ifa client support administrator Jobs - 736
Private Client Administrator
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...
IFA Client Support Administrator
Cameron James - HP108AD
Employment Type : Full-Time
Our Clients, Wealth Managers based in Buckinghamshire, in beautiful surroundings, provide friendly and highly professional financial advice to HNW Private Clients and business in the local area. Areas of advice are retirement planning, investment and saving advice, pensions, inheritance tax, estate planning, mortgages, equity release or employee benefits. They require additional support in the Capacity of IFA Client Support Administrator New bus...
Trainee Client Support Administrator
IDEX Consulting Ltd - Edinburgh
Employment Type : Full-Time
A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Opening and franking mail, scanning all relevant documentation to client file and updating back office system Typing up of the Client Factfinds Ensure client data is accurate and up to date on the back office system Dealing with clients and providers over the telephone and email Ensuring clie...
IFA Sales Support Administrator
Coast Specialist Recruitment - Colchester
Employment Type : Full-Time
An experienced IFA Client Administrator to provide proactive and efficient administration support to Pension Planners. The role is key in providing full administrative support directly to new and existing clients, aligned to Wealth Planners and Para-Planners within the team, ensuring that all new business documentation is accurate and processed in line with agreed service standards. They are actively looking for a skilled IFA support technician ...
IFA Sales Support Administrator
Blakemore Recruitment - Penn
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team. Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team members An understanding of FCA regulations and guidelines relating to financial services clients Willingness to continue to develop knowledge of products and relat...
IFA Sales Support Administrator
mbf. - Whiteley
Employment Type : Full-Time
Mbf are working with a highly successful, Chartered Financial Planning practice based on the outskirts of Fareham to recruit an additional IFA Sales Support 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 two Chartered Financial Planners in th...
IFA Sales Support Administrator
Blakemore Recruitment - Biggleswade
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...
IFA Sales Support Administrator
Blakemore Recruitment - Biggleswade
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...
IFA Administrator
Page Personnel Finance - Manchester
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...
IFA Administrator
Vision-FS Recruitment - CR36PJ
Employment Type : Full-Time
Position : IFA Administrator Location : Caterham, Surrey Minimum Requirements : 2 years IFA administration experience; 1st Software experience; XPlan experience ideal but not essential Salary/package : Up to 32,000 YOUR NEW COMPANY Our client is a Top 20 Chartered Financial Planner & Employee Benefits firm, based in Caterham, Surrey. Due to expansion, this award-winning business has a requirement for a new IFA Administrator to join it's grow...