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IFA Administrator job now available in central Bristol for an experienced, numerically minded professional from a financial planning or group risk background This is an excellent opportunity for an established IFA Administrator who enjoys working with data, spreadsheets and structured processes, an

This IFA Admin Team Leader job in Bradford-on-Avon is available within a well established financial planning firm You will be joining a strong team who provide holistic financial planning to HNW and UHNW clients. The business requires an IFA Admin Team Leader to manage and lead their small team of support staff. The business is due to embark upon their next chapter of growth and are looking for growth minded individuals who can redesign and implement effective new processes to enable efficiencies whilst delivering a boutique level of service to clients. This will also entail managing, developing and recruiting their support team to be capable of delivering fantastic support to their IFAs. You will be overseeing their team of circa 4 6 team members. At times, you may be required to step in and assist with actioning administrative duties. IFA Admin Team Leader Requirements • You should have experience of leading a team, • You should have previous experience as an IFA Administrator, • You should have desire to be part of a growing team and take an active role in delivering growth for the business, • Salary of up to £45,000 depending on experience, • Plus company benefits, • Mainly office based role with potential for 1 2 days from home Bradford-on-Avon Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information JBRP1_UKTJ

We are seeking a proactive and detail-oriented IFA Administrator to provide comprehensive pre‑and post‑sales support to our Financial Advisers.

A leading wealth management firm is seeking an IFA Administrator to support Financial Advisers with pre-and post-sales documentation.

A well-respected financial services firm is seeking an IFA Administrator to join their team in central Bristol. Candidates with experience in financial planning, IFA, or employee benefits are encouraged to apply.

Are you an experienced IFA Administrator seeking a role with career growth, a dynamic environment, and hybrid flexibility? Join a highly regarded Independent Financial Advisory (IFA) firm in Bristol, where you will be a vital part of a team delivering high-quality financial planning solutions. IFA A

Minimum 12 months IFA administration experience supporting an adviser.

This is a fantastic opportunity to join one of the country’s most stellar firms, synonymous with financial planning and investment management and a high standard of professionalism and expertise, in their field. My client based in central Bristol is looking to add an experienced IFA Administrator to complement their existing team of dedicated professionals die to their continued growth, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of one year in the industry and previous use of Intelligent Office would be beneficial. As an IFA Administrator you will provide exceptional support to the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times. The role is hybrid - 3 days working from our Bristol office, 9am to 5pm - Monday to Friday - 2 days UK homebased Key Responsibilities You will help advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans Adding the details of any missing policy information to IO as required Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges Using the standard templates within IO, create and check the client valuation report and upload to IO Produce any ‘OneNote packs’ requested by the advisers including: Client Charter FE Analytics research on the funds held by the client KID (Key Information Documents) Data capture form from IO Client Valuation Report Producing comparisons between old and new centralised investment propositions Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients Produce client letters as required Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace Always comply with the Compliance policies Engage with training and development as applicable Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Essential Skills, qualities and Experience required: • A minimum 12 month’s IFA administration experience, supporting an advisor, • Previous regulatory or financial industry experience is desirable, • Good written and oral communication skills, • Methodical and organised, • Computer literate, • Accurate with good attention to detail, • Problem solving, • Knowledge of the advice process, • True collaborator, takes initiative, curious, • A desire to learn and develop and step out of comfort zone Essential Qualifications: • Good standard of education, • Maths and English GCSE, grade 5 or above, or equivalent Behaviours: • Commercial Awareness, • Innovation, • Collaboration, • Team contribution, • Professionalism Benefits: Competitive salary of up to £35,000.00 Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided As well as further flexible benefits

We are currently looking to recruit a Private Client Support Administrator to join our team.

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journeyAs an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertakin

My client is currently looking for an experienced IFA Administrator to join their team in Stoke on Trent. Previous experience in an IFA environment is essential.

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Financial AdministratorLocation:StokenchurchSalary:£28,000 to £32,000 DOEBenefits:Professional industry exams paid for with study support25 days holiday (excluding Bank Holidays) plus Holiday Purchase schemeIn-House Trainin

Our client who provide specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for ambitious and conscientious individuals to join their team.This will be on a full time, permanent basis from their bright and welcoming offices in Chelt

Due to growth an exciting opportunity is now available for an IFA Administrator based in Taunton to join their team,.

