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IFA Admin
4 days 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 day ago
Page Personnel Sales Chorley, Lancashire, United KingdomTheir 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 ...
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IFA Admin
1 week 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 ...
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IFA Admin
3 days 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 days 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
2 days 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
4 days ago
IDEX Consulting Knutsford, Cheshire, United KingdomTo 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 ...
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IFA Admin
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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
4 days 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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Senior IFA Admin
1 week 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
4 hours 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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Ifa Administrator
5 days 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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Independent Financial Advisor
6 days ago
Ferguson Dean Manchester, United KingdomJob Description · A 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 ...
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Ifa Administrator
5 days ago
Mitchell Hall Consulting Liverpool, United KingdomWealth 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 - Chorley, Lancashire, United Kingdom - IDEX Consulting Ltd
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 the company standardsAssist the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries.
Competitive salary~28 days holidays (plus Bank holidays)
~ Hybrid working
~ 1 hour early finish Fridays along with Friday dress down
~ Work Place Pension
~ Staff spot bonus (monthly nominations)
~ Employee Assistance Programme