Senior IFA Admin - Wirral, Merseyside, United Kingdom - IDEX Consulting

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

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 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

3 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

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

12 hours 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

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

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

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

2 weeks 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

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 Administrator

6 days ago

Fantastic IFA Administrator Opportunity · - Growing IFA · **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. · They are now in the market for ...

Financial Services Administrators

6 days ago

Fantastic IFA Administrator Opportunity · - Growing IFA · **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. · They are now in the market for ...

Senior Ifa Administrator

2 weeks 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 ...

Ifa Administrator

2 weeks ago

Fantastic 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. ...

Financial Services Administrator

4 days ago

A well known growing organisation based in Liverpool city centre is looking to recruit a Financial Services Administrator to join their back office function. · **Client Details** · Established nearly 40 years ago, this firm is one of the most experienced in the industry and have ...

Financial Services Administrators

4 days ago

Fantastic 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 Administrator

5 days ago

Exciting IFA Administrator Opportunity · - Thriving Firm - Ellesmere Port · **About Our Client**: · This reputable and growing business has been established for nearly 30 years. They were formed with several clear goals, and continue to build their name is the market for being st ...

Ifa Administrator

5 days ago

Exciting IFA Administrator Opportunity · - Thriving Firm - Ellesmere Port · **About Our Client**: · This reputable and growing business has been established for nearly 30 years. They were formed with several clear goals, and continue to build their name is the market for being st ...