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
IFA Support Administrator, Uckfield Salary up to 32k, and competitive Benefits. Parking and flexible working. Are you looking for an opportunity to progress your career within the Financial Services industry? I am currently looking for an experienced IFA Support Administrator, for an opportunity to join a growing wealth management business, based in the Uckfield area. This is a fantastic opportunity to progress in the Financial Services arena. J...
Employment Type : Full-Time
IFA Support Administrator, Leeds Salary up to 30k, and competitive Benefits. Parking and flexible working. Are you looking for an opportunity to progress your career within the Financial Services industry? I am currently looking for an experienced IFA Support Administrator, for an opportunity to join a growing wealth management business, based in the Leeds area. This is a fantastic opportunity to progress in the Financial Services arena. Job Sum...
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 ...
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...
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...
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...
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...
Employment Type : Full-Time
This IFA Administrator job in Saint Helens offers the chance for an experienced individual to join a growing IFA firm in the North West. You will be joining a team of like-minded individuals who work excellently together. The actively support progression within, as evidenced by this vacancy being available due to the current IFA Administrator progressing to become a Paraplanner. You will be undertaking typical administration duties to support th...
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...