Our client, a leading IFA company, is seeking a Senior IFA Administrator to join their team.
Previous experience in an IFA Administrator role is a must as you will be supporting the Managing Partner and the company's team of financial advisors, providing excellent administrative support.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Marlborough offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
As an IFA Administrator you will be a highly valued member of the team.
Responsible for everything you would expect as an Administrator for a Financial Planning Firm you will be making sure that all the admin is well maintained and ready for the Advisors to provide clients with advice on ways to best utilise their assets to achieve their objectives.
This is a fantastic opportunity if you are looking to become a chartered Paraplanner or Advisor in the next 2-3 years so apply now.
As an IFA Administrator you will be a highly valued member of the team.
Responsible for everything you would expect as an Administrator for a Financial Planning Firm you will be making sure that all the admin is well maintained and ready for the Advisors to provide clients with advice on ways to best utilise their assets to achieve their objectives.
This is a fantastic opportunity if you are looking to become a chartered Paraplanner or Advisor in the next 2-3 years so apply now.
The OPRA Group has a great opportunity for anAdministrator in the Salisbury area to join a fabulous team in the financial sector.
This is a Hybrid role - 3 days in the office and 2 days working from home.
Role Duties
Complete a series of procedures and routines to ensure the accurate and timely transaction of client requests, customer letters, telephone calls, claims, or applications in line with team SLAs.
We are currently seeking a highly skilled Financial Administrator to join our client's busy Marlborough office.
Are you looking to develop your Financial Administration skills by joining a market-leading wealth management company with an established and successful administration team?
If the answer is yes, we have the opportunity you are looking for!
A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future
Job Description
Working alongside current paraplanner who is now a qualified IFA ready to take on advising clients.