ifa administration team manager Jobs - 123

Chase de Vere Independent Financial Advisers - M53EJ

Employment Type : Full-Time

PRIVATE CLIENT ADMINISTRATOR Fast paced, varied and demanding. Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard. Th...

Page Personnel Secretarial & Business Support - Wokingham

Employment Type : Full-Time

An IFA (independent financial services) Administration Manager is required for a key role within a leading company in the Financial Services sector. The successful applicant will be a dynamic team leader, responsible for overseeing a range of secretarial and business support tasks. This role requires someone with Financial Services experience. Client Details The company is a reputable player in the Financial Services industry, boasting a substan...


Ortus PSR - RG401BJ

Employment Type : Full-Time

Seeking an Experienced Administration Manager Join a firm that champions the financial wellbeing of its clients and specialises in pensions and family wealth planning. With over 20 years of industry experience, they are dedicated to delivering exceptional service and outcomes for every client. The salary is up to 45,000 (this is an office based role 5 days a week) The Role: As an Administration Manager, you’ll lead a team within a rapidly growin...

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...

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...

Vision-FS Recruitment - SM27AJ

Employment Type : Full-Time

Position : IFA Administrator Location : Cheam, Surrey Minimum Requirements : At least 2 years' IFA administration experience; Intelligent Office experience; Volume experience ideal but not essential Salary/package : Up to 33,000 YOUR NEW COMPANY Our client is a hugely successful, award-winning boutique IFA business based in Cheam, Surrey. Due to expansion, the firm has a requirement for a new IFA Administrator to join it's growing Private Client...

NJR Recruitment - Edgbaston

Employment Type : Full-Time

IFA ADMINISTRATOR LOCATION: EDGBASTON SALARY: UP TO 27,000 BENEFITS: 8:45am-5:00pm Monday-Thursday & 8:45am-4:00pm Friday’s WFH - Monday or Thursday and every Friday Bonus at end of year Pension (3% employer matched) Income Protection / Critical Illness / Death in Service 26 days holiday plus bank holidays (includes sick pay and option to purchase an extra 10 days) NJR Recruitment are working in partnership with an impressive firm of Indepen...

Recruit a mum - NW119AT

Employment Type : Full-Time

Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy retirement. Their branch is one of over 3,000 Global offices worldwide and over 130 in the UK and is supported by a head office in the City of London. The busin...

Reward Recruitment - Ilkley

Employment Type : Full-Time

Position: IFA Administrator Location: Ilkley Salary: 24,000 to 28,000 - 25 days plus 8 bank holidays (this is based on full time hours). Benefits: Workplace pension scheme, 5 x salary Death in Service cover, Free Parking and Exam support to achieve professional qualifications if desired. Our client is an Independent Financial Adviser based in the affluent Ilkley area. They provide both individual and business advice, across a range of products i...

Heat Recruitment - N32SZ

Employment Type : Full-Time

Job Title: Senior IFA Administrator Location: Finchley, North London Salary: 40,000 - 45,000 What's on offer? Opportunity to head up an evolving Financial Planning division and manage a team of 3 Fridays working from home 24 days of annual leave Career progression An additional day off for your birthday every year Excellent training and development opportunities Private medical insurance Bonus scheme Pension Contribution Group Life Insurance Chr...