Ifa administrator jobs

IFA Administrator Sheffield £18,000 to £21,000 p.a. + benefits Benefits include a 5% employer pension contribution, Perkbox and free parking. Excellent opportunity to progress your career as IFA Administrator in well established, Sheffield based Wealth Management Company The Role As experienced IFA Administrator you will be responsible for all general administration. You will ensure that documents...
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SF Group are currently recruiting for an IFA Administrator and a Senior IFA Administrator in the Doncaster area. Both positions are able to be on a full time, 3 day part time or 4 day part time basis. The role: • Reputable firm providing whole-of-market Financial Advice – encompassing retirement planning, portfolio planning, mortgage, protection, investments and all aspects of pensions • Small fir...
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A chartered Financial Planning organisation in Altrincham is seeking an additional IFA Administrator to join one of their existing teams. There are two teams due to the volume and nature of the business and this role available is paying up to 28,000 and would be suitable for someone who has experience in a similar environment dealing with high net worth clients. The company have a track record for...
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Job Title: IFA Administrator Location: Bristol Job Sector: Financial Services Job Type: Permanent Salary: £20,000 - £25,000 Job Reference: LS/20726 About the Company: My client is a global wealth manager with a long history of providing tailored and bespoke wealth management to private individuals, charities, corporate and institutional clients. The scope of their advice spans across all areas inc...
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A chartered Financial Planning organisation in Knutsford is seeking an additional IFA Administrator to join one of their existing teams. This role is due to the volume and nature of the business and I paying up to 27,000 and would be suitable for someone who has experience in a similar environment dealing with high net worth clients. The company have a track record for developing staff very well, ...
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I am recruiting for a leading Bolton based IFA firm who are looking for an experienced IFA Administrator to join them. The company are long established and all members of the team are experienced in the industry, so this is a great environment to learn. Salary for this role is flexible, in the region of 26,000/28,000 with additional benefits. To be suitable for the role you will need to have exper...
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Our client, a Chartered Financial Planning Company are currently looking are looking to recruit an IFA Paraplanner/Administrator who fits well within the culture of the business and can assist them in delivering their high-level services as the business continues to grow. Key duties: - Administration of both new and existing business, ensuring compliance and process procedures are followed - Maint...
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A long established firm in Sale is looking for an additional member to join their Adviser support team. The staff turnover is historically very low and therefore you can assume this reflects a very good working atmosphere and environment. Given the nature of the work involved, you will need to be experienced within IFA Administration with particular focus on Investment and trust work as you will b...
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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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Part Time Financial Services Administrator required by IFA based in Camberley, Surrey. Salary negotiable depending on skills and experience. This is a part time role of a minimum 3 part time days/week. A minimum of 3 years’ experience in Financial Services is essential for this role. We are a small successful family IFA practice with a General Insurance division and are now looking to recruit an a...
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Our client is one of the UK's most successful and prominent financial services firms. Having gone through an unprecedented level of growth in recent years they are now seeking to bolster their compliance unit to review ongoing advice. The main purpose of the role is to ensure that the advice carried out by the firm's consultants is appropriate and satisfies all regulatory requirements. This means ...
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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. The client is looking for someone who wants to progress and to take on additional exams in order to become a specialist in mortgages. Salary: £20.000-26.000k DOE Experience required: Experience in a similar role within an IFA env...
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A chartered Financial Planning organisation in Cheshire has reached scale to require an experienced Senior IFA Administrator/Financial Planning support manager to join their firm. This role is due to the volume and nature of the business and I paying up to 36,000 and would be suitable for someone who has supervisory experience within the wealth management industry. The management style sought Is v...
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Role Description: The Company is an IFA that sits within a larger Financial Services Group and is looking to recruit a Paraplanner who will take pride in providing unrivalled levels of service to the Company’s clients. You will be given the responsibility to represent the Company in a professional manner and provide a high-quality standard of work. You will be responsible for ensuring that the Com...
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Employer description True Potential is an award winning Company that provides products and technology to over 1.4 million private clients. As one of the most innovative financial services group in the UK today, currently working with over 20% of the IFA market, True Potential believe that what we are doing has great value and will help revolutionise the way wealth management is delivered to custom...
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