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Ifa Admin
5 days ago
Jane Deane Recruitment Limited Bury, United KingdomIFA practice based in Bury require an additional administrator to complement their existing team. · Duties include: · Answering the telephone / greeting clients and preparing drinks · Preparing and issuing valuations · Issuing appointment letters · Meeting preparation - valuation ...
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IFA Admin
2 weeks ago
IDEX Consulting Knutsford, Cheshire, United KingdomTo provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards · To work closely with the aligned Financial Planners to deliver excellent clien ...
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IFA Admin
16 minutes ago
Eventus Legal Knutsford, Cheshire, United KingdomEventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where yo ...
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IFA Admin
3 weeks ago
Recruit UK | Certified B Corp™ Manchester, United KingdomRecruit 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 ...
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IFA Admin
2 weeks ago
Page Personnel Sales Manchester, United KingdomThis firm, based in Manchester city centre, was established almost 50 years ago and have built a strong reputation in the financial services industry. They have been awarded Chartered Financial Planner status (one of the first in the UK) and have an ambitious target of doubling t ...
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IFA Admin
2 weeks ago
Recruit UK | Certified B Corp™ Manchester, United KingdomJob Description 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. ...
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IFA Admin
2 weeks ago
Recruit UK | Certified B Corp™ Manchester, United KingdomRecruit 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 ...
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IFA Admin
2 weeks ago
Mitchell Hall Consulting Stockport, Greater Manchester, United KingdomMy client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. · You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via ph ...
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IFA Admin
2 weeks ago
Mitchell Hall Consulting Liverpool, United Kingdom Permanent, Full timeWealth Planning Practice - IFA Administrator role · My client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their ...
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IFA Admin
2 weeks ago
IDEX Consulting Ltd Chorley, Lancashire, 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. · Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company stand ...
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IFA Admin
3 weeks ago
Page Personnel Sales Chorley, Lancashire, United KingdomTheir main headquarters is based near Chorley, which is a very busy office where you will support the financial advisers and the wider team. Providing an efficient and effective administration service · Monitoring and chasing up applications and other transactions across various ...
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IFA Admin
2 weeks ago
CF30 Consulting (Independent Recruitment Consultancy) Leyland, Lancashire, United KingdomOur client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Chorley offices. · The successful candidate will act as the point of contact for client queries with regards to pensions and investments a ...
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IFA Admin
1 day ago
Recruitment22 Bury, Greater Manchester, United Kingdom £32,000Client Services Administrator Vacancy. This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase knowledge and experience and have opportunities to further their career in the future.As an IFA administrator ...
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IFA Admin
2 weeks ago
IDEX Consulting Ltd Chorley, Lancashire, United KingdomJob Description My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. · Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with t ...
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IFA Admin
2 weeks ago
Juniper Preston, Lancashire, United KingdomWho we are atJuniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We are committed to providing the training and support to help all our staff reach their full potential.We are looking for2 years' experience working in an admin ...
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IFA Admin
2 weeks ago
Juniper Preston, Lancashire, United KingdomJuniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We are committed to providing the training and support to help all our staff reach their full potential. · 2 years' experience working in an administrative role at a financi ...
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IFA Admin
2 weeks ago
CF30 Consulting (Independent Recruitment Consultancy) Huddersfield, West Yorkshire, United KingdomOur client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Huddersfield offices. · The successful candidate will act as the point of contact for client queries with regards to pensions and investme ...
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IFA Admin
2 weeks ago
Page Personnel Sales Liverpool, United KingdomThey were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisers. This business have a great culture and really nurture their staff and let people carve out their own careers. · They have a network of offices ...
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IFA Admin
2 weeks ago
IDEX Consulting Ltd Chorley, Lancashire, 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.Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards ...
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Senior IFA Admin
1 day ago
Eventus Legal Stockport, Greater Manchester, United KingdomEventus Recruitment Cheshire are seeking a Senior IFA Administrator to join a supportive and fast-paced team at a leading chartered financial planning / IFA firm in Stockport. Reporting to the Practice Manager, you will be working closely with a team of Financial Planners. You wi ...
IFA Admin - Altrincham, Greater Manchester, United Kingdom - Page Personnel Sales
Description
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, supporting private clients and companies through the UK.
Based in a great location in Altrincham, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive IFA Administrator to develop their career in the finance world.
Administration support for valuations, transfers and client reviews in preparation for client meetingsLiaising with client and advisers with updates, changes and all matters relating to their financial matters
Maintaining the accuracy of client data on the system, ensuring all compliance regulations are being met
Providing policy documents to client where appropriate
Providing administration support to advisers following meetings with clients with agreed timescales
Highlighting breaches or complaints to the Compliance Manager as quick as possible
Previous experience working in an IFA or financial planning firm
Knowledge of financial products and funds
Experience of report writing, valuations and appraisals would be ideal
Strong administration skill set
Good working knowledge of Microsoft applications
Relevant qualifications include Certificate in Financial Services/Planning
23 days holiday rising to 25 with options to buy more, as well as birthday off
~ Study support for professional development
~ Pension contribution
~ Hybrid working
~ Annual discretionary bonus scheme
~ Social events and awards
~ Special training and development programmes/opportunities
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