Current jobs related to IFA Administrator - Cheadle Staffordshire - Recruitment22


  • Cheadle Hulme, United Kingdom Eventus Finance Full time

    **Eventus Recruitment Cheshire are seeking a Senior IFA Administrator to join a supportive and fast-paced team at a leading chartered financial planning / IFA firm in Stockport. Reporting to the Practice Manager, you will be working closely with a team of Financial Planners. This is a great job opportunity to join a well-established firm that puts its...

  • IFA Administrator

    4 months ago


    Cheadle, Borough of Stockport, United Kingdom Medlock Partners Ltd Full time

    IFA AdministratorStockport  Salary up to £30,000 (Experience dependant)  26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.Full exam supportGroup Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of...

  • Ifa Administrator

    4 months ago


    Cheadle, United Kingdom Jane Deane Recruitment Limited Full time

    Maintaining and updating filing systems, databases and records - Pipeline chasing - Compiling quotations and projections - Supporting the advisers with various administrative tasks as assigned **Requirements**: - Proven experience in an financial services administration role - Proficient in Microsoft Office Suite (Word, Excel) - Excellent written and...


  • Cheadle, United Kingdom Jane Deane Recruitment Limited Full time

    Well established IFA practice require an experienced financial services administrator to complement their existing team. The role includes compiling comparison quotations, submitting new business, pipeline chasing and liaising closely with advisers, clients snd providers. Applicants should have previous financial services administration experience along...


  • Basford, Stoke-on-Trent, Staffordshire, United Kingdom Amber River Midlands Full time

    About the RoleThe Amber River Midlands is seeking an experienced Financial Services Administrator to join their team. As a Financial Services Administrator, you will play a crucial role in supporting the office managers and financial planners in providing an efficient, professional, high-quality, and compliant service to clients.Key ResponsibilitiesObtain...


  • Basford, Stoke-on-Trent, Staffordshire, United Kingdom Amber River Midlands Full time

    About the RoleThe Amber River Midlands is seeking an experienced Financial Services Administrator to join their team. As a Financial Services Administrator, you will play a crucial role in supporting the office managers and financial planners in providing an efficient, professional, high-quality, and compliant service to clients.Key ResponsibilitiesObtain...


  • Stoke-on-Trent, Staffordshire, United Kingdom IDEX Consulting Ltd Full time

    The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients. Preparing performance documentation for client review appointments Run risk profiler results via FE Analytics Processing and monitoring switch directly with provider or electronically via...


  • Stoke-on-Trent, Staffordshire, United Kingdom IDEX Consulting Ltd Full time

    The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients. Preparing performance documentation for client review appointments Run risk profiler results via FE Analytics Processing and monitoring switch directly with provider or electronically via...


  • Stoke-on-Trent, Staffordshire, United Kingdom Ferguson Dean Full time €300,000

    A highly respected, successful IFA practice in the Stoke have been acquired by a leading regional firm. As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is c. £150m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£300k plus space. Clients are primarily...


  • Stoke-on-Trent, Staffordshire, United Kingdom Ferguson Dean Full time €300,000

    A highly respected, successful IFA practice in the Stoke have been acquired by a leading regional firm. As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is c. £150m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£300k plus space. Clients are primarily...

IFA Administrator

4 months ago


Cheadle Staffordshire, United Kingdom Recruitment22 Full time €30,000

IFA Administrator - Stockport/Hybrid Working - up to £30,000

This an opportunity to join a Stockport based IFA and one of the larger companies in the region, and with this comes a team full of good experienced professionals, clear reporting lines and excellent opportunities for personal development.

The IFA Administrator supports the Adviser by processing transfers, top-ups, withdrawals and contributions. Managing workload using a personal diary system. Addressing client and Adviser queries, and managing client/provider queries via phone and email.

You will need experience of doing a similar role within an independent financial advisers to be considered for this position.

Hours can be slightly flexible between Monday and Friday, they are open to anyone looking for reduced hours too and offer hybrid working, 50% in the office, 50% working from home.

Additional information and benefits:

* 26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday

* Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home.

* Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am - 4pm.

* 37.5 hours per week

* Company Pension Scheme

* Access to Benefit Hub which includes discounts to products, tickets etc

* Group Life Scheme