Current jobs related to Ifa Administrator - Manchester - Templegate recruitment

  • Ifa Administrator

    5 months ago

    Manchester, United Kingdom Page Personnel Full time

    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...

  • Ifa Administrator

    5 months ago

    Manchester, United Kingdom Recruit UK Full time

    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...

  • IFA Administrator

    4 weeks ago

    Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Admin (Progression to Advisor)£27,000 - £31,000 + Training + Progression + Supported Study + Company BenefitsManchesterWe are seeking a skilled IFA administrator to join our team at Ernest Gordon Recruitment Limited. As an IFA administrator, you will play a crucial role in supporting our advisors by processing new business applications, fund switches,...

  • IFA Administrator

    4 weeks ago

    Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Admin (Progression to Advisor)£27,000 - £31,000 + Training + Progression + Supported Study + Company BenefitsManchesterWe are seeking a skilled IFA administrator to join our team at Ernest Gordon Recruitment Limited. As an IFA administrator, you will play a crucial role in supporting our advisors by processing new business applications, fund switches,...

  • IFA Administrator

    3 weeks ago

    Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Admin (Progression to Advisor)£27,000 - £31,000 + Training + Progression + Supported Study + Company BenefitsManchesterWe are seeking an experienced IFA professional to join our team as an IFA Admin, providing administrative support to our advisors and contributing to the growth of our wealth management business.As an IFA Admin, you will be responsible...

  • IFA Administrator

    3 weeks ago

    Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Admin (Progression to Advisor)£27,000 - £31,000 + Training + Progression + Supported Study + Company BenefitsManchesterWe are seeking an experienced IFA professional to join our team as an IFA Admin, providing administrative support to our advisors and contributing to the growth of our wealth management business.As an IFA Admin, you will be responsible...

  • IFA Administrator

    4 weeks ago

    Manchester, United Kingdom Ernest Gordon Recruitment Full time

    IFA Admin (Progression to Advisor)Are you looking to take the next step in your IFA career with a top wealth management firm in the Northwest?We offer a unique opportunity for career progression, with ample training and study support to help you achieve your goals.Key Benefits:Competitive salary: £27,000 - £31,000Training and study supportProgression...

  • IFA Administrator

    4 weeks ago

    Manchester, United Kingdom Ernest Gordon Recruitment Full time

    IFA Admin (Progression to Advisor)Are you looking to take the next step in your IFA career with a top wealth management firm in the Northwest?We offer a unique opportunity for career progression, with ample training and study support to help you achieve your goals.Key Benefits:Competitive salary: £27,000 - £31,000Training and study supportProgression...

  • IFA Administrator

    3 hours ago

    Manchester, United Kingdom CV-Library Full time

    IFA Administrator £28-32K depending on experience Manchester City Centre    Tired of working for a large corporate & feeling unappreciated?    Wanting to progress your career but not given the opportunity?    This opportunity could be the chance to kick-start your Wealth career…. A city centre Manchester...

  • Junior IFA Administrator

    2 months ago

    Manchester, United Kingdom Heat Recruitment Ltd Full time

    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...

  • Junior IFA Administrator

    1 month ago

    Manchester, United Kingdom CV-Library Full time

    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 Administrator

    5 months ago

    Manchester, United Kingdom Ortus PSR Full time

    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...

  • Ifa Administrator

    4 months ago

    Manchester, United Kingdom Jane Deane Recruitment Limited Full time

    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 -...

  • IFA Administrator

    2 weeks ago

    Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Admin (Progression to Advisor)£27,000 - £31,000 + Training + Progression + Supported Study + Company BenefitsManchesterWe are seeking a skilled IFA professional to join our team as an IFA Admin, providing support to advisors and contributing to the growth of our wealth management firm.As an IFA Admin, you will be responsible for processing new business...

  • IFA Administrator

    2 weeks ago

    Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Admin (Progression to Advisor)£27,000 - £31,000 + Training + Progression + Supported Study + Company BenefitsManchesterWe are seeking a skilled IFA professional to join our team as an IFA Admin, providing support to advisors and contributing to the growth of our wealth management firm.As an IFA Admin, you will be responsible for processing new business...

