Ifa administrator jobs

Clark James are seeking an IFA Administrator for an Independent Financial Planning Firm The main focus of the IFA Administrator role is to build a good, overall knowledge of all areas of financial planning and assist the Paraplanning and Advice teams. ​ Duties of IFA Sales Administrator, will include, but not be limited to: · Process client applications for products, send them to the relevant prod...
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Working on behalf of a successful and progressive, FCA authorised IFA firm in Liverpool, we are seeking a Financial Services Administrator/Trainee Paraplanner to join their team. The role will involve, but not be limited to: · New business processing · Policy issue processing · Fund switch processing · Fees & commission reconciliations · Admin support to Directors · Completion of Factfinds · Asses...
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Working on behalf of a highly reputable Chartered IFA, we are seeking an experienced Financial Services Administrator to join their team as additional support. If you are the IFA Administrator our client are seeking to join their friendly team, you will be enthusiastic, hardworking and good at multitasking with a strong knowledge of financial services. The Company Our client are a second generatio...
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Job Title: IFA Administrator Location: Cheltenham Salary: Competitive Job Ref: LH/20203 Cavendish Maine is delighted to working with an extremely well established wealth management firm based in Cheltenham. They are specialists in their field and this is a great opportunity for someone with some pensions and investment experience who is looking to progress further in their career. You will be work...
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We are currently working with a Chartered Financial Planning practice who are looking to recruit an experienced IFA Administrator to join their team based in Stockport. Enjoying an outstanding reputation for high quality advice with HNW individual clients, this highly regarded firm offers candidates the opportunity to gain invaluable experience of working within a Chartered environment. Responsibi...
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Job Title: IFA Administrator Location: Milton Keynes Salary: Up to £25,000 Job Ref: LH/20210 This firm is a well-respected Wealth Management firm. They are specialists in their field and are very established in the marketplace. This is a great opportunity for someone with some pensions or financial services experience looking for the next step in their career. You will be working in a friendly env...
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Are you self-motivated with great attention to detail? Do you have experience of supporting and working with IFA’s? At Aspect8 – part of the Benchmark Capital Group, we are looking for a self-motivated, team playerwith a good eye for detail to join our team. As a Sales Support / Administrator, you will support the Chartered Financial Advisers by processing applications, servicing clients and gener...
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A leading Chartered Financial Planners based in Sleaford, Lincolnshire has a requirement for an experienced Financial Planning Administrator. This successful business has been running for almost two decades and is one of the most respected IFA practices in the region. As a Corporate Chartered Practice, it is of great importance that staff are qualified to the highest standards; therefore, it is ex...
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Finance Administrator within IFA, £22-24k, West End London Who will you be working for? This boutique firm helps people with their finances affairs and offers first-class advice in all aspects. The team consists of experts who are fully qualified to provide guidance and recommendations on managing their clients needs. In terms of location, it doesn't get better than this - right in the heart of th...
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Finance Administrator within IFA, £22-24k, West End London Who will you be working for? This boutique firm helps people with their finances affairs and offers first-class advice in all aspects. The team consists of experts who are fully qualified to provide guidance and recommendations on managing their clients needs. In terms of location, it doesn't get better than this - right in the heart of th...
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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/Sales Support Salary: Competitive Location: Midlands Job Ref: LH/20131 We are pleased to be working with a respected UK wide wealth management firm who are recognised as being specialists in their field. This is an excellent opportunity for someone with adviser support experience looking to progress further in their career. About the role: As an IFA Administrator, you ...
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Finance Administrator within IFA, £22-24k, West End London Who will you be working for? This boutique firm helps people with their finances affairs and offers first-class advice in all aspects. The team consists of experts who are fully qualified to provide guidance and recommendations on managing their clients needs. In terms of location, it doesn't get better than this - right in the heart of th...
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Our client provides financial planning and wealth management services to business owners, professionals, executives and the retired via a network of strategic offices. They are seeking an IFA Administrator to be based in their Harrogate branch to. As IFA Administrator, you will be able to demonstrate previous similar experience within an IFA and will be joining part of a growing and dynamic compan...
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Clark James are seeking Financial Services Administrators our highly successful clients’ Taunton branch. The Company Our client, founded in 1988, are one of the UK’s top 100 accountancy firms with true core values, are able to offer a wide range of specialisms including Aerospace, Business Start Up, Legal Corporate & Listed Companies, Property & Construction, International Trade and FCA Regulated ...
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This company was originally established in 1998 and now provides advice across the UK to private clients as well as organisations such as the Police Superintendents Association and the Police Federation. They are seeking an experienced administrator for their office based at Boldon Business Park in South Tyneside. The successful candidate will join the existing team who provide administration supp...
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Working on behalf of a leading IFA firm that operates throughout the South & South West of England, we are seeking an experienced Mortgage Administrator Established in 1997, our client have an strong extensive history providing sound advice to both families and business, whilst working closely to solicitors, accountants and estate agents. Their team of qualified advisers, offer professional, un-bi...
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Financial Services Administrator Company: Well-established IFA Sector: Wealth management Location: Newark & Sherwood district of Nottinghamshire - local village Salary: c£25,000 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 Finan...
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Working on behalf of a highly reputable Financial Advisers, we are seeking a Financial Services Administrator to join their team The Company Our client are committed to giving a bespoke, personal service tailored to the specific needs of each individual as in our experience, every client has unique personal concerns, responsibilities and ambitions. Recommendations are made following face-to-face d...
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Position: PMI Administrator Location: London Salary: £22,000 - £26,000 per annum Job type: Permanent Responsible for the full administration of PMI, Dental, Travel, Cash Plan & International PMI therefore knowledge of all these products is required. The role involves having an in-depth knowledge of the various types of schemes, technical knowledge, confidence and the authority to detect and resolv...
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Job Title: Recruitment Administrator Location: Colchester, Essex Salary: £20,000 - £23,000 DOE+ bonus (10%) + great benefits An exciting opportunity has become available for an experienced Recruitment Administrator to join Informa’s HR team in Colchester, which sits within the Global Support Division. The Recruitment Administrator is responsible for delivering Recruitment operational support and a...
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Finance Administrator We are looking for Finance Administrator with an immediate start. With excellent potential career progression, increased earning potential and a sociable and professional work environment do not miss this unique opportunity. Who will you be working for? This boutique firm helps people with their finances affairs and offers first-class advice in all aspects. The team consists ...
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SF Group are currently recruiting for a Financial Administrator to join established, successful and growing Wealth Management Firms in Yorkshire. Duties: • Preparing files for annual review meetings • Processing new business • Carrying out switches and withdrawals • Managing diaries on the Advisers’ behalves • Following up with clients to attain paperwork • Dealing professionally with internal and...
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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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Working on behalf of a regional IFA, Clark James are seeking an experienced Administrator/Paraplanner. Established over 15 years’ ago, our client are a regional IFA targeting London & Home Counites, specialising in acquiring small retiring IFA’s and servicing the needs of their clients acquired. We are looking to speak with motivated individuals who will expected to help with back office administr...
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