Ifa administrator jobs

The Company: I am currently working on behalf of an Award Winning Chartered Financial Advice Group based in York who are looking to add an IFA Administrator to the team. I am looking for an experienced IFA Administrator who can come in provide dedicated one to one support for a top performing Financial Adviser. This is an opportunity with a forward thinking and rapidly growing business where staff...
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IFA /Financial Administrator Crawley, West Sussex Circa 24K-30 K –salary negotiable dependant on experience Crawley IFA firm is looking for an IFA/Senior Administrator to join their team. This is an excellent opportunity to join a growing IFA firm who provide a range of financial advice, management and planning services to businesses and individuals. Their services are designed to grow and protect...
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I am currently working with a successful and long standing Financial Advice Group based in North Leeds who are looking to add an IFA Administrator to the team. This will be an experienced Administrator interested in working in a tight-knit team at a company with exceptional benefits. You will provide full support for Financial Advisers in relation to all aspects of financial planning and retiremen...
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The Company: I am currently working on behalf of an Independent Financial Advice Group based in North Leeds who are looking to add an IFA Administrator to the team. I am looking for an experienced IFA Administrator who can come in and support a group of Independent Financial Advisers and the Wealth Management department. This is an opportunity with an established and reputable business where staff...
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Job Title: IFA Administrator Location: Gloucestershire Job Sector: Financial Services Job Type: Permanent Salary: £18,000 - £25,000 Job Reference: LS/20950 Job Description: I am on the lookout for an Administrator that has experience of supporting a team of advisors and paraplanners within an independent Financial Advice environment. Day to day the administrator will work with the advisory and par...
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We are looking for an enthusiastic and dedicated Financial Administrator to join our Financial Advisory business. 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 client managers who provide client focused advice in all aspects of financial planning. The successful ...
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Client Overview FPSG, working in partnership with a leading IFA, have a fantastic opportunity for a Pensions Administrator to join our client's highly respected and well established branch in the West of Glasgow. Arising as part of continued growth for our client, this role would be joining an established team and offers the opportunity for flexible working or part-time working in addition to idea...
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The Company: I am currently working on behalf of an Independent Financial Advice Group based in North Leeds who are looking to add an IFA Administrator to the team. I am looking for an experienced IFA Administrator who can come in and support a group of Independent Financial Advisers and the Wealth Management department. This is an opportunity with an established and reputable business where staff...
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Financial Services Administrator Location: Birmingham Hours: Full Time Salary: £24K + benefits Our client is currently looking for a Financial Services Administrator who will provide administrative support, within their existing administration team for the IFA team. You will be part of a team that provides advice in areas such as investment management, protection and pension retirement planning to...
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The Role The role of the Client & IFA Support Administrator is to assist in providing administrative and technical support to the IFA / Director within the business. It will also be to assist and help manage the client servicing as regards contact from clients and the internal client case workflow. To work with other staff members with responsibility to ensure smooth running of our Back Office. Th...
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Relevant Skills and Knowledge Working knowledge of IO Software and Microsoft Office suite. IFA/Financial Services Experience of products and basic understanding of FCA regulatory framework. Knowledge and understanding of firm’s procedures and requirements for business processing. Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual a...
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Introduction FPSG have an intriguing opportunity for a Mortgage Administrator / Client Relationship Manager based in Edinburgh. The role sits within a leading Mortgage Broker and offers the chance to start a new and challenging role within an established business. Our client is a highly successful broker that prides itself on client care and a good working environment. Within the role, you will su...
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Introduction FPSG have an intriguing opportunity for a Mortgage Administrator / Client Relationship Manager based in Glasgow. The role sits within a leading Mortgage Broker and offers the chance to start a new and challenging role within an established business. Our client is a highly successful broker that prides itself on client care and a good working environment. Within the role, you will supp...
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Overview Great opportunity to join a well-established financial planning company working within in small friendly office environment. Our client is looking for a new member to join their team in an administrative role. Responsibilities Varied administration and customer liaison responsibilities Handling telephone queries, opening and handling Fact-finding with clients to qualify requirements Updat...
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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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