Ifa administrator jobs

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SF Group are currently recruiting for an IFA Administrator on the behalf of a young and ambitious Financial Advice Group in York. The company offer a first-class and professional service, whilst maintaining a personal touch with their clients. They specialise in personal private wealth, corporate wealth and investments. The company are in a period of sustained growth due to a consistently high inf...
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SF Group are currently recruiting for a Part-Time IFA Administrator on the behalf of an Independent Financial Advice Group in Central Leeds. The company offer whole of market advice on pensions, investments, mortgages, protection and inheritance. Their focus as a business is on developing strong and lasting relationships with their clients by offering a service second to none. Benefits and Duties:...
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Job Description: My client is looking for an experienced administrator from within the financial services sector to join their small administration team. Reporting into the Head of Platform Administration, you will assist the team to carry out day to day administration relating to client’s investment portfolios. The role will involve communicating with product providers to obtain product illustrat...
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Our well-established and highly respected Independent Financial Advisor SME client is looking for an experienced, well organised and efficient Office Administrator to join their small, friendly team based just outside Chester. As the Office Administrator, you will be responsible for providing seamless, detail orientated and proactive PA support to the Director to ensure all runs smoothly on a day ...
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Overview Great opportunity to join a well-established financial planning company working within in small friendly office environment. Based near Twyford. 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 qualif...
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Job Description: My client is looking for a Senior Administrator / Paraplanner from an IFA or Wealth management background with an ability to ‘hit the ground running’. Someone with a financial planning administration background is essential as there is little resource for training. The role holder will be responsible for processing new business, investment administration and the production of clie...
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