ifa - Wigan, United Kingdom - Ferguson Dean Limited

Ifa

3 weeks ago

A 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

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 b ...

ifa

4 weeks ago

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 b ...

ifa

3 weeks ago

My 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

My 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

IFA 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

IFA 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

**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 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

2 weeks ago

**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

3 days ago

Our 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 days 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. · **Key Tasks**: · - Daily contact for advisors, updating and liaising to conclude work related tasks · - Submission and ...

Ifa Administrator

1 week ago

Our 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 weeks ago

**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

6 days 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. · **Key Tasks**: · - Daily contact for advisors, updating and liaising to conclude work related tasks · - Submission and ...

Ifa Administrator

1 week ago

A 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

Page 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

4 days ago

**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 ...

Ifa Administrator

2 weeks ago

IFA 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 ...

senior ifa administrator

2 weeks ago

SENIOR 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 ...