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Displaying 1-11 of 11 jobs
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Posted 21/10/2024 by North Oak Recruitment
IFA Administrator. Nottingham (Our Ref AL1304) Hybrid. Salary benchmark c£25,000 (£21,000 - £28,000 dep on exp) + benefits. My client is an award-winning Nottinghamshire based IFA and they now have an exciting opportunity for an experience IFA Administrator to join their … more
Posted 3 days ago by Medlock Partners Ltd
IFA Administrator, Leicestershire based. Hybrid working. Salary up to £28,000 (Experience dependant. Death in Service. Social Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym. Candidates who offer 2 years and more experience within Administration will also be considered … more
Posted 16/10/2024 by North Oak Recruitment
Senior IFA Administrator. South Leicestershire (Our Ref AL1311. Salary dep on experience, ranging £27,000 - £35,000 + benefits. My client is part of an IFA organisation who have offices across the UK. They now have an exciting opportunity for an individual to join their team, … more
Posted a week ago by Harris Commercial Ltd
IFA Administrator (Remote. Salary: £30,000. Working Hours: Full-time, 8:30 AM - 4:30 PM. Holiday: 20 days per year. We are currently recruiting on behalf of a well-established financial advisory firm for an experienced IFA Administrator. This is a fully remote position, providing … more
Posted a week ago by North Oak Recruitment
My client is an established IFA based in South Leicestershire and they now have an exciting new opportunity for an experienced Paraplanner to join their team. Main Duties. Assist consultants where needed in each stage of the advice process. Analyse existing client holdings including … more
Posted 2 days ago by Premier Jobs UK
IFA Administrator Requirements. You should have 5+ years' experience as an Administrator and enjoy being in a fast paced, data input environment. You should have an organised approach to your work and be able to handle multiple cases simultaneously. You should be confident working … more
Posted 23/10/2024 by North Oak Recruitment
My client is an award-winning IFA and they now have an exciting opportunity for an individual with 4 years + experience within a wealth management organisation to join their team as a Senior Financial Services Administrator. Main responsibilities of the role. To compile basic suitability … more
Posted a week ago by North Oak Recruitment
My client is a multi-award-winning IFA and specialises in holistic, goals-lead, financial planning. Their paraplanners work very closely with the financial planners and their clients in forming, and delivering their plans. The Role. Working collaboratively with the financial planners, you … more
Posted 21/10/2024 by North Oak Recruitment
Previous paraplanning experience within an IFA or Wealth Management environment. Familiar with all major research systems (e.g. Analytics, Voyant etc.). Experience of the Pension Transfer market. Whilst a knowledge of Final Salary Pension Transfer market would be desirable, it is not … more
Posted 2 weeks ago by Harron Homes
Maintain contact with purchasers, their IFA, Solicitors to monitor the progress of the sale whist maintaining weekly contact with existing purchasers on all aspect of build progress, keeping records of conversations on plot files. Maintain the marketing Suites and show homes in line with … more
Posted a week ago by Adecco
Maintain weekly contact with the purchaser, their IFA & Solicitor to monitor all ongoing sales through to exchange of Contracts within a six week period from date of reservation, completing the weekly sales progression update report & sending in to Head Office. Ensure that all plots are … more
