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 ...
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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: Talent UK 2A C2 - 4 days ago
Financial Divisions Westerham, United Kingdomplus 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 ...
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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 hours ago
Blakemore Recruitment Swanley, United KingdomLocation - 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 ...
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IFA Administrator
Found in: Talent UK C2 - 2 hours ago
Blakemore Recruitment Gerrards Cross, United KingdomWe 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 opt ...
IFA Administrator - London, United Kingdom - Artemis Recruitment Consultants Ltd
Description
This website uses cookies to ensure you get the best experience on our website. IFA Administrator - Gerrards Cross - Artemis Recruitment Consultants Financial ServicesYou will be responsible for providing detail orientated and timely administrative support, reporting to the Managing Director/Principle Adviser, to help enable both in-bound and out-bound business activity to run as smoothly as possible.
This role will be based full-time in the office.Concert Database Management – daily use regarding client information and progress logging
Daily use of MS Excel in conjunction with the platform and Concert database
Platform Management - daily use for client financials regarding ISA's, investment and retirements accounts
Responding to regular enquiries and requests for information from the Concert database and the platform
To help ensure all soft and hard copy information held by Wallis Wealth meets compliance and regulatory standards under Openwork and the FCA (Financial Conduct Authority) stipulations
Producing MS Excel spreadsheets with client plan info
Provide a flexible, accommodating and supportive service generally within the business
Flexible & receptive to changing priorities
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