fund research administrator Jobs - 73
Fund Research Administrator
Nelson Scott - London
Employment Type : Full-Time
This leading Wealth Manager is looking for a Fund Research Admin to work in their Investment division , to provide administrative support to our Fund Research team, facilitating them in producing quality research content and administering fund-based portfolios. Key Accountabilities Data Inputting Formatting documents Ensure all recorded information is accurate and up to date Managing the team’s schedule Provide reports on a regular basis Communi...
IFA Administrator
recruitment22 - WA141PZ
Employment Type : Full-Time
IFA Administrator Vacancy. Altrincham. Up to 30,000 Starting Salary. This opportunity is perfect if you're looking for the next step in your Admin career, but don't necessarily want to become a Paraplanner. The company don't have Paraplanners but the do have an experienced support team who have been up-skilled so write basic Suitability Reports. Conduct research for new business cases, focusing on fund and cost analysis As an IFA Administrator y...
IFA Administrator
IDEX Consulting Ltd - Edinburgh
Employment Type : Full-Time
Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Preparing valuations Processing new business and renewals Process fund switches Assisting with research Sending letters of authority Booking client appointments for the IFA Updating...
IFA Administrator
MERJE Ltd - B357AZ
Employment Type : Full-Time
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis. As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications. Role Responsibilities: Maintain / keep up to date all trackers / spread...
IFA Administrator
Kelly Services - Warwickshire
Employment Type : Full-Time
Are you an experienced IFA Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to 30,000 doe Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Administrative...
IFA Administrator
MERJE Ltd - B357AZ
Employment Type : Full-Time
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis. As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications. Role Responsibilities: Maintain / keep up to date all trackers / spread...
Senior Administrator
SelectStaff Recruitment - Penn
Employment Type : Full-Time
Our client a leading specialist in their industry are looking for a Senior Administrator/Client Relations Manager to join their team. The role will be within the Administration department and the ideal candidate will have previous work experience in financial services, with good attention to detail and the desire to learn a variety of processing tasks in a busy office environment. This is a full time office based role with no hybrid working. ROL...
IFA Administrator
Vision-FS Recruitment - RH130AA
Employment Type : Full-Time
One of Horsham's most successful, award-winning boutique IFA firms has partnered with Vision-FS Recruitment to find a suitable IFA Administrator for its growing team. The 25-year old business specialises in giving expert retirement advice to it's vast number of clients. The role has arisen due to expansion. Reporting to the Senior IFA Administrator, the IFA Administrator's key duties will include: Processing LOA’s Pre meeting preparation prior t...
IFA Administrator
Nelson Scott - Penn
Employment Type : Full-Time
New business submission and tracking to conclusion Day to day client management, processing any queries which may arise Processing investment trades, fund switches, and contribution/income requests Liaising with clients, product providers, and other relevant third parties Ensure the back office systems (intelligent Office and Volume) are kept up to date Issue letters of authority, chase for policy information, build schedules, and add existing p...
Business Support Administrator
JOB SWITCH LTD - LE156RP
Employment Type : Full-Time
Supporting the team in the delivery of the UK Shared Prosperity Fund (UKSPF) and Rural England Prosperity Fund (RPF). Assist in planning and executing tasks for UKSPF-funded projects. Develop, monitor, and evaluate the progress of specific projects under the UKSPF initiative. • Manage project documentation, ensuring compliance with legal constraints and regulations. Aid in monitoring project budgets. Communicate project progress, outcomes, and i...