Current jobs related to IFA Administrator - West Lancashire Lancashire - Page Personnel

  • Ifa Administrator

    5 months ago

    West Midlands, United Kingdom Ortus PSR Full time

    Are you ready to embark on a journey and develop your career as an IFA Administrator where exceptional customer service meets the power of efficient administration? Look no further! we're on the lookout for a motivated and proactive Administrator to join a dynamic IFA firm. As a regulated business, you'll be at the heart of delivering exceptional service...

  • Ifa Administrator

    1 month ago

    West Bridgford, United Kingdom CV-Library Full time

    TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Senior IFA Administrator Location: Nottingham Benefits: Life Cover Pension Scheme Competitive Salary (£28k–£30k depending on experience and qualifications) Parking About the Role: Our client is a well-established financial advisory firm committed to delivering...

  • Ifa Administrator

    2 months ago

    West Bridgford, United Kingdom Templegate recruitment Full time

    TEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: Senior IFA AdministratorLocation: NottinghamBenefits:Life CoverPension SchemeCompetitive Salary (£28k–£30k depending on experience and qualifications)ParkingAbout the Role:Our client is a well-established financial advisory firm committed to delivering bespoke financial advice to...

  • Ifa Administrator

    5 months ago

    West Midlands, United Kingdom Ortus PSR Full time

    A Tech lead IFA firm is looking to hire an experienced IFA Administrator to assist the Head of Advise and their Paraplanner. You will be liaising with Product providers and completing the Administration for Investments and Pension Advice. You will have the opportunity to work from home 4 days a week and 1 day in the office to handle post etc in the...

  • Senior IFA Administrator

    1 month ago

    West Midlands Combined Authority, United Kingdom IDEX Consulting Full time

    Senior Administrator to Senior IFAOur client, a Chartered Holistic IFA practice based in the Midlands, is seeking a highly organized and detail-oriented Senior Administrator to join their team.The ideal candidate will have a background in Financial Planning or IFA administration and be able to work closely with a team of Financial Planners to deliver...

  • Senior IFA Administrator

    1 month ago

    West Midlands Combined Authority, United Kingdom IDEX Consulting Full time

    Senior Administrator to Senior IFAOur client, a Chartered Holistic IFA practice based in the Midlands, is seeking a highly organized and detail-oriented Senior Administrator to join their team.The ideal candidate will have a background in Financial Planning or IFA administration and be able to work closely with a team of Financial Planners to deliver...

  • Senior Financial Planner in Lancashire

    3 weeks ago

    Lancashire, United Kingdom Acquiring & Retiring Ltd ta IFA Recruiters Full time

    Financial Planner Opportunity in LancashireWe are seeking a highly skilled Financial Planner to join our team at Acquiring & Retiring Ltd t/a IFA Recruiters. As a Financial Planner, you will be responsible for managing a portfolio of high net worth clients in Lancashire, providing expert financial planning and investment advice to help them achieve their...

  • Senior Financial Planner in Lancashire

    3 weeks ago

    Lancashire, United Kingdom Acquiring & Retiring Ltd ta IFA Recruiters Full time

    Financial Planner Opportunity in LancashireWe are seeking a highly skilled Financial Planner to join our team at Acquiring & Retiring Ltd t/a IFA Recruiters. As a Financial Planner, you will be responsible for managing a portfolio of high net worth clients in Lancashire, providing expert financial planning and investment advice to help them achieve their...

  • Senior IFA Administrator

    1 month ago

    West Midlands Combined Authority, United Kingdom IDEX Consulting Full time

    IDEX Consulting is seeking a highly skilled Senior Administrator to join their team of Financial Planners. The ideal candidate will have a background in Financial Planning or IFA Administration and be a team player. Key responsibilities include arranging meetings, working closely with advisers and clients, and processing new business. The successful...

  • Senior IFA Administrator

    1 month ago

    West Midlands Combined Authority, United Kingdom IDEX Consulting Full time

    IDEX Consulting is seeking a highly skilled Senior Administrator to join their team of Financial Planners. The ideal candidate will have a background in Financial Planning or IFA Administration and be a team player. Key responsibilities include arranging meetings, working closely with advisers and clients, and processing new business. The successful...

