IFA Administrator

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...

Client Administrator role - IFA Wealth practice My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining...

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 -...

Client Administrator role - IFA Wealth practice My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client...

Client Administrator role - IFA Wealth practice My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client...

**Location** **Salary** **Posted on** **Reference** **Manchester £18000 - £20000 27/02/2023 NJR13472 DESCRIPTION Trainee IFA Administrator Location: Manchester City Centre Salary; £19,000 NJR Recruitment is currently working in Partnership with an incredibly well established and very professional firm of Chartered Financial Advisers based in the Heart...

**Location** **Salary** **Posted on** **Reference** **Manchester £18000 - £20000 01/03/2023 NJR13472 DESCRIPTION Trainee IFA Administrator Location: Manchester City Centre Salary; £19,000 NJR Recruitment is currently working in Partnership with an incredibly well established and very professional firm of Chartered Financial Advisers based in the Heart...

**Location** **Salary** **Posted on** **Reference** **Manchester £18000 - £20000 10/02/2023 NJR13472 DESCRIPTION Trainee IFA Administrator Location: Manchester City Centre Salary; £19,000 NJR Recruitment is currently working in Partnership with an incredibly well established and very professional firm of Chartered Financial Advisers based in the Heart...

Junior IFA Administrator Location: Manchester City Centre Salary; 18,000 - 20,000 + Exam Support NJR Recruitment is currently working with a small and established firm of Financial Advisers based in the heart of Manchester City Centre. Our Client provides advice on a wide range of areas including Investment Management, Retirement Planning, Inheritance Tax...

**Location** **Salary** **Posted on** **Reference** **Manchester £20000 13/11/2023 NJR14252 DESCRIPTION JUNIOR IFA ADMINISTRATOR Location : Manchester City Center £19,000 - £22,000 + Exam Support NJR Recruitment is currently working with a small and established firm of Financial Advisers based in the heart of Manchester City Centre. Our Client provides...

**Location** **Salary** **Posted on** **Reference** **Manchester £20000 15/11/2023 NJR14252 DESCRIPTION JUNIOR IFA ADMINISTRATOR Location : Manchester City Center £19,000 - £22,000 + Exam Support NJR Recruitment is currently working with a small and established firm of Financial Advisers based in the heart of Manchester City Centre. Our Client provides...

**Location** **Salary** **Posted on** **Reference** **Manchester £20000 17/11/2023 NJR14252 DESCRIPTION JUNIOR IFA ADMINISTRATOR Location : Manchester City Center £19,000 - £22,000 + Exam Support NJR Recruitment is currently working with a small and established firm of Financial Advisers based in the heart of Manchester City Centre. Our Client provides...

**IFA Administrator** **Manchester City Centre** **£32,000 per annum** **Monday - Friday** **Flexible benefits package** Would you like you to work for the UK's leading professional services group, providing administrative support to Financial Planners and Investment Managers? Have regular contact with clients and colleagues to ensure client...

Financial Planning Administrator 24,000 - 32,000 per annum Manchester City Centre Our client is a leading privately owned financial and investment consultancy located in a gorgeous location of Manchester City Centre that offers free private parking! NJR Recruitment has been instructed to assist our client with a new requirement for an IFA Administrator to...

**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...

I am working with a leading Financial Planning firm, with a great reputation down to their high quality and personal approach to financial planning. The firm in question are looking to add an IFA Administrator to the team, to provide high quality support to the Paraplanners and Financial Advisers within the firm and oversee other members of the team. They...

My client is a chartered financial planning business in central Manchester. They are looking for an experienced IFA Administrator to provide one to one support for selected Advisers within the firm.The role Processing new business applicationsProcessing fund switches, surrenders, income and investment withdrawalsProduct and fund research for new investments...

My client is a chartered financial planning business in central Manchester. They are looking for an experienced IFA Administrator to provide one to one support for selected Advisers within the firm.The role Processing new business applicationsProcessing fund switches, surrenders, income and investment withdrawalsProduct and fund research for new investments...

My 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...

My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client records amongst other aspects of financial services...