Current jobs related to IFA Administrator - Manchester - Page Personnel

  • IFA Administrator

    1 week ago

    Manchester, United Kingdom Page Personnel Full time

    We are working with a successful financial services organisation in Manchester 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...

  • IFA Administrator

    1 week ago

    Manchester, United Kingdom Page Personnel Full time

    We are working with a successful financial services organisation in Manchester to recruit for an IFA Administrator to join their growing administration function. Client DetailