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My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.\n\nWe are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice.\n\nSpecific duties will include:\n\n * Meet potential new clients to ascertain their current and future financial planning needs\n\n * Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures\n\n * Introduce clients to the wider support team of the business\n\n * Maintain the existing HNW client book and retain excisting clients\n\n * Building and maintaining a strong network of professional connections\n\n * Identify and make suggestions to the Investment propositions and make recommendations\n\nThe successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser.\n\nIdeally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades.\n\nA great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications

My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.\nWe are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.\nSpecifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.\nYou will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades

This is a career-focused IFA Administrator role offering hands-on experience in financial services and clear opportunities to progress into senior administration or office management.

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 su

A leading recruitment agency in the UK is looking for an Independent Financial Advisor (IFA) Administrator who will support Financial Advisers in processing business activities and managing client communications.

We are looking for an experienced Senior IFA Administrator to join our growing Financial Advice business. Processing new business applications across the key financial products to include Protection, Pension, Investment, Trusts and IHT products. Maintaining accurate records of the Client’s financi

About the job Independent Financial Advisor (IFA) Administrator.Job Description IFA Administrator.Working in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with MPAFMs administrative proc

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.

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

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

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

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.

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.

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

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

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. Proven experience in a financial services or IFA environment is essential. Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers.

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

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

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

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.

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

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

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

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.

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

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

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

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

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

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

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 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.

An award winning and well know IFA is seeking Senior IFA Administrator to join their growing team. Role: Senior IFA Administrator. 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 crea

Administrator in an IFA environment.

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.

Previous experience within financial services, IFA or provider environment. 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 wi

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.

Attention to detail and prior admin experience in an IFA/Wealth office are crucial, making you a key part of the team. A leading Financial Planning Practice is seeking an experienced Financial Services Administrator in Newton-le-Willows.

A boutique financial planning firm in Essex is seeking a Graduate IFA Administrator to support its client services team.

A recruitment consultancy is seeking an experienced IFA Administrator in England to support Office Managers and Financial Planners by managing client files and processing new business.

As a Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing great moments and memories too.It's a chance to bring your dedicatio

Relief Social Care Assistant, St Brendan’s, Isle of Barra.Distant Islands Allowance per hour).You will work enthusiastically as a member of a team that promotes and supports Adults with Support Needs to actively take part within local resources and facilities, to maximise their inclusion, independ

As a Bank Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing great moments and memories too.It's a chance to bring your dedi