ifa administrator - wealth management ifa, financial services hybrid Jobs - 4111
IFA Administrator
Reed - G13PL
Employment Type : Full-Time
Join Our Client's Dynamic Team as an IFA Administrator Are you looking for a rewarding career in the financial services industry? Do you have excellent communication and organisational skills? Do you enjoy working with people and helping them achieve their financial goals? If so, we have an exciting opportunity for you! Our client is a well-respected business providing financial advice and solutions to individuals, families, and businesses. We a...
IFA Administrator
NJR Recruitment - Leeds
Employment Type : Full-Time
IFA Administrator Leeds 26,000 - 32,000 Are you an organized and detail-oriented administrator with a passion for financial planning? NJR Recruitment is partnering with a prestigious independent financial advice firm in central Leeds that is seeking a dedicated Financial Planning Administrator to join their team. What’s on Offer: Competitive Salary: Up to 32,000 per annum, reflective of experience. Benefits: 25 days holiday bank holidays, DIS Co...
IFA Administrator
CareerStone - RH29AE
Employment Type : Full-Time
IFA Administrator - Fully Remote or Hybrid Are you a seasoned mortgage or IFA administrator looking for a fresh challenge in a supportive and professional environment? We’re looking for an Admin Support Co-ordinator to join our growing team. Ideally, you’ll be local enough to join us in the office in Reigate, Surrey, a few days a week but we’re open to remote support for the right experience. The Role: You'll play a key role supporting our Advis...
IFA Administrator
The Eventus Recruitment Group - WA141SF
Employment Type : Full-Time
Eventus Recruitment are seeking a IFA Administrator to join a modern and fast-paced team in Altrincham. Working in the Client Services team, reporting to the Practice Manager, you will be liaising closely with the team of Financial Planners. You will be responsible for the impeccable management of business submission, preparing adviser meetings packs, ensuring client records remain accurate and complete, and managing a high level of plan informa...
IFA Administrator - Hybrid working
Burton Recruitment - M33BZ
Employment Type : Full-Time
We are looking for a proactive and detail-oriented IFA Administrator to join our partner, a leading financial planning firm. This role offers a fantastic opportunity to develop your career in financial services administration while contributing to a dynamic, supportive, and client-focused environment. Key Responsibilities: Pre-New Business Queries: Manage queries through Hubspot. Letters of Authority: Process and chase to completion. Client Prep...
IFA Administrator
Vision-FS Recruitment - Caterham
Employment Type : Full-Time
Position : IFA Administrator Location: Caterham, Surrey (2 days per week working from home) Minimum Requirements : 2 years’ IFA administration experience; Strong platforms knowledge; XPlan experience Salary/package: 38,000 bonus 25 days' AL pension (5%, 5%) study support IP DIS career progression YOUR NEW COMPANY: Our client is a well-established, award-winning IFA firm based in Caterham, Surrey. The company has significant plans to grow over th...
IFA Administrator
Lime People Search & Select Ltd - NG11AJ
Employment Type : Full-Time
My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. We urgently are seeking a IFA Administrator to join an existing team providing support to both the business and the Financial Advisers and Directors of the...
IFA Administrator
Lime People Search & Select Ltd - NG11AJ
Employment Type : Full-Time
My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. We urgently are seeking a IFA Administrator to join an existing team providing support to both the business and the Financial Advisers and Directors of the...
IFA ADMINISTRATOR
NJR Recruitment - Nottingham
Employment Type : Full-Time
IFA ADMINISTRATOR SALARY UP TO 30,000 (Hybrid Working) NOTTINGHAM BASED - FREE ONSITE PARKING Our client, a well-established Firm of Financial Planners are an independent, whole of market firm providing advice on Pensions, Investments, Family and Business Protection & Inheritance Tax Planning . An experienced IFA Administrator is now required to join their well established, and friendly team in Nottingham. With excellent staff retention and ...
IFA Administrator
IDEX Consulting Ltd - Wirral
Employment Type : Full-Time
My client is currently looking for an IFA Administrator to join their team on the Wirral. The Administration Assistant will work collaboratively within the Advice Operations function in delivering effective outcomes for both internal and external stakeholders and clients. This role is integral to maintaining efficient office operations and ensuring seamless communication within the organisation. Process Letters of Authority and Transfer of Agenc...