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Pertemps 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 NorthamptonRecruit UK
Market Harborough
Looking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice? Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advice practice, presenting an excellent opportunity for professional growth
Job Source: Recruit UKFinlink Ltd
Milton Keynes
This role is best suited to those with IFA Administration experience. While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor. The firm are offering a salary of up to £35,000. The business The business are a directly authorised, well
Job Source: Finlink LtdRecruit UK | Certified B Corp™
Market Harborough, England, United Kingdom
Looking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice? Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advice practice, presenting an excellent opportunity for professional growt
Job Source: Recruit UK | Certified B Corp™Capio Recruitment Financial Planning
Northampton
Job Title: Senior IFA Administrator Location: Northampton Salary: £27,000 - £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 PlanningWallace 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 LimitedZOOP RECRUITMENT LTD
Market Harborough
We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our client. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. The ideal candidate will work from our Mar
Job Source: ZOOP RECRUITMENT LTDFocus Search and Selection
Northampton
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They are looking for multiple Independent Financial Planners across the country to help the business grow.
Job Source: Focus Search and SelectionNorthampton
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 providing comprehensive support to at least one of our advisers which would include the following tasks:
Client communication (F2F, verbal & written).
Updating client database (Intelliflo).
Providing any other assistance the financial adviser may require in line with company procedures.
Preparing Client Portfolio reviews.
Fund/Plan Performance analysis.
Trades/Switches (processing through to sign off).
Sourcing/generating provider Illustrations.
Income Modelling/Cashflow Planning (depending on experience).
Gathering tax information/ Tax calculations.
Pension calculations (depending on experience).
New Business (processing through to sign off).
Drafting meeting summary communications for adviser.
Drafting Suitability Letters.
Provider communication (verbal & written).
Benefits:
DIS cover of 2* income and membership of a Health Cash Plan.
Initially enrolled in workplace pension then - 5% employer pension contribution after 12months.
22 days holiday initially increasing to 25 days (a day a year). After 5 years the holiday is 26 days and after 10 years it’s 27.
Discretionary staff bonus scheme for non-advisory
Working hours are 7.5 hours a day which can be worked flexibly between 8am & 6pm, Monday to Friday (after initial training period) Standard office hours are 8.45am to 5.15 pm.
Our client supports continued study - Route to Diploma qualification would be via CII, specifically the Regulated Diploma in Financial Planning. Study text and exams are funded by the Company however study is during the employees own time.
Experienced IFA Administrator jobs in Northampton
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