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Vision-FS Recruitment
Royston
Position : IFA Administrator Location : Royston, Hertfordshire (up to 2 days per week working from home) Minimum Requirements : 2 years' IFA administration experience; Strong experience of Intelligent Office; Good platforms knowledge; Live a commutable distance to Royston Salary/package : Up to £37,000; Bonus; 25 days' holiday; Pension; Income Prot
Job Source: Vision-FS RecruitmentBlakemore Recruitment
Biggleswade
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning a
Job Source: Blakemore RecruitmentHeat Recruitment
Cambridge
Paraplanner - Remote working - Up to £45,000 An exciting opportunity has arisen for an experienced Paraplanner to join a leading IFA with offices across the UK. What’s on offer? 7% employer pension contribution 4xDIS varying bonus schemes PMI full financial support for industry qualifications The firm in question have been expanding rapidly and as
Job Source: Heat RecruitmentHeat Recruitment
Peterborough
Financial Planner - Peterborough - up to £60kAn award winning East Anglia based IFA are looking for a new Financial Planner to join their growing private client and corporate teams. The firm has a streamlined lead generation and referral process as well as an extensive support team of Paraplanners and Administrators. The firm have a strong presenc
Job Source: Heat RecruitmentThomas Brown T/A TABrown Consultancy
Cambridge
Our client, a well-established and successful financial planning firm, are looking for an administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial planning as-well as an individual who has an excellent work ethic and strong client morals. The Role You will be required to prov
Job Source: Thomas Brown T/A TABrown ConsultancyGCB Recruitment
St. Neots
Are you an organised and efficient Financial Administrator with experience in dealing with Pensions and Investments. Our clients are currently looking to expand their team and can offer career progression and the opportunity to join an expanding business. Our clients are an independent practice with vast experience in Financial advice. They have an
Job Source: GCB RecruitmentO'loughlin Recruitment Ltd
Peterborough
We are looking for a Paraplanner 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. As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of polici
Job Source: O'loughlin Recruitment LtdWilliam H Brown
Peterborough
Job Description At William H Brown, part of the Connells Group, we're looking for a highly motivated Branch Administrator to cover both our Fletton and Yaxley Branches . As our Branch Administrator you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environm
Job Source: William H BrownSt. Ives
Job Title: Independent Financial Advisor (IFA) Administrator
Key Benefits:
Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc.
Exam Support: Support for professional exams, including coverage for the first sitting.
Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Introduction of a buy/sell scheme for additional flexibility.
Onsite Parking: Available for all employees in our unique office location
Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development.
Job Overview: We are currently seeking dynamic and motivated individuals to join our team as IFA Administrators. The successful candidates will play a crucial role in supporting our Independent Financial Advisors and contributing to the overall success of our organisation. We are open to considering candidates with or without industry experience, with a strong emphasis on attitude and tech-savviness.
Key Responsibilities:
Provide administrative support to Independent Financial Advisors in day-to-day operations.
Assist in the preparation and processing of client documentation and financial transactions.
Maintain accurate and up-to-date client records using our internal systems.
Liaise with clients, both in person and over the phone, providing excellent customer service.
Timeline:
Swift Recruitment: We are committed to a quick recruitment process and aim to onboard successful candidates as soon as possible.
Application Status:
Early Stage: The search for candidates has just begun, and you have the opportunity to be among the first to be considered for this exciting role.
What's next? If you are passionate about joining a company with a strong culture and a commitment to employee development, and if you possess the right attitude and technical skills, we encourage you to apply promptly. We look forward to welcoming new members to our growing team!
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management
Email Alert for IFA Administrator jobs in St. Ives
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