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IFA Admin
3 weeks 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
Jane Deane Recruitment Limited Bury, United KingdomIFA practice based in Bury require an additional administrator to complement their existing team. · Duties include: · Answering the telephone / greeting clients and preparing drinks · Preparing and issuing valuations · Issuing appointment letters · Meeting preparation - valuation ...
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Ifa Admin
5 days ago
Jane Deane Recruitment Limited Bury, United KingdomIFA practice based in Bury require an additional administrator to complement their existing team. · Duties include: · Answering the telephone / greeting clients and preparing drinks · Preparing and issuing valuations · Issuing appointment letters · Meeting preparation - valuation ...
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Senior IFA Admin
3 weeks 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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IFA Admin
3 weeks 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
4 weeks 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
5 days ago
Integro Partners Ewloe, Flintshire, United KingdomOur client is seeking an IFA Administrator to join our established financial advice firm. If you have a passion for office administration and delivering exceptional support, this could be the ideal role for you. · As our IFA Administrator, you will be responsible for maintaining ...
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IFA Admin
1 week ago
Eventus Legal Knutsford, Cheshire, United KingdomEventus 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 ...
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IFA Admin
3 weeks 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
3 weeks 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
3 weeks 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 weeks 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 standards ...
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IFA Admin
1 week ago
Recruitment22 Bury, Greater Manchester, United Kingdom £32,000Client Services Administrator Vacancy. This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase knowledge and experience and have opportunities to further their career in the future. · As an IFA administr ...
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IFA Admin
4 weeks 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
3 weeks 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
3 weeks 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
3 weeks 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
1 week ago
Recruitment22 Bury, Greater Manchester, United Kingdom £32,000Client Services Administrator Vacancy. This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase knowledge and experience and have opportunities to further their career in the future.As an IFA administrator ...
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IFA Admin
6 days ago
Ortus PSR Preston, Lancashire, United KingdomOur client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services. The firm is committed to maintaining the highest standards of service and fo ...
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IFA Admin
3 weeks 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 ...
IFA Admin - Liverpool, United Kingdom - Page Personnel Sales
Description
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 around the UK and are continuing to grow through organic growth and through acquisition.
The site in Nottingham is their head office function, and provides the perfect environment for learning and development. Preparing portfolio valuations, producing illustrations and processing of new businessPreparing suitability reports for the approval of the Financial Adviser in line with the company policy
Sending reports and investment information to clients
Accurately submitting data on the system for clients
Previous experience working in an IFA or financial planning firm
Experience of report writing, valuations and appraisals would be ideal
Strong administration skill set
Good working knowledge of Microsoft applications
25 days holiday
~ Bonus
~ Study support for professional development
~ Pension contribution
~ Hybrid working
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