- Support Financial Planners & Paraplanners with new business admin
- Handle client suitability letters and queries
- Take care of various aspects of financial services administration
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Ifa Administrator
2 weeks ago
GCB Recruitment London, United KingdomAre you an experienced Wealth Management professional looking to work in an award-winning independent financial advice firm? · My client is a boutique wealth planner, asset manager and employee benefits specialist. They have built the Company on integrity and trust because doing ...
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Ifa Administrator
2 weeks ago
Vision-FS Recruitment London, United KingdomIFA Administrator/ IFA Support/ IFA Sales Support. · Experience of working with IFA's. · **The Role**: · - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. · - To ensure complete and accurate records ar ...
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Ifa Administrator
1 week ago
Vision-FS Recruitment London, United KingdomIFA Administrator/ IFA Support/ IFA Sales Support. · Experience of working with IFA's. · **The Role**: · - To provide high quality support within a team, building a relationship with clients whilst delivering a high level of service. · - To ensure complete and accurate records ar ...
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Ifa Administrator
2 weeks ago
Financial Divisions London, United Kingdom**Wealth Management** · **Excellent Benefits + Study Package Office / partially remote (2 days WFH if required)** · **The Opportunity** · Our client is an Ealing based wealth management company, with a long established and highly respected history. They have a client base set out ...
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Ifa Administrator
2 weeks ago
Recruit UK London, United Kingdom**Job Title**: IFA Administrator · **Industry**: Financial Planning · **Location**:Remote · **Salary**: £25,000 · **Job Reference**:4117 · Recruit UK is working on an excellent opportunity for a fully remote IFA administration. · Our client is a remote IFA administration firm, wh ...
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Ifa Administrator
6 days ago
Templegate London, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: IFA Administrator · **Location**: London - Wimledon · **Benefits**: Hybrid working, Pension, 25 days leave plus bank holidays · **Salary**: £30,000k ~ £35k Depending on experience. · **What ...
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Ifa Administrator
2 weeks ago
Templegate London, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: New Business Administrator · **Location**: London · **Benefits**: Competitive salary, 28 days Holiday plus Bank Holidays, Life Cover, Pension, Health Care Benefits, Exam Support. · **Salary ...
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Ifa Administrator
2 weeks ago
Independent Resourcing Consultancy London, United Kingdom**IFA Administrator**: · - Job Reference: 1455 · - Date Posted: 4 August 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: London · - Salary: £18,000 to £26,000 · - Sector: Administration, Client Services · - Job Type: Permanent · - Contact: Jon Minns · - Telep ...
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Ifa Administrator
2 weeks ago
Cranleigh Personnel London, United Kingdom**IFA Administrator / Wealth Planning Administrator** · **Location: City, London** · **Hybrid Working - 3-4 x days office** · **Salary: £30,000 - £36,000** · **Are you an IFA Administrator looking for your next role?** · - Are you looking for a role where you can develop your car ...
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Ifa Administrator
2 weeks ago
Cranleigh Personnel London, United Kingdom**IFA Administrator / Wealth Planning Administrator** · **Location: City, London** · **Hybrid Working - 3-4 x days office** · **Salary: £30,000 - £36,000** · **Are you an IFA Administrator looking for your next role?** · - Are you looking for a role where you can develop your car ...
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Ifa Administrator
6 days ago
Recruitment Connection Ltd Camden, United Kingdom**IFA Administrator** · **London** · **£25,000 - £30,000 + pension, DIS and PMI and discretionary bonus.** · **My client provides a comprehensive financial planning and discretionary management service to clients. They offer investment advice, pension and protection planning to b ...
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Ifa Administrator
6 days ago
Cranleigh Personnel London, United Kingdom**IFA Administrator/Private Client Administrator** · **Clerkenwell, London** · **Up to £30,000 depending on experience.** · Are you currently an Administrator within a Financial Planning environment? · Do you enjoy a varied role, encompassing both IFA administration and client se ...
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Ifa Administrator
2 weeks ago
The Coast Partnership London, United KingdomA great new opportunity have arisen for IFA Support Administrator to join an exciting Private Client Practice ( on a full time basis). · It's an exciting practice, set up by a successful team including a Chartered Wealth Manager. · **Essential** · - Previous experience in an advi ...
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Ifa Administrator
2 weeks ago
mbf. London, United KingdomA leading Wealth Management organisation with offices in Mayfair currently seek to recruit an experienced Administrator to join their Wealth Planning team. · As part of the Wealth Planning team you will be working alongside Advisers who provide whole of market financial advice to ...
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Ifa Administrator
2 weeks ago
Financial Divisions London, United Kingdom**The Opportunity** · Our client is a firm of independent financial advisers and investment managers, providing advice to individual and to corporate clients. Established in 1980, the firm manages private client investments of c£0.5 billion. · The company is highly successful and ...
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Ifa Administrator
2 weeks ago
Financial Divisions London, United Kingdom**plus Bonus, superb opportunity with amazing benefits** · Are you an experienced IFA Administrator looking to join a thriving successful business where you will feel happy, included, and valued for your hard work and commitment? I am currently working with this highly respected ...
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Ifa Administrator
1 week ago
Financial Divisions London, United KingdomMy client is a dynamic and forward-thinking IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator. · You will be supporting the adviser in the Company with technical support across pensions, investments, IHT, estate planning ...
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Ifa Administrator
3 weeks ago
Financial Divisions London, United Kingdom**plus Study with £1k Bonus upon each exam pass** · My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start ...
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Ifa Administrator
2 weeks ago
Reed Insurance London, United KingdomREED Finncial Services are proud to be representing a vastly experienced IFA client who are based in a stunning converted barn in the rural village of Doynton Bristol, conveniently situated just 5 minutes from the M4. Due to growth they seek 2 xIFA Administratorto join their succ ...
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Ifa Administrator
2 weeks ago
Search Consultancy London, United KingdomIFA Administrator · London · Competitive salary + market leading benefits package, bonus, flexible working · Award winning Financial Planning organisation in London are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful offi ...
Ifa Administrator - London, United Kingdom - Mitchell Hall Consulting
Description
Wealth Planning Practice - IFA Administrator role
Are you ready to be a vital part of a successful team within an IFA Wealth Management practice in Liverpool? This is the perfect opportunity for an experienced IFA/Wealth Management Administrator to join a friendly yet professional office environment.
A competitive salary package awaits, along with additional benefits and holiday entitlement. This role calls for someone with at least 2 years of administration experience in an IFA/Wealth office, along with knowledge of IFA administration. Working towards Level 4 Diploma would be a plus!
Don't miss out on this sought-after opportunity - apply now to be considered for an interview!