field administrator

Reed

IFA Administrator / Financial Services Administrator <ul> <li>Job Type: Full-time; Hybrid</li><li>Location: Worthing</li><li>Salary: £25,000 - £32,000</li></ul> Join a leading team in the Financial Services sector as an IFA Administrator. My client is seeking a proactive and organised individual who will serve as the first point of contact for their clients and providers, offering first-class administrative support to their department. This position is an excellent opportunity for someone interested in breaking into the financial sector. Day-to-day of the role: <ul> <li>Actioning post/DocuSign, organising diaries, and booking client and internal meetings as needed.</li><li>Preparing and sending accurate client communications promptly.</li><li>Answering and making telephone calls to clients and providers, adhering to the team's communication recording policy.</li><li>Completing application forms accurately.</li><li>Managing and following up on information regarding Letters of Authority and updating the back-office system as necessary.</li><li>Handling new business submissions and monitoring new client applications until completion, ensuring the relevant Compliance Checklist is maintained throughout the process. Keeping advisers and clients informed according to the relevant Service Level Agreements (SLAs) and client expectation processes.</li><li>Assisting the team and clients with all administrative matters promptly, including managing items within the Sales Support Inbox as needed.</li><li>Supporting the team with additional projects as directed.</li><li>Training other team members as required.</li><li>Completing Continuing Professional Development (CPD) in line with the company's Training & Competence (T&C) Schedule (non-advisory).</li></ul> Required Skills & Qualifications: <ul> <li>Strong administrative skills with a proven ability to multitask and manage time effectively.</li><li>Excellent communication skills, both verbal and written.</li><li>Ability to work both independently and as part of a team.</li><li>High level of honesty, trustworthiness, and diplomatic skills.</li><li>Proactive and organised approach to work.</li><li>Experience in a similar role within the financial services industry is highly desirable, but not mandatory-ideal for those looking to start a career in financial services.</li></ul> Benefits: <ul> <li>Salary - £25k - £32k depending on experience</li><li>Study support up to Chartered status.</li><li>Progression heavily supported</li><li>Hybrid working model.</li><li>Pension contribution of 4% by employer.</li><li>Death in service benefit x2.</li><li>Health cash plan.</li><li>Flexible working options.</li><li>Overtime pay.</li><li>25 days holiday plus bank holidays.</li></ul> To apply for this IFA Administrator vacancy, please apply below and one of our team will be in contact. Synonyms IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

Ifa Administrator

TEMPLEGATE RECRUITMENT

Job Title: IFA Administrator Why Join Us: <ul> <li>Work in a supportive and professional environment</li><li>Opportunity to grow your career as an IFA Administrator in financial services</li><li>Flexible working options with potential for remote work one day a week</li></ul> Salary & Benefits: <ul> <li>£28,000-£32,000 per year</li><li>Private medical insurance</li><li>Pension scheme</li><li>25 days holiday plus bank holidays</li></ul> Location: Sevenoaks (office-based, with potential for 1 day per week remote) About Us: We are a well-established financial planning firm based in Sevenoaks, dedicated to providing professional and supportive services to our clients. Our team values collaboration, accuracy, and excellent client care. We are currently seeking an experienced IFA Administrator to join our friendly team. The Role: We are looking for a proactive and detail-oriented IFA Administrator to support our advisers and ensure the smooth running of client services. As an IFA Administrator, you will process client paperwork, maintain accurate records, and assist with administrative tasks across pensions, investments, and general financial planning. Key Responsibilities: <ul> <li>Prepare and process client documentation and forms</li><li>Maintain accurate client records and ensure compliance with regulatory requirements</li><li>Support advisers in day-to-day client management</li><li>Assist with new business, client reviews, and routine administration</li><li>Liaise with clients and external providers as needed</li></ul> Skills & Experience: <ul> <li>Previous experience as an IFA Administrator or in financial services administration is preferred</li><li>Strong attention to detail and organisational skills</li><li>Excellent communication skills, both written and verbal</li><li>Ability to work independently and as part of a team</li><li>Proficient in Microsoft Office; experience with financial systems is a plus</li></ul> How to Apply: If this role as an IFA Administrator sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

IFA Administrator

Recruit UK

Job Title: IFA AdministratorIndustry: Financial PlanningLocation: BirminghamSalary: Up to £30,000Job Reference: 9926Job Description:Recruit UK is working on a brilliant opportunity for an IFA Administrator to join a national and successful Financial Planning firm.This role as an IFA Administrator will involve preparing LOA's, client correspondence, meeting and greeting clients, preparing client application forms, arranging valuations and client meetings, valuations and more.This is a fantastic opportunity for you to join a national, growing and successful wealth management company. That are invested in their staff and have a brilliant culture. What's in it for you:<ul><li>Salaries up to £30,000 (salary negotiable dependent on skill set and experience)</li><li>Flexible working (post probation)</li><li>25 days holiday plus bank holidays </li><li>Generous pension contribution</li><li>Enhanced additional benefits </li><li>Fantastic work culture </li><li>Career professional development</li></ul>Skills and experience required:<ul><li>1+ years' experience as an IFA Administrator in a Wealth Management company</li><li>Excellent attention to detail</li><li>Highly organised and capable of working independently and within a team</li><li>Strong literacy and numeracy skills</li></ul>About Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in Birmingham on an IFA Administrator role.Our commitment to you:<ul><li>Start every journey with a conversation to find out about you in-depth.</li><li>Provide honest feedback on where you fit in the job market.</li><li>Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.</li><li>Take a holistic mindfulness approach - career happiness is rarely just about the money.</li><li>Cover the whole of the UK with a local touch through our regional teams.</li><li>Never pester you.</li></ul>

