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Ifa Administrator
4 days ago
Jane Deane Recruitment Limited Chorley, United KingdomIFA practice based in Chorley require an additional IFA Administrator. · **Key Tasks and Responsibilities include (but not limited to)** · - Daily contact for nominated adviser(s), updating and liaising to conclude work related tasks · - Submission and completion of new business ...
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Ifa Administrator
19 hours ago
Page Personnel Chorley, United KingdomIFA Administrator · - Growing financial firm in Chorley · **About Our Client**: · 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, sup ...
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Ifa Administrator
19 hours ago
Ortus PSR Altrincham, United Kingdom**IFA Administrator** · **Location: Manchester** · **Salary: £22,000 - £26,000** · The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a f ...
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Ifa Administrator
19 hours ago
Independent Resourcing Consultancy Bolton, United Kingdom**IFA Administrator**: · - Job Reference: 1447 · - Date Posted: 4 August 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Bolton · - Salary: £18,000 to £26,000 · - Sector: Administration, Client Services · - Job Type: Permanent · - Contact: Jon Minns · - Telep ...
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Ifa Administrator
19 hours ago
Taylor James Professional Recruitment LTD Bowdon, United Kingdom**Our Altrincham based client are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.** · You will be joining an award winning firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, co ...
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Ifa Administrator
3 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
19 hours ago
Independent Resourcing Consultancy Liverpool, United Kingdom**IFA Administrator**: · - Job Reference: 161 · - Date Posted: 4 August 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Liverpool · - Salary: £20,000 to £29,000 · - Sector: Administration, Client Services · - Job Type: Permanent · - Contact: Jon Minns · - Tel ...
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Ifa Administrator
2 days ago
Page Personnel Liverpool, United KingdomFantastic 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. ...
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Ifa Administrator
19 hours ago
Hilltop Financial Planning Manchester, United KingdomJoin our team at Hilltop Financial Planning and embark on a career in the financial advisory sector. As an IFA Administrator, you will have the opportunity to contribute to our client's financial well-being while working in a supportive and growth-oriented environment. · Hilltop ...
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senior ifa administrator
2 days ago
NJR Recruitment Chorley, United Kingdom Full timeSENIOR IFA ADMINISTRATOR · CHORLEY AREA / HYBRID WORKING ON OFFER · FREE ON-SITE PARKING · EXCELLENT BENEFITS · SALARY UP TO 32,000 · NJR Recruitment are currently working with one of the first IFAs in the UK to receive the Gold Standard Investors in People award. Gaining Corpora ...
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Ifa Administrator
4 days ago
Ortus PSR Southport, United KingdomAn award-winning Chartered independent financial planning practice in Southport, who prides themselves on providing excellent client service through long term financial planning, are looking to hire an experienced Administrator to support the Financial Advisers and Paraplanners. ...
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Ifa Administrator
19 hours ago
DMD Recruitment LTD Ramsbottom, United Kingdom**VACANCY** · **Core Benefits** · Holidays: 25 days with additional tiering on length of service · Pension Scheme: 3% Employer and 4% Employee contributions · Death in Service: 4 x salary · PHI: 75% up to NRD, 13 weeks deferred · Competitive Salary ...
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IFA Administrator
23 hours ago
Juniper Preston, United KingdomJob Description · Who we are at · Juniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily. · We are committed to providing the training and support ...
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IFA Administrator
1 week ago
Juniper Preston, United KingdomWho we are at · Juniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily. · We are committed to providing the training and support to help all our s ...
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IFA Administrator
4 days ago
CF30 Consulting (Independent Recruitment Consultancy) Leyland, United Kingdom Full time· 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 investment ...
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Senior Ifa Administrator
1 day ago
Cranleigh Personnel Liverpool, United Kingdom**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 ...
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Senior Ifa Administrator
2 days ago
Ortus PSR Liverpool, United KingdomThe opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered ...
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Senior Ifa Administrator
1 day ago
IDEX Consulting Ltd Liverpool, United KingdomMy client is currently looking for a Senior IFA support to join them in Liverpool. · **The Role**: · - To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational ...
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Senior Ifa Administrator
4 days ago
Idex Liverpool, United KingdomMy client is currently looking for a Senior IFA support to join them in Liverpool. · **The Role**: · - To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational ...
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Junior Ifa Administrator
1 day ago
Ortus PSR Liverpool, United KingdomAre you seeking a rewarding career opportunity in the financial services industry? Look no further We are recruiting on behalf of a highly regarded and award-winning Independent Financial Advisor (IFA) firm, who are currently expanding their team. · This leading IFA firm are offe ...
IFA Administrator - Preston, Lancashire, United Kingdom - Juniper
Description
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 a bunch of nice people; even if we do say so ourselvesWe are looking for2 years' experience working in an administrative role at a financial advice firm.
Someone with attention to detail and a passion for process, organisation and all things administration.Excellent verbal and written communication skills.
A willingness to learn and try new things.
Someone who can manage a reasonable workload and manage their time.
An administrator excited by the idea of being part of a small, friendly team where you will see every part of the business.
Passionate about financial planning and the good it can do.Interested in the human side of the job; we deal with the hopes, dreams and fears of real people, not just numbers.
What you'll be doingWorking closely with Financial Advisers and their clients to achieve their goals.Working with clients who have NHS Pensions.
New business administration – ensuring new clients experience a smooth process.
Dealing with administrative tasks arising out of meetings.
Communicating with clients and providers by telephone and email.
Doing whatever else comes along; we're a small firm and we all need to muck in.
The packageCompetitive salary with clearly mapped out progression.
Team based annual bonus based on - so we're all pulling in the same direction20 days holiday plus bank holidays.
In addition, we close between Christmas and New Year; who wants to be working then?
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