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IFA Admin
1 week 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 week 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
1 week 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
1 week 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
1 week 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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Wealth & Mortgages Partner
4 days ago
Imperium Financial Recruitment Manchester, United KingdomPartner-Wealth & Mortgages · **About** · Our client is an accounting and advisory practice with offices in Manchester and Liverpool providing core services within Accountancy, Tax, Audit & Assurance and Transaction Services to clients throughout the UK. Following a recent merger ...
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ifa
1 week ago
Idex Manchester, United KingdomMy client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an Employed Adviser. · In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategie ...
IFA Admin - Manchester, United Kingdom - Page Personnel Sales
Description
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.
As IFA Administrator, you will provide administration support for advisers, paraplanners and wider team. Producing and sending the client annual review packs by obtaining valuations, performance information and charges disclosuresUploading client data and maintaining the back-office system ie. Matching commission payments in the back-office system
Pensions administration for various group schemes and providing quotes for the group risk renewals
Maintaining Investment Risk Questionnaires with the system
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
Willingness to learn and develop in a financial services firm
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
~ Critical illness cover
~25 days holiday including bank holidays
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