Ifa Work, Jobs in Marlow, Eng (with Salaries)

Experienced IFA/Pensions Administrators - Richmond based, West London
Asquire Wealth Management Ltd —Richmond
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
6d
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
5d
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Financial Planner - Surrey
Menzies LLP —Woking
- Microsoft Word
- Microsoft Excel
- English

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IFA Administrator/ Trainee paraplanner
PPSL —Epsom
A professional and personable manner when dealing with clients and colleagues. Solid understanding of the IFA advice process, including platforms, product…
£30,000 - £45,000 a year
Quick apply
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
Answer telephones and deal with client non-advice queries. Conduct technical research into products, providers, and planning strategies.
£27,000 - £35,000 a year
Quick apply
5d

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Experienced IFA/Pensions Administrators - Richmond based, West London

Asquire Wealth Management Ltd -
Richmond

Quick apply

Job details

Full-time
£30,000 - £35,000 a year
6 days ago

Qualifications

Microsoft Word
Pension
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Communication skills
Office experience

Full job description

Immediate requirement - Recruiting for Full-time experienced IFA Administrator position with a Financial Advisers based in West London. located within short walk from Richmond mainline station.

Monday - Friday. Fulltime role office based.

The role is to support the Financial Planning Managers and Paraplanners to include preparation of new business documents, maintaining the back office system with accurate client information, following up with pension companies with queries, submission of applications, client communications, preparing meeting packs and sending off relevant documentation.

Required Experience

· Must have previous experience of working within an environment in an administration or similar role. You will possess the following skills;

· Excellent knowledge of the Microsoft Office 365 Package including Excel, Word and Outlook.

· Attention to detail.

· Excellent communication skills both verbal and written

· Interpersonal skills coupled with a ‘can do ‘attitude

· Ability to work under pressure and to use own initiative

· Self-motivated and willing to learn.

· Team player.

Job Type: Full-time

Pay: £30,000.00-£35,000.00 per year

Work Location: In person

Quick apply

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ifa jobs in marlow, eng

Experienced IFA/Pensions Administrators - Richmond based, West London

Administrator/Paraplanner/Trainee Paraplanner

Paraplanner

Financial Planner - Surrey

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