IFA Administrator

1 month ago

Stockport, United Kingdom Medlock Partners Full time

Technical IFA Administrator

Stockport

Salary up to £31,000 (Experience dependant)

26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.

Full exam support

Group Life Scheme Hybrid working Flexible working hours

Our client are 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 ongoing growth and recent promotions an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present Administrative support.

Responsibilities:

Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.

  • Have an understanding of 3rd party providers platforms and processing times
  • Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
  • Investigate and handle any client/consultant queries
  • Manage post relating to new business cases.
  • Dealing with client/provider queries over the phone and via email.
  • Understand our internal compliance procedures and the requirements of 3rd party providers
  • Maintaining client records on back-office system
  • Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.

To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma. Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy.

Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.

  • Ifa Administrator

    6 months ago

    Stockport, United Kingdom Page Personnel Full time

    IFA Administrator - Growing financial firm in south Manchester **About Our Client**: 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...

  • Ifa Administrator

    3 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    Job Description Technical IFA Administrator Stockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your Birthday The option to buy and sell holidays.Full exam support Group Life Scheme Hybrid working Flexible working hours Our client are a highly...

  • Trainee Ifa Administrator

    6 months ago

    Stockport, United Kingdom Cranleigh Personnel Full time

    **Trainee IFA Administrator** **Location - Stockport** **Salary: £22,000 rising to £24,000 after probation** Do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered working for an IFA? For this role - Any transferable skills from working within pensions or...

  • Ifa Administrator

    6 months ago

    Stockport, United Kingdom Taylor James Professional Recruitment LTD Full time

    **Our Stockport based client are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.** You will be joining an award winning firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package **Supporting...

  • Ifa Administrator

    7 months ago

    Stockport, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Stockport** **£24,000 - £28,000** **Hybrid Working** **Are you an IFA Administrator who is now considering your next move?** - Are you fed up of working in the office full time? - Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)? -...

  • Ifa Administrator

    6 months ago

    Stockport, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Stockport** **£24,000 - £28,000** **Hybrid Working** **Are you an IFA Administrator who is now considering your next move?** - Are you fed up of working in the office full time? - Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)? -...

  • Senior IFA Administrator

    2 weeks ago

    Stockport, Stockport, United Kingdom Page Personnel Sales Full time

    Job TitleSenior IFA Administrator: We are seeking an experienced Senior IFA Administrator to join our team at Page Personnel Sales. As a key member of our financial services team, you will play a vital role in supporting our advisers with administrative tasks and ensuring the smooth operation of our business.About the RoleThe successful candidate will have...

  • Ifa Administrator

    6 months ago

    Stockport, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Stockport** **£24,000 - £28,000** **Hybrid Working** **Are you an IFA Administrator who is now considering your next move?** - Are you fed up of working in the office full time? - Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)? -...

  • Administrator - IFA Operations Role

    3 weeks ago

    Stockport, Stockport, United Kingdom Prestige Recruitment Group Full time

    IFAs Need Your Expertise:Prestige Recruitment Group is seeking a seasoned IFA Administrator to support our financial planning advisors in their daily activities. This is a fantastic opportunity to join a leading recruitment agency and make a real impact on our clients' businesses.About the Role:As an IFA Administrator, you will process account applications,...

  • Ifa Administrator

    6 months ago

    Stockport, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Stockport** **£24,000 - £30,000** **Hybrid Working available** **Are you an IFA Administrator who is now considering your next move?** - Are you fed up with working in the office full-time? - Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your...

  • Ifa Administrator

    3 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    Technical IFA Administrator Stockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your Birthday The option to buy and sell holidays.Full exam support Group Life Scheme Hybrid working Flexible working hours Our client are a highly progressive and buoyant...

  • IFA Administrator

    3 weeks ago

    Stockport, United Kingdom Medlock Partners Full time

    Technical IFA Administrator Stockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Group Life Scheme Hybrid working Flexible working hours Our client are a highly progressive...

  • IFA Administrator

    1 month ago

    Stockport, United Kingdom Medlock Partners Full time

    Technical IFA AdministratorStockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.Full exam supportGroup Life Scheme Hybrid working Flexible working hours Our client are a highly progressive and buoyant...

  • IFA Administrator

    1 month ago

    Stockport, United Kingdom Medlock Partners Full time

    Technical IFA AdministratorStockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.Full exam supportGroup Life Scheme Hybrid working Flexible working hours Our client are a highly progressive and buoyant...

  • Ifa Administrator

    6 months ago

    Stockport, United Kingdom NJR Recruitment Full time

    IFA ADMINISTRATOR - Chartered Practice SALARY; 25,000 + Structured Career Path & Exam Support LOCATION : Stockport NJR Recruitment are working in Partnership with a well-established and highly professional firm of Independent and Chartered Financial Advisers. Currently based in Hyde, Cheshire our Client will soon be moving to the Stockport area in to a...

  • IFA Administrator

    2 weeks ago

    stockport, United Kingdom Medlock Partners Full time

    Job Description Technical IFA Administrator Stockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Group Life Scheme Hybrid working Flexible working hours Our client are a...

  • IFA Administrator

    1 month ago

    Stockport, United Kingdom Medlock Partners Full time

    Job Description Technical IFA Administrator Stockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Group Life Scheme Hybrid working Flexible working hours Our client are a...

  • IFA Administrator

    1 month ago

    Stockport, UK, Greater Manchester, United Kingdom Medlock Partners Full time

    Technical IFA AdministratorStockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.Full exam supportGroup Life Scheme Hybrid working Flexible working hours Our client are a highly progressive and buoyant...

  • IFA Administrator

    3 weeks ago

    Stockport, Greater Manchester, United Kingdom Medlock Partners Full time

    Technical IFA Administrator Stockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Group Life Scheme Hybrid working Flexible working hours Our client are a highly...

  • IFA Administrator

    3 weeks ago

    Stockport, Greater Manchester, United Kingdom Medlock Partners Full time

    Technical IFA Administrator Stockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Group Life Scheme Hybrid working Flexible working hours Our client are a highly...