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Tempest Jones
Newcastle Upon Tyne
Senior IFA Novations Support Administrator PLEASE NOTE: Applicants must have experience working in Novations within a financial planning firm to be consdiered for this role. Location: Remote Salary: £30,000 - £37,000 We are currently seeking an experienced and skilled Financial Services Novations Support Administrator to become an integral part o
Job Source: Tempest JonesHR GO Recruitment
United Kingdom
Independent Financial Advisor - Self Employed Location: Fully remote We are assisting a highly reputable network that has over 150 Advisors , they are looking for experienced IFA's to join them as they continue to grow year on year. Benefits of joining the network include: Low charges Risk management File checking They take full responsibility fo
Job Source: HR GO RecruitmentPremier Jobs UK Limited
Newcastle Upon Tyne
This remote based, IFA Acquisition Team Leader job is ideal for individuals experienced within IFA firms and managing the novation of clients As IFA Acquisition Team Leader, you will lead the operations team focused on integrating and novating their current and future acquisitions. As such your responsibilities will include: Be first line support f
Job Source: Premier Jobs UK LimitedTempest Jones
United Kingdom
Trainee Paraplanner Full training and study support to obtain Diploma in Regulated Financial Planning provided, plus opportunity to move into a Financial Adviser role later down the line if this is of interest. A fantastic opportunity has arisen for a Trainee or Experienced Paraplanner to join a thriving firm of chartered financial planners who s
Job Source: Tempest JonesImperial Workforce
Newcastle Upon Tyne
Administrator Imperial Recruitment Group are delighted to announce that we are working in partnership with Newcastle College who are recruiting for an Administrator on a Permanent basis. Salary: £23,151 Per Annum Contract Type: Permanent Location: Newcastle Hours: Full time, 37 hours a week Purpose of the Role The Central Information Service provid
Job Source: Imperial WorkforceNJR Recruitment
Newcastle Upon Tyne
Financial Adviser Newcastle £45,000 - £60,000 + Bonus Our Client is a highly successful and innovative IFA Practice who are based in the Newcastle region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an expe
Job Source: NJR RecruitmentWestray Recruitment Group
Houghton-le-Spring, England, United Kingdom
WHAT IS IN IT FOR YOU Permanent Role Full time, Monday – Friday 09:00 – 17:30 (40 hours work week) Salary of £24,960 Performance related bonus Free parking on-site 22 days holiday plus 8 bank holidays Pension in line with government guidelines The business also operates other incentives to encourage team work and strength in performance THE BUSIN
Job Source: Westray Recruitment GroupCorepeople Recruitment
Durham
Administrator required for a temporary role in the Aykley Heads area of Durham. This is an ongoing temporary role to run over the summer. It is to start as soon as possible. Working hours are 8.30-5.00 Mon to Fri.The RoleBased in a friendly, busy team, you will provide all aspects of general admin support, speak to customers via phone and carry out
Job Source: Corepeople RecruitmentJesmond
£ 24000 - 28000/annum
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: IFA Administrator
Location: Newcastle Upon Tyne
Salary: £25,000 Upwards
Benefits:
* 21 days holidays
* Health Care Plan
* Group DIS
* Pension Auto Enrolment
* Office Based
About the Company:
Our client was among the first firms in the North East to achieve Chartered Financial Planner Status. As a Chartered firm, they adhere to a rigorous code of ethical practice, prioritizing clients' interests in all advice given.
Our client is currently seeking an experienced IFA Administrator with a comprehensive understanding of the financial planning process.
Key Responsibilities:
* Manage, monitor, and follow up on business submissions until case completion.
* Develop and maintain in-depth knowledge of top 5 platforms/providers.
* Utilize and enhance proficiency with Intellifo (back-office system).
* Prepare meeting packs and portfolio reports for client meetings.
* Regularly update Directors & Advisers on client business.
* Proactively question team procedures and explore alternative options.
* Maintain awareness of compliance procedures and product features.
* Supervise and manage new case submissions to paraplanning, ensuring completeness.
* Collaborate with Advisers to resolve complex case queries.
* Communicate with Business Operations Managers to address issues and share information.
* Process an...
IFA Administrator jobs in Jesmond
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