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Premier Jobs UK Limited
Marlborough, Wiltshire
This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including: T
Job Source: Premier Jobs UK LimitedBond Recruitment Ltd
Marlborough
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 wi
Job Source: Bond Recruitment LtdPremier Jobs UK Limited
Marlborough
This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. In your role as a IFA Administrator, you will be the main point of contact f
Job Source: Premier Jobs UK LimitedPremier Jobs UK Limited
Marlborough
This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including: T
Job Source: Premier Jobs UK LimitedPremier Jobs UK
SN8, Marlborough, Wiltshire
This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including:
Job Source: Premier Jobs UKPremier Jobs UK
Marlborough
This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including:
Job Source: Premier Jobs UKBrook Street UK
Tidworth
Brook Street Ltd are pleased to announce a readily available admin position within MOD - in Tidworth Regional Headquarters. The role is based on a full-time, on-site temporary assignment, Monday-Friday at an hourly rate of £12.99 Join our client team to support Defence Primary Healthcare (DPHC) in delivering safe and effective healthcare within the
Job Source: Brook Street UKPremier Jobs UK
Lydiard Tregoze
Are you a highly experienced Financial Advisor near Swindon, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead
Job Source: Premier Jobs UKHungerford
IFA Administrator / Wealth Planning Administrator
Location: Hungerford, Berkshire
Salary £28,000 - £35,000
Hours full time - however 4 day week considered
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you.
Our client, a boutique independent wealth planning company in Hungerford, is looking for a proactive Wealth Planning Administrator to join their team.
As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
Actively participate in the client annual review process
Process new business submissions and ensure smooth and timely business processing
Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
Maintain client records and process annual review reports and new business processing using their back-office system
Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Company/Role Information:
Our client is a boutique, independent IFA who have an established and expanding client bank
Working in an established practice with strong procedures and processes, you will be working in a close knit team of 4
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits:
Full exam support to complete your diploma (if desired)
24 days holiday - hours 9am - 5.30pm + Additional day off for your bday and closed over Xmas
Ample parking at office
Flexible hours available / possibility of 4 day week
Requirements:
Minimum 1 year’s experience working as an IFA Administrator
Excellent attention to detail and competent on CRM systems
Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal -development, then please apply for the role and we can run through in more detail
Email Alert for IFA Administrator / Wealth Planning Administrator jobs in Hungerford
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