Jobs
>
Doncaster

    Ifa Administrator - Doncaster, South Yorkshire, United Kingdom - Lime People Search & Select Ltd

    Default job background
    Description

    My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning.

    We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their clients, by producing compliant documentation.

    Acting as the first point of contract to providers and clients and supporting them with queries relating to their portfolio of products.


    • Receiving incoming requests and producing review packs for the Financial Advisors in a timely manner to support Advisor / Client annual reviews.
    • Obtaining valuations in relation to Pensions, Protection, Savings and Investment products and consolidating valuations from several providers to present to the Advisors in preparation for review meetings.
    • Using Intelligent office to add, configure, navigate and update client records and complete a fact find report which is compliance ready.
    • Uploading review pack documentation to a Digital Wealth Management platform to allow the Advisors to advise and service clients during virtual meetings.
    • We would be seeking candidates witth around 1-3 years experience working within the Financial Advice / Financial Services sector with a level of Financial Services knowledge across Investments, Pensions, Retirment / Estate Planning. You will also have good working knowledge of Microsoft Office products such as Word, Excel, Outlook and a good basic education in Maths and English.
    A great salary is offered for this fixed term 1 year contract, which will potentially be renewed or with a chance of being taken on permanently

  • CAPIO RECRUITMENT LIMITED

    Ifa Administrator

    1 week ago


    CAPIO RECRUITMENT LIMITED Doncaster, United Kingdom

    Capio recruitment are working with an Independent Financial Planning firm who are looking for an IFA Administrator to join their team in Doncaster. The firm has over 20 years of experience and offer an holistic approach to financial planning. Supportingtheir clients with their Pe ...

  • CB3 Associates Ltd

    Ifa Administrator

    1 week ago


    CB3 Associates Ltd Doncaster, United Kingdom

    **The Company**:Established IFA firm looking to add an experienced IFA Administrator to their back-office team in support of two Financial Advisers. A truly independent advice firm who adopt a personal, tailored approach to financial planning. · - **Office Location**: Doncaster · ...

  • CB3 Associates Ltd

    Ifa Administrator

    1 week ago


    CB3 Associates Ltd Horsforth, United Kingdom

    **The Company**: Established IFA business based in North Leeds who are looking to add an experienced IFA Administrator to their expanding back-office support team, working alongside multiple private wealth focused financial advisers: · - **Office Location**:Central Leeds · - **Hy ...

  • Barber McLelland Ltd

    Ifa Administrator

    1 day ago


    Barber McLelland Ltd Barnsley, United Kingdom

    **IFA Administrator - Professional Service Firm (Full or Part Time)** · **The Role** · Barber McLelland is working as recruitment partners on behalf of a leading professional service business based in Barnsley who are looking to appoint an experienced IFA Administrator. · **Dutie ...

  • Cranleigh Personnel

    Ifa Administrator

    1 day ago


    Cranleigh Personnel Bradfield, United Kingdom

    **IFA Administrator / Wealth Planning Administrator** · **Location: Bradfield, Berkshire** · **Salary: £28,000 - £33,000** · **Are you an IFA Administrator looking for your next role?** · - Do you feel that you are underpaid or undervalued working for a larger IFA? · - Would you ...

  • CAPIO RECRUITMENT LIMITED

    Ifa Administrator

    2 days ago


    CAPIO RECRUITMENT LIMITED Chesterfield, United Kingdom

    **Job Title: IFA Administrator** · **Salary: £25,000 - £30,000** · **Location: West Wiltshire** · A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. Our client has a strong p ...

  • CB3 Associates Ltd

    Ifa Administrator

    3 days ago


    CB3 Associates Ltd Sheffield, United Kingdom

    **The Company**: Sheffield based IFA firm looking to add a Client Services Administrator to their expanding adviser support team. A growth orientated, multi-site business providing HNW private clientele with a breadth of private wealth and family planning advice. · - **Office Loc ...

  • CB3 Associates Ltd

    Ifa Administrator

    3 days ago


    CB3 Associates Ltd Leeds, United Kingdom

    **The Company**: Highly reputable IFA business who sit at the forefront of UHNW private client advice looking to bring in an experienced, private wealth focused IFA Administrator to their expanding back-office support team. · - **Office Location**: Central Leeds · - **Hybrid/Home ...

