You will help to onboard new investors and look after our current clientele in a compliant and helpful manner. The successful applicant will be self-reliant and enthusiastic with a desire to progress and learn. We need someone who can take responsibility for resolving issues quickly using their own initiative.
You will be responsible for working closely with the advisers and clients - Liaise with product providers to ensure timely and accurate responses to clients - Send Letters of Authority and gather accurate information - Obtain illustrations and application forms - Production of portfolio valuations
Job Description A highly respected, family-run boutique Wealth Planning firm in Guildford is seeking an experienced Wealth Management Administrator to join their growing team. Established for over 25 years, this firm has built a first-class reputation for delivering high-quality financial advice to High Net Worth clients including professionals, business owners, retirees, and families. They...
Job Description Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Role and responsibilities: - To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility - Effectively...
Job Description The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. The Financial Planning Administrator...
Our client is seeking an experienced IFA Administrator to join in a unique role, whereby you will be providing overflow support across the business to plug temporary gaps in their workflow As a national IFA firm with 12 regional offices, there are times where the business has gaps in their local support teams, as such they are looking for a confident and capable individual who is comfortable...
The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. The Financial Planning Administrator will and schedule...
Job Description A 1st class position has just been created within a successful and extremely friendly Wealth and Asset Manager based in Hertfordshire. Working largely from the offices ( with some flexibility for hybrid working) the role encompasses a full range of technical support administration and suitability report writing. Duties Include: - Administration of a full range of Private...
Job Description IFA Technical Administrator South Leics (our ref AL1380) – Office based role Salary to £30,000 dep on exp excellent benefits inc parking This is a full-time position, 37.5 hours per week, 9 am – 5 pm, (30 minutes unpaid lunch break), Monday to Friday. My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now...
Job Description Our client is a successful and established National IFA firm with this office based in Hove and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of IFA Acquisitions Administrator supporting a Acquisitions team This is different to many IFA Admin roles as this is linked to onboarding new companies to the brand...
Job Description Job Title: Senior IFA Administrator / Trainee Paraplanner Location: Edinburgh Salary: £30,000 to £37,000 Benefits: Hybrid working (by agreement), professional development support, opportunity to shadow an experienced Financial Adviser About the Company: This independent financial planning firm has built a strong reputation for delivering highly personalised advice to private...
Job Description Our client is a successful and established National IFA firm with this office based in Gatwick and they are currently looking for an experienced IFA Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to...
Job Description Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: - Deal with telephone, email enquiries. - Assisting with onsite meetings. - Maintain filing systems/client files. Scanning and indexing documents...
Job Description Salary: Up to £35,000 (depending on experience), Study Support Excellent Benefits, Supportive culture &Career Growth Join an award-winning financial planning firm near Harpenden as an IFA Administrator. This is a fantastic opportunity for a motivated, detail-oriented professional to thrive in a friendly, supportive, and high-performing team. You’ll play a key role in ensuring...
You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey.
You should have experience as an Administrator within a financial planning firm
You should have good knowledge of financial planning processes and how a Financial Advisor operates
The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. The Financial Planning Administrator will and schedule...
You will be responsible for working closely with the advisers and clients - Liaise with product providers to ensure timely and accurate responses to clients - Send Letters of Authority and gather accurate information - Obtain illustrations and application forms - Production of portfolio valuations
Job Description Financial Services Administrator We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team. Key Attributes: - An excellent telephone manner and customer service skills. - The ability to work in a structured and planned manner especially when under pressure to meet deadlines. - Good keyboard...
The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. The Financial Planning Administrator will and schedule...
You will be responsible for working closely with the advisers - Liaise with product providers to ensure timely and accurate responses to clients - Send Letters of Authority and gather accurate information - Obtain illustrations and application forms - Production of portfolio valuations