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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
Job Source: SearchPremier Jobs UK Limited
Fareham
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 responsi
Job Source: Premier Jobs UK LimitedPremier Jobs UK Limited
Fareham
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
Job Source: Premier Jobs UK LimitedPremier Jobs UK Limited
Fareham
This IFA Client Support Associate job is available for experienced individuals keen to support Financial Advisers deliver excellent service to clients As an IFA Client Support Associate, you will be actively supporting their busy Financial Advisors through carrying out high quality research and writing detailed reports. In addition, your duties wil
Job Source: Premier Jobs UK LimitedCNS - Community Network Services
Southampton, England, United Kingdom
About the Role DP World CNS have an exciting opportunity for a Sales Support Administrator to join us. This role reports to our Business Relationship Manager and is responsible for enhancing the sales team's operational efficiency by providing comprehensive administrative and support services, enabling them to focus more intently on sales activitie
Job Source: CNS - Community Network ServicesDynamite Recruitment Solutions Ltd
Chichester
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
Job Source: Dynamite Recruitment Solutions LtdDynamite Recruitment Solutions Ltd
Southampton
Customer Support Administrator Salary: £22000- £25000 starting salary with an opportunity for this to increase Plus, fantastic benefits like no other organisation and include. Private Medical Insurance (after successful completion of probation) Company pension Team Bonus Scheme Onsite Café Great training and progression opportunities Friend
Job Source: Dynamite Recruitment Solutions LtdHartley Resourcing
Southampton
We are recruiting for a fantastic opportunity to join a brilliant small business as a Customer Support Adminstration where you will be supporting the Customer Service team taking on various responsibilities, from talking to customers via telephone and email, maintaining good relationships with the customers, and dealing with any queries, escalatin
Job Source: Hartley ResourcingFareham
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 IFA Administrator, you will play a pivotal role in supporting two Chartered Financial Planners in their daily operations. The Financial Planners you will be working with focus on HNW & UHNW clients, as a result the client is looking to recruit an experienced/professional individual who can hit the ground running.
Key Responsibilities
Assist Chartered Financial Planners with client communication and document preparation
Manage client data and maintain accurate records using internal systems
Prepare and process applications, ensuring compliance with regulatory standards
Coordinate and schedule client appointments, managing the planners' calendars
Liaise with various stakeholders, including clients, providers, and internal teams
Contribute to the smooth functioning of the team by handling general administrative tasks
Qualifications And Experience
You must have a minimum of 2 years Financial Services Administration experience
Excellent organizational skills and attention to detail
Strong communication skills, both written and verbal
Proficiency in using office software and tools, including Microsoft Office
A proactive and adaptable mindset, capable of managing varying workloads
What’s On Offer
The opportunity to work with a highly successful and respected team of Chartered Financial Planners
Exposure to the intricacies of holistic financial planning for HNW and UHNW clients
A supportive and collaborative work environment
A competitive basic salary
Full on the job training & support
Free parking
IFA Sales Support Administrator jobs in Fareham
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