Ifa administrator jobs

Job Title: IFA Administrator Location: London Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LS/J020513 About the Company: A Chartered, Independent Wealth Management firm that provides comprehensive and bespoke financial planning and Investment Management service advice to a large range of clients with varying levels of wealth. Established in 2008, they have ...
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IFA Administrator St Albans £25,000 to £30,000 depending on experience A great opportunity has become available to work for a professional Wealth Management Company based in the heart of St Albans. Previous experience as an IFA Administrator is essential Your duties will include To provide efficient administrative support to the Partners New business processing and annual valuations Preparation of...
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Job Title: IFA Administrator Location: Bristol Salary: £21,000 - £26,000 Job Ref: LH/20539 We are pleased to be working with a respected UK wide wealth management firm who are recognised as being specialists in their field. Our client is looking for an IFA Administrator to join their team. This role has come up due to internal progression and is an excellent opportunity for someone with IFA or Wea...
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Senior IFA Administrator- Wolverhampton - up to £28k DOE + Benefits We are looking for an enthusiastic and dedicated Senior Financial Administrator to join our Financial Advisory business based in Wolverhampton. We are a progressive and growing company that are devoted to helping individuals with their financial needs. We have a successful team of independent financial advisers and dedicated clien...
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A Chorley based Chartered IFA firm are hiring an additional trainee Paraplanner to join their growing team. The role is ideal for an experienced IFA Administrator who would like to make the jump to Paraplanning and this cant be catered for in their current firm. Salary and package very competitive. You will support the Paraplanner and the role will see you interpret Adviser client files post meeti...
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Our client is an extremely well known professional services firm in the Leamington Spa area, noted for the high degree of service afforded to its corporate and HNW individual clients. With a real focus on financial planning, the organisation's accountancy partners provide a number of excellent quality leads each week resulting in a consistently thriving business model. Providing support to the fir...
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We are a growing City based IFA specialising in providing holistic financial planning to High Net Worth clients. The main duties of the role will be providing dedicated support to advisers of the firm. The ideal candidate will have experience of working in an administrative role in financial services, and have the ability to pro-actively support and assist within a team environment. The role will ...
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If you are tired of that lengthy commute into Manchester or fed up of working for a company that does not take your career aspirations seriously, then this award-winning business could be for you. The role itself will focus on providing support to the organisation's consultants and paraplanners therefore will require individuals with knowledge across pensions, investments and tax mitigation and ad...
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A multisite Accountancy and Wealth management company are bringing on an additional Financial Planning Administrator for their Ilkley office. In the role you will support the advisers in the provision of financial planning advice to clients both private and corporate. Duties will include data inputting of fact find information and documentation onto the back-office system (IRESS), as well as diari...
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Job Title: Senior Administrator/ Report Writer Location: Wells/ Yeovil Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LH/20409 About the Role: Are you an experienced IFA administrator with a passion for the financial services industry and providing a high level of client service. Have you gotten yourself to a point in your career where you are very competent ...
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Job Title: Senior Administrator/ Report Writer Location: Wells/ Yeovil Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LS/20409 About the Role: Are you an experienced IFA administrator with a passion for the financial services industry and providing a high level of client service. Have you gotten yourself to a point in your career where you are very competent ...
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Financial Services Administrator Great opportunity for experienced and ambitious Financial Services Administrator to join expanding wealth management business located in a lovely village in the Newark & Sherwood District of Nottinghamshire. As their Financial Services Administrator you will be an integral and valued member of their small and very friendly IFA (independent financial advisor) practi...
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Group Insurance Schemes Administrator Wolverhampton (near I54) Permanent Salary circa £24,000 - £25,000 Monday – Friday 9am – 5pm We are working with a large financial services organisation that has a network of offices across the UK; they are currently looking to bring in a new Group Insurance Schemes Administrator. The purpose of the role is to provide high quality proactive support to financial...
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My client a successful, growing and professional Independent Financial Advisor (IFA) firm in Leamington Spa, Warwickshire seeks a Financial Planning Administrator / Trainee Paraplanner. Leamington Spa is commutable from Warwick, Coventry, areas of Oxfordshire and the south of Birmingham. This is a permanent full time role to join a friendly team whereby you will add your value to the financial ser...
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Due to expansion, we are looking to appoint an experienced Pensions Administrator to join our small business based in Birmingham providing expert witness reports, predominately in the field of Pensions and Divorce. We are instructed by Solicitors acting on behalf of divorcing parties, to consider their pension assets, value them, and advise on various solutions for their division. For the right pe...
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An independent financial planning company, who has an excellent reputation in the marketplace, are seeking a Sales Administrator to join their expanding team in their Colne office. In return, the Sales Administrator will receive a Salary, generous pension, profit share and a competitive bonus structure. This is an amazing opportunity for someone looking for a busy and challenging position where th...
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Group Risk Administrator - Solihull - £30k DOE + Benefits A fantastic opportunity has arisen for an experienced Group Risk Administrator to join our prestigious client based in Solihull. They are a progressive and growing company that are devoted to build and deliver 'Workplace Pensions' & 'Employee Benefits' packages, helping employers to retain a happy and committed workforce. The successful can...
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SF Group are currently recruiting for a Technical Administrator/Paraplanner (part-time/flexi-time possible) to join a Financial Advice Group in Liversedge. The firm is one of the UK’s top rated Financial Planning firms by Vouchedford.co.uk. The organisation is a Financial Advice firm primarily dealing with SMEs and pre- & post- retirement clients. The firm are looking for a candidate with previous...
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An ideal opportunity for an individual seeking a professional career within the pensions industry has arisen. They are a small but rapidly growing, dynamic team specializing in offering financial advice and services to a range of private and corporate individuals. With ambitious plans to grow into a national firm this would be great time to come onboard. THE ROLE This role will suit someone who ha...
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In this role you will be reporting to the Practice Manager, providing a market leading service in a customer focused, efficient, compliant and cost-effective environment. Experience required: Experience in a similar role within an IFA environment Knowledge of industry products Industry qualifications desirable but not essential Good written and oral communication skills Good analytical and numeric...
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