IFA Administrator

Wealth Administrator / IFA Administrator / Financial Planning / Wealth Management / IFA / Financial Advice / Financial Adviser / Financial Planner / Financial Advisor / CII / DipPFS / DipFA / LIBF / AAT / ACCA / Tax / RO3 **Location -** Preston, UK **Salary -** £23,000-£25,000 **Duration -** Permanent, full time A national wealth management firm are...

**Overview**:An excellent opportunity for an Administrator has arisen to join a small reputable IFA practice in Preston. **Key Skills**:You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You will need to be a team player and be happy to help other team members when...

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...

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...

My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards Assist the business as and when required in various tasks upon request,...

My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards Assist the business as and when required in various tasks upon request,...

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...

**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...

**Location** **Salary** **Posted on** **Reference** **Lancashire £21000 12/05/2023 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 15/05/2023 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 18/04/2023 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 19/04/2023 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 17/05/2023 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 09/08/2023 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...

Job DescriptionWho 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...

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...

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,...

**HOT NEW VACANCY** Administrator - Preston (PR2) - Ashton £22k per annum plus opportunity to gain IFA qualification for day 1 Our client, based in the heart of Preston are looking for an experienced Administrator to join a very busy but extremely happy team. This role is working Monday to Friday 8:30am to 5pm I hour lunch - Office based 21 days holiday...