Ifa office Work, Jobs in Easton Grey, Wil (with Salaries)

IFA Office Administrator
Legal & Medical Investments Ltd —Cheltenham
- Up to £24,785 a year
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Life insurance
- Referral programme
Quick apply
Experienced IFA Administrator
Cheltenham IFA Ltd —Cheltenham
- £27,500 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Profit sharing
- Life insurance
Quick apply
Financial Adviser Support
Benefact Group —Gloucester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
9d
Case Manager (Court of Protection)
Clarke Willmott —Bristol
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Case Manager (Court of Protection)
Clarke Willmott LLP —Bristol
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Portfolio Manager (Cazenove Bristol)
Schroders —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Business development
Director Business Development
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Sales
- Business development
- Mentoring
Quick apply

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Experienced IFA Administrator
Cheltenham IFA Ltd —Cheltenham
At least 2 years’ experience in a financial planning, wealth management or IFA administration role. Responding to client and provider enquiries by telephone and…
£27,500 - £32,000 a year
Quick apply
Wealth Management Administrator
RGH‑Global Limited —Bath
Hours: Monday-Friday, 9am-5pm (37.5 hours, no home working). Candidates should be confident, well-presented, and capable of communicating professionally with…
£27,000 - £31,000 a year
9d

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IFA Office Administrator

Legal & Medical Investments Ltd
Cheltenham

Quick apply

Job details

Permanent | Full-time
Up to £24,785 a year

Benefits

Company pension
Company events
Life insurance
Referral programme

Qualifications

Financial planning
Report writing
Microsoft Outlook
Organisational skills
Financial services

Full job description

Job description

We are looking for an efficient and conscientious individual to join our team, providing support to the independent financial advisers and other admin members within the company to ensure that our clients are given a high level of continuing service.

This is a varied role; your duties will include, but not be limited to:

Answering and directing incoming calls
Opening, sorting and distributing daily post
Taking the post to the Post Office 2-3 times a week
Maintaining the client database
Replenishing office supplies
General administration – printing, filing, scanning, shredding, and keeping the office in order
Issuing letters of authority to product providers
Corresponding with providers across the market to obtain up to date plan information
Producing and updating client reports
Issuing emails to clients requesting appointments with their adviser
Chasing clients for any outstanding documentation

The successful candidate will:

Have a good eye for detail
Be competent with I.T systems e.g. Word, Excel and Outlook
Have good organisational skills
Be capable of prioritising their workload
Have an aptitude for high accuracy
Be well presented with a confident telephone manner

Previous experience within the financial services industry is preferred, but not essential.

This role is the entry level role within the company and expectations would be for the successful candidates to continue to progress professionally and personally into more senior roles in the company.

Job Types: Full-time, Permanent

Pay: Up to £24,785.00 per year

Benefits:

Company events
Company pension
Life insurance
Referral programme

Work Location: In person

Quick apply

Refine Your Search

ifa office jobs in easton grey, wil

IFA Office Administrator

Experienced IFA Administrator

Financial Adviser Support

Wealth Management Administrator

Case Manager (Court of Protection)

Case Manager (Court of Protection)

Portfolio Manager (Cazenove Bristol)

Director Business Development

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