ifa sales support Jobs - 358
Sales Support - IFA
Lime People Search & Select Ltd - WF11AA
Employment Type : Full-Time
My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading. We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting...
IFA Sales Support
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in Glasgow. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will have had exposure to the True Potential system, but anything similar will be trained. You will have experience with a variety of platforms. You will be ...
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
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 - London
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 Sales Support Administrator
Blakemore Recruitment - Reading
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 - London
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 Support
Ortus PSR - GU97LW
Employment Type : Full-Time
We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate. In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering exceptional financial services to their clients. Salary up to 32,000 They are a dynamic and client-focused financial services firm committed to delivering comprehensive and personalised financial solutions....
IFA Administrator
Heat Recruitment - PL157JP
Employment Type : Full-Time
IFA Administrator, Cornwall Hybrid Working Up to 30,000 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. Personal development & full study support for CII Financial Planning exams provided. IFA Administrator responsibilities Include: ...