ifa support administrator jobs in Marlow

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...

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

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...

A financial planning firm is seeking a talented IFA Administrator to join their team in Flackwell Heath, High Wycombe, due to an upcoming retirement. The role requires a minimum of three years' experience in financial services, specifically in busy financial planning administration. Candidates should have a broad product knowledge and familiarity with Intelliflo. The company offers a competitive...

Direct message the job poster from Techtronic Industries EMEA HR & Recruitment Coordinator at Techtronic Industries EMEA UK TTI is a fast growing world leader in Power Tools, Accessories, Hand Tools and Outdoor Power Equipment for Do-It-Yourself (DIY), professional and industrial users in the home improvement, repair, maintenance, construction and infrastructure industries. Powerful brands,...

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...

Location Maidenhead Salary £28000 - £33000 TypePermanent WorkplaceOn-Site Ref88862 Recruiter Managing This Role IFA Administrator Maidenhead We are currently seeking an experienced IFA Administrator to join a well-respected firm in Maidenhead.. The successful candidates will play a crucial role in supporting two principal advisers and contribute to the overall success of the...

Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for an experienced Administrator to join one of their regional offices, one of 50+ nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards...

You will be empowered to take on new tasks, develop specialist knowledge and establish yourself as a go-to person in your team.

You will take responsibility for:

You will be eager to contribute, share, coach others, and embrace your role as a go-to person for our Associate Client Executives.

A recruitment agency in the financial sector is seeking a Financial Administrator in Marlow. The successful candidate will maintain communications with clients and colleagues, support financial advisers, and ensure compliance with regulations. The role requires previous financial services experience and strong communication skills. This is a great opportunity to join a growing established...

You will be empowered to take on new tasks, develop specialist knowledge and establish yourself as ‘a go-to’ person in your team.

You will take responsibility for:

You will be eager to contribute, share, coach others, and embrace your role as a ‘go-to’ person for our Associate Client Executives.

Financial Planning Administrator High Wycombe | Hybrid Working Available Salary up to £40,000 (DOE) | Full-Time We are currently working with a well-established and highly regarded financial planning firm based in High Wycombe, who are looking to recruit a Financial Planning Administrator to join their growing team. This is an excellent opportunity for an experienced financial services...

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 Responsibilities - Provide day-to-day administrative support to the Sales team.

We are seeking a dynamic and experienced Administration Supervisor to join a UK-based administration team on a 12 month fixed term contract, covering maternity leave. Reporting into a senior European administration leader, this role plays a key part in ensuring the smooth day to day running of front of house services across two UK offices, alongside ownership of company fleet and supplier...

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...

Part-time Payroll Administrator, High Wycombe Your new company A well-established organisation in High Wycombe are seeking an experienced Payroll Administrator to join them on a part-time basis of 3/4 days per week. Your new role As the Payroll Administrator, you will be responsible for: - Managing and processing monthly payroll with accuracy and attention to detail, working alongside our...

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...

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...

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.

You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. The client will also offer financial support with personal development, in addition to other great staff benefits.