ifa senior sales support administrator Jobs - 48
IFA Senior Sales Support Administrator
Wallace Bates Limited - London
Employment Type : Full-Time
Our client is a high profile and successful Chartered financial services business that offers wealth management, and Investment management to HNW private clients. Following a recent restructure, they are now looking to recruit an experienced and highly competent individual to join their Administration Wealth Support Team in London as an IFA Sales Support Administrator. Duties will include checking paperwork before proposals are submitted, valuat...
Sales Support Administrator
Brevere Group - CM234AD
Employment Type : Full-Time
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successfu...
Sales Support Administrator
Brevere Group - CB20AA
Employment Type : Full-Time
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successfu...
Senior IFA Administrator (Guildford/Godalming)
ARC - GU24DZ
Employment Type : Full-Time
Job Title/Location: Senior IFA Administrator, Surrey/WFH Salary: To 40,000 bonus average of 2,000 - 2,500 Office/WFH: 4 days office 1-day WFH is available Requirements: Ideally administration experience within an IFA/wealth management business Role Snapshot: Preparing new business & client review packs, preparing protection quotes, liaising with/chasing providers, conducting electronic checks for new/existing clients The Company: A well-esta...
Senior IFA Administrator
Recruit UK - LE11AJ
Employment Type : Full-Time
Job Title: Senior IFA Administrator Industry: Financial Services Location: Leicester Salary: up to 35,000 Reference Number: 9566 Job Description: Senior IFA Administrator Recruit UK are working on an excellent opportunity for a Senior IFA Administrator in Leicester to join a leading Financial Advice Company. This is an excellent opportunity to work in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Advi...
Senior IFA Administrator
Blakemore Recruitment - TW27BA
Employment Type : Full-Time
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client det...
Senior IFA Administrator
Blakemore Recruitment - London
Employment Type : Full-Time
We are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. The company is based in the City near Liverpool Street station. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and co...
Senior IFA Administrator
Finlink Ltd - Buckinghamshire
Employment Type : Full-Time
Senior IFA Administrator, Aylesbury Hybrid working 30,000 - 40,000 If you are an experienced administrator working in financial services and you're looking to progress down the paraplanning route, this role could for you. A local IFA firm to Aylesbury is looking for an administrator to help them with a range of tasks and they'll help you through your level four diploma to become a paraplanner if that's what you wish. You'll earn a competitive sa...
Senior IFA Administrator
Blakemore Recruitment - Holborn
Employment Type : Full-Time
Senior IFA Administrator Based: Holborn, London Salary: 38,000 Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical asp...
IFA Administrator
fabric recruitment - Nottingham
Employment Type : Full-Time
Senior IFA Administrator West Bridgford 28,000 - 32,000 DOE Are you a skilled Financial Services Administrator seeking your next career move? Our client is looking for a proactive IFA Administrator to join their dynamic team, providing expert business support to Financial Planners in a professional and fast-paced environment. Description of the role: Conducting research, client valuations, and processing new business Preparing suitability report...