  • CB3 Associates Ltd

    Ifa Administrator

    1 week ago


    CB3 Associates Ltd Sheffield, United Kingdom

    **The Company**: Directly authorised IFA firm looking to recruit a Financial Planning Administrator into their adviser support team. Rapidly growing business with expansion plans for the group as we head into 2023, offering progression routes and support to personal develop, shor ...

  • CAPIO RECRUITMENT LIMITED

    Ifa Administrator

    1 week ago


    CAPIO RECRUITMENT LIMITED Mansfield, United Kingdom

    **Job Title: IFA Administrator** · **Salary: £22,000 - £25,000** · **Location: Mansfield** · A well-respected Independent Financial Planning firm with a good reputation are looking for an experienced Administrator to come and join their growing team. · This firm provides complex, ...

  • Independent Resourcing Consultancy

    Ifa Administrator

    1 week ago


    Independent Resourcing Consultancy Leeds, United Kingdom

    **IFA Administrator**: · - Job Reference: 1454 · - Date Posted: 4 August 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Leeds · - Salary: £18,000 to £26,000 · - Sector: Administration, Client Services · - Job Type: Permanent · - Contact: Jon Minns · - Teleph ...

  • CB3 Associates Ltd

    Ifa Administrator

    1 week ago


    CB3 Associates Ltd Chesterfield, United Kingdom

    **The Company**: Chartered IFA firm looking to add an IFA Administrator to growing adviser support team in Chesterfield. A progressive, forward-thinking financial advisory business that provide HNW private clientele with a breadth of privatewealth and family planning advice. · - ...

  • Reward Recruitment

    Ifa Administrator

    1 week ago


    Reward Recruitment Leeds, United Kingdom

    **IFA Administrator** · **Leeds** · We are currently recruiting on behalf of an established Wealth Management practice, who have a brilliant Financial Planning Administrator opportunity, to join an established IFA team who provide a personal, independent and bespoke wealth manage ...

  • CB3 Associates Ltd

    Ifa Administrator

    1 week ago


    CB3 Associates Ltd Horbury, United Kingdom

    **The Company**:A directly authorised IFA firm based in Wakefield who are looking to recruit an Adviser Support head into their IFA administration team. Heading into a team of 18 staff across two distinct areas of the firm's adviser supportstructure, this is a highly developmenta ...

  • CB3 Associates Ltd

    Ifa Administrator

    5 days ago


    CB3 Associates Ltd Sheffield, United Kingdom

    **The Company**: Nationally recognised and rapidly expanding IFA business based in Sheffield looking to recruit a private wealth focused Client Liaison Administrator head who holds admin experience working within an IFA/wealth management firm.An AIM-listed business with more than ...

  • Page Personnel - UK

    Ifa Administrator

    22 hours ago


    Page Personnel - UK Leeds, United Kingdom

    IFA Administrator · - Growing financial firm in Altrincham · **About Our Client**: · This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, ...

  • CB3 Associates Ltd

    Ifa Administrator

    1 week ago


    CB3 Associates Ltd Wakefield, United Kingdom

    **The Company**:Directly authorised IFA firm looking to recruit a Financial Planning Administrator into their adviser support team. Rapidly growing business with expansion plans for the group as we head into 2023, offering progression routesand support to personal develop, short- ...

  • CB3 Associates Ltd

    Ifa Administrator

    1 week ago


    CB3 Associates Ltd Moortown, United Kingdom

    **The Company**:Regional IFA firm based in Moortown, North Leeds who are looking to recruit an IFA Administrator in support of two Financial Planners on dedicated, consultative support basis. The firm are now 5 advisers strong and are lookingfor an experienced Administrator with ...

  • CAPIO RECRUITMENT LIMITED

    Ifa Administrator

    1 week ago


    CAPIO RECRUITMENT LIMITED Sheffield, United Kingdom

    Capio recruitment are working closely with a Wealth Management firm who are looking for an IFA Administrator to join their team in Sheffield. They pride themselves on their values and always put the customer first at every step of the way. They are one ofthe UK's leading integrat ...

  • RecruitUK

    Ifa Administrator

    1 week ago


    RecruitUK Chesterfield, United Kingdom

    **Role**:IFA Administrator · **Salary**: Up to £30,000 · **Location**: Chesterfield · **Reference Number**: 8409 · Do you have a passion for **Client services and** **Financial Planning**? Do you thrive in a fast-paced, dynamic environment where attention to detail and organizati ...