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NJR Recruitment
York
IFA Administrator York £24,000 - £28,000 Our client is a well established Independent Financial Services Practice, who are now seeking an ambitious and pro-active Financial Services Administrator to join their team on a full time basis. This role will work directly for a firm of Financial Planners who advise clients on all aspects of pensions, Inve
Job Source: NJR RecruitmentReward Recruitment
Knaresborough
IFA Administrator Kanresborough £23,000 - £28,000, plus benefits Our client is an established Financial Planning practice in Knaresborough, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and potentially IFA in the future. Day to day responsib
Job Source: Reward RecruitmentReward Recruitment
Wetherby
IFA Administrator Near Wetherby, Leeds Upto £30,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced IFA Administrator to join their team, with excellent progression opportunities. The role will incorporate all are
Job Source: Reward RecruitmentCB3 Associates Ltd
Harrogate
The Company: Highly ambitious, expanding IFA firm based in Harrogate looking to recruit an experienced IFA Administrator into their back-office team. A circa 20-adviser firm with growth plans afoot for 2024 and beyond. Office Location: Harrogate Hybrid/Home Working: Yes - 3-days office, 2 days WFH Package: £28-30k base DOE + 10% bonus and full
Job Source: CB3 Associates LtdReward Recruitment
Wetherby
Client Service Lead/IFA Administrator Near Wetherby, Leeds upto £35,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced Client Service Lead/IFA Administrator including paraplanning duties, to join their team and p
Job Source: Reward RecruitmentLime People Search & Select Ltd
Harrogate
My client is a Financial Advisory firm providing Financial Solutions and Financial Advice to both individuals and businesses in the Yorkshire areas.We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day
Job Source: Lime People Search & Select LtdPremier Jobs UK
York
Are a highly experienced Financial Advisor in South Yorkshire, 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 lea
Job Source: Premier Jobs UKFocus Search and Selection
York
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They are looking for multiple Independent Financial Planners across the country to help the business grow.
Job Source: Focus Search and SelectionYork
IFA Administrator
York
£25,000 - £30,000, plus benefits and an excellent bonus scheme (subject to experience)
Our client is an established Financial Planning firm in York, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and possibly IFA in the future.
Day to day duties include:
General administration and upkeep of company records
Updating the back-office system - Intelligent Office
Keeping both clients and Advisers fully updated in relation to the processing of application proceeds by proactively pursuing cases.
Assisting advisers in preparation of new business packs for meetings.
Fee and commission reconciliation.
Developing good communication with individual clients to provide personal service and cultivate potential additional business.
How to Apply:
Please send your CV immediately or contact Stuart on 0 7 747 782934.
IFA Administrator jobs in York
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