Ifa administrator jobs

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SF Group are currently recruiting for an IFA Support Administrator to join a Chartered Financial Planners firm who provide independent financial advice to private and corporate clients. The company are looking for an experienced IFA Administrator to support advisers, carrying out duties such as inputting data from fact finds, undertaking out all aspects of back office documentation, diarising even...
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IFA Administrator permanent, full time Location: London EC1Y Salary: £25,000 - £30,000 depending on experience We require a motivated and ambitious IFA Administrator to join our growing team. This is an excellent opportunity to join a successful, established firm of IFAs and Employee Benefit Consultants based in Central London. The successful candidate must be a real team player ready to work and ...
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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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Job Title: Graduate Client Administrator Location: London with Occasional Travel Salary: £25,000 to £27,000 plus benefits and bonus An excellent opportunity has arisen for a recent language graduate who is interested in a career in finance. A leading property investment business based in Fulham is seeking an enthusiastic, motivated, and dynamic individual to provide effective administrative suppor...
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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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Working on behalf of an excellent Chester based Financial Adviser we are seeking an experienced Financial Services Administrator. Our client work to the highest standards, ensuring integrity and professionalism are displayed at all times, and with their commitment and hard work, are pleased to hold Chartered Status from the Chartered Insurance Institute. Holding Chartered status, our client encour...
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Reference: TSLMC0226 Vacancy: Administrator Location: Warwick Salary: Up to £22,000 per annum, dependent on experience + auto enrolment pension scheme, exam subsidy support, free car parking Hours: Full time, Monday-Friday, 9am-5pm Closing Date for Applications: 26th July 2018 The Company: Our client are Chartered Financial Planners offering a comprehensive financial planning service for all of th...
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Job Title: Client Services Administrator Location: Bath Salary: £20,000 - £24,000 Job Ref: LH/20598 We are pleased to be working with a respected Bath based Wealth Management firm who are recognised as being market leaders in their field. Our client is looking for a Client Service Executive to join their team, this is an excellent opportunity for someone with financial services experience looking ...
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JOB DESCRIPTION 25 hours a week salary£25,000 pro rata Office Manager/Administrator Responsible to Director Job Summary To provide PA support to To provide planning, research and compliance assistance to investment advisers. Answering telephone, opening post and ensuring professional PA role is maintained Diary management Corresponding with clients and suppliers when necessary Keeping client infor...
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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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Platform Investment Team Leader- Bromsgrove-£24,000 To £28,000 Job Description The Platform Investment Team Leader will be charged with supporting the Platform Investment Manager and to co-ordinate the Platform Investment Administration Team. You will need to ensure the Team adhere to agreed processes, procedures and timelines to the highest consistent standard. In addition, the Platform Investmen...
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The Platform Investment Team Leader will be charged with supporting the Platform Investment Manager to co-ordinate the Platform Investment Administration Team. They will need to ensure the team adhere to agreed processes, procedures and timelines to the highest consistent standard. In addition, the Platform Investment Team Leader will take on elements of an Platform Investment Administrator and be...
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AREA; BRISTOL & GLOUCESTER BUSINESS ASSURANCE / COMPLIANCE (Diploma qualified) Competitive Salary + Performance Bonus + Superb Benefits - Amazing package Due to growth my client is looking to recruit ideally "Diploma" qualified "Financial Services Professionals" who are interested in a securing a permanent role in Compliance / Sales Quality Review. The Company A superb opportunity exists to join a...
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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 Assessing & identif...
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