IFA Admin - Knutsford, Cheshire, United Kingdom - IDEX Consulting

Ifa Admin

5 days ago

IFA 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 ...

IFA Admin

1 hour ago

Eventus 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 ...

IFA Admin

2 weeks ago

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 ...

IFA Admin

2 weeks ago

Wealth 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 ...

IFA Admin

3 weeks 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 Admin

2 weeks ago

My 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 ...

IFA Admin

2 weeks ago

This 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 ...

IFA Admin

2 weeks ago

Job 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. ...

IFA Admin

2 weeks 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 Admin

2 weeks ago

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 the company stand ...

IFA Admin

3 weeks ago

Their 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 ...

IFA Admin

2 weeks ago

Our 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 ...

IFA Admin

2 weeks ago

They 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 ...

IFA Admin

2 weeks ago

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 the company standards ...

IFA Admin

2 weeks ago

Job 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 ...

IFA Admin

1 day ago

Client 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 ...

Senior IFA Admin

1 day ago

Eventus 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 ...

Senior IFA Admin

2 weeks ago

My client is currently looking for a Senior IFA Administrator to join their business on the Wirral. · Process of new business / servicing changes on Provider platforms and update CRM system · Produce and package client annual review packs for advisors - appointment and electron ...

Financial Services Administrator

2 weeks ago

**Financial Planning Administrator**: · **Career** · Are you looking for a career rather than just a job? Do you want to be valued for what you do? Do you have experience working in a Wealth Management or Financial planning environment? · We pride ourselves on helping our people ...

Ifa Administrator

1 week ago

**The Company**: Nationally recognised and rapidly expanding IFA business based in Macclesfield looking to recruit a private wealth focused Client Liaison Administrator head who holds admin experience working within an IFA/wealth managementfirm. · - **Office Location**: Macclesfi ...