IFA Admin - Preston, Lancashire, United Kingdom - Juniper

Ifa Admin

5 days ago

IFA 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 ...

IFA Admin

2 weeks ago

Juniper 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 ...

IFA Admin

2 weeks ago

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 investments a ...

IFA Admin

2 weeks ago

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 stand ...

IFA Admin

2 weeks ago

Wealth 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

3 weeks ago

Their 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 ...

IFA Admin

2 weeks ago

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 standards ...

IFA Admin

2 weeks ago

Job 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 ...

IFA Admin

3 weeks ago

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. This firm is peo ...

IFA Admin

2 weeks ago

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 t ...

IFA Admin

2 weeks ago

Job 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. ...

IFA Admin

2 weeks ago

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 ...

IFA Admin

2 weeks ago

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, supporting private clients and companies through the UK. · Based in a great location ...

IFA Admin

3 weeks ago

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. This firm is peo ...

IFA Admin

1 day ago

Client 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 ...

Senior IFA Admin

2 weeks ago

My 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 ...

Client Support Specialist Administrator

1 week ago

This rapidly growing financial planning firm is searching for an experienced and motivated Financial Planning Specialist to provide exceptional support to high-net-worth clients and the advisors. If you're an IFA Admin working towards or have recently achievedyour level 4 diploma ...

Client Support Specialist Administrator

2 weeks ago

This rapidly growing financial planning firm is searching for an experienced and motivated Financial Planning Specialist to provide exceptional support to high-net-worth clients and the advisors. If you're an IFA Admin working towards or have recently achieved your level 4 diplom ...

Paraplanner / Financial Services Administrator

3 days ago

Client Support Administrator / Paraplanner Preston, Salary up to £35000 (Dependent upon level of experience) Excellent benefits including a bonus and Parking · This is an excellent and interesting opportunity to work for a Preston based IFA firm who have a client centred approach ...

Ifa Administrator

5 days ago

Fantastic IFA Administrator Opportunity · - Growing IFA · **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. · They are now in the market for ...