IFA Administrator
2 weeks ago
My client is currently looking for an experienced IFA Administrator to join their team in Knutsford.The role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standardsTo work closely with the aligned Financial Planners to deliver excellent client outcomesTo build relationships with clients and maintain regular contactMaintain back-office systems and client records in line with the company policiesRequest policy information from third party policy providers if applicableLiaise with operational teams where support is provided on activities. e.g. scripts, transfers, corporate actions, static data changes, where applicablePreparation of meeting packs and valuations (as required)Assist Investment Managers in the preparation of new business pitches and presentations To be successful in this role, you should have: Proven experience working in the financial services industryA strong ethic of client serviceAbility to work under pressure and to prioritise workExcellent communication skills both written and verbal, influencing and organisational skillsAbility to use judgement and reasoning to propose solutions to problems As a co...
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Ifa Administrator
1 week ago
Knutsford, United Kingdom Eventus Finance Full timeEventus Recruitment are seeking an experienced IFA Administrator to join a successful IFA / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays,...
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Ifa Administrator
1 week ago
Knutsford, United Kingdom mbf. Full time**IFA Administrator - Knutsford - Salary to £29 ,000 plus Bonus and Benefiits (potentially negotiable)** One of the UK's largest Wealth Management Organisations are currently in the market to recruit an IFA Administrator to join their growing team in Knutsford. **The role**: - The role will be supporting the company's Financial Advisor's based in the...
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Ifa Adminsitartor
5 days ago
Knutsford, United Kingdom ST Resourcing Ltd Full timeWe are delighted to be recruiting for an IFA Administrator in Knutsford, this wealth management firm are looking for a proactive and enthusiastic IFA administrator to join their already established administration team supporting existing Financial Plannersand Paraplanners. Salary up to £30,000 plus benefits, this is flexible for the right person. Key...
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Assistant Ifa Administrator
7 days ago
Knutsford, United Kingdom mbf. Full time**Assistant IFA Administrator - Knutsford - National Wealth Management Organisation - Salary up to £25,000 plus Benefits and Bonus - Full time, office based** MBF are currently working with one of our best clients who have a fantastic opportunity for an Assistant IFA Administrator. Our client are a National Wealth Management with offices across the UK....
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Ifa Administrator
1 week ago
Knutsford, United Kingdom Idex Full timeMy client is currently looking for an experienced IFA Administrator to join their team in Knutsford. **The role**: - To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards - To work closely with the aligned...
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IFA Administrator
7 days ago
Knutsford, Cheshire East, United Kingdom Evelyn Partners Full time £25,000 - £40,000 per yearCompany Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose...
