![Medlock Partners](https://media.trabajo.org/img/noimg.jpg)
IFA Administrator
2 months ago
IFA Administrator Manchester
Salary up to £30,000 (Experience dependant) 26 days holiday, You will receive an additional days leave on your Birthday
Full exam support Death in service
Hybrid working (3 days from home)
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 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:
- Processing new business, providing Client illustrations and valuations
- Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
- Complete all relevant Compliance associated
- You will be responsible for supporting dedicated Advisors, which will aid an enhance the Client experience and your knowledge
- 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.
- Working and liaising effectively Closely with Director’s and Advisors
- Co-ordination of Advisers Diary, scheduling meetings etc
- 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.
We have other current jobs related to this field that you can find below
-
Ifa Administrator
2 months ago
Manchester, United Kingdom Page Personnel Full timeIFA 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
2 months ago
Manchester, United Kingdom Recruit UK Full timeRecruit 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
2 months ago
Manchester, United Kingdom Jane Deane Recruitment Limited Full timeAn 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 months ago
Manchester, United Kingdom Ortus PSR Full timeThe 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...
-
Trainee Ifa Administrator
2 months ago
Manchester, United Kingdom MB Fitzgerald Full time**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
2 months ago
Manchester, United Kingdom Medlock Partners Ltd Full timeIFA Administrator, Manchester based Salary up to £28,000 (Experience dependant) 25 days annual leave Social EventsExam Funding Bonus Scheme Fully funded staff events Private Medical Insurance X4 DIS Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial...
-
Ifa Administrator
2 months ago
Manchester, United Kingdom NJR Recruitment Full time**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
2 months ago
Manchester, United Kingdom NJR Recruitment Full time**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
2 months ago
Manchester, United Kingdom Medlock Partners Full timeIFA Administrator Manchester Salary up to £30,000 (Experience dependant) 26 days holiday, You will receive an additional days leave on your BirthdayFull exam support Death in service Hybrid working (3 days from home)Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing...
-
IFA Administrator
2 months ago
Manchester,, Greater Manchester, United Kingdom Medlock Partners Full timeIFA Administrator Manchester Salary up to £30,000 (Experience dependant) 26 days holiday, You will receive an additional days leave on your BirthdayFull exam support Death in service Hybrid working (3 days from home)Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing...
-
Ifa/pensions Administrator
2 months ago
Manchester, United Kingdom NJR Recruitment Full time**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...
-
Ifa Administrator
4 weeks ago
Manchester, United Kingdom Idex Full timeMy client is currently looking for an IFA Administrator to join them in Manchester. **The Role**: - To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards - To work closely with the...
-
Ifa Administrator
2 months ago
Manchester, United Kingdom Jane Deane Recruitment Limited Full time**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...
-
Ifa Administrator
2 months ago
Manchester, United Kingdom Jane Deane Recruitment Limited Full time**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...
-
Ifa Administrator
3 months ago
Manchester, United Kingdom Idex Full timeMy 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...
-
Ifa Administrator
2 months ago
Manchester, United Kingdom Hilltop Financial Planning Full timeJoin 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...
-
Ifa Administrator
2 months ago
Manchester, United Kingdom Idex Full timeMy client is currently looking for an experienced IFA Administrator in Manchester city centre. **Role and responsibilities** - Provide client support to Financial Planners and Directors, including being first line contact for all clients when the Advisors are unavailable - Liaise with Financial Planners and Paraplanners, as and when required - Making sure...
-
Investment Administrator
2 months ago
Manchester, United Kingdom Jane Deane Recruitment Limited Full timeInvestment Administrator required for IFA practice based in Manchester City Centre. The role involves administering investments using internal systems and procedures. **Duties** Producing valuations Placing trades Cash and stock reconciliation Establishing new accounts Processing contract notes Answering the telephone Dealing with...
-
Ifa Administrator
2 months ago
Manchester, United Kingdom Castlefield Full time**THE ROLE** **Job title: Assistant Client Manager / Client Facing IFA administrator** **Team: Client Management** **Reports to: Manager, Client Management** **Location: Manchester, 111 Piccadilly, M1 2HY** **Hybrid working: circa 60% at home & 40% in the office (working from the office full time during probation)** **Hours: Full-time (36.25...
-
Wealth Management Administrator
1 month ago
Manchester, United Kingdom Jane Deane Recruitment Limited Full timeWell established IFA practice based in Manchester City Centre require an additional administrator to complement their existing team. The role involves dealing with HNW clients. Duties to include, but not limited to: - Processing new business - Placing deals - Processing technical workload such as Loan Trusts and multiple tranche investments.. - Providing...