ifa support administrator jobs in Trowbridge

You will be undertaking technical administration and managing money in / out on behalf of the Financial Advisors instructions.

You must be experienced in supporting Financial Advisors as an IFA Administrator / Client Support role

You should have desire to be part of a growing team and take an active role in delivering growth for the business

You will be responsible for: - In this key role you will managing the busy support function - Leading, developing, and mentoring the administration team - Ensuring the smooth day-to-day running of all administrative operations - Implementing and refining processes, systems, and workflows as the firm continues to scale

Competitive Salary + BenefitsA highly regarded, Legal 500 ranked law firm with offices across the South East is recruiting a Business Support Administrator to support its Wills & Inheritance / Private Client team. This is an excellent opportunity for an organised, calm and client-focused administrator to join a professional yet down-to-earth team that delivers clear, pragmatic legal advice to...

Job Title: Business Support Administrator Location: Lovemead Group Practice, Trowbridge BA14 7EH Hours: 20 hours per week, Monday to Friday, 9:00 am – 1:00 pm or 10.00am – 2.00pm Are you a highly organised and proactive administrator looking for a varied role where you'll work closely with the management team? We are seeking a Business Support Administrator to join our friendly practice team....

A growing financial planning practice is seeking a Financial Services Administrator in Trowbridge. The role involves supporting Paraplanners and Advisors, managing correspondence with clients, and preparing reports. Candidates should have experience in financial services and excellent communication skills. The position offers a salary up to £31,000 per annum along with additional benefits and a...

A local financial planning firm in Bradford-on-Avon is seeking an IFA Administrator to join their back office team. The role involves supporting local Financial Advisors with typical IFA administration duties and working closely with Platform Administrators and Paraplanners. Candidates should have experience in a similar role and a desire to contribute to the growth of the team. This mainly...

Client Services AdministratorFull Time & PermanentOFFICE BASEDTrowbridge Up to £31,000 + Bonuses + BenefitsHave you gained good administration experience within a Financial Services environment?Perhaps you have provided administration support to IFAs?Interested in joining a growing firm that like to develop their staff?Our client is a growing financial services practice that specialise in giving...

Company Description Henderson Homes is an award-winning provider of high-quality new build homes located in South Manchester, Cheshire, Lancashire, and Merseyside. Established in 1953 in St Helens, the company remains a family-owned business, combining decades of expertise to create homes that suit the modern lifestyle while complementing their surroundings. Its portfolio includes diverse...

You will be a team player with great attention to detail, strong organisational skills, and a proactive approach to problem-solving.

You will thrive in a busy environment, balancing accuracy with excellent customer service.

You will join a friendly and supportive team that values innovation, collaboration, and excellence in everything we do.

You will be a methodical and organised person with strong communication skills and genuine passion for working as a team. Job Role Responsibilities - Day-to-day operational tasks working alongside the Executive Assistant. - Assist with reports, data driven tasks and liaising with Account Managers.

You will be undertaking typical IFA administration duties and supporting their Platform Administrators, Paraplanners and Financial Advisors.

You must be experienced in supporting Financial Advisors as an IFA Administrator / Client Support role

You should have desire to be part of a growing team and take an active role in delivering growth for the business

You will work as part of a team responsible for the processing of Manufacturer warranty claims and ensuring claims are handled efficiently and to the highest standards. - Process warranty claims in a timely and accurate manner, ensuring compliance with company policies and manufacturer guidelines

You must be meticulous and thorough with IT skills.

You will be joining a strong team who provide holistic financial planning to HNW and UHNW clients.

You will be overseeing their team of circa 4 6 team members.

You should have experience of leading a team

You should have previous experience as an IFA Administrator

You should have desire to be part of a growing team and take an active role in delivering growth for the business

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General...

Financial Services Administrator Full Time & Permanent OFFICE BASED Trowbridge Up to 31,000 + Bonuses + Benefits Have you gained good administration experience within a Financial Services environment? Perhaps you have provided administration support to IFAs? Interested in joining a growing firm that like to develop their staff? Our client is a growing financial services practice that...

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with...

A financial services firm in Trowbridge is looking for a Financial Services Administrator to support their growing team. This office-based role involves communicating with policy providers, submitting new business, and facilitating annual reviews. Candidates should have a strong administration background in finance, excellent IT skills, and a professional telephone manner. The firm offers a...

A well-established financial planning firm in Bradford-on-Avon is seeking an IFA Admin Team Leader to manage a small team. Responsibilities include leading the support staff, designing and implementing efficient processes, and actively participating in the firm's growth. Ideal candidates will have experience in leading teams and as IFA Administrators. This role offers a unique opportunity to...

You must be within a commutable distance to attend the office 5 days per week whilst training. CMD Recruitment endeavour to respond to all applicants via email or phone to inform you of the outcome of your application

Thrive Trowbridge are delighted to working with our market leading client in the Trowbridge area who are looking to recruit a Workforce Operations Administrator on a permanent basis.What you will be doing:Providing essential administrative support, setting up new clients on the system and raising purchase orders Collating information for the production of quotes and invoices Assisting with...