Talent.com
Recruit Wealth Ltd
IFA AdministratorRecruit Wealth Ltd • Caistor, Lincolnshire, UK
IFA Administrator

IFA Administrator

Recruit Wealth Ltd • Caistor, Lincolnshire, UK
26 days ago
Job type
  • Full-time
Job description
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 Opportunity This 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 relationships * Processing new business applications across pensions, investments and protection * Preparing client review packs and meeting documentation * Arranging client meetings and managing financial planner diaries * Requesting provider illustrations and product information * Maintaining accurate, well-presented and compliant...
Create a job alert for this search

IFA Administrator • Caistor, Lincolnshire, UK

Similar jobs

Data & Exams Administrator

Coast and Vale Learning TrustEast Midlands, England, GB
Full-time

Derby Moor is a vibrant and exciting place to work and to learn as both a student and a member of staff.Our school motto of ‘Together We Succeed’ captures our approach to life and learning at the a... Show more

 • Promoted

Senior Manufacturing Finance Leader - Autonomy

Chase and HollandNew Holland, England, GB
Full-time

Chase and Holland is seeking an experienced Financial Controller based in Barton-Upon-Humber, offering a salary of £65,000 - £75,000 plus a 10% bonus.This influential role involves overseeing the f... Show more

 • Promoted

Trainee Driving Instructor - Nationwide - Faldingworth, Lincolnshire, England | £38/hr Avg Lesson Ra

My Four WheelsFaldingworth, England, GB
Full-time +1

My Four Wheels is a 5-star rated driving school with 500 instructors teaching nationwide - and due to record learner demand, we're now recruiting new Trainee Driving Instructors across the UK.If yo... Show more

 • Promoted

Fire and Security Systems Engineer

Omega Resource GroupKingston upon Hull, GB
Permanent

My client is on the lookout for an experienced Security Systems Engineer to join the team.The role is responsible for designing, implementing, and maintaining security systems to protect physical a... Show more

 • Promoted

Maintenance Engineer

Stirling WarringtonMarket Rasen, Lincolnshire, GB
Full-time

Multi-Skilled Maintenance Engineer (Days and Afternoons).Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.Location: Cai... Show more

 • Promoted

Administration Manager – Derby

Opcare LimitedEast Midlands, England, GB
Full-time

We are seeking an experienced and ambitious Administrator to take the next step in their career as part of our team in Derby.The successful candidate will take on management responsibility for our ... Show more

 • Promoted

Trustee - Finance Lead

Business & Human Rights Resource CentreEast Midlands, England, GB
Full-time

About The Bridge Homelessness to Hope.The Bridge Homelessness to Hope are based in Leicester, we provide support and advocacy to anyone over the age of 18 who is experiencing homelessness.The purpo... Show more

 • Promoted

Audit Lead

Future Prospects Group LtdGreater Lincolnshire, England, GB
Full-time +1

East Midlands Full Time, Permanent.Our East Midlands based Client are looking for a.Deliver all elements of an audit to your manager or RI reviews, including all aspects of planning, fieldwork, and... Show more

 • Promoted

Office Administrator

Willow Care GroupEast Midlands, England, GB
Full-time

Ready to make a difference in children's lives? Download our application form to get started.Our HR team will review your application and contact suitable candidates.Face-to-face or video interview... Show more

 • Promoted

HSWE Administrator

Dragados UK & IrelandImmingham, England, GB
Permanent

The HSWE Administrator supports the HSWE team by providing reliable administration function to help ensure the smooth day‑to‑day running of the team and the overall programme.Daily, weekly & monthl... Show more

 • Promoted

Senior Finance Analyst – Aftermarket FP&A, Hybrid Derby

G-NIUSEast Midlands, England, GB
Temporary

G-NIUS is seeking a Senior Finance Analyst in Derby with a hybrid on-site requirement (minimum 3 days on-site).The role is a 12-month contract with a daily pay rate of £400-£450 (Umbrella).The succ... Show more

 • Promoted

Office Administrator Apprentice

Hull Business Training CentreHull and East Yorkshire, England, GB
Full-time

Office Administrator Apprentice.Are you organized, motivated, and looking to start a rewarding career in business administration? Brownings Ltd is seeking an enthusiastic.Office Administrator Appre... Show more

 • Promoted

Client Support Tax Administrator

Duncan & ToplisEast Midlands, England, GB
Full-time

Duncan & Toplis is one of the UK’s largest independent accountants and business advisers.Celebrating our 100-year anniversary in 2025, we are on course for the biggest period of growth in our histo... Show more

 • Promoted

Principal FPGA Engineer

MASS ConsultantsLincoln, Lincolnshire, United Kingdom
Permanent

Principal FPGA Engineer- North Hykeham (LN6) - Permanent - Hybrid Up to £70,000 depending on experience 25 days annual leave inclusive of up to 3 days Christmas shut-down Buy or sell up to 5 days a... Show more

 • Promoted

Customer Service & Logistics Administrator

Meridian Business Support LimitedKingstone, ENG, GB
Full-time +1

Customer Service & Logistics Administrator.Hours - Monday to Friday | 9:00am - 5:00pm.Location - Kingstone, Hereford.We are currently recruiting for an experienced.Customer Service & Logist... Show more

 • Promoted

Production Planner

Branston PotatoesBranston, ENG, GB
Full-time

When registering to this job board you will be redirected to the online application form.Please ensure that this is completed in full in order that your application can be reviewed.Are you an organ... Show more

 • Promoted

Senior Administrator: Finance & Office Operations Lead

Newland St John's Church of England AcademyHull and East Yorkshire, England, GB
Full-time

Newland St John's Church of England Academy is looking for a Senior Administrator to lead the daily administration, support financial processes, and ensure the efficient running of the school.You w... Show more

 • Promoted

Senior Data Administrator

Regional RecruitmentEast Midlands, England, GB
Full-time +1

Monday to Friday, 9:00am - 5:00pm.Are you an experienced Data Administrator with a strong background in a commercially focused environment?.Regional Recruitment are recruiting for a Senior Data Adm... Show more

 • Promoted

Data Administrator

SF PartnersEast Midlands, England, GB
Full-time +1

Temporary Data Entry Administrator – Central Nottingham – £12.Temporary (3 months) – Full-time, Paid Weekly.We're currently recruiting for a Temporary Data Entry Administrator to join our client's ... Show more

 • Promoted

Data & Exams Administrator

Derby Moor Spencer AcademyEast Midlands, England, GB
Full-time

Derby Moor is a vibrant and exciting place to work and to learn as both a student and a member of staff.Our school motto of ‘Together We Succeed’ captures our approach to life and learning at the a... Show more