- Portfolio reviews with existing clients.
- Working with the retiring adviser on their client portfolio.
- Using cash flow modelling and lifestyle financial planning as required.
- Understanding a client's needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.
- Maintaining up to date and compliant client files in conjunction with the technical team.
- Keeping up to date CPD
- Actively seeking out new client opportunities as required
- In return you will receive excellent salary and earnings, executive benefits and technical/paraplanning support.
-
Ifa
3 weeks ago
Ferguson Dean Limited Manchester, United KingdomA rapidly expanding IFA practice in Manchester are looking for a senior and junior planner to join their team. All admin and paraplanning will be provided. Junior would be looking after clients up to c. £1m, senior £1m to £20m. · The company · Manchester based owner managed busin ...
-
ifa
1 week ago
CareerBliss Wigan, United KingdomA leading national Chartered financial planning firm are looking for an Adviser to join them to take over a client portfolio in Wigan. They have purchased a practice in the town and are looking for an Adviser to take over the portfolio from the retiring MD. Working with clients b ...
-
ifa
3 weeks ago
Idex Manchester, United KingdomMy client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an Employed Adviser. · In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategie ...
-
ifa
2 weeks ago
Idex Cheshire, United KingdomMy client is a growing and ambitious financial adviser practice based Cheshire due to a recent acquisition, they are looking for an experienced and senior financial planner in the Stoke on Trent area to look after a retiring advisors book of HNW clients. · Principal Accountabili ...
-
Ifa Administrator
3 weeks ago
Page Personnel Chorley, United KingdomIFA Administrator · - Growing financial firm in Chorley · **About Our Client**: · This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, sup ...
-
Ifa Administrator
1 week ago
Jane Deane Recruitment Limited Chorley, United KingdomIFA practice based in Chorley require an additional IFA Administrator. · **Key Tasks and Responsibilities include (but not limited to)** · - Daily contact for nominated adviser(s), updating and liaising to conclude work related tasks · - Submission and completion of new business ...
-
Ifa Administrator
1 week ago
Taylor James Professional Recruitment LTD Chorley, United Kingdom**Our Chorley based client are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.** · You will be joining an award winning firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, conti ...
-
Ifa Administrator
1 week ago
Templegate Bolton, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: Financial Services Administrator · **Location**: Bolton · **Benefits**: · - Death in Service 4 x salary · - PMI including optical and dental cover · - PHI 75% of salary/26 week deferred per ...
-
Ifa Administrator
4 days ago
Taylor James Professional Recruitment Chorley, United KingdomOur client, a prestigious financial planning firm in **Chorley** are looking to appoint an IFA Administrator to join their experienced team on a permanent basis. · As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is ...
-
Ifa Administrator
2 weeks ago
Jane Deane Recruitment Limited Bolton, United Kingdom**Key responsibilities** · - Data input of fact find information and documentation onto the back-office system (INTELLIFLO). · - Diarising events throughout the business cycle. · - Producing new business packs and preparation for client meetings. · - Producing client portfolio re ...
-
Ifa Administrator
1 week ago
Taylor James Professional Recruitment Bolton, United KingdomOur client, a prestigious financial planning firm in **Bolton** are looking to appoint an IFA Administrator to join their experienced team on a permanent basis. · As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is ...
-
Ifa Administrator
3 days ago
Idex Chorley, United KingdomMy client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. · **Key Tasks**: · - Daily contact for advisors, updating and liaising to conclude work related tasks · - Submission and ...
-
Ifa Administrator
3 weeks ago
Independent Resourcing Consultancy Bolton, United Kingdom**IFA Administrator**: · - Job Reference: 1447 · - Date Posted: 4 August 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Bolton · - Salary: £18,000 to £26,000 · - Sector: Administration, Client Services · - Job Type: Permanent · - Contact: Jon Minns · - Telep ...
-
Ifa Administrator
1 week ago
Idex Chorley, United KingdomMy client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. · **Key Tasks**: · - Daily contact for advisors, updating and liaising to conclude work related tasks · - Submission and ...
-
Ifa Administrator
3 weeks ago
Page Personnel Finance Ormskirk, United KingdomPage Personnel are working hand in hand with this thriving financial services business to recruit a IFA administrator to join their busy and well established team. There office is based on the outskirts of the Ormskirk area. · **Client Details** · This IFA business has been estab ...
-
Ifa Administrator
1 week ago
ST Resourcing Ltd Bolton, United KingdomA multisite organisation which specialises in wealth management have an opportunity for an experienced IFA Administrator to join an existing team in Bolton. The role will see you work alongside experienced Paraplanners, Chartered Financial Planners andAdministration staff. · The ...
-
Ifa Administrator
2 weeks ago
Jane Deane Recruitment Limited Warrington, United KingdomIFA practice is seeking a highly organized and detail-oriented Financial Services Administrator to join their team. As an Administrator, you will be responsible for providing administrative support to advisers and paraplanner. · **Responsibilities**: · - Answer and direct phone c ...
-
Ifa Administrator
5 days ago
Independent Resourcing Consultancy Bolton, United Kingdom**IFA Administrator**: · - Job Reference: 1447 · - Date Posted: 26 June 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Bolton · - Salary: £18,000 to £26,000 · - Sector: Administration, Client Services · - Job Type: Permanent · - Contact: Jon Minns · - Teleph ...
-
senior ifa administrator
2 weeks ago
NJR Recruitment Chorley, United Kingdom Full timeSENIOR IFA ADMINISTRATOR · CHORLEY AREA / HYBRID WORKING ON OFFER · FREE ON-SITE PARKING · EXCELLENT BENEFITS · SALARY UP TO 32,000 · NJR Recruitment are currently working with one of the first IFAs in the UK to receive the Gold Standard Investors in People award. Gaining Corpora ...
-
Senior Ifa Administrator
2 weeks ago
Jane Deane Recruitment Limited Chorley, United KingdomIFA practice based in Chorley require an additional Senior IFA Administrator. · **Key Tasks and Responsibilities include (but not limited to)** · - Daily contact for nominated adviser(s), updating and liaising to conclude work related tasks · - Submission and completion of new bu ...
ifa - Wigan, United Kingdom - Ferguson Dean Limited
Description
A leading national Chartered financial planning firm are looking for an Adviser to join them to take over a client portfolio in Wigan. They have purchased a practice in the town and are looking for an Adviser to take over the portfolio from the retiring MD. Working with clients broadly in the £250k to £1m space, clients are primarily in the Merseyside and Greater Manchester region.
The firm:
A market leading, award winning IFA practice.
Role will include: