Administrator - Independent Financial Adviser (Ifa)

Their main headquarters is based near Chorley, which is a very busy office where you will support the financial advisers and the wider team. Providing an efficient and effective administration service Monitoring and chasing up applications and other transactions across various platforms and providers Previous experience working in an IFA or financial...

**Job Title: Financial Planning Administrator** **Location: Chorley, Preston** **Salary: £24,000 - £30,000 + Bonus Scheme** Our client is seeking a highly skilled and motivated Financial Planning Administrator to join the existing team and provide support to the companies Independent Financial Advisers. (IFA) and members of the Senior Leadership Team...

Juniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We are committed to providing the training and support to help all our staff reach their full potential. 2 years’ experience working in an administrative role at a financial advice firm. ~ Someone with attention to detail and a passion for process,...

Juniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We are committed to providing the training and support to help all our staff reach their full potential. 2 years’ experience working in an administrative role at a financial advice firm. ~ Someone with attention to detail and a passion for process,...

IFA practice based in Chorley require an additional Senior IFA Administrator. **Key Tasks and Responsibilities include (but not limited to)** - Daily contact for nominated adviser(s), updating and liaising to conclude work related tasks - Submission and completion of new business cases adhering to the compliance and new business processing guidelines set...

This website uses cookies to ensure you get the best experience on our website. Learn more Got it! , , IFA Administrator - Barnet - Artemis Recruitment Consultants Financial Services Barnet 22/12/2023 Type of Position: IFA Administrator - Barnet Pay: £24k - £30k IFA Administrator - Barnet Working in collaboration with Financial Advisers and...

This is a Financial Planning Administrator role based in Burscough. We are partnering with an IFA business to support them in this recruitment process. This is a really good financial services opportunity for a driven individual, and this employer fully supports employees in their studies. **Client Details** This client is looking for someone who can...

Self Employed Financial Adviser, Chorley (TB-1470) £ - £ with initial financial support / Paraplanning & Admin provided This is a well-established and successful business that delivers comprehensive and holistic advice to clients across Chorley. With a focus on developing and maintaining long-term, trusted relationships with their clients, demonstrating...

**Financial Administrator** **Location: Clayton-Le-Woods, Chorley (PR6)** **Salary: £25,000 per annum** Working as part of the team at LFP Consultants Ltd who are an Appointed Representative of St. James’s Place Wealth Management Plc. An excellent opportunity has arisen for a Financial Administrator to work for a successful, growing, Partner Practice....

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

**Just because you’re happy doesn’t mean you can’t be happier.** Most people who read job adverts are not desperate for a new job. People like you for example. You're happy enough. Well thought of. Well looked after. And what’s the harm in that? **This is a business where 8 planners are billing on average £475,000 per annum. They're working on...

Self Employed Financial Adviser, Burnley (TB-1473) This is a well-established and successful business that delivers comprehensive and holistic advice to clients across Burnley. With a focus on developing and maintaining long-term, trusted relationships with their clients, demonstrating honesty, integrity, and excellence, to ensure that both private and...

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...

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...

Financial Administrator Location: Clayton-Le-Woods, Chorley (PR6) Salary: £25,000 per annum Working as part of the team at LFP Consultants Ltd who are an Appointed Representative of St. Jamess Place Wealth Management Plc. An excellent opportunity has arisen for a Financial Administrator to work for a successful, growing, Partner Practice. You will be...

Financial AdministratorLocation: Clayton-Le-Woods, Chorley (PR6)Salary: £25,000 per annumWorking as part of the team at LFP Consultants Ltd who are an Appointed Representative of St. Jamess Place Wealth Management Plc.An excellent opportunity has arisen for a Financial Administrator to work for a successful, growing, Partner Practice. You will be part of a...

**Financial Planning Administrator - Chorley** Are you looking to develop your Financial Administration skills by joining a Market Leading Wealth Management Company with an established and successful administration team? If the answer is yes, then read on! Tempest Jones have a fantastic vacancy for a Financial Administrator to join a busy Chorley Office...

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we have over 30 offices nationally, employing over 400 people including more than 150 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the...

**Location** **Salary** **Posted on** **Reference** **Lancashire £21000 02/08/2023 NJR13705 DESCRIPTION ADMINISTRATOR Eccleston Competitive 24 hours per week, 9am - 5pm (part time) **Benefits**: " Amazing working environment " Career Progression " Company pension " Discretionary Bonuses Key Responsibilities " Arranging client appointments " Preparing...

**Location** **Salary** **Posted on** **Reference** **Lancashire £21000 04/08/2023 NJR13705 DESCRIPTION ADMINISTRATOR Eccleston Competitive 24 hours per week, 9am - 5pm (part time) **Benefits**: " Amazing working environment " Career Progression " Company pension " Discretionary Bonuses Key Responsibilities " Arranging client appointments " Preparing...