img
Permanent

IFA Administrator

High Wycombe
money-bag 32500.00-32500.00 Annual
3121138395
Posted Yesterday

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK.This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers.The OpportunityThis is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team.You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience.Your responsibilities will include:Managing client correspondence and maintaining strong client relationshipsProcessing new business applications across pensions, investments and protectionPreparing client review packs and meeting documentationArranging client meetings and managing financial planner diariesRequesting provider illustrations and product informationMaintaining accurate, well-presented and compliant client records on internal systemsHandling client enquiries, provider communication and requestsP

Other jobs of interest...

Financial Divisions
St. AlbansToday
money-bag35000.00-35000.00 Annual
Financial Divisions
LondonToday
money-bag30000.00-30000.00 Annual
Recruit UK
Waltham CrossToday
money-bag25000.00-25000.00 Annual
Recruit Wealth
WeybridgeToday
money-bag32000.00-32000.00 Annual
Ernest Gordon Recruitment Limited
CityYesterday
money-bag45000.00-45000.00 Annual
Blakemore Recruitment
London
money-bag36000.00-36000.00 Annual
Fleet Street Wealth
London
money-bag25000.00-25000.00 Annual
Search
City5 days ago
money-bag30000.00-30000.00 Annual
EC Appointments Ltd
St. Albans1 week ago
money-bag30000.00-30000.00 Annual
Financial Divisions
Hemel Hempstead1 week ago
money-bag30000.00-30000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!