Posted by O'loughlin Recruitment Ltd • £24K/yr to £30K/yr
My client is a well-known North West based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers from their Cheadle office (hybrid working available).
You will need experience of working within a Financial Advisor firm as an Administrator to be considered.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
As a Senior Administrator, you'll play a crucial role in supporting the team of financial advisors and providing exceptional administrative support to our individual and corporate clients.
We're seeking a talented Senior Administrator to join my clients growing team in St. Albans.
Are you a highly organised and motivated professional with experience in financial services?
A regional directly authorised Advisory firm based in Brighton, dedicated to providing top-notch financial advisory services are seeking a dedicated IFA Administrator to join the team.
You will play a vital role in providing timely and efficient support to our Advisers, in conjunction with the Paraplanners.
Posted by Robinson Financial Careers • £25K/yr to £28K/yr
Initially employed as an Administrator, to support the diary management and pre and post sale processes of advisers, this opportunity has a defined career path from Administrator, to financial adviser status, with fully funded DipFS.
Initial client engagement and diary management for the advisory team.
A new opportunity has been created for an individual with an interest in financial advice to join on of the UK's most dynamic Wealth Management Firms at their head Office in Doxford International Business Park.
Posted by Financial Divisions • £35K/yr to £40K/yr
ADVISER SUPPORT ADMINISTRATOR (SJP experience required)-exceptional opportunity to provide dedicated support
My Client is an exceptionally progressive and personable Financial Adviser with a very strong Portfolio of Clients actively looking to offer this incredibly varied and interesting support role to an experienced Financial Administrator looking for a challenging and exciting role which will evolve as you settle in.
City - To £40k, all-encompassing role in a vibrant business.
Posted by Recruitment Solutions (Folkestone) Limited • £25K/yr to £29K/yr
A leading, reputable wealth manager currently requires an experienced Client Support Assistant / Administrator, to join it's vibrant and friendly team.
An extremely exciting career opportunity for a motivated and ambitious individual to develop, with the opportunity to ultimately get into advice.
An exceptional package with genuine career progression.
Posted by Your Resourcing Partner Limited • £23K/yr to £28K/yr
We are recruiting for a Financial Adviser Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.
Please note that whilst previous experience in financial services administration is preferrable it is not essential, as full training on all areas shall be provided.
As an IFA administrator you will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quotes and processing new business, transfers and withdrawals.
This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase their knowledge and experience and have opportunities to further their career in the future.