  • IFA Administrator

    3 weeks ago

    Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Admin (Progression to Advisor)£27,000 - £31,000 + Training + Progression + Supported Study + Company BenefitsManchesterWe are seeking a skilled IFA professional to join our team as an IFA Admin, providing support to advisors and contributing to the growth of our wealth management firm. As a key member of our team, you will be responsible for processing...

  • IFA Administrator

    3 weeks ago

    Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Admin (Progression to Advisor)£27,000 - £31,000 + Training + Progression + Supported Study + Company BenefitsManchesterWe are seeking a skilled IFA professional to join our team as an IFA Admin, providing support to advisors and contributing to the growth of our wealth management firm. As a key member of our team, you will be responsible for processing...

  • Senior IFA Administrator

    2 weeks ago

    Manchester, United Kingdom fish4.co - Jobboard Full time

    Senior IFA Administrator =========================== Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of their continued growth and recent promotions, an excellent opportunity has become available for an...

  • Senior IFA Administrator

    1 month ago

    Manchester, United Kingdom Medlock Partners Ltd Full time

    Senior IFA AdministratorMedlock Partners Ltd is seeking a highly skilled and organized Senior IFA Administrator to join their team. As a key member of the administration team, you will provide critical support to the financial planning team, ensuring the smooth operation of new business processing, client illustrations, and valuations.Key...

  • Senior IFA Administrator

    1 month ago

    Manchester, United Kingdom Medlock Partners Ltd Full time

    Senior IFA AdministratorMedlock Partners Ltd is seeking a highly skilled and organized Senior IFA Administrator to join their team. As a key member of the administration team, you will provide critical support to the financial planning team, ensuring the smooth operation of new business processing, client illustrations, and valuations.Key...

Ifa Administrator

2 months ago

Manchester, United Kingdom Templegate recruitment Full time
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: Financial Services Administrator
Location: Home-based
Benefits:
Competitive salary
100% remote role
Full-time fixed hours
Death in Service benefit
Holiday entitlement
Exam support
Pension
Access to Smart Health
Salary: £13.80 per hour.
About the Company:
The primary purpose of this role is to remotely provide effective and efficient administrative and PA support to designated Financial Advice firms and their clients. This role requires high attention to detail, adherence to financial regulations, and the ability to manage multiple tasks in a home-based environment. The role requires availability during the working week (Mon-Fri, between 9:00 am and 5:00 pm) and a commitment to regular hours. A suitable home office setup in a quiet area is essential.
This role is ideal for a self-motivated, detail-oriented individual with experience in financial services administration, capable of delivering high-quality support in a remote working environment.
Day-to-Day Duties:
The support required by financial advice firms may vary but typically includes:
*
Compliance & Procedures:
* Follow the financial advice firm’s internal procedures, processes, and compliance manual.
* Ensure adherence to FCA regulations.
*
Business Processing:
* Submit new business applications, monitor, and track them through to completion.
* Organise letters of authority, chase information, and track change of agency requests.
*
Client & Provider Interaction:
* Act as the first point of contact for the financial advice firm’s clients and product providers.
* Liaise with clients to resolve queries in a timely manner.
* Take accurate messages and ensure they are passed on promptly.
*
Correspondence & Documentation:
* Create professional and accurate written correspondence (emails or letters) in line with the financial advice firm’s documentation standards.
* Produce mailshots and transcribe dictated audio files.
* Ensure all notes and documentation are maintained appropriately to ensure a quality audit trail.
*
Meeting Coordination:
* Arrange and coordinate client meetings, including meeting rooms and refreshments as necessary.
* Assist in meeting preparation, including preparing review packs.
*
Data Management:
* Update client valuations and maintain back-office systems and investment platforms, ensuring accuracy of data recorded.
* Arrange new business illustrations and prepare post-review letters.
*
Diary & Task Management:
* Maintain a diary system to ensure work is tracked and followed up on when appropriate.
*
Ad Hoc Administration:
* Handle any additional administration tasks as reasonably required by the financial advice firm.
Requirements:
* Proficient with Microsoft Outlook, Word, Excel, and PowerPoint.
* At least 2 years’ experience working as an IFA Administrator.
* Strong and accurate typing skills, with the ability to transcribe letters and file notes from audio files.
* Competent in using Skype and cloud-based technology, such as Dropbox, Google Drive, or OneDrive.
* Ability to handle IT and telecommunications equipment effectively.
To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we'll aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements.
Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful