ifa administrator - chartered practice Jobs - 141
IFA Administrator
Alexander Mae (South West) Ltd - Bristol
Employment Type : Full-Time
Senior IFA Administrator 30,000 - 37,000 DOE (for 32.5 hour week across 5 days) Flexitime & Superb Benefits Bristol / flexibility to work across 3 local offices on an adhoc basis / 100% office based The Company: A well established and growing IFA practice with 3 local offices in Bristol with a welcoming, down-to-earth, 'team mentality’ environment - working towards shared goals and supportive of each other with ad-hoc team socials and events...
IFA Administrator
Reward Recruitment - Wakefield
Employment Type : Full-Time
IFA Administrator Wakefield, Leeds c. 30,000, plus benefits Our client is an established Financial Planning practice in Wakefield, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and IFA in the future. Day to day responsibilities: General administration and upkeep of company records Updating the back-office system Keeping both clients and Ad...
IFA Administrator
Reward Recruitment - Knaresborough
Employment Type : Full-Time
IFA Administrator Kanresborough 23,000 - 28,000, plus benefits Our client is an established Financial Planning practice in Knaresborough, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and potentially IFA in the future. Day to day responsibilities: General administration and upkeep of company records Updating the back-office system Keeping ...
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
mbf. - TA218AA
Employment Type : Full-Time
Mbf are working with a highly successful Financial Planning practice based in Wellington recruit an additional IFA Administrator. Our client is a boutique business who provide holistic financial solutions to clients across the South West, they are a growing practice that have a fantastic reputation. As an IFA Administrator, you will play a pivotal role in supporting Financial Planners in their daily operations. The Financial Planners you will be...
IFA Administrator
Blakemore Recruitment - Woking
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice based in Woking who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and gen...
IFA Administrator
Blakemore Recruitment - Ipswich
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice based in Ipswich who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and ge...
IFA Administrator
Blakemore Recruitment - Gerrards Cross
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice based in Gerrards Cross who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries...
IFA Administrator
Blakemore Recruitment - St. Albans
Employment Type : Full-Time
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first...
IFA Administrator
Blakemore Recruitment - Chelmsford
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice in Chelmsford who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. Duties: Process business submissions within our service level agreement (SLA); recording all new business where necessary (e.g. Intelligent Office, Business Register, File Tracker etc.) Submitting new business to providers, manage internal ...