IFA Admin - Leyland, Lancashire, United Kingdom - CF30 Consulting (Independent Recruitment Consultancy)

IFA Admin

1 week 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

1 week 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

1 week 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

1 week ago

Who 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 ...

IFA Admin

1 week ago

Juniper 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 ...

IFA Admin

1 week 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 week 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

1 week 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

5 days 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

1 week 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

1 week 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

1 week ago

To 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 ...

IFA Admin

5 days 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

1 week 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

1 week 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 ...

Senior IFA Admin

1 week 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 ...

Client Support Specialist Administrator

1 week ago

This 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 ...

Client Support Specialist Administrator

3 days ago

This 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 achievedyour level 4 diploma ...

Ifa Administrator

6 days 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 ...

Senior Ifa Administrator

1 week ago

**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 ...