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Bond Recruitment Ltd
Milton Keynes
IFA Administrator We are a friendly financial services firm seeking an experienced IFA Administrator to join our team. This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as £1000 added to your salary for every exam you pass to b
Job Source: Bond Recruitment LtdPertemps Northampton
Northampton
Our client, based in Northampton require an Experienced IFA Administrator to join their team. The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). You will be responsible for providi
Job Source: Pertemps NorthamptonCapio Recruitment Financial Planning
Northampton
Job Title: Senior IFA Administrator Location: Northampton Salary: £25,000 - £30,000 The Company: A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team. A modern, forward-thinking bu
Job Source: Capio Recruitment Financial PlanningPertemps Northampton
Northampton
Our client, based in Northampton require an Experienced IFA Administrator to join their team. The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). You will be responsible for providi
Job Source: Pertemps NorthamptonCranleigh Personnel
Northampton
Technical IFA Administrator Based Northampton Salary: £27,000 - £32,000 + discretionary bonus Are you an IFA Administrator who wants to improve your technical skills? Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Or have you been promised exams or study support, and
Job Source: Cranleigh Personnel360-Recruitment
Northampton
We have been asked to recruit an IFA Administrator for a company based in Northampton. Day to day you’ll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews… You’ll need to have a minimum of 3 years’ experience working for an IFA (and ideally have achieved a Financial Services q
Job Source: 360-RecruitmentWallace Bates Limited
Milton Keynes
Our client is a high profile, and successful national financial services provider. Due to expansion, they are now looking for a Senior Financial Adviser in The Milton Keynes Area. You will be providing holistic financial advice to HNW private clients. The business has internal and external introducer's and an existing client bank. The position wil
Job Source: Wallace Bates LimitedCapio Recruitment Financial Planning
Northampton
Job Title - IFA Administration Team Leader Location - Northampton Salary - £28,000 - £33,000 Job Description: Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for a IFA Administration Team Leader to join a practice in Northampton. The firm prides themselves on providing an industry leading ser
Job Source: Capio Recruitment Financial PlanningMilton Keynes
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Milton Keynes offices. The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration. Specific Responsibilities: The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable: -
Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries,
Screening phone calls, enquiries and requests, and handling them where appropriate,
Preparation of client review packs,
Illustration requests,
Back office support,
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures,
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant,
Keep up to date with financial products and legislation,
Comply with all company and industry guidelines, rules and regulations
Experience and key requirements are:
Experience working in a Financial Advice firm is advantageous,
The role requires a reliable individual who has the ability to manage and prioritise workloads,
Role holders will be motivated, friendly and professional at all times,
Outstanding communication skills at all levels,
Ability to produce business correspondence, proof-read for grammar, spelling and punctuation with a high degree of accuracy,
Analytical and problem solving skills,
Experience of working as part of a team,
Flexibility/ adaptability to cope with change,
Confident with IT and office software packages (Word, Excel, PowerPoint etc).
IFA Administrator jobs in Milton Keynes
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