We are recruiting a Finance Administrator on behalf of our client, a well-established IFA financial services organisation based in Central London. IFA or financial planning/Wealth Management environment - Required. IFA or financial planning environment.

A financial services firm in North East England is looking for an experienced IFA Administrator.

Our client is a busy and growing Independent Financial Advice practice looking for a motivated and organised IFA Administrator to join the team. IFA Administrator (With Paraplanner Progression). The role would ideally suit an individual who already has some experience working within an IFA firm and

A Chartered Financial Planning firm on the outskirts of Durham is seeking an Administrator to support their Administration and Financial Planning teams.

We are working with a growing financial services firm looking to add a Business Support New Business Administrator to their centralised administration and client servicing team. This is a fantastic opportunity for someone with financial services or IFA experience who enjoys a varied role and wants t

A reputable financial planning organization in Stockport seeks an IFA Administrator to join their client relations team. Ideal candidates will have prior experience in IFA practice, excellent organizational skills, and attention to detail.

Our client is looking for a talented individual to join their.Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive.Acting as the point of contact between advisers, clients and third party

Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. Minimum 5 years' IFA administration experience.

We are seeking a proactive and detail-oriented IFA Administrator to provide comprehensive pre-and post-sales support to our Financial Advisers.

We are seeking a highly organized and detail‑oriented Financial Services Administrator to join our team on a full‑time basis.

We are working with a highly successful, fully independent and Chartered financial planning organisation to recruit a Senior IFA Administrator.

A leading wealth management firm in Portishead seeks an IFA Administrator for comprehensive support to Financial Advisers.

IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. As an IFA Adminis

Due to expansion, our client has a vacancy for an experienced IFA Administrator to join the business. Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Clark James Recruitment are working with a professional and hi

IFA or financial planning/Wealth Management environment - Required. IFA) financial services organisation. IFA or financial planning environment.

Administrator in an IFA environment.

A Financial Advisory firm in England is urgently seeking an IFA Administrator to support Directors and Advisers.

IFA Administrator, Stockport, 30 - 31K depending on experience + excellent benefits. Working as part of a team of 10 Client Relations Administrators reporting to the Client Relations Team Manager. The ideal candidate will have at least 1 years experience working for an IFA practice or provider, expe

A recruitment agency is seeking an experienced IFA Administrator to join a close-knit team in Maidstone.

A leading recruitment firm is seeking an experienced IFA Administrator to join a highly regarded IFA business. The ideal candidate has prior experience within an IFA firm and possesses strong communication skills.

We are urgently seeking an IFA Administrator to join the existing Administrative teams.

A reputable financial services organization in Central London is seeking an experienced Finance Administrator to join their centralised administration team.

I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers. Proven experience in a financial services or IFA environment is essential.

A well-known financial services firm is seeking a Senior IFA Administrator in Taunton. This position requires over 5 years of IFA administration experience and knowledge of FCA regulations, with opportunities for career growth.

Due to ongoing growth, our client, an established Chartered Financial Planning firm based on the outskirts of Durham, is looking to recruit a new Administrator to add to the team and help them continue to provide the highest possible level of service, to new and existing clients.

An award winning and well know IFA is seeking Senior IFA Administrator to join their growing team. This is a really great opportunity for a Senior Administrator from an IFA background who is looking for a role that will provide career growth and an opportunity to create change and improve processes!

A dedicated employment agency is seeking an IFA Administrator for a temporary position in London. The role involves processing new business, managing client records, and supporting a team of administrators.

Paraplanner/ IFA Administrator with complex cases. Day to day of the IFA Administrator. Requirements of the IFA Administrator.

If you're ready to take your career to the next level and make a difference in the lives of clients and advisers alike, we want to hear from you! Apply now to join our client's dedicated team as an IFA Administrator! 🚀. Join Our Team as an IFA Administrator! 🌟. As a Senior Administrator, you w

Our client is looking for an experienced IFA Administrator to support Office Managers and Financial Planners, delivering a high-quality, compliant service to clients. Minimum 2 years’ experience in an IFA Administrator role.

As part of their ongoing growth, our client, with offices in North Tyneside, has an immediate requirement for an experienced IFA Administrator. Must be an accomplished IFA Administrator.