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IFA Administrator
3 weeks ago
Eventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, pension, study support and annual bonuses. This job presents an excellent opportunity for an experienced IFA / Financial Planning Administrator who is looking for a role that offers a great working environment and various progression pathways. Role Responsibilities The successful Financial Planning / IFA Administrator will assist the Financial Planners with client support and administration. Some of the duties within this job will include:
- Point of contact for new and existing clients to deal with any queries
- Process new business and ensure clients are kept updated with progress
- Deal with letters of authority and requests for information from external providers, chasing and checking the ceding information that comes back
- Complete all review meeting letters and associated regulatory requirements
- Update client for new and existing clients on a CRM system – Salesforce
- Process withdrawal requests
- Process switches and portfolio rebalancing
- Process bereavement cases
- Process Trust documentation
- Write suitability letters for ISA/UT/Bond/Pension new business and top ups
- Potentially move into writing suitability letters for pension transfers
- Excellent attention to detail and the ability to accurately process data and information
- Experience and competence of using software packages and CRM systems
- Work well under pressure and ability to multitask and meet deadlines
- Ability to collaborate and work well within a team
- Excellent command of the English language
- 25 days holiday plus bank holidays
- Discretionary bonuses
- Excellent Pension
- Study support
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IFA Administrator
4 weeks ago
Knutsford, Cheshire, United Kingdom Eventus Legal Full timeEventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you....
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IFA Administrator
4 weeks ago
Knutsford, Cheshire, United Kingdom Eventus Legal Full timeEventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You...
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IFA Administrator
4 weeks ago
Knutsford, Cheshire, United Kingdom Eventus Legal Full timeEventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You...
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IFA Administrator
4 weeks ago
Knutsford, Cheshire, United Kingdom Eventus Legal Full timeEventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You...
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IFA Administrator
3 weeks ago
Knutsford, Cheshire, United Kingdom Eventus Legal Full timeEventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You...
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IFA Administrator
4 weeks ago
Knutsford, Cheshire, United Kingdom Eventus Legal Full timeEventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You...
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IFA Administrator
3 weeks ago
Knutsford, Cheshire, United Kingdom Eventus Legal Full timeEventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You...
-
IFA Administrator
4 weeks ago
Knutsford, United Kingdom Eventus Legal Full timeEventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You...
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IFA Administrator
3 weeks ago
Knutsford, United Kingdom Eventus Legal Full timeEventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You...
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IFA Administrator
4 weeks ago
Knutsford, United Kingdom Eventus Legal Full timeEventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You...
-
IFA Administrator
3 weeks ago
Knutsford, United Kingdom Eventus Legal Full timeEventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You...
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Ifa Administrator
2 weeks ago
Knutsford, United Kingdom Eventus Finance Full timeEventus Recruitment are seeking an experienced IFA Administrator to join a successful IFA / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays,...
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IFA Administrator
7 days ago
Knutsford, United Kingdom Eventus Legal Full timeEventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You...
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Ifa Administrator
3 weeks ago
Knutsford, United Kingdom Contrast UK Ltd Full timeIf you’re looking to fast-track your career in Wealth Management on your way to becoming a Paraplanner or Financial Planner, this well-regarded independent Practice is exactly what you’re looking for - in the role of IFA Administrator. You’ll probably already be will on your way to the Level 4 Diploma qualification with a good knowledge of pension...
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Ifa Administrator
1 week ago
Knutsford, United Kingdom Jane Deane Recruitment Limited Full timeDuties include processing new business, proactive on going client management, servicing existing business, platform based work, obtaining illustrations and regular contact with clients and providers. Previous financial services administration experience is required. **Job Types**: Full-time, Permanent **Salary**: £23,000.00-£27,000.00 per...
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IFA Admin
7 days ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeEventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You...
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Ifa Administrator
4 weeks ago
Knutsford, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Knutsford, Cheshire £21000 - £24000 17/11/2023 NJR14201 DESCRIPTION IFA ADMINISTRATOR - Pensions & Investments Location : Knutsford **Salary**: Up to 24,000 NJR Recruitment is working in Partnership with unique and modern firm of HNW Wealth Planners. Having been awarded 'Chartered' status from the...
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Ifa Administrator
4 weeks ago
Knutsford, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Knutsford, Cheshire £21000 - £24000 15/11/2023 NJR14201 DESCRIPTION IFA ADMINISTRATOR - Pensions & Investments Location : Knutsford **Salary**: Up to 24,000 NJR Recruitment is working in Partnership with unique and modern firm of HNW Wealth Planners. Having been awarded 'Chartered' status from the...
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Ifa Administrator
3 weeks ago
Knutsford, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Knutsford, Cheshire £21000 - £24000 20/11/2023 NJR14201 DESCRIPTION IFA ADMINISTRATOR - Pensions & Investments Location : Knutsford **Salary**: Up to 24,000 NJR Recruitment is working in Partnership with unique and modern firm of HNW Wealth Planners. Having been awarded 'Chartered' status from the...
-
Ifa Administrator
3 weeks ago
Knutsford, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Knutsford, Cheshire £21000 - £24000 20/11/2023 NJR14201 DESCRIPTION IFA ADMINISTRATOR - Pensions & Investments Location : Knutsford **Salary**: Up to 24,000 NJR Recruitment is working in Partnership with unique and modern firm of HNW Wealth Planners. Having been awarded 'Chartered' status from the...