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Ifa Administrator
2 weeks ago
Page Personnel Manchester, United KingdomIFA based in Manchester · - Full time/part time · **About Our Client**: · As IFA Administrator, you will provide administration support for advisers, paraplanners and wider team. Day to day, your role will include: · - Processing new business · - Producing and sending the client ...
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Ifa Administrator
2 weeks ago
Ortus PSR Manchester, United KingdomI am working with a leading Financial Planning firm, with a great reputation down to their high quality and personal approach to financial planning. · The firm in question are looking to add an IFA Administrator to the team, to provide high quality support to the Paraplanners and ...
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Ifa Administrator
2 weeks ago
ST Resourcing Ltd Manchester, United KingdomWe are delighted to be recruiting for an IFA Administrator to join a high-quality specialist pension firm based in Manchester city centre. Salary up to £28,000 plus benefits, this is flexible for the right person. (home working available) · Key responsibilities will include · - A ...
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Ifa Administrator
3 weeks ago
Recruit UK 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 Administrator
2 weeks ago
Ortus PSR Manchester, United KingdomThe Salary Range for this role within the IFA Administration team is up to £28,000 and offers hybrid working from their Oldham office. · - You will manage administrative tasks such as scheduling appointments, preparing paperwork, and organizing client files. · - Communicate with ...
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Ifa Administrator
3 weeks ago
Jane Deane Recruitment Limited Manchester, United Kingdom**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 ...
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Ifa Administrator
3 weeks ago
IDEX Consulting Ltd Manchester, United KingdomMy client is currently looking for an IFA Administrator to join them in Manchester. · **The Role**: · - To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operationa ...
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Ifa Administrator
2 weeks ago
Jane Deane Recruitment Limited Manchester, United Kingdom**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 ...
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Ifa Administrator
3 weeks ago
Capio Recruitment Manchester, United Kingdom**Job Title: IFA Administrator** · **Salary: £24,000 - £30,000 + Bonus + Benefits** · **Location: Manchester** · This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow, despite the challenges of ...
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Ifa Administrator
2 weeks ago
Search Consultancy Manchester, United Kingdom**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 ...
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Ifa Administrator
1 week ago
Idex Manchester, United KingdomMy client is currently looking for an IFA Administrator to join them in Manchester. · **The Role**: · - To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operationa ...
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Ifa Administrator
1 week ago
Jane Deane Recruitment Limited Manchester, United KingdomAn 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 ...
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Ifa Administrator
2 weeks ago
Idex Manchester, United KingdomMy 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 · - ...
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Ifa Administrator
4 days ago
Idex Manchester, United KingdomMy 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 ...
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Ifa Administrator
2 weeks ago
Nelson Scott LLP Manchester, United Kingdom**Job Purpose**: · The Specialist Desk Client Delivery Associate provides full support to one or more Financial · Planners who deliver focused protection advice. They will ensure client satisfaction through · direct contact with all parties: clients, and other operational colleag ...
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Trainee Ifa Administrator
1 week ago
MB Fitzgerald Manchester, United Kingdom**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 ...
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IFA Administrator
2 weeks ago
Ortus PSR Manchester, United Kingdom Full timeA dynamic and growing financial services firm committed to providing exceptional service to their clients are hiring in Manchester. As they continue to expand, the team are seeking a dedicated Administrative Assistant to join the team. · As an Administrative Assistant, you will ...
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IFA Administrator
4 days ago
Recruit UK Ltd. Manchester, United KingdomJob Title: IFA Administrator · Industry: Financial Services · Location: Manchester · Salary: £23,000 - £28,000 · Reference Number: 9004 · Recruit UK are working on an excellent opportunity for an Employee Benefits Administrator position in Manchester to join a leading Independent ...
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IFA Administrator
3 weeks ago
Recruit UK | Certified B Corp™ manchester, United Kingdom Full timeJob DescriptionRecruit 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. T ...
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IFA Administrator
2 weeks ago
Page Personnel Manchester, United KingdomWe are working on an exciting opportunity for an IFA Administrator based in Manchester. It is a full time role, however they are also willing to consider candidates who wish to work part time. · Client Details This firm, based in Manchester city centre, was established almost 50 ...
Ifa Administrator - Manchester, United Kingdom - Page Personnel
Description
We are working on an exciting opportunity for an IFA Administrator based in Manchester.It is a full time role, however they are also willing to consider candidates who wish to work part time.
Client Details
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 the size of the business in the next five years.
They are looking for a candidate who wants to join an ambitious company and be part of their growth plans, as well as looking to develop themselves with the full support and backing of the firm.
DescriptionAs IFA Administrator, you will provide administration support for advisers, paraplanners and wider team.
Day to day, your role will include:
Processing new business
Producing and sending the client annual review packs by obtaining valuations, performance information and charges disclosures
Uploading client data and maintaining the back-office system ie. from work produced, statements and fact finds
Matching commission payments in the back-office system
Pensions administration for various group schemes and providing quotes for the group risk renewals
Dealing with incoming queries from clients
Arranging client meetings for advisers
Maintaining Investment Risk Questionnaires with the system
Adhering to FCA conduct rulesProfile
For this IFA Administrator role, you must have:
A solid academic background ideally to degree, and a business related degree which stand out - Business, Maths, Economics, Accounting or Finance
Experience in administration would be desirable ideally within financial services
Strong time management skills
Excellent attention to detail
Willingness to learn and develop in a financial services firm
Excellent communication skillsJob Offer
As IFA Administrator, you will get:
£(phone number removed)
Work from home options available - 2-3 days a week
Company bonus scheme
Study support with a bonus for every exam passed
Pension contribution - 5% employer
Death in service
Critical illness cover
25 days holiday including bank holidays
Chance to work at a growing firm with big prospects