Talent.com
Premier Jobs UK Limited
IFA AdministratorPremier Jobs UK Limited • London, United Kingdom
No longer accepting applications
IFA Administrator

IFA Administrator

Premier Jobs UK Limited • London, United Kingdom
7 days ago
Salary
£32,000.00 yearly
Job type
  • Part-time
Job description
Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact. As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clients. This is a varied and rewarding position where you'll be involved throughout the full financial planning process, whether that's wealth management or mortgage administration. Your responsibilities as a Financial Services Administrator will include:

Building strong client relationships - welcoming clients to the office, liaising with them to organize meetings, and following up on outstanding information Meeting preparation

preparing client files ahead of time and liaising with the Financial Advisors to identify upcoming tasks Processing

issuing LOAs, submitting business, and updating the CRM system (Intelliflo) Provider liaison

chasing providers for outstanding items to keep cases moving forward This is an excellent opportunity for a Financial Services Administrator who wants to develop their career. The company is committed to professional development, as demonstrated by their current Paraplanner who started as an Administrator with the firm. Financial Services Administrator Requirements Essential:

Experience as an IFA Administrator, Mortgage Administrator, or similar Financial Services Administrator role Desirable:

Intelliflo experience would be ideal Essential:

Ability to manage multiple tasks and complete within agreed timescales Desirable:

Experience in either wealth management or mortgage administration (training can be provided in the other area) T

he Company

This long-established Independent Financial Advisory firm has built a strong reputation in the Shrewsbury area. Their close-knit team of circa 8 people enjoy working together, with many team members having been with the firm for 10+ years, demonstrating the positive working environment. Financial Services Administrator Benefits

Salary of up to £32,000 depending on experience 25 days holiday + bank holidays - Pension scheme 37.5 hours per week (part-time arrangements would be considered) Flexible start/finish times if desired Mainly office-based role Location-

Shrewsbury

Ready to take the next step in your career?

Click Apply to find out more about this Financial Services Administrator opportunity.

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. TPBN1_UKTJ
Create a job alert for this search

IFA Administrator • London, United Kingdom

Similar jobs

Senior Administrator

Bobby Moore AcademyGreater London, England, GB
Full-time +1

This is an important role to support the Academy Operations Manager across the Academy.Act as the main support for the Primary Principal including diary management and business support.Provide admi... Show more

 • Promoted

Senior Financial Administrator

Financial DivisionsLondon, England, GB
Full-time

Get AI-powered advice on this job and more exclusive features.This range is provided by Financial Divisions.Your actual pay will be based on your skills and experience — talk with your recruiter to... Show more

 • Promoted

Client Administrator

Celnor GroupIvy Chimneys, England, GB
Full-time +1

SEED Environmental is one of the UK's leading providers of intelligent environmental and property incident response, remediation and restoration services for our insurance, commercial and public se... 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

AFP Manager

QuarshGreater London, England, GB
Full-time

Founded in 2005, our London based client offers bespoke long-term financial planning for senior medical professionals.They are the UKs leading advice firm uniquely focused on helping medics and the... Show more

 • Promoted

Bid and Framework administrator

Square One ResourcesGreater London, England, GB
Full-time

Working as part of the EMEA Sales team across all practices of our clients digital services.You'll play a key role in connecting our sales team to exciting new opportunities, acting as the primary ... Show more

 • Promoted

Client Administrator

Seed EnvironmentalIvy Chimneys, England, GB
Full-time +1

SEED Environmental is one of the UK's leading providers of intelligent environmental and property incident response, remediation and restoration services for our insurance, commercial and public se... 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

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

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

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

Client Administrator

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

SAnalyst/SD Client Administrator (Client Servicing Analyst) - NO DIRECT EXPERIENCE REQUIRED.Hybrid Working - 2 days from home.A successful and established investment firm headquartered in London wi... Show more

 • Promoted

Hybrid Leveraged Finance & JV Administrator (6m)

AdeccoGreater London, England, GB
Full-time

A major financial services provider is seeking an AVP - Leveraged Finance and JV Administrator for a 6-month hybrid contract in London.The role involves managing JV programmes, overseeing loan tran... 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

Office Administrator

eRecruitSmartGreater London, England, GB
Permanent

Due to an internal promotion, our client is looking for an experienced Office Administrator to support the Operations Administrator, Managing Director and three of the management team in the effect... 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

IP Renwals Administrator

Maucher JenkinsGreater London, England, GB
Full-time +1

IP Renewals Administrator – Basingstoke or London (with hybrid working).An exciting opportunity has arisen within the Firm’s thriving business support team for an IP Renewals Administrator based in... Show more