IFA Administrator - Manchester, United Kingdom - Ortus PSR

Ifa Administrator

4 weeks ago

**IFA Administrator** · **Manchester City Centre** · **£32,000 per annum** · **Monday - Friday** · **Flexible benefits package** · Would you like you to work for the UK's leading professional services group, providing administrative support to Financial Planners and Investment Ma ...

Ifa Administrator

3 weeks ago

An enthusiastic member is required to complement an existing team, who has at least 3 years' experience in working in an IFA practice and a good knowledge of using Intelligent Office. · To provide day-to-day support to clients and the Financial Consultants, including: · - To proa ...

Ifa Administrator

2 weeks ago

My client is currently looking for an experienced IFA Administrator to join their team in Manchester city centre. · - Ensure any business obtained is being processed and submitted compliantly and in a timely manner within defined business processes · - Prioritise and plan own wor ...

Trainee Ifa Administrator

3 weeks ago

**Junior IFA Administrator - Entry level opportunity - Manchester - up to £20,000 plus company benefits** · MBF are currently working closely with a well established firm of Chartered Financial Planners based in Manchester who are looking to recruit a Junior IFA Administrator for ...

Senior IFA Administrator

1 week ago

We are working with a fantastic wealth management firm in Manchester to recruit a Senior IFA Administrator to join their team. Client DetailsYou will play a key role in providing financial administration support to Paraplanners and advisers for this fast growing company. The firm ...

IFA Administrator

1 month ago

Recruit UK are working on an excellent opportunity for an Employee Benefits Administrator position in Manchester to join a leading Independent Financial Advice firm. This company is a well-established, award winning, financial advisory business, based Manchester. This firm is peo ...

IFA Administrator

2 weeks ago

My client is a chartered financial planning business in central Manchester. They are looking for an experienced IFA Administrator to provide one to one support for selected Advisers within the firm. · The role · Processing new business applications · Processing fund switches, sur ...

Ifa Administrator

2 weeks ago

Join our team at Hilltop Financial Planning and embark on a career in the financial advisory sector. As an IFA Administrator, you will have the opportunity to contribute to our client's financial well-being while working in a supportive and growth-oriented environment. · Hilltop ...

IFA Administrator

1 month ago

My client is currently looking for an experienced IFA Administrator in Manchester city centre. · Role and responsibilities · Provide client support to Financial Planners and Directors, including being first line contact for all clients when the Advisors are unavailable · Liaise w ...

Ifa Administrator

1 week ago

**Purpose**: · The main purpose of this role is to support Consultants to provide an exceptional client journey. · The role invokes building relationships with clients to ensure that they feel supported, whatever stage of their investment or financial advice journey they may be o ...

Ifa Administrator

1 week ago

**THE ROLE** · **Job title: Assistant Client Manager / Client Facing IFA administrator** · **Team: Client Management** · **Reports to: Manager, Client Management** · **Location: Manchester, 111 Piccadilly, M1 2HY** · **Hybrid working: circa 60% at home & 40% in the office (workin ...

Senior IFA Administrator

2 weeks ago

My client is current looking for an experienced Senior IFA Administrator to join their team in central Manchester. · The role · Support and provide a full administration service to the Advisors and Head of Wealth Planning in researching the client's needs and developing appropria ...

Entry Level/ Junior Ifa Administrator

2 weeks ago

Taylor James are partnered with a chartered firm of financial planners based in Manchester who are looking to appoint an **entry level/ junior administrator** to join the team on a permanent basis. · Our client offers true holistic financial planning to HNW & UHNW clientele. · Th ...

Investment Administrator

3 weeks ago

Investment Administrator required for IFA practice based in Manchester City Centre. · The role involves administering investments using internal systems and procedures. · **Duties** · Producing valuations · Placing trades · Cash and stock reconciliation · Establishing new account ...

Administrator - Payments

3 weeks ago

**Short Description** · To effectively deliver a direct service to clients and IFAs by the processing of claims requests within specified servicing times. · **Job Details**: · To effectively deliver a direct service to clients and IFAs by the processing of claims requests within ...

Client Review Administrator

3 weeks ago

IFA based in Manchester city centre · - Opportunity for a graduate or someone looking to break into financial services · **About Our Client**: · As Client Review Administrator, you will provide administration support for the Review Team. Day to day, your role will include: · - Pe ...

Swedish Speaker

3 weeks ago

**Short Description** · To assist the Policy Servicing Supervisor with the operations of the Policy Servicing Department to effectively deliver a direct service to clients and IFAs by the processing of all requests within specified servicing times. · **Policy Overview**: · To ass ...

Junior Client Support- Ifa Practice

3 weeks ago

Junior Client Support required for IFA practice based in Manchester City Centre. · The role is dealing with Group Scheme administration, which will involve the reviews for the GPP (Group Pension Plans) and providing quotes for the group risk renewals. · Meeting and greeting visit ...

Administrator

3 weeks ago

**Job Title**: Administrator · **Industry**:Financial Services · **Location**:Manchester · **Salary**:Up to £22,000 · **Job Ref**:8618 · Administrator · Recruit UK are working on an excellent opportunity for a Review Administrator in Manchester to join a well established Chartere ...

Independent Financial Adviser

3 weeks ago

Want to work for a Top 100 Financial Advisory? · Founded in 2008, the company has enjoyed continuous year on year growth since, now with an expert team of over sixty. · Based in Manchester city-centre offices, their experienced and highly qualified financial advisers work alongsi ...