IFA Administrator

We are working with a successful financial services organisation in Manchester to recruit for an IFA Administrator to join their growing administration function. Client Details 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...

IFA based in Manchester - Full time/part time **About Our Client**: As IFA Administrator, you will provide administration support for advisers, paraplanners and wider team. Day to day, your role will include: - Processing new business - Producing and sending the client annual review packs by obtaining valuations, performance information and charges...

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 people first working with financially vulnerable clients, developing responsible...

{"title": "Senior IFA Administrator", "content": "Key ResponsibilitiesAs a Senior IFA Administrator, you will be responsible for processing new business applications, submitting transaction and trade requests, and obtaining illustrations and product literature. You will also be required to mentor and train junior team members, prepare annual review packs,...

{"title": "Senior IFA Administrator", "content": "Key ResponsibilitiesAs a Senior IFA Administrator, you will be responsible for processing new business applications, submitting transaction and trade requests, and obtaining illustrations and product literature. You will also be required to mentor and train junior team members, prepare annual review packs,...

A well-respected Wealth Management firm that seeks to build long-term, trusting relationships with its clients. They have a great community feel throughout the company culture, with a very friendly and professional working environment in the centre of Manchester. This is a fantastic position for a graduate, school leaver or administrator looking to develop...

A well-respected Wealth Management firm that seeks to build long-term, trusting relationships with its clients. They have a great community feel throughout the company culture, with a very friendly and professional working environment in the centre of Manchester.This is a fantastic position for a graduate, school leaver or administrator looking to develop a...

An enthusiastic member is required to complement an existing team, who has at least 3 years’ experience in working in an IFA practice and a good knowledge of using Intelligent Office. To provide day-to-day support to clients and the Financial Consultants, including: - To proactively deliver a high level of technical support and excellent client service -...

The Salary Range for this role within the IFA Administration team is up to £28,000 and offers hybrid working from their Oldham office. - You will manage administrative tasks such as scheduling appointments, preparing paperwork, and organizing client files. - Communicate with clients to answer inquiries, schedule meetings, and provide updates on financial...

**Junior IFA Administrator - Entry level opportunity - Manchester - up to £20,000 plus company benefits** MBF are currently working closely with a well established firm of Chartered Financial Planners based in Manchester who are looking to recruit a Junior IFA Administrator for their team. The company are well known as one of the leading Financial...

**IFA ADMINISTRATOR** **CENTRAL MANCHESTER - PERFECT LOCATION!** **24000 - 28000 + BENEFITS** Our Client are an established firm of Independent Financial Planners offering unique and sophisticated advice on a range of products, including Pensions & Investments. Based in a convenient location of Manchester City - right near Deansgate Train Station and on...

**IFA ADMINISTRATOR** **CENTRAL MANCHESTER - PERFECT LOCATION!** **24000 - 28000 + BENEFITS** Our Client are an established firm of Independent Financial Planners offering unique and sophisticated advice on a range of products, including Pensions & Investments. Based in a convenient location of Manchester City - right near Deansgate Train Station and on...

A well-respected Wealth Management firm that seeks to build long-term, trusting relationships with its clients. They have a great community feel throughout the company culture, with a very friendly and professional working environment in the centre of Manchester. This is a fantastic position for a graduate, school leaver or administrator looking to develop...

A well-respected Wealth Management firm that seeks to build long-term, trusting relationships with its clients. They have a great community feel throughout the company culture, with a very friendly and professional working environment in the centre of Manchester. This is a fantastic position for a graduate, school leaver or administrator looking to develop...

**IFA / PENSIONS ADMINISTRATOR** **CENTRAL MANCHESTER** **SALARY IS UP TO £30,000** **NJR Recruitment are working in Partnership with a**n independent firm of actuaries who specialise in providing pension schemes for company directors, partners and their staff. Based in Manchester city centre, close to various Tram stops and train stations, our client...

**Purpose**: The main purpose of this role is to support Consultants to provide an exceptional client journey. The role invokes building relationships with clients to ensure that they feel supported, whatever stage of their investment or financial advice journey they may be on, working closely with other teams. **Key responsibilities**: - Providing 1-2-1...

**Purpose**: The main purpose of this role is to support Consultants to provide an exceptional client journey. The role invokes building relationships with clients to ensure that they feel supported, whatever stage of their investment or financial advice journey they may be on, working closely with other teams. **Key responsibilities**: - Providing 1-2-1...

My client is currently looking for an experienced IFA Administrator to join their team in Manchester city centre. - Ensure any business obtained is being processed and submitted compliantly and in a timely manner within defined business processes - Prioritise and plan own workload and be proactive - Identify areas for improvement to maximise efficiency and...

Join our team at Hilltop Financial Planning and embark on a career in the financial advisory sector. As an IFA Administrator, you will have the opportunity to contribute to our client’s financial well-being while working in a supportive and growth-oriented environment. Hilltop Financial Planning is a modern and forward-thinking financial advisory service...

A well-respected Wealth Management firm that seeks to build long-term, trusting relationships with its clients. They have a great community feel throughout the company culture, with a very friendly and professional working environment in the centre of Manchester.This is a fantastic position for a graduate, school leaver or administrator looking to develop a...