Jobs
>
Royal Tunbridge Wells

    IFA Administrator - Royal Tunbridge Wells, United Kingdom - Blakemore Recruitment

    Blakemore Recruitment
    Blakemore Recruitment Royal Tunbridge Wells, United Kingdom

    6 days ago

    Default job background
    Description

    We are currently recruiting for a Chartered Financial Planning practice based in Tunbridge Wells who are looking to recruit an IFA Administrator to join their team.

    ROLE

  • Acting as point of contact between clients, advisers and third-party product providers
  • Establishing and maintaining electronic client files
  • Processing new business applications, maintaining accurate information and recordings transactions
  • Sourcing quotations, illustrations and supporting documentation
  • Preparing valuations, reports and material for client meetings
  • Ensuring that all work adheres to the firm's compliance procedures
  • Follow established procedures, systems and templates for processing work
  • Act on own initiative to ensure workload is prioritised in a timely manner
  • Dealing with post and answering the phone

    • PERSONAL

  • To maintain and increase technical knowledge and ability to apply this knowledge
  • To keep CPD records in accordance with the firm's T&D plan
  • To ensure that all client financial and personal affairs remain confidential and are not discussed with third parties without client permission
  • To maintain an awareness of new products and market developments
  • To ensure that both internal and external communications are polite and respectful and to represent the firm in a professional manner

    • QUALIFICATIONS/CAPABILITIES

  • To use best endeavours to continually improve upon qualifications and skills by following a programme of personal development as agreed with the firm
  • To maintain an acceptable knowledge of the Regulatory framework

    • SKILLS

  • Understanding information and documentation required to process new business, claims and amendments to existing client policies and investments
  • Keyboard and computer skills, including Word, Outlook, Excel, Adviser Office, Papercloud and
  • Gateway
  • Communication and interpersonal skills for dealing with colleagues, clients and companies
  • Letter writing skills and information presentation
  • High degree of organisational skills and attention to detail
  • Exceptional client service and communication skills

    • KNOWLEDGE

  • Understanding of Regulatory framework
  • Knowledge of financial services products
  • Experience of provider investment platforms
  • Experience within the financial services industry
  • CAPIO RECRUITMENT LIMITED

    Ifa Administrator

    1 week ago

    CAPIO RECRUITMENT LIMITED Tunbridge Wells, United Kingdom

    **Job Title: IFA Administrator** · **Location: Tunbridge Wells** · **Salary: up to £26,000, dependant on experience and skills** · **The Company**: · We are working on a brand-new position with an award-winning national Financial Planning business who are searching to add an addi ...

  • Ortus PSR

    Senior Ifa Administrator

    1 day ago

    Ortus PSR Tunbridge Wells, United Kingdom

    Are you a Senior IFA Administrator with ambitions of becoming an Office or Operations Manager? · A small financial planning practice who havethe privilege of supporting C-Suite Executives from some of the World's biggest brands (average client has c£15M of investable assets,) are ...

  • Cranleigh Personnel

    Ifa Administrator with Clear Pathway Into

    3 days ago

    Cranleigh Personnel Royal Tunbridge Wells, United Kingdom

    **IFA Administrator with clear pathway into Paraplanning** · **Based Tunbridge Wells** · **Salary £28,000 - £33,000 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 ...

  • Cranleigh Personnel

    Ifa Administrator

    2 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 ...

  • Cranleigh Personnel

    Ifa Administrator

    4 days ago

    Cranleigh Personnel Horsham, United Kingdom Full time

    **IFA / Wealth Planning Administrator** · **Based Horsham** · **Salary up to £32,000 + bonus** · **Do you love organising, planning and thinking ahead?** · Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge? · Then we have the r ...

  • Cranleigh Personnel

    Ifa Administrator

    2 hours ago

    Cranleigh Personnel Horsham, United Kingdom Full time

    **IFA / Wealth Planning Administrator** · **Based Horsham** · **Salary up to £32,000 + bonus** · **Do you love organising, planning and thinking ahead?** · Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge? · Then we have the r ...

  • Cranleigh Personnel

    Ifa Administrator

    2 hours 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 ...

  • GCB Recruitment

    Ifa Administrator

    1 week ago

    GCB Recruitment London, United Kingdom

    Are 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 ...

  • Cranleigh Personnel

    Ifa Administrator

    1 week ago

    Cranleigh Personnel Horsham, United Kingdom Full time

    **IFA / Wealth Planning Administrator - Either Part or Full Time** · **Based Horsham** · **Salary up to £32,000 + bonus** · **Do you love organising, planning and thinking ahead?** · Are you currently working as a Wealth Planning / IFA Administrator and looking for your next · ch ...

  • Financial Divisions

    Ifa Administrator

    5 days 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 ...

  • Blakemore Recruitment

    Ifa Administrator

    2 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 ...

  • Blakemore Recruitment

    Ifa Administrator

    2 days ago

    Blakemore Recruitment Hove, United Kingdom

    We are currently recruiting for a Financial Planning practice in Hove who are looking for an IFA Administrator. They are ideally looking for someone who has previous IFA Administration experience. Also Intelligent Office would be desirable. · **Role purpose** · You will be workin ...

  • Cranleigh Personnel

    Ifa Administrator

    2 hours 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 ...

  • Cranleigh Personnel

    Ifa Administrator

    1 week 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 ...

  • Appointed Ltd

    Ifa Administrator

    1 week ago

    Appointed Ltd West Grinstead, United Kingdom Part time

    **My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.** · They are seeking a IFA Administrator to join their team to a ...

  • Cranleigh Personnel

    Ifa Administrator

    2 hours 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 ...

  • Cranleigh Personnel

    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 ...

  • Templegate

    Ifa Administrator

    3 days 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 ...

  • Cranleigh Personnel

    Ifa Administrator

    6 days ago

    Cranleigh Personnel Haywards Heath, United Kingdom

    **Job title: IFA Administrator / Wealth Planning Administrator** · **Location: Haywards Heath** · **Salary: £25,000 - £35,000 depending upon experience** · Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? · If so, we may ...

  • Ortus PSR

    Ifa Administrator

    1 week ago

    Ortus PSR Brighton and Hove, United Kingdom

    Are you an experienced IFA Administrator looking for the next exhilarating chapter in your career? This is your chance to take your expertise to new heights and join a team that values your skills and accomplishments. Your wealth of knowledge and proven track record as an IFA Adm ...