Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 year's experience in a financial service / financial advice firm.
Would ideally like someone who wants to work full time but happy to look at part time (4 days or Monday to Friday reduced hours ifpreferred.
Main duties & responsibilities
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
We are currently working with a leading IFA Firm who are looking to take on an IFA Administrator you will play a crucial role in supporting their team of financial advisors and Paraplanners.
The salary range for an IFA Administrator is £22,000-26,000.
Are you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry?
Our client is an established Financial Planning practice in Wakefield, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and IFA in the future.
C. £30,000, plus benefits
Day to day responsibilities
General administration and upkeep of company records.
Our award winning Leeds based client are looking to appoint a Senior IFA Administrator to join their team on a permanent basis.
You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package.
Duties & responsibilities will include
Processing new business applications across the key financial products.
Our client, a prestigious financial planning firm in Manchester are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
As an IFA Administrator you will play a crucial role in providing administrative support to the financial planning team.
General
With a strong commitment to providing holistic and tailored financial solutions, they are seeking an IFA Administrator to join their team and contribute to their mission of delivering exceptional financial planning services.
Our client is a well-established independent financial advice practice dedicated to helping individuals and families achieve their financial goals.
Our Stockport based client are looking to appoint a Senior IFA Administrator to join their team on a permanent basis.
You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Duties & responsibilities will include
Processing new business applications across the key financial products.