Talent.com
Blakemore Recruitment
IFA Administrator - Home-BasedBlakemore Recruitment • London, GB
IFA Administrator - Home-Based

IFA Administrator - Home-Based

Blakemore Recruitment • London, GB
30+ days ago
Salary
£25,000.00–£30,000.00 yearly
Job type
  • Full-time
  • Remote
Job description

We are currently recruiting for a National Financial Planning company that are looking to recruit 2 IFA Administrators to join their team. This will be a home-based role but you may be required to go to the office on the odd occasion. This is a great opportunity to join a highly regarded Financial Planning practice.

Candidates skills

  • Provide high-quality support to our Advisers
  • Assist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product research
  • Prepare and issue client reviews including obtaining product specific information eg switch fees and funds available and charges
  • Work with FE analytics
  • Co-ordinate the issuing of client advice, client correspondence and enclosures
  • Process new business through to conclusion
  • Work with Platform sites

Qualities

  • Excellent communication skills, both verbal and written
  • Ability to effectively manage your own time and achieve strict timescales
  • Work on your own initiative
  • A self-starter and finisher
  • Good at working under pressure
  • Well developed problem-solving skills
  • Excellent attention to detail
  • A strong team player

Experience

  • Minimum of 5 years’ financial services industry experience in a similar role
  • A proven track record in providing high quality administrative support to advisers
  • Proficient with Microsoft Excel and Word
  • Proficient in Xplan (desirable)

Qualifications

  • Working towards the CII Level 4 qualification would be desirable
Create a job alert for this search

IFA Administrator - Home-Based • London, GB

Similar jobs

Client Sales & Administrator

Global Village WorkerGreater London, England, GB
Full-time

About the job Client Sales & Administrator.This Client Sales & Administrator position is for a well-established and growing Driving School that focuses on clients and sales to people who call in re... Show more

 • Promoted

Office Administrator – 6 month FTC

Streamline Search LtdSidcup, England, GB
Temporary

Location Sidcup, Kent Company Salary £28000 - £32000 per annum.Office Administrator Required – 6 Month FTC.Our client is a leading UK-based manufacturer of specialist sterilisation solutions, servi... Show more

 • Promoted

Financial Planning Adminstrator

Pure Resourcing LimitedLondon, City of London, GB
Full-time

HNW / UHNW Financial Adviser (IHT protection planning)Ensure all your application information is up to date and in order before applying for this opportunity.Do you thrive on the technical side of ... Show more

 • Promoted

Data Administrator - Vaccination UK

Vaccination UK LtdGreater London, England, GB
Full-time

Vaccination UK has been commissioned by NHS England since 2015 to provide school‑aged immunisations, including Influenza, to pupils across numerous counties in England and all boroughs of North Lon... Show more

 • Promoted

Senior Faculty Administrator - CCCU

GEDU Services Pvt. Ltd.Greater London, England, GB
Full-time

London, Leeds, Manchester or Birmingham (On-site).Collaborate with the FM, other SFAs, Senior Student Success Tutors and other stakeholders, and take direct responsibility for the administration of... Show more

 • Promoted

Office Administrator

C&M Travel RecruitmentGreater London, England, GB
Full-time

Required for this global airline with offices based in West London.The role is mainly office based, with one day working from home, Monday to Friday 9am to 5:30pm, salary up to £30k plus benefits.O... Show more

 • Promoted

Financial Administrator

Friends of Moorfields Eye HospitalGreater London, England, GB
Full-time

The Friends of Moorfields is a registered charity supporting the patients and staff at Moorfields Eye Hospital, a world centre of excellence for the specialist treatment of eye diseases.The Friends... Show more

 • Promoted

Trust Administrator -Family Office

Pro-TaxGreater London, England, GB
Full-time

Trust Administrator - Family Office.London West End | Hybrid Working (3 Days Office / 2 Days Home).A Family Office is seeking an experienced.This is an excellent opportunity for a trust professiona... Show more

 • Promoted

Senior Administrator: Operations, Finance & Training Lead

Office AngelsCity Of London, England, GB
Full-time

Office Angels is seeking an experienced Senior Administrator in London to provide top‑level administrative support to the Finance & Administration team.The role includes mentoring the admin staff, ... Show more

 • Promoted

Remote iTrent Systems Administrator

Morgan Hunt RecruitmentGreater London, England, GB
Remote
Temporary

Salary: £51,000 - 91,000 per year.Proven hands‑on experience with iTrent across multiple modules, such as workflow creation, function access builds, and audit functionality.Knowledge of HR best pra... Show more

 • Promoted

Form F Assessor

PolarisBermondsey, Greater London, GB
Full-time

Want to apply Read all the information about this position below, then hit the apply button.Location: Multiple locations throughout the UK.Here at Polaris Community, our independent fostering servi... Show more

 • Promoted

Financial Planning Account Manager

Eden RoseGreater London, England, GB
Full-time

A well-established independent financial advisory firm in Mayfair has opened a brand-new position to work alongside the Head of Division as a Financial Planning Account Manager.Due to company growt... Show more

 • Promoted

Office Administrator

Front of House RecruitmentLondon, England, GB
Full-time

Be among the first 25 applicants.Front of House Recruitment provided pay range.This range is provided by Front of House Recruitment.Your actual pay will be based on your skills and experience — tal... Show more

 • Promoted

Hybrid Client Data Administrator — Finance Onboarding (Entry Level)

VWA (Victoria Wall Associates)Greater London, England, GB
Full-time

Victoria Wall Associates is seeking a Client Servicing Analyst (middle office) in London.The role focuses on data and onboarding/offboarding support for clients within a finance environment.You wil... Show more

 • Promoted

FIDIC Engineer/Administrator

LinesightGreater London, England, GB
Full-time

FIDIC Engineer/Contract Administrator.Linesight, you will work with highly experienced, culturally diverse, and passionate teams nurturing a strong social dynamic and a shared sense of achievement.... Show more

 • Promoted

Home Ownership Administrator

Royal Borough of Kensington and ChelseaCity Of London, England, GB
Full-time

Join to apply for the Home Ownership Administrator role at Royal Borough of Kensington and Chelsea.Support the team to provide a seamless service to our residents.As a Home Ownership Administrator,... Show more

 • Promoted

Private Wealth Client Onboarding Administrator

Taylor James ResourcingCity Of London, England, GB
Permanent

Our client, a Wealth and Asset Management company based in the City of London, is looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Cli... Show more

 • Promoted

Sales & Office Administrator

Cherry Pick PeopleCity Of London, England, GB
Full-time

Are you a sharp, detailed focused, Office Administrator who thrives in fast-paced environment within the property industry?.We’re working with a boutique land and property investment advisory busin... Show more

 • Promoted

Sales Administrator

Crown Information ManagementEnfield, England, GB
Full-time

Join to apply for the Sales Administrator role at Crown Information Management.Part‑time position available to join our fast‑paced Sales & Account Management team.Up to 20 hours per week, with flex... Show more

 • Promoted

Trust Administrator -Family Office

PRO-TAX RECRUITMENT LIMITEDGreater London, England, GB
Full-time

Trust Administrator - Family Office.London West End | Hybrid Working (3 Days Office / 2 Days Home) £45,000 - £50,000 + Excellent Benefits.A Family Office is seeking an experienced Trust Administrat... Show more