Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting an experienced IFA Administrator to deal with day-to-day administration involved in servicing clients and writing new business. A large and very important part of this role is to ensure that electronic records are immaculate and up to date, which allows our client to deliver a first-class financial planning service to clients. The IFA Administrator will work closely with a ...
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support.As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. Y...JBLK1_UKTJ
This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support.As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will...JBLK1_UKTJ
IFA AdministratorLocation: Farnborough (hybrid working available)Salary: £27,000 £35,000 + excellent benefitsOur client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of fi...JBLK1_UKTJ
Our client is a long-established Chartered Independent Financial Advisory practice based in Chester, with over 40 years of experience. Their focus is on delivering thoughtful, ethical financial planning with the client’s best interests at the core of everything they do. They are currenty recruiting an experienced IFA Administrator to join their busy team.Main with and supporting the advisers and paraplannersAdministering new business for investments, pensions and protectionUpdating systems, ...
Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Administrato , SurreySalary:£26,000 - £32,000 per annum (DOE) days holiday plus bank holidaysHoliday entitlement increases with length of serviceAdditional Christmas office closure (not deducted from annual leave)5% employer pension contributionHybrid working available after probation (1 d...JBLK1_UKTJ
We are looking to recruit for a Client Services Manager to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.Key Respons as the first point of contact for all incoming enquiries.Meet and greet clients and guests on arrival at the office.Organise client and prospective ...
Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Support Administrato (office-based)Salary & salary £28,000 TO £35,000 DOE5% employer pension contribution + NI repayment10x salary death in service coverPrivate medical insurance & cash plan25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e....JBLK1_UKTJ
IFA Administrator Location: North West (Hybrid Working Available) Job Type: Full-Time, Permanent Salary: Competitive + Excellent BenefitsThe OpportunityAn established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team. This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with ...
Salary: Up to £35,000 per annum (+ strong benefits)Hours: Monday - Thursday (09:00 - 17:00) and Friday (09:00 - 16:00)Experience: Financial Services Administrator, IFA Administrator, Wealth Management, Financial Planning, Client Services, Financial AdvisorsThe OpportunityThompson & Terry Recruitment are proud to be working with a well-established Wealth Management practice who are looking to recruit an experienced and organised Financial Services Administrator to join their team based in ...
