Employment Type : Full-Time
Our client is a leading financial planning firm dedicated to providing exceptional services to individuals and corporates. With a team of approximately 25 professionals, they foster a collaborative environment and uphold core values of trust, industry-leading service, teamwork, honesty, and accountability. They pride themselves on maintaining the highest standards of service and integrity. Role Overview: They are currently seeking to recruit a d...
Employment Type : Full-Time
This is for you if you’re an IFA administrator looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. The Business The business is a fast-growing and well-established Financial Services practice with of...
Employment Type : Full-Time
Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 year's experience in a financial service / financial advice firm. Would ideally like someone who wants to work full time but happy to look at part time (4 days or Monday to Friday reduced hours ifpreferred. Main duties & responsibilities Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in...
Employment Type : Full-Time
Our client is a successful, multi-site company based in Leamington Spa, specialising in the financial planning sector. They are now looking to acquire the services of a hard-working IFA Administrator reporting directly to the Financial Services Office Manager, with the role of providing both clerical and administrative support to ensure the smooth running of the business. This is an excellent opportunity, which would suit an individual who is a ...
Employment Type : Full-Time
This is for you if you have experience as an IFA Administrator and you’re looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. The Business The business is a fast-growing and well-established Financia...
Employment Type : Full-Time
This is for you if you have experience as an IFA Administrator and you’re looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. The Business The business is a fast-growing and well-established Financia...
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
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...
Employment Type : Full-Time
We are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Worthing office. Purpose of role To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company. To provide a high level of supp...
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...