Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Blakemore Recruitment
Reading
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning a
Job Source: Blakemore RecruitmentPremier Jobs UK Limited
Gerrards Cross
This IFA Administrator job in Gerrards Cross provides opportunity for an experienced individual, to join a well-established IFA firm, providing holistic financial planning to private clients. Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business. You will play a key role in ensuri
Job Source: Premier Jobs UK LimitedOrtus PSR
Bracknell
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the
Job Source: Ortus PSRBlakemore Recruitment
Gerrards Cross
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA Admini
Job Source: Blakemore RecruitmentSearch
Bracknell
Bracknel- IFA Administrator- £28K Job Summary: The Client Services team is the primary point of contact for clients and prospects seeking advice and services. They manage inbound and outbound communications, book appointments for Advisers, and handle customer inquiries. Key Responsibilities:1. Handle inbound and outbound calls to book appointments
Job Source: SearchBlakemore Recruitment
St. Albans
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA Admini
Job Source: Blakemore RecruitmentBlakemore Recruitment
Berkhamsted
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator Job Overview To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily prepare for client meetings, manage and pro
Job Source: Blakemore RecruitmentHeat Recruitment
Gerrards Cross
We are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross.This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development.The role would
Job Source: Heat RecruitmentHigh Wycombe
We are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team.
Key Requirements and Skills:
Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
An understanding of FCA regulations and guidelines relating to financial services clients
Willingness to continue to develop knowledge of products and related issues through formal and informal learning
Good communication skills (written and verbal) that are effective and meet business needs
Ability to prioritise and organise own workload
Ability to work under pressure and to deadlines
IT skills commensurate with computer packages used in this industry and knowledge of Intelligent Office would be beneficial
Accuracy of work and attention to detail
Key Responsibilities:
New business submission and tracking to conclusion
Day to day client management, processing any queries which may arise
Administration of Group Pension schemes
Administration of Group Risk Schemes
Liaising with clients, product providers and other relevant third parties
Ensure back offices systems are kept up to date including client and provider data
Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system
Obtaining illustrations and supporting literature
Supporting the Financial Planners in research and analysis to meet client needs and objectives
Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA
Benefits:
Competitive salary
25 days holiday
Company Pension Scheme
Group Life insurance
Cash plan
Email Alert for IFA Sales Support Administrator jobs in High Wycombe
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.