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RecruitMe
Stamford, Lincolnshire
We have a fantasticIFA Financial Administrator opportunity to join a successful and progressivewealth managementfirm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current
Job Source: RecruitMePARADIGM EMPLOYMENT SERVICES LTD
Spalding
IFA Administrator Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of an
Job Source: PARADIGM EMPLOYMENT SERVICES LTDHeat Recruitment
Peterborough
Financial Planning Administrator - Peterborough - Up to £35,000 This is a fantastic opportunity for an experienced administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough. They specialise in providing high-quality personal advice on many aspects of wealth management and
Job Source: Heat RecruitmentFocus Search and Selection
Peterborough
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 SelectionRed Robin Resources Ltd
Stamford, Lincolnshire
Are you an IFA looking for a less stressful career ? My family owned Business is looking for a Financial Sales Executive to join their thriving Business and not have the pressure of hard sales. This really is a rare opportunity, so please call now ! TPBN1_UKTJ
Job Source: Red Robin Resources LtdService Service Employment Agency Limited
Peterborough
My client, a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team. The ideal candidate will come from an IFA administrative background however my client will consider someone with a transferable administra
Job Source: Service Service Employment Agency LimitedNuco Solutions Ltd
Peterborough
Job: Administrator Area: Peterbough Salary: £22,000 - £24,000 Your new role We’re looking for a committed and motivated person to provide administration support to one of our maintenance teams. Joining our team as an Administrator, you will be carrying out varied administration duties including: * answering customer queries via telephone and email
Job Source: Nuco Solutions LtdHuntress
Peterborough
Administrator - Logistics Permanent Hybrid Working Generous Benefits Package to include; 25 days holiday plus bank holidays (pro rata) Confidential Employee Assistance Programme Coaching with accredited coaches Private Medical Insurance Travel Insurance High Street Discount Vouchers Purchase Additional Holiday Hybrid Working 2 paid days to voluntee
Job Source: HuntressSpalding
£ 24000/annum + company benefits
IFA Administrator
Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Main Responsibilities for the successful IFA Administrator:
* Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
* Prepare documentation for meetings, set up client records and gather existing plan information.
* Accurately maintain all client records with any activity undertaken.
* Action changes to clients’ policies as instructed from fund switches, withdrawals to income payments.
* Prepare application forms for different plan types (from the investment including IHT plans and offshore products to life income protection and relevant pension covers including SIPPs and SSASs) with 20+ different providers with varying requirements and processes.
* Process completed applications including trust documents and monitor progress via regular chase-ups through to successful completion.
* Update business trackers and actively maintain the client record with...
IFA Administrator jobs in Spalding
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