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...

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...

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 -...

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...

**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, 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** **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** **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 / 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...

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...

**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...

**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...

My 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...

Join 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...

My 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 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...

**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...

Well 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...

**CLIENT SUPPORT - IFA Firm** **Manchester City Centre** **Up to £25,000 + Benefits + Exam Support** NJR Recruitment is currently working with a small and established firm of Independent Financial Advisers based in Manchester City Centre. In 2007, our Client were one of the very first firms in the UK to be awarded Chartered status, which has been renewed...

Junior Client Support required for IFA practice based in Manchester City Centre. The role is dealing with Group Scheme administration, which will involve the reviews for the GPP (Group Pension Plans) and providing quotes for the group risk renewals. Meeting and greeting visitors Answering incoming telephone calls and taking messages where...