Ifa Administration jobs

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,...

Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further… My client based on the outskirts of Norwich, who has...

This is an excellent opportunity for an individual with strong experience in IFA administration, a solid understanding of financial planning platforms, and a commitment to delivering high‑quality client support....

The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are....

Working closely with Advisers and the wider support team to deliver excellent client outcomes What They’re Looking For Experience within an IFA / Wealth Management environment Existing paraplanning experience OR strong IFA administration...

The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous)....

Financial Services Administrator Requirements • Essential experience in an IFA or Financial Planning administration role • Strong understanding of pensions, investments and protection products • Experience using financial services back office systems • High...

You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities....

You will ideally have: A minimum of 3 years' experience in an administrative role Previous experience within financial services or IFA administration (highly desirable) Strong attention to detail and a methodical approach...

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...

Clark James Recruitment are working with a professional and highly regarded IFA business. Due to expansion, our client has a vacancy for an experienced IFA Administrator to join their dynamic team. The successful candidate will play a crucial role in supporting Financial Advisors by...

Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool...

Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration...

Must have excellent communication skills and telephone manner Experience Proven experience in an IFA Financial Services Administration Role Skills / Personal...

Must have excellent communication skills and telephone manner Experience Proven experience in an IFA Financial Services Administration Role Skills / Personal...

Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing...

IFA Administrator/Paraplanner (IFA Firm) Manchester £45,000 to £55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive...

, including transfers and investments Act as a central coordination point between clients, advisers, and internal teams Deliver a high-quality client experience through professional communication and organisation Applicants must possess support / administration experience from the IFA...

You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple...

IFA Administrator Location: Farnborough (hybrid working available) Salary: £27,000 – £35,000 + excellent benefits Our client is a well-established, client-focused financial services firm looking to expand their centralised...