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IFA Admin
17 hours 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
5 days 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
13 hours 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
3 days 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 week 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
1 day 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
1 week 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
4 days 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
1 day 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
6 days 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 days 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
15 hours 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
15 hours ago
Page Personnel Sales Altrincham, Greater Manchester, United KingdomThis 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 ...
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IFA Admin
3 days 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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Senior IFA Admin
3 days ago
IDEX Consulting Wirral, Merseyside, United KingdomMy 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 ...
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Client Support Specialist Administrator
3 days ago
Ortus PSR Preston, United KingdomThis rapidly growing financial planning firm is searching for an experienced and motivated Financial Planning Specialist to provide exceptional support to high-net-worth clients and the advisors. If you're an IFA Admin working towards or have recently achieved your level 4 diplom ...
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Senior Ifa Administrator
1 day ago
Cranleigh Personnel Liverpool, United Kingdom**Senior IFA Administrator / Wealth Planning Administrator** · **Based Liverpool - Hybrid Working and Flexible Hours** · **Salary £28,000 - £40,000 depending upon experience** · Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in · financial ...
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Ifa
4 days 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 ...
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financial planning administrator
11 hours ago
NJR Recruitment Manchester, United Kingdom Full timeFINANCIAL PLANNING ADMINISTRATOR · WYTHENSHAWE AREA · Up to £30,000 + Benefits + Free Parking · Up to 10% performance related bonus · 25 days holiday + 8 days bank holiday · 5% company pension contribution · Onsite parking · Flexible medical package · NJR Recruitment are workin ...
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Ifa Administrator
2 days ago
Page Personnel Liverpool, United KingdomFantastic Financial Services Opportunity · - Growing Organisation - Liverpool city centre · **About Our Client**: · Established nearly 40 years ago, this firm is one of the most experienced in the industry and have a network of offices and cover extensively across the North West. ...
IFA Admin - Chorley, Lancashire, United Kingdom - IDEX Consulting Ltd
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 the company standardsMaintain client files in line with company guidelines and standardsPrepare and maintain the client service / review list for the adviser, ensuring all are completed within the set timeframe, providing full pack including a client valuation and supporting documentation.
Scanned to the system and provided to the Adviser upon completionPrepare cases for Paraplanning, ensuring all necessary information is on file for the report completion, liaising with relevant departments to resolve any outstanding queriesAssist the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries.
Competitive salary28 days holidays (plus Bank holidays)Hybrid workingSupported learning and development1 hour early finish Fridays along with Friday dress downWork Place PensionExam and study leaveStaff spot bonus (monthly nominations)Employee Assistance ProgrammeFor more information please contact Graeme Hyland on