Ifa Administrator

Client Administrator role - IFA Wealth practiceMy 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...

**IFA Administrator**: - Job Reference: 169 - Date Posted: 13 June 2023 - Recruiter: Independent Resourcing Consultancy - Location: Stockport - Salary: £18,000 to £25,000 - Sector: Administration, Client Services - Job Type: Permanent, Employed - Contact: Jon Minns RC is recruiting for an experienced IFA Administrator for a well established financial...

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...

Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 year's experience in a financial service / financial advice firm. Would ideally like someone who wants to work full time but happy to look at part time (4 days or Monday to Friday reduced hours ifpreferred. Main duties & responsibilitiesProcess Transfers, Top...

**Location** **Salary** **Posted on** **Reference** **Manchester £18000 - £20000 24/02/2023 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 20/02/2023 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 22/02/2023 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...

This website uses cookies to ensure you get the best experience on our website. IFA Administrator - Barnet - Artemis Recruitment Consultants Financial Services Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company...

A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Financial Planning Administrator will have financial planning / IFA client services experience and will provide a high level of support to a team of Financial Advisors. The Financial Planning Administrator will...

** RECRUITMENT TEAM / CANDIDATE ADMINISTRATOR** **LOCATION: CENTRAL MANCHESTER** **SALARY: NEGOTIABLE + INDIVIDUAL & TEAM BONUSES** NJR Recruitment are looking to recruit a Team Administrator to join our incredibly busy and fun working environment. We operate a hard working, family friendly culture and we are massively rewarded for what we put in. The role...

**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...

Who we are atJuniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily.We are committed to providing the training and support to help all our staff reach their full potential.We are a bunch of nice people; even if we do say so...

Who we are atJuniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily.We are committed to providing the training and support to help all our staff reach their full potential.We are a bunch of nice people; even if we do say so...

Who we are at Juniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily. We are committed to providing the training and support to help all our staff reach their full potential. We are a bunch of nice people; even if we do say so...

IFA Financial Planning Administrator required. We're looking for someone with at least a couple of years financial services administration sales support experience. Hybrid working available. Starting salary from £30,000 Are you an experienced financial planning administrator? Do you love working in administration and wish to take your career in sales...

The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment. The Financial Planning Administrator...

25-30K Salary (depending on experience) A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment. The Financial...

Adviser Support required for successful Chartered practice based in Manchester city centre. Duties include: Acting as point of contact for clients, preparing pre-sale documentation, conducting fund research, preparing valuation reports, processing new business and find switches, writing suitability reports. Applicants will need to have a strong academic...

A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...