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Finlink Ltd
Chelmsford
IFA Administrator Up to £30,000 Office based role This role is best suited to those with IFA Administration experience who are looking to join a supportive and expanding team. The company are offering a salary of up to £30,000 dependant on experience with discretionary bonus and exam support. Within the role there is progression potential to assis
Job Source: Finlink LtdBlakemore Recruitment
Chelmsford
We are currently recruiting for a Financial Planning practice in Chelmsford who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. Duties: Process business submissions within our service level agreement (SLA); recording all new business where necessary (e.g. Intelligent O
Job Source: Blakemore RecruitmentBlakemore Recruitment
Chatham
We are currently recruiting for a highly regarded Financial Planning practice in Chatham 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. Responsibilities The IFA Administ
Job Source: Blakemore RecruitmentFinancial Divisions
Basildon
My client is an independent wealth planning company with offices in Basildon are looking to take on a Paraplanner. They provide local families, SME owners, accumulators, and high net worth retirees with comprehensive market financial guidance.They are looking to hire a Paraplanner because of their excellent expansion over the last few of years. The
Job Source: Financial DivisionsEden Brown
Essex
Governance Support Administrator An exciting opportunity has arisen for a Governance Support Administrator based in Essex with a top tier Housing Association. Competitive salary of £33,281 per annum. 18 months fixed term contract. Monday - Friday full time, hybrid working (predominately at home if desired) The Governance Support Officer provid
Job Source: Eden BrownPremier Work Support
Greenhithe
Premier Work Support are partnering with a rapidly expanding business based in Northfleet, who are looking to hire a permanent Sales Support Administrator. The business offers a challenging work environment, competitive wage and benefit package and a strong commitment to continuous improvement and excellence. The main purpose of this role is to su
Job Source: Premier Work SupportUBT
Gravesend
We are currently seeking a Sales Support Administrator to join a well-established, family-run SME based in Kent. Your role includes the support and service to customers on a daily basis as their primary point of contact, especially those associated with the sales area you are assigned to. Key duties and responsibilities.... You will be required to
Job Source: UBTHays Specialist Recruitment Limited
United Kingdom
Hays Recruitment are looking for an Office Administrator Support worker in Medway, Kent. The right candidate must have the below/ be happy to still learn on the job. Responsibilities: Preparing, organising, and storing information in paper and digital form and understanding the importance of GDPR. Answering telephones and forwarding onto the correc
Job Source: Hays Specialist Recruitment LimitedLeigh-on-Sea
The role is based in Leigh-on-Sea Essex area with a highly respected IFA Wealth Manager and will require you to work in the offices 2 days per week and 3 from home.
Diploma study support is provided and the client would prefer you to be studying.
Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge.
KEY RESPONSIBILITIES & ACCOUNTABILITIES
New business processing and submission to Business quality, submitting onto external and internal systems
Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
Liaison with a variety of product providers and use of their online systems to gather valuations etc
Working with back-office system to maintain client records, process annual reviews reports and new business processing
Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
General Administration and client servicing support as needed
The role offers a competitive basic salary and supporting benefits with genuine opportunity to develop as an administrator.
Email Alert for IFA Support Administrator (Hybrid) jobs in Leigh-on-Sea
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