ifa admin support jobs in Buckinghamshire

Your new company If your skills, experience, and qualifications match those in this job overview, do not delay your application. A large, well-established organisation undergoing improvements across its IT service operations and project delivery processes. The team is looking to simplify the way BAU, workflows, vendor interactions and project support functions operate. Your new role You'll be...

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service.

IFA Administrator Location: Gerrards Cross, Buckinghamshire SL9 8EB Position: Full-time (office based - Gerrards Cross) Basic Salary: To £30k pa (DOE) Our client is seeking an experienced, enthusiastic Administrator to complement their existing team. The successful candidate will be confident in their ability to take ownership of their role and to provide support to their advisers,...

Quick Questions: - Do you have experience supporting financial advisers? - Are you proficient with IO, Aberdeen, Aviva, Transact, or similar back-office systems? - Are you looking for a hybrid working arrangement? Benefits: - Private medical insurance - Pension scheme - Income protection - Annual bonus About the Company: This UK-based independent financial advice firm is built on...

Location High Wycombe Salary £30000 - £40000 TypePermanent WorkplaceHybrid Ref89230 IFA Administrator High Wycombe Location: High Wycombe Salary: Up to £40,000 DOE Benefits: 25 days holiday + BH, discretionary bonus, pension, DIS x4, PMI, PHI Hours: Full-time, office-based (with up to 2 non-contractual WFH days post probation) About the Company Join a growing, independent financial planning...

You will be working alongside an exceptional team providing excellent administrative support to their advisers. Duties will include day to day administration processing new business applications, chasing outstanding information, research reviews and renewals and dealing with external companies.

You will help collect, organise and analyse intelligence related to counterfeiting and IP crime, while also providing general administrative and operational support. This role is well suited to a highly organised individual with strong attention to detail and an interest in anti-counterfeiting, intelligence analysis and brand protection.

The Compliance Administrator will support the effective delivery of the firm’s compliance, governance, and regulatory obligations across the group. The role is operational and administrative in nature, providing structured support across AML, GDPR, Fit & Proper (F&P), ECCTA and training frameworks, while acting as a key liaison between Compliance, HR, Operations, and local offices. This role is...

Amber River Premier are an award-winning, Chartered Financial Planning firm located in Marlow, Buckinghamshire. We are currently looking to recruit a highly motivated and competent Financial Services Administrator to join one of our 'pods', working alongside a Financial Adviser and a Paraplanner; providing both administrative and client servicing support.As a company we provide bespoke Wealth...

IFA AdministratorLocation: Gerrards Cross, Buckinghamshire SL9 8EBPosition: Full-time (office based – Gerrards Cross)Basic Salary: To £30k pa (DOE)We are seeking an experienced, enthusiastic Administrator to complement our existing team. The successful candidate will be confident in their ability to take ownership of their role and to provide support to our advisers, paraplanner and other team...

You will play a vital role in ensuring our sales operations run smoothly by providing administrative support, maintaining accurate data, and facilitating communication between our sales team, customers, and other internal departments. Key ResponsibilitiesProvide day-to-day administrative support to the Sales team.

Job Description This is a newly created position for a Zoho CRM Support Administrator to join a leading & growing finance firm in the Northampton area. This role is paying £40,000 + up to 15% bonus and is 5 days a week in the office with no work from home options. To be considered for this position, you will have several years of experience working with Zoho One this will include Zoho CRM, Zoho...

You will play a vital role in ensuring our sales operations run smoothly by providing administrative support, maintaining accurate data, and facilitating communication between our sales team, customers, and other internal departments. Key ResponsibilitiesProvide day-to-day administrative support to the Sales team.

You will be working alongside some exceptional IFA's providing excellent administration support.

You will hold some RO/CF exams and will be encouraged to progress toward Diploma status as this role will progress to a Paraplanning role in the future. The ideal candidate will be working as an IFA support currently and will be looking to progress their career.

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service.

We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of role This new role will support the Central Administration Team in ensuring the efficient and...

We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator. Key Responsibilities:- New business processingDeal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctlyInvolvement in pension transfer work and drawdown related mattersDeal with adviser...

We are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross 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...

We are currently recruiting for a Financial Planning practice based in High Wycombe 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 membersAn understanding of FCA regulations and guidelines relating to financial services...

We are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking for an IFA Administrator to join their team. This role offers flexible home working 4 days a week. They are looking for an experienced IFA Administrator. They are a growing Independent Financial Planning firm, specialising in delivering Financial Life Planning. They are looking to recruit an...