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This IFA Administrator job provides opportunity for an experienced individual to join a growing financial planning firm, that supports career progression
As an IFA Administrator, you will be actively providing support to the team of busy Financial Advisers and Client Support Associates, to assist them in completing their daily duties. Your respons
This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team
You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers
As a Technical IFA Administr
This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team
You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers
As a Technical IFA Adminis
This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team
You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers
As a Technical IFA Administr
Mbf are working with a highly successful, Chartered Financial Planning practice based on the outskirts of Fareham to recruit an additional IFA Sales Support Administrator. Our client is a boutique business who provide holistic financial solutions to clients across the South West, they are a growing practice that have a fantastic reputation. As an
I am recruiting on behalf of a very successful, independently owned Financial Planning Firm and that are looking for an Administrator to expand the team due to their continued success. This is a refreshing position within Financial Planning as we are open to most backgrounds, as long as you have the right attitude; willing to learn, polite, organis
My client is a Chartered Independent Financial advice firm based in Whitely, Hampshire. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who
A unique opportunity to make a mark and impact an expanding brokerage
Job Title/Location: Administrator, Southampton & WFH
Salary: £20,000 - £25,000
Office/WFH: 1-2 days WFH some weeks, other weeks fully office-based (will consider full-time and part-time).
Requirements: Recent administration experience within either Financial Services, Banking
Job Source: ARC
IFA Administrator
United Kingdom
IFA Administrator based in Hampshire, competitive basic salary with good benefits
Responsibilities:
Dealing with new business processing, valuations, illustrations and portfolio research
Understanding the Financial Planning process and ensuring compliance with FCA rules and principles.
Systems management and development, including management of the CRM system.
Producing management information for the board of directors.
Monitoring client service delivery.
Reviewing and developing processes and templates to improve business efficiency.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.