Our client is seeking an IFA Administrator to join our established financial advice firm.
As our IFA Administrator, you will be responsible for maintaining office efficiency, assisting with client inquiries, and providing crucial administrative support to our team.
If you have a passion for office administration and delivering exceptional support, this could be the ideal role for you.
We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm.
My client is a Financial Advisory firm providing Financial Solutions and Financial Advice to both individuals and businesses in the Yorkshire areas.
We are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross.
The role would suit a motivated professional, who can use their initiative and be able to prioritise work.
This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development.
We are seeking an experienced IFA Administrator to join a leading Financial Advice firm.
You will work alongside a team of Administrator to efficiently manage the IFA's client portfolio.
The successful candidate will be based out of our client's Grimsby office, providing crucial support to a financial adviser who manages a substantial client base.
As a IFA Administrator your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.
We are looking for a IFA Administrator to join a firm of Independent Financial Advisers (IFAs) in their Stamford office, possessing extensive market knowledge and who has been in business for over 10 years.
To be considered for the IFA Administratorposition in Stamford you will need to have a minimum of one year's Paraplanning experience or a Senior Financial Services Administrator with exceptional technical knowledge.
We are working with a successful IFA firm based in Cardiff that is looking to grow its team by taking on an additional Administrator to support its thriving Financial Advisers and Paraplanners.
This is a full-time role.
However part time could be discussed for the right candidate.
We are working with a forward thinking and rapidly growing financial planning & investment management organisation to recruit an additional IFA Administrator.
Hybrid Working: 3 days in the office & 2 days working from home
Our client is dedicated to providing exceptional financial advice and services to clients across the country, ensuring their financial goals are met with precision and care.
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team.
This company illuminate their client's financial world.
Building clarity and confidence in their mind and optimising every experience they have with them.
We have an opportunity for someone with previous Financial Planning administration experience to join a hugely successful company with a reputation for delivering compliant sound financial advice with an outstanding client customer service.
Ideally you would have the desire to progress technically with FS exams.
You will be joining a team where you will be providing high quality support to the businesses Financial Advisors, Paraplanners and clients.