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>

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

INTEGRO PARTNERS LTD

Job Title: IFA AdministratorLocation: Shrewsbury (Fully Office-Based)Salary: £25,000 - £30,000 DOEJob Type: Full-TimeStudy Support AvailableAbout the Role:We are looking for a professional and detail-focused IFA Administrator to join our established financial services team in Shrewsbury. This is a fantastic opportunity for someone with previous experience in an IFA environment who is looking to build a long-term career within a supportive and professional office.Key Responsibilities:<ul> <li>Provide high-quality administrative support to a team of Independent Financial Advisers (IFAs)</li><li>Process new business applications and ongoing client servicing requirements</li><li>Liaise with clients, providers, and colleagues to ensure smooth and timely processing of work</li><li>Prepare documentation and reports for client meetings and annual reviews</li><li>Maintain accurate client records and ensure compliance with FCA regulations</li><li>Support the financial planning process, ensuring all files are audit-ready</li></ul> What We're Looking For:<ul> <li>Previous experience in an IFA or financial planning administration role is highly desirable</li><li>Strong administrative, organisational, and communication skills</li><li>Attention to detail and ability to manage multiple tasks efficiently</li><li>Good knowledge of financial products such as pensions, investments, and protection</li><li>Proficient with Microsoft Office and ideally CRM/financial software systems</li><li>A positive, proactive attitude and willingness to learn</li><li>Interest in or progress toward professional qualifications (e.g., CII)</li></ul> What We Offer:<ul> <li>Competitive salary of £25,000 - £30,000 depending on experience</li><li>Full study support towards industry qualifications</li><li>A professional, fully office-based role within a supportive team</li><li>Career development opportunities within a growing business</li><li>Modern Shrewsbury office with a collaborative and friendly work culture</li></ul>

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.

WEALTHLINK RECRUITMENT LTD

Senior IFA AdministratorLocation: GuildfordSalary: £30,000 - £35,000Duration: Permanent, Full time, hybrid working (2 days a week from home)Benefits: 25 days annual leave bank holidays, Annual Bonus, Study SupportThe RoleWe are working with a super firm in Guildford who are looking to add a Senior IFA Administrator to their established team. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.What's on offer?Salary up to £35,00025 days annual leave Bank HolidaysDiscretionary Annual bonus35 hour working week with flexible start timesStudy Support and Sponsorship through financial planning exams

Senior IFA Administrator

NJR Recruitment

Senior IFA Administrator Salary up to £38,000 Solihull area Exam support Free Parking NJR Recruitment are representing a highly regarded Wealth Management organisation who are based in the Solihull area. Our client hold an excellent reputation within the industry for providing Advice to a forever growing Client bank consisting of high net worth individuals who now have an exciting opportunity for a talented and experienced IFA Administrator to join their prestigious office based in Birmingham. Our Client have built up and excellent reputation within the Industry and there ongoing growth has resulted in this excellent opportunity becoming available, to be considered you will need to have Industry related experience and ideally have experience of using Intelligent Office. This role will suit someone who has been working within financial services and has experience of Pensions & Investments as well as delivery of first class service to Clients and Consultants. You will be working for a professional services firm with an excellent reputation for training staff in a friendly and welcoming environment. Responsibilities " New business processing, Annual reviews " Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers " Managing data on Intelligent Office " Preparing investment reviews off IO for review meetings " Managing investments on wrap platforms who predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell " General office duties The successful candidate will need to have previous experience working in an IFA practice and is used to dealing with pensions and investments. You will ideally be at least Certificate level and have experience of Intelligent Office. You will have solid communication skills, focused attitude and dedication. In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level. For further information please contact one of our specialist consultants quoting REF: NJR15887

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1115 ifa administrator jobs NEAR_ME

IFA Administrator

IFA Administrator

Ifa Administrator

IFA Administrator

IFA Administrator

Senior IFA Administrator

Senior IFA Administrator