  • Ifa Administrator

    4 months ago

    West Grinstead, United Kingdom Appointed Ltd Full time

    **My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.** They are seeking a IFA Administrator to join their team to assist in delivering an exceptional service to their clients. This is a full time...

  • Senior IFA Administrator

    2 months ago

    West Midlands Combined Authority, United Kingdom IDEX Consulting Full time

    About IDEX ConsultingIDEX Consulting is a leading Chartered Holistic IFA practice that manages over £750 million in client assets.Role OverviewWe are seeking a highly organized and detail-oriented Senior Administrator to join our friendly and welcoming team. As a Senior Administrator, you will play a crucial role in supporting our team of Financial Planners...

  • Senior IFA Administrator

    2 months ago

    West Midlands Combined Authority, United Kingdom IDEX Consulting Full time

    About IDEX ConsultingIDEX Consulting is a leading Chartered Holistic IFA practice that manages over £750 million in client assets.Role OverviewWe are seeking a highly organized and detail-oriented Senior Administrator to join our friendly and welcoming team. As a Senior Administrator, you will play a crucial role in supporting our team of Financial Planners...

  • IFA Administrator

    1 month ago

    West Bridgford, United Kingdom North Oak Recruitment Full time

    About the RoleWe are seeking an experienced IFA Administrator to join our team at North Oak Recruitment. The successful candidate will be responsible for providing administrative support to our financial planners and paraplanners, ensuring the smooth operation of our financial services.Key ResponsibilitiesProcess authority letters and gather financial data...

  • IFA Administrator

    1 month ago

    West Bridgford, United Kingdom North Oak Recruitment Full time

    About the RoleWe are seeking an experienced IFA Administrator to join our team at North Oak Recruitment. The successful candidate will be responsible for providing administrative support to our financial planners and paraplanners, ensuring the smooth operation of our financial services.Key ResponsibilitiesProcess authority letters and gather financial data...

  • Ifa Administrator

    5 months ago

    West Grinstead, United Kingdom Appointed Ltd Full time

    **My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.** They are seeking a IFA Administrator to join their team to assist in delivering an exceptional service to their clients. This is a part time...

  • IFA Compliance Administrator

    2 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time €25,000

    Our client is a very successful established IFA business and they are currently looking for Compliance support to join their team This is an entry level role however we are looking for people from a Financial Services background looking to step into Compliance. This role could lead to a great career within an IFA and Compliance work The ideal candidate...

  • IFA Administration

    2 weeks ago

    Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

    My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning. We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office...

  • IFA Administrator

    2 weeks ago

    Sutton Coldfield, West Midlands, United Kingdom NJR Recruitment Ltd Full time

    Our client offer a boutique Wealth Management service and provide bespoke financial soultions to High Networth individulas and businesses. An opportunity is now available for an IFA Administrator to join a growing and dynamic business. This individual will be assisting two advisers, so they will need to have previous experience working in a fast paced...

  • IFA Administration Team Leader

    2 weeks ago

    Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

    My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning. We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office...

IFA Administrator

2 months ago

West Lancashire Lancashire, United Kingdom Page Personnel Full time

We are working with a successful financial services organisation in Ormskirk to recruit for an IFA Administrator to join their growing administration function. Client Details This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisers. This business have a great culture and really nurture their staff and let people carve out their own careers. Description As IFA Administrator, you will be responsible for: Preparing portfolio valuations, producing illustrations and processing of new business Arranging meetings with clients for the advisers Handling client's requests and queries Preparing suitability reports for the approval of the Financial Adviser in line with the company policy Sending reports and investment information to clients Accurately submitting data on the system for clients Ensuring work is completed in specified timelines.Profile The successful applicant for this role must have the following skills and experience: Previous experience working in an IFA or financial planning firm Experience of report writing, valuations and appraisals would be ideal Strong administration skill set Great communication skills Good working knowledge of Microsoft applications Up to date with current FCA Legislation would be ideal Job Offer As IFA Administrator, you will get: £(phone number removed) salary 25 days holiday Study support for professional development Pension contribution Hybrid working Healthcare Great environment to learn and develop