They are looking for an experienced IFA Administrator, initially on a part time basis and increasing hours as and when required.
The job will be to provide the IFA with full administrative support which includes the comprehensive preparation and checking of documentation against held and acquired personal data.
My client is an independent Financial Adviser who is planning to grow their portfolio of clients and business offering.
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.
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.
Based: St Albans, Hertfordshire
This is a brilliant opportunity for a technical and professional individual to take on a new role in the company.
This hybrid, IFA Administrator job in Borehamwood is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
This remote based, operational role as IFA Novations Administrator is ideal for individuals experienced within IFA firms and keen to join a growing company which has exciting plans ahead!
In your role as IFA Novations Administrator, you will be focused on supporting the successful integration and novation of businesses as part of their current and future acquisitions.
This national IFA firm is currently seeking a financial planning administrator to work as part of their team in Ramsey
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Rickmansworth.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.