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RecruitMe
Stamford, Lincolnshire
We have a fantasticIFA Financial Administrator opportunity to join a successful and progressivewealth managementfirm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current
Job Source: RecruitMeParadigm Employment Services
Spalding
IFA Administrator Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of an
Job Source: Paradigm Employment ServicesHeat Recruitment
Peterborough
Financial Planning Administrator - Peterborough - Up to £35,000 This is a fantastic opportunity for an experienced administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough. They specialise in providing high-quality personal advice on many aspects of wealth management and
Job Source: Heat RecruitmentFocus Search and Selection
Peterborough
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 SelectionRed Robin Resources Ltd
Stamford, Lincolnshire
Are you an IFA looking for a less stressful career ? My family owned Business is looking for a Financial Sales Executive to join their thriving Business and not have the pressure of hard sales. This really is a rare opportunity, so please call now ! TPBN1_UKTJ
Job Source: Red Robin Resources LtdService Service Employment Agency Limited
Peterborough
My client, a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team. The ideal candidate will come from an IFA administrative background however my client will consider someone with a transferable administra
Job Source: Service Service Employment Agency LimitedDignity Plc
March
Crematorium Administrator ?? Full Time (Monday to Friday, 9am - 5pm) ?? Location: Fenland Crematorium (March, Cambridgeshire) ?? Salary: £24,316.55 per annum (£12.20 per hour) Join us in ensuring every goodbye is dignified and meaningful. #DignifiedCareers #WorkingwithDignity Our Administrators, play a pivotal role in maintaining the seamless opera
Job Source: Dignity PlcReed
Peterborough
Fleet Coordinator Annual Salary: £14.52 per hour Location: Peterborough Job Type: Full-time, Temporary. We are seeking a dedicated Fleet Coordinator to join our team and contribute to the efficient management of our fleet operations. This role is perfect for someone with a strong administrative background, attention to detail, and experience
Job Source: ReedSpalding
IFA Administrator
Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Main Responsibilities for the successful IFA Administrator:
Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
Prepare documentation for meetings, set up client records and gather existing plan information.
Accurately maintain all client records with any activity undertaken.
Action changes to clients’ policies as instructed from fund switches, withdrawals to income payments.
Prepare application forms for different plan types (from the investment including IHT plans and offshore products to life income protection and relevant pension covers including SIPPs and SSASs) with 20+ different providers with varying requirements and processes.
Process completed applications including trust documents and monitor progress via regular chase-ups through to successful completion.
Update business trackers and actively maintain the client record with notes regarding all activity undertaken.
Check adviser meeting notes and provider correspondence and use experience and knowledge to correctly identify all action required and set up accurate work tasks.
Attend and contribute to Team and staff meetings.
Take responsibility for managing own workload and proactive problem solving.
Undertake personal training to maintain and develop knowledge and communicate to rest of team.
About the successful IFA Administrator:
One to two years’ minimum experience of working in financial services
Knowledge of the Financial industry related products/ back-office systems (Intelligent Office, iPipeline preferred)
Excellent Communication and Costumer service skills
Ability to work well under pressure
Experience working large client base and different providers
Experience in actively managing and monitoring a rolling caseload of 30 to 40 client applications and servicing requests.
Adapt to a fast-changing environment working with Team Leader and Senior Managers as well as helping other staff
What we offer in return to the successful IFA Administrator:
Salary £24000 per annum - Negotiable depending on expereince
Monday to Friday
UK’s leading wealth management pension scheme
Unrivalled career development prospects
National Training and ability to up skill your existing skill set.
If you are passionate about the financial sector and want to be part of fantastic team, please do not hesitate to contact us for more details!
Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy
IFA Administrator jobs in Spalding
ⓘ There was an unexpected error processing your request.
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