Alondra Home Care

Job Summary We are seeking a licensed and experienced RCFE Administrator to lead our caring team and ensure our home operates smoothly every day. YOUR ROLE:<ul><li>Oversee daily operations and. ensure compliance. with Title 22 regulations.</li><li>Support, Train, and schedule caregivers.</li><li>Conduct. facility tours for new residents and families.</li><li>Manage resident admissions and individualized care plans.</li><li>Keep records, forms, and licensing documents up to date.</li><li>Serve as the emergency contact and conduct safety drills.</li><li>Communicate with families, staff, and health professionals.</li><li>Maintain a safe, organized, and welcoming home environment.</li></ul>REQUIREMENTS:<ul><li>Valid RCFE Administrator License.</li><li>Experience managing or working in RCFE with 6 beds.</li></ul>-Strong Knowledge of Title 22 and Compliance standards. -Established loca; connections with hospitals, placement agents, and social workers. -Organized, dependable, and COMPASSIONATE. -Able to. handle emergencies and be a problem-solver. WHAT DO WE OFFER?<ul><li>Supportive, family-like work environment.</li><li>Ongoing training and growth opportunities.</li><li>$. Salary will be discussed during the interview</li></ul>Job Type: Full-timePay: $26.00 - $32.00 per hourWork Location: In person

RCFE Administrator

Astral Recruitment

Our client is a Financial Services business in Hove and they are currently looking for an experienced Financial Services Administrator to join the team In this role you will support the IFA's and deal with processing Investment and Pension cases Ideally you would currently be in an IFA company doing a similar role No qualifications are required although desired Base to £30000 with allowance of 2 days from home and 3 days ion the office so please only apply if you can get into Hove 3 days per week

IFA Administrator/FS Admin - IFA, Financial Services "Hybrid working"

mbf.

We are delighted to be working with a forward-thinking, fully independent and growing financial planning practice in Trowbridge. This is a well-established and highly respected firm with a fantastic reputation for delivering high-quality, client-focused financial advice. They are a modern and progressive business, investing in professional development and creating a supportive, collaborative working environment.Due to continued growth and internal progression, the firm is looking to recruit an IFA Administrator to join their professional team.The RoleAs an IFA Administrator, you will play a key role in supporting the Paraplanners and Financial Planners, ensuring the smooth running of client processes from start to finish. This is a varied and rewarding position offering excellent exposure across all areas of financial planning.Your responsibilities will include:<ul><li>Providing comprehensive administrative support to advisers and paraplanners</li><li>Preparing client documentation, valuations, and meeting packs</li><li>Liaising with clients, providers, and third parties to obtain and update information</li><li>Processing new business, investments, and policy changes accurately and efficiently</li><li>Maintaining client records and ensuring compliance requirements are met</li><li>Assisting with the preparation of annual reviews and ongoing client servicing</li></ul>The ideal candidate will have:<ul><li>A minimum of 12 months' experience within a financial planning, wealth management or financial services environment </li><li>Strong understanding of financial services as a whole </li><li>Excellent organisational skills with strong attention to detail</li><li>A proactive, professional, and client-focused attitude</li><li>Confident communication skills, both written and verbal</li></ul>If you have strong administrative experience within financial services and a genuine interest in progressing your career within financial planning, this role will give you the platform to do just that.What's on Offer<ul><li>Competitive salary and benefits package</li><li>Full study support towards industry-recognised qualifications (CII / Diploma in Financial Planning)</li><li>Excellent training and development opportunities</li><li>A clear pathway for career progression within the business</li><li>Friendly, modern, and supportive team environment</li></ul>This is a fantastic opportunity to join a highly reputable and growing firm that encourages career development and recognises individual contribution. If you're looking for a role where you can genuinely grow and make an impact, this could be the perfect next step in your career.

Capio Recruitment Financial Planning

Job Title: Client Support AdministratorLocation: BristolSalary: £28,000 - £34,000 (DOE)This is an opportunity to join a well-established and forward-thinking Independent Financial Services firm in Bristol. You'll be part of a supportive and collaborative team, providing vital administrative and reporting support to Financial Advisers and Paraplanners.This role is ideal for someone confident, organised, and detail-oriented, with a solid background in financial services administration. You'll be working closely with advisers, clients, and providers, ensuring a smooth and professional service at every stage.The Role:<ul><li>Assist with all aspects of client administration and financial reporting</li><li>Prepare documentation and reports for annual reviews and client meetings</li><li>Liaise with clients and providers regarding new and existing business across pensions, investments, and protection</li><li>Process new business applications and monitor progress through to completion</li><li>Update and maintain client records within Intelliflo (IO)</li><li>Manage personal workflow and diary effectively</li><li>Assist in preparing simple suitability reports and processing adviser fees</li><li>Support wider team tasks and ensure compliance standards are maintained</li></ul>The Required Skills & Experience:<ul><li>Minimum of 3 years' experience within a Financial Services Administration role</li><li>Broad product knowledge across pensions, investments, and protection</li><li>Excellent organisational and time management skills</li><li>High attention to detail and strong numeracy skills</li><li>Confident communicator and team player</li><li>Proficient in Microsoft Office (Word, Excel, Outlook)</li><li>Knowledge of Intelliflo advantageous</li><li>Familiarity with various platforms </li></ul>What's on Offer:<ul><li>Salary £28,000 - £34,000 depending on experience</li><li>Hybrid working</li><li>Supportive, collaborative team environment with strong leadership</li><li>Financial assistance towards professional qualifications (CII or equivalent)</li><li>Opportunity to develop within a respected and growing independent firm</li></ul>To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment."INDSBWEA"

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Ifa Administrator

IFA Administrator

IFA Administrator

RCFE Administrator

IFA Administrator/FS Admin - IFA, Financial Services "Hybrid working"

IFA Administrator

IFA Administrator