Administrator - Independent Financial Adviser (Ifa)

4 weeks ago


Altrincham Greater Manchester, United Kingdom Page Personnel Sales Full time

This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.
Based in a great location in Altrincham, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive IFA Administrator to develop their career in the finance world. Administration support for valuations, transfers and client reviews in preparation for client meetings
Liaising with client and advisers with updates, changes and all matters relating to their financial matters
Maintaining the accuracy of client data on the system, ensuring all compliance regulations are being met
Providing policy documents to client where appropriate
Providing administration support to advisers following meetings with clients with agreed timescales
Highlighting breaches or complaints to the Compliance Manager as quick as possible
Previous experience working in an IFA or financial planning firm
Knowledge of financial products and funds
Experience of report writing, valuations and appraisals would be ideal
Strong administration skill set
Good working knowledge of Microsoft applications
Relevant qualifications include Certificate in Financial Services/Planning


23 days holiday rising to 25 with options to buy more, as well as birthday off
~ Study support for professional development
~ Pension contribution
~ Hybrid working
~ Annual discretionary bonus scheme
~ Social events and awards
~ Special training and development programmes/opportunities

#



  • Altrincham, United Kingdom Independent Resourcing Consultancy Full time

    **Independent Financial Adviser**: - Job Reference: 157 - Date Posted: 18 April 2023 - Recruiter: Independent Resourcing Consultancy - Location: Altrincham - Salary: £40,000 to £60,000 - Sector: Financial Advisers - Job Type: Permanent - Contact: Jon Minns - Telephone: 07854851535 IRC is working exclusively with a leading North West based Independent...

  • IFA Administrator

    7 days ago


    Stockport, Greater Manchester, United Kingdom Mitchell Hall Consulting Full time

    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...


  • Manchester, United Kingdom NJR Recruitment Full time

    **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...


  • Manchester, United Kingdom NJR Recruitment Full time

    **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...


  • Manchester, United Kingdom NJR Recruitment Full time

    **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...

  • IFA Administrator

    1 month ago


    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    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...

  • Ifa Administrator

    4 weeks ago


    Stockport, Greater Manchester, United Kingdom Mitchell Hall Consulting Full time

    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 client...

  • Financial Adviser

    3 days ago


    City of London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full time

    A new challenge. A new culture. A new perspective. If you’re looking for a role that provides you with autonomy, meritocracy and flexibility, you’ve come to the right Place. St. James’s Place. A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. Launch a...


  • Manchester, United Kingdom Heat Recruitment Full time

    The opportunity for an experienced Financial Adviser to join a growing financial planning practice in Greater Manchester. **What's on offer?** - Additional adviser bonus scheme - 25 days holiday + 8 days bank holiday - 5% company pension contribution - Flexible medical package - Monthly bonus payments on 3X validation of salary. This exciting role will see...


  • Uxbridge, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...


  • Uxbridge, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...

  • Protection Adviser

    1 month ago


    Altrincham, United Kingdom Independent Resourcing Consultancy Full time

    **Protection Adviser**: - Job Reference: 166 - Date Posted: 13 June 2023 - Recruiter: Independent Resourcing Consultancy - Location: Altrincham - Remote Working: Some remote working possible - Salary: £28,000 to £50,000 - Sector: Financial Advisers, Other Financial Services Jobs - Job Type: Permanent - Contact: Jon Minns - Telephone: 07854851535 IRC is...


  • Uxbridge, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...


  • Uxbridge, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...


  • Greater Manchester, United Kingdom Exchange Street Claims & Financial Services Full time

    This advert isn't to convince you to go self-employed.You've taken that decision. It's either in you or it isn't. And right now, it's all you can focus on.But if you thought finding an employed job was tough, navigating the self-employed world can be a nightmare. Who do you trust? Are their hidden costs? Are you missing something? It's a world littered with...


  • Manchester, United Kingdom CleverHR Full time

    We are pleased to represent this well-established and respected Financial Services firm that offer savings, investment, and protection products to families and individuals across the UK. As a Financial Adviser, you will help your customers reach their financial goals and savings aspirations, protect their families through a range of insurances, whilst...

  • Mortgage Adviser

    1 month ago


    Altrincham, United Kingdom Independent Resourcing Consultancy Full time

    **Mortgage Adviser**: - Job Reference: 167 - Date Posted: 15 June 2023 - Recruiter: Independent Resourcing Consultancy - Location: Altrincham - Salary: £30,000 to £50,000 - Sector: Mortgage Broker - Job Type: Permanent - Contact: Jon Minns - Telephone: 07854851535 IRC is delighted to be recruiting an experienced Mortgage Adviser on behalf of a very well...

  • Financial Adviser

    3 days ago


    City of London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full time

    Build long-term relationships. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight from leaders in other sectors. This is a full-time programme, fully funded by...


  • Trafford, Greater Manchester, United Kingdom JJ Search Full time

    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...

  • Financial Adviser

    6 days ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold a Level 4 Diploma in Financial Advice ** An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support. The ideal candidate will deliver personalized solutions to help...