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  Ifa Administrator

  4 months ago

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  Liverpool, United Kingdom Page Personnel Full time

  Exciting IFA Administrator Opportunity - Thriving Firm **About Our Client**: This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisors. This business have a great...

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  Ifa Administrator

  3 months ago

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  Liverpool, United Kingdom Prestige Recruitment Group Full time

  **IFA Administrator** **Salary**: £28,000 - £32,000. Liverpool Merseyside based Financial Planning firm which is near Southport is looking to recruit an experienced IFA Administrator due to the internal growth of the business. This role also offers hybrid working from home 2-3 days a week. This Financial Services firm is known for a low staff turnover...

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  IFA Administrator

  7 days ago

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  Liverpool, United Kingdom Ortus PSR Full time

  IFA Administrator – Join a growing, Independent Financial Planning Firm! Are you passionate about supporting financial professionals while making a real difference in people’s lives? Our clients Financial Planning team are fiercely independent, Chartered based in Liverpool, and they are looking for a dedicated IFA Administrator to join their mission of...

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  Senior Ifa Administrator

  3 months ago

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  Liverpool, United Kingdom Page Personnel Full time

  Senior IFA Administrator - Exciting Opportunity - Wealth Management **About Our Client**: This growing financial services business have been established for a number of years and currently have 4 offices across the north west. Their varied portfolio of services are based on partner-led, personal relationships which ultimately give their clients peace of...

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  IFA Administrator

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  IFA Administrator – Join a growing, Independent Financial Planning Firm! Are you passionate about supporting financial professionals while making a real difference in people’s lives? Our clients Financial Planning team are fiercely independent, Chartered based in Liverpool, and they are looking for a dedicated IFA Administrator to join their mission of...

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  Senior Ifa Administrator

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  Liverpool, United Kingdom Cranleigh Personnel Full time

  **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 services and looking for your next challenge? **Then we have the role for...

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  IFA Administrator

  3 weeks ago

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  Liverpool, United Kingdom enable Recruitment Full time

  We are thrilled to have partnered with a leading independent financial advice firm in Liverpool, who are actively looking for a IFA Administrator to join their team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and...

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  Ifa Administrator

  4 months ago

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  Liverpool, United Kingdom Page Personnel Full time

  Fantastic 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. They are now in the market for a Financial Services Administrator to join to...

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  Ifa Administrator

  3 months ago

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  Liverpool, United Kingdom Idex Full time

  My client is currently looking for an IFA Administrator to join them in Liverpool. **The Role**: - To 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...

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  Junior Ifa Administrator

  4 months ago

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  Liverpool, United Kingdom Ortus PSR Full time

  Are 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 offering a salary up to £24,000. **Responsibilities**: Work closely with everyone...

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  IFA Administrator

  6 days ago

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  Liverpool, Liverpool, United Kingdom Page Personnel Finance Full time

  About the RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Page Personnel Finance. As an IFA Administrator, you will play a crucial role in supporting our financial services business.Key ResponsibilitiesManage client review service cycles from start to finish, ensuring seamless execution and timely...

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  IFA Administrator

  7 days ago

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  Liverpool, Liverpool, United Kingdom Page Personnel Finance Full time

  About the RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Page Personnel Finance. As an IFA Administrator, you will play a crucial role in supporting our financial services business.Key ResponsibilitiesManage client review service cycles from start to finish, ensuring seamless execution and timely...

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  Financial Services Administrator

  1 day ago

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  Liverpool, Liverpool, United Kingdom Page Personnel Sales Full time

  Job Title: IFA Administrator **About the Role** We are seeking an experienced IFA Administrator to join our team at Page Personnel Sales. As an IFA Administrator, you will play a crucial role in supporting our financial advisors in delivering exceptional client service. **Key Responsibilities** * Prepare portfolio valuations and produce illustrations for...

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  Financial Services Administrator

  1 day ago

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  Liverpool, Liverpool, United Kingdom Page Personnel Sales Full time

  Job Title: IFA Administrator **About the Role** We are seeking an experienced IFA Administrator to join our team at Page Personnel Sales. As an IFA Administrator, you will play a crucial role in supporting our financial advisors in delivering exceptional client service. **Key Responsibilities** * Prepare portfolio valuations and produce illustrations for...

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  IFA Administrator

  7 days ago

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  Liverpool, Liverpool, United Kingdom Ortus PSR Full time

  Job Summary:Ortus PSR is seeking a highly organized and detail-oriented IFA Administrator to provide exceptional support to our Financial Planning team. As a key member of our team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our Financial Planners,...

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  IFA Administrator

  7 days ago

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  Liverpool, Liverpool, United Kingdom Ortus PSR Full time

  Job Summary:Ortus PSR is seeking a highly organized and detail-oriented IFA Administrator to provide exceptional support to our Financial Planning team. As a key member of our team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our Financial Planners,...

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  Administrator

  4 months ago

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  Liverpool, United Kingdom Rathbones Full time

  A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. **Job Title**: Administrator **Department**: Operations - Fees **Location**:...

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  Administrator

  3 months ago

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  Liverpool, United Kingdom Rathbones Full time

  A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. The Team The team is also responsible for the collection of fees on behalf of...

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  Ifa Client Support

  4 months ago

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  Liverpool, United Kingdom Idex Full time

  My client is a Chartered IFA firm in the heart of Liverpool City Centre and they are currently looking for an experienced Client Support. The Client Manager Support role is primarily an administrative role, supporting the Adviser and Paraplanner in dealing with clients and providers. Typical activities will include: - Supporting the Client Manager team in...

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  Administrative Professional for Independent Financial Services

  1 week ago

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  Liverpool, Liverpool, United Kingdom Page Personnel Sales Full time

  About the RoleWe are seeking an experienced IFA Administrator to join our team at Page Personnel Sales. As an IFA Administrator, you will play a crucial role in supporting our financial services team.Key ResponsibilitiesPrepare and process portfolio valuations, illustrations, and new business submissionsArrange meetings with clients for our financial...