- Issuing letter of authorities (LOAs) to providers and learning to write basic Suitability Letters
- Providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients.
- Telephone liaison with Administration Centres and Paraplanners, chasing financial institutions to provide requested information
- Completing illustrations and applications for new business
- Processing New Business applications and chasing through to completion.
- Tasks must be completed within a timely manner
- Someone who has worked as an Administrator at an IFA or within a Wealth Management environment?
- Someone who has excellent IT and communication skills, are you highly organised and can make decisions?
- Someone who is confident in dealing with third parties and can work with total discretion?
- Someone who is a self starter and able to work with little or no supervision?
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Ifa Administrator
3 days ago
Ortus PSR City of London, United KingdomA excellent Chartered IFA practice, based in Central London are hiring for an IFA Administrator to join their team. · **Role Function**: · Working directly alongside one of the Senior Partners and their two Paraplanners, delivering to the higher standard the technical and data le ...
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Ifa Administrator
4 days ago
Blakemore Recruitment Sevenoaks, United Kingdom**Main/Core Job Tasks & Responsibilities** · - Preparation of New Business Files · - Submission of New Business files and also the data input of the recommendation and client details on the back office system. · - Post Sales - pipeline/case submission chasing · - Manage Review pr ...
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Ifa Administrator
2 days ago
Cranleigh Personnel Oxted, United Kingdom**IFA Administrator** · **Oxted, Surrey** · **£27,000 - £35,000** · **Are you an IFA Administrator?** · - Do you enjoy a varied role, encompassing both IFA administration and client services aspects. · - Would you enjoy working for a whole of the market chartered financial planni ...
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Ifa Administrator
2 days ago
Cranleigh Personnel Oxted, United Kingdom**IFA Administrator** · **Oxted, Surrey** · **£27,000 - £35,000** · **Are you an IFA Administrator?** · - Do you enjoy a varied role, encompassing both IFA administration and client services aspects. · - Would you enjoy working for a whole of the market chartered financial planni ...
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Ifa Administrator
1 week 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
1 week 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
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
4 days ago
Cranleigh Personnel Gillingham, United Kingdom**Wealth Planning / IFA Administrator -** · **Gillingham, Kent · - Up to £33,000** · **Job Summary**: · If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning compan ...
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Ifa Administrator
3 days 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
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
3 days ago
Cranleigh Personnel Crawley, United Kingdom**IFA Administrator** · **Based Crawley** · **Salary up to £30,000** · **Overview** · Our client is now looking for an enthusiastic and organised IFA Administrator to join their team. You will be working for a Chartered, Independent IFA and joining a company with established proc ...
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Ifa Administrator
1 week ago
Cranleigh Personnel London, United Kingdom**Based City, London** · **Salary £30,000 - £38,000 depending upon experience** · **Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?** · Do you feel frustrated in your current role as you are not having the mentoring/trainin ...
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Ifa Administrator
1 week 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 days ago
Cranleigh Personnel Crawley, United Kingdom**IFA Administrator** · **Based Crawley** · **Salary up to £30,000** · **Overview** · Our client is now looking for an enthusiastic and organised IFA Administrator to join their team. You will be working for a Chartered, Independent IFA and joining a company with established proc ...
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Ifa Administrator
5 days 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
1 week ago
Cranleigh Personnel Wimbledon, United Kingdom**Title: Wealth Planning / IFA Administrator -** · **Wimbledon - Up to £35,000** · **Hybrid working available** · **Job Summary**: · If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique indep ...
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Ifa Administrator
4 days ago
CAPIO RECRUITMENT LIMITED Reigate, United Kingdom**Job Title: IFA Administrator** · **Location: Reigate** · **Salary: £24,000 - £30,000** · **The Company**: · We are working on a brand-new position with an established and growing Financial Planning business in Reigate who are searching to add an additional member to the client ...
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Ifa Administrator
3 days ago
CAPIO RECRUITMENT LIMITED Watford, United Kingdom**Job Title**: IFA Administrator · **Location**: St Albans · **Salary**: £25,000 to £35,000 · **The Position** · We are currently working on a new IFA Administrator position with a Financial Planning firm to be based in from their boutique office based in St Albans. · Our client ...
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Ifa Administrator
1 week ago
Cranleigh Personnel London, United Kingdom**Based City, London** · **Salary £28,000 - £36,000 depending upon experience · - plus bonus** · **IFA Administrator** · **Are you looking for your next role within IFA Administration? Looking for somewhere you can remain and develop long term. Would you thrive in a company that ...
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Ifa Administrator
20 hours ago
Financial Divisions Weybridge, United KingdomMy client is multi award winning IFA with offices based in London and Weybridge. A new role has arisen for an experienced IFA Administrator who has gained experience within Wealth Management and looking for a new and exciting challenge based out of officesin Weybridge. Hybrid wor ...
IFA Administrator - Swanley, United Kingdom - Blakemore Recruitment
Description
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 basis.
The Role:
Are you;
Then this could be the perfect opportunity for you.
If you are interested, please get in touch.