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IFA Administrator

United Kingdom 1 day ago

Job Description

IFA Administrator  Bolton Based 30,000 DOE  Hybrid Working (2 Days WFH) Study Support  Progression& Development  Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work life balance? Then this could be the role for you? My client believe financial planning is about more than just advice. It’s about creating a roadmap for a life well-lived, which we call Life Landscaping. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with. Responsibilities - Obtaining and compiling provider information and illustrations -  Processing and tracking new business submissions -  Managing investment, pension, and protection business -  Communicating with clients and providing exceptional customer service -  Preparing valuation reports, performance documentation, and review checklists -  Processing and monitoring switches with providers -  Completing withdrawal instructions for clients -  Updating back-office systems Required Experience - Excellent communication skills with a customer-centric approach -  Team-oriented, with a collaborative work style -  Experience with IFA systems and processes   Apply now for this exciting IFA Administrator role!

IFA Administrator

United Kingdom 1 day ago
IFA Administrator  Bolton Based 30,000 DOE  Hybrid Working (2 Days WFH) Study Support  Progression& Development  Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful...

IFA Administrator/Trainee Paraplanner

London, United Kingdom 5 days ago
Job Role: IFA Administrator/Trainee Paraplanner - Pension& Investment Team Location: Altrincham Salary: 26,000.00 - 30,000.00 per year (subject to experience) Full-Time: Monday to Friday, 9:00 AM - 5:00 (Office Based Role). Reference Number: 9534...

IFA Administrator

United Kingdom 26 days ago
ANGL-Claydon, Job Title: Client Service Coordinator (Hybrid working) Location: Claydon Salary:£25K - £35K Our client is in the Financial Services industry and are looking for a Client Service Coordinator to join their expanding team Responsibilities...

Mitchell Hall Consulting: Ifa Administrator

Liverpool, North West England 1 month ago
Competitive:Mitchell Hall Consulting: Wealth Planning Practice - IFA Administrator role My client is an IFA Wealth Management practice with a friendly but professional office environment. Liverpool

Trainee Paraplanner, Fareham

United Kingdom 1 month ago
Dynamite Recruitment are proud to be working with an established, Independent Financial Planning Firm based in Fareham in the recruit of a Trainee Paraplanner to join the team!  This is a wonderful opportunity for an established IFA Administrator to...