Ifa Administrator
2 months ago
Salary up to £35,000 (Experience dependant) 26 days holiday, You will receive an additional days leave on your Birthday
Hybrid working (3 days from home)
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 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 Senior Paraplanners and Financial Planners to provide administrative support.
Processing new business, providing Client illustrations and valuations
Dealing with client/provider queries over the phone and via email.
Maintaining client records on back-office system
Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.
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.
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Ifa Administrator
5 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...
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IFA Administrator
1 month ago
Manchester, United Kingdom Ernest Gordon Recruitment Limited Full timeIFA Admin (Progression to Advisor)£27,000 - £31,000 + Training + Progression + Supported Study + Company BenefitsManchesterWe are seeking a skilled IFA professional to join our team as an IFA Admin, providing support to advisors and contributing to the growth of our wealth management firm.As an IFA Admin, you will be responsible for processing new business...
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2 months ago
Manchester, United Kingdom CV-Library Full timeSenior IFA Administrator Manchester Salary up to £35,000 (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 are a highly progressive and buoyant Firm of Independent Financial...
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Ifa Administrator
5 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...
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Ifa Administrator
5 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...
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3 days ago
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Senior IFA Administrator
2 days ago
Manchester, United Kingdom Medlock Partners Full timeSenior IFA Administrator Manchester (Ultra High net worth Clients)Salary up to £38,000 (Experience dependant)Hybrid working (3 days from home) ** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service** Our client are a highly progressive and buoyant Firm of Independent Financial Planners who...
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1 day ago
Manchester, United Kingdom Medlock Partners Full timeJob Description Senior IFA Administrator Manchester (Ultra High net worth Clients) Salary up to £38,000 (Experience dependant) Hybrid working (3 days from home) ** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service** Our client are a highly progressive and buoyant Firm of Independent...
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Senior IFA Administrator
2 days ago
Manchester, United Kingdom Medlock Partners Full timeSenior IFA Administrator Manchester (Ultra High net worth Clients)Salary up to £38,000 (Experience dependant)Hybrid working (3 days from home) ** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service** Our client are a highly progressive and buoyant Firm of Independent Financial Planners who...