Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Blakemore Recruitment
Gerrards Cross
We are currently recruiting for a highly regarded Financial Planning practice in St Albans 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 Admini
Job Source: Blakemore RecruitmentHeat Recruitment Ltd
City of London, Greater London
Role: IFA Administrator Location: City of London Salary: Up to £35,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services prof
Job Source: Heat Recruitment LtdPremier Jobs UK Limited
Gerrards Cross
This IFA Administrator job in Gerrards Cross provides opportunity for an experienced individual, to join a well-established IFA firm, providing holistic financial planning to private clients. Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business. You will play a key role in ensuri
Job Source: Premier Jobs UK LimitedBlakemore Recruitment
Berkhamsted
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator Job Overview To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily prepare for client meetings, manage and pro
Job Source: Blakemore RecruitmentRobinson Financial Careers
London
A challenging role has arisen within a highly respected Chartered Financial Services firm based in Leadenhall Street, London. This is an opportunity for a responsible, self-motivated, well organised candidate. The Role · Researching a broad range of financial products across all financial sectors · Working together with an Adviser on a variety of d
Job Source: Robinson Financial CareersBlakemore Recruitment
High Wycombe
We are currently recruiting for a boutique Wealth Management firm in High Wycombe who are looking to recruit an IFA Administrator IFA ADMINISTRATORHigh WycombeLife Insurance / Company pension / On Site Parking They are looking for an experienced administrator to join our team in High Wycombe. The ideal candidate must be organised, forward thinking
Job Source: Blakemore RecruitmentThe Orchard Practice
Borehamwood
Financial Planning IFA Administrator required for an award-winning and expanding company. Be part of a small team that plays a fundamental part in helping our clients achieve their goals and protect their futures. Do you have at least one years experience gained in a financial planning or IFA firm? Do you share our values friendship and enjoyment,
Job Source: The Orchard PracticeBlakemore Recruitment
High Wycombe
We are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team. Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team members An understanding of FCA regulations and guidelines relati
Job Source: Blakemore RecruitmentSt. Albans
We are currently recruiting for a highly regarded Financial Planning practice in St Albans 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 Administrator is responsible for the efficient and accurate processing of business and delivering a first class service to their clients.
You'll also need to understand and add value when it comes to their client's needs - looking at constant improvement and innovation.
Onboarding - providing full administrative support for the onboarding of new clients.
Data management - maintaining and updating client data in a secure environment.
Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
Relationship Building - liaison with clients by telephone, letter, email.
Proposition delivery - Delivering service proposition within agreed service levels and timescales
Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process
Partners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan.
What they are looking for
They are looking for someone who has been an IFA Administrator and has a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services
Email Alert for IFA Administrator jobs in St. Albans
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.