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Pinstripe Personnel
Fareham
Independent Financial Adviser Fareham and Dorchester Hybrid / Office Based £85,000 - £100,000 + OTE An customer centric, award winning Chartered Planning firm is looking to appoint an experienced financial adviser or IFA. They have been trading for nearly 15 years and have an excellent reputation, providing holistic advice to a wide range personal
Job Source: Pinstripe PersonnelBennett and Game Recruitment LTD
Fareham
Service Coordinator / General Adminstrator required for our client, a plumbing and heating services provider, based in Hampshire. They require a Service Coordinator or general administrator to join their team, based from their offices near Fareham. The successful Service Coordinator will be working within our clients plumbing and heating departmen
Job Source: Bennett and Game Recruitment LTDBennett & Game Recruitment
Fareham
Service Coordinator / General Adminstrator required for our client, a plumbing and heating services provider, based in Hampshire. They require a Service Coordinator or general administrator to join their team, based from their offices near Fareham. The successful Service Coordinator will be working within our clients plumbing and heating departmen
Job Source: Bennett & Game RecruitmentPremier Jobs UK Limited
Fareham
This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administr
Job Source: Premier Jobs UK LimitedPremier Jobs UK
Fareham
This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Adminis
Job Source: Premier Jobs UKPremier Jobs UK Limited
Fareham
This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administr
Job Source: Premier Jobs UK LimitedOrtus PSR
Fareham
Hiring for a Paraplanner to join a mid-sized IFA Are you a meticulous and analytical individual with a passion for financial planning? We are seeking an experienced Paraplanner to join our dynamic team at a regional IFA firm with £450 million in Assets Under Management. You will be joining a highly structure team of Adviser, Paraplanner, Technical
Job Source: Ortus PSRAstral Recruitment
Andover
Our client is an established IFA firm of around 50 years established and they are looking to build a team of professional IFA's The company is ready to hire self sufficient IFA's on an employed basis and will allow remote working The offer is unique we believe in the marketplace as they co will offer the successful person a base salary of £80000 pl
Job Source: Astral RecruitmentRomsey
Are you ready to embark on a journey where you can truly make a difference in people's lives? Look no further! We are seeking a passionate individual to join our dynamic team as a Client Experience Specialist within a family-run IFA
IFA Administrator salary is up to £38,000 D.O.E
Join a successful family-run business of professional Chartered Financial Planners. As a thriving enterprise, they prioritise creating a positive impact in their clients' lives. Now, they are on the lookout for a new key member to enhance our small, friendly team.
What You'll Do:
Be the welcoming face and voice as the first point of contact for callers & visitors to our office.
Pre-qualify prospects & tailor our services to their needs.
Organize meetings for our Directors/Advisers, ensuring smooth operations.
Welcome & onboard new clients, making them feel valued from day one.
Manage the delivery of our ongoing client review program, ensuring their needs are met consistently.
Set up and execute tasks & workflow steps using our CRM system.
Handle online transactions efficiently, including setting up new products, fund switches, and more.
Maintain meticulous, compliant data to uphold our standards of excellence.
Collaborate with all stakeholders to deliver exceptional outcomes for our clients.
What You'll Bring:
Superb communication skills, offering first-class client service levels.
Proficiency in Microsoft Office and experience with CRM systems.
Familiarity with Cashcalc & Transact online platforms.
Ready to embark on this exciting opportunity? Apply now and let's create exceptional experiences together!
Join us in shaping brighter financial futures!
IFA Adminstrator jobs in Romsey
ⓘ There was an unexpected error processing your request.
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