IFA Administrator - Wilmslow, England, United Kingdom

A well-established wealth management firm is seeking an IFA Administrator to join their Pension & Investment Team in Altrincham. · Process and submit new business, ensuring adherence to workflow. · Submit Letters of Authority and collate plan details for research and analysis. · ...

· Job Description · Experienced IFA Administrator sought to provide a dedicated, accurate and efficient support service to the Chartered Financial Planning Consultant. · Income and commission preparation and reconciliation is an integral part of the job role.The ideal candidate ...

A well-established wealth management firm is seeking an IFA Administrator to join their Pension & Investment Team in Altrincham. · ...

Our client leading Wealth Management firm in Altrincham looking to recruit an IFA Administrator into their Pension & Investment Team. · ...

Sylvan Financial Management are an Independent Financial Advice firm based in Cheadle. We deliver a personalised service with our clients and staff at the heart of all we do. · ...

We are recruiting an experienced Adviser Support Administrator/ Financial Planning Administrator to join our growing team based at our head office in Knutsford, Cheshire. You will have the opportunity to work in a supportive environment for continual learning and be part of a tea ...

This is an opportunity for an IFA Administrator to join a modern, professional and respected Independent Financial Adviser practice. · ...

The Eventus Recruitment Group are seeking a Financial Planning / IFA Administrator to join a supportive and fast-paced team at a leading financial planning / IFA firm near Crewe, Cheshire. This is a great job opportunity to join a well-established firm that puts its customers at ...

We are seeking an experienced IFA Administrator to join our team in the heart of the city. · ...

· IFA Administrator · Monday-Friday Full-time Hybrid after probationary period · Newcastle-under-Lyme · Competitive Salary DOE · A fantastic opportunity for an experienced IFA Administrator to join a fast-paced organisation, varied and demanding workload. Providing support to ...

Job summary · IFA Administrator · We're working with a small close-knit Financial planning team based in Stoke-on-Trent who are looking to appoint an experienced IFA Administrator to join their very small team. · This role is ideal for someone who enjoys the administrative side o ...

Your new company · An excellent opportunity has arisen within a highly reputable firm of IFAs. The company is an expanding Financial Advisory business working out of prestigious offices, offering excellent working conditions and a highly supportive team culture. · Your new role · ...

IFA Administrator · Crewe (Office-Based) · £28,000 – £33,000 (flexibility for the right person) · Are you an experienced IFA/Financial Planning Administrator? · Have you made some progress with the R0 exams, and can you bring technical expertise to our office? · New Vision Wealth ...

We have a fantastic opportunity for a full-time Financial Administrator to join our expanding team. · Key duties include dealing with ad hoc queries from Advisers/Clients/Providers and maintaining client files. ...

A fantastic opportunity for an experienced IFA Administrator to join a fast-paced organisation with a varied and demanding workload. · You will play a vital role in supporting a Financial Adviser who takes a holistic approach, · providing comprehensive financial/Tax planning serv ...

· We are recruiting an experienced, financial services administrator to work closely with our client, a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve their goals. · As a Char ...

· Job Description · We are currently recruiting for an IFA Administrator for our award winning wealth management client for their Manchester office. Our client is currently the fastest growing wealth management brand in the UK and has over £10bn in client assets held under manag ...

My client is currently looking for an experienced IFA Administrator to join their team in Stoke on Trent. · The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients. · Key Du ...

· Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Huddersfield offices. · The successful candidate will act as the point of contact for client queries with regards to pensions and invest ...

We are seeking an organised and proactive IFA Administrator to support Financial Advisers in delivering high-quality financial planning services. · The role involves managing new and existing business, liaising with clients and providers, and ensuring all documentation and proces ...