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...
Employment Type : Full-Time
Job Title/Location: IFA Administrator, West Sussex Salary: To 28,000 Hybrid: Once through training & settled, there is some WFH flexibility Requirements: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact Role Snapshot: Extremely varied role, producing client portfolio valuations and quotations, process all new business and Lette...
Employment Type : Full-Time
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for. Salary on offer to join their IFA...
Employment Type : Full-Time
Role: IFA Administrator Location: City of London Salary: Up to 30,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clie...
Employment Type : Full-Time
Do you want to kickstart your career in financial services with a leading IFA firm in Edinburgh? Junior IFA Administration Opportunity – Training and Development Offered Are you a school leaver with good qualifications who is looking for a rewarding career in the financial sector? Do you have excellent communication, organisational, and IT skills? Do you want to work for a reputable and growing independent financial adviser (IFA) firm? If you an...
Employment Type : Full-Time
Do you want to kickstart your career in financial services with a leading IFA firm in Edinburgh? Junior IFA Administration Opportunity – Training and Development Offered Are you a school leaver with good qualifications who is looking for a rewarding career in the financial sector? Do you have excellent communication, organisational, and IT skills? Do you want to work for a reputable and growing independent financial adviser (IFA) firm? If you an...
Employment Type : Full-Time
Job Title: Senior IFA Administrator Location: Northampton Salary: 25,000 - 30,000 The Company: A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team. A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this i...
Employment Type : Full-Time
We are working with a fantastic wealth management firm in Manchester to recruit an IFA Administrator to join their team. Client Details You will play a key role in providing financial administration support to paraplanners and advisers for this fast growing company. The firm has a very ambitious growth target and have created lots of new roles recently to support with this growth. This newly created IFA Administrator role will offer the successf...
Employment Type : Full-Time
IFA ADMINISTRATOR - WEALTH MANAGEMENT West Bridgford, Nottinghamshire (our Ref AL1285) Salary to c 26,000 - 30,000 plus bonus and benefits, depending on experience Working from home part of the week can be agreed My client is an established and professional wealth management organisation and they are now looking to appoint an experienced IFA Administrator who has preferably worked within an IFA / Wealth Management environment and has a positive ...
Employment Type : Full-Time
Job Title: Independent Financial Advisor (IFA) Administrator Location: Birmingham, UK Salary: Up to 30,000 per annum, depending on experience Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!! With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's finan...