ifa client support - hybrid after training Jobs - 14
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 Administrator
Finlink Ltd - BS481UR
Employment Type : Full-Time
This role is suited to those with 3 Years of experience in IFA Administration within an advisory firm. The role is based in the close-knit office, where they value and reward hard work, team players and flexibility. Within the role, there is a direct route to senior administrator, and potential progression to Trainee Paraplanner in the future. The salary is up to 38,000 for a senior Administrator. Team leader experience desired. The Company The ...
IFA Administrator
Heat Recruitment - N32SZ
Employment Type : Full-Time
IFA Administrator, Finchley North London Fridays from home Up to 35,000 plus company bonuses This is an exciting opportunity for an IFA Administrator to head up the growing Financial division within a multi-disciplinary consultancy group. This consultancy practice is highly successful and will allow the Financial arm access to high net worth clients. You will be a part of an entrepreneurial, forward-thinking company looking to invest in & de...
IFA Administrator
Heat Recruitment - WS140AE
Employment Type : Full-Time
Job Title: IFA Administrator Location: Lichfield (WS14), UK Salary: 25,000- 31,000 Benefits: Full exam support, including payment for the first exam attempt and a pay rise of 1,000 per exam passed. Study time provided within the working week to support your professional development. Flexible working arrangements, including the opportunity for office-based and homeworking after the initial training period. Free parking, company pension, and incre...
IFA Administrator
Heat Recruitment - SW100AE
Employment Type : Full-Time
IFA Administrator, Swindon Up to 32,000 You will be a part of an entrepreneurial, forward-thinking company looking to invest in & develop their team as the company grows. As an IFA Administrator, you will be working directly with the Lead Adviser to provide support for high-net-worth clients. Personal development & full study support for CII Financial Planning exams provided. IFA Administrator responsibilities Include: Adding new client ...
IFA Administrator
Heat Recruitment - BS11BU
Employment Type : Full-Time
IFA Administrator, Bristol Work from home Friday afternoons Up to 30,000 plus company bonuses As an IFA Administrator, you will be working directly with the Lead Adviser to provide support for high-net-worth clients. Personal development & full study support for CII Financial Planning exams provided. IFA Administrator responsibilities Include: Adding new client data onto back office system Process new business Liaising with clients and provi...
IFA ADMINISTRATOR
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...
Experienced IFA Administrator
Pertemps Northampton - Northampton
Employment Type : Full-Time
Our client, based in Northampton require an Experienced IFA Administrator to join their team. The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: Cli...
Technical IFA Administrator
Cranleigh Personnel - NN54AQ
Employment Type : Full-Time
Technical IFA Administrator Based Northampton Salary: 27,000 - 32,000 discretionary bonus Are you an IFA Administrator who wants to improve your technical skills? Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience? Would y...
Client Services Administrator
Optima Recruitment - GU342YT
Employment Type : Full-Time
Overview: An excellent opportunity has arisen for a financial planning administrator to work in a growing team. Our client is looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisors, liaise with providers and third parties. You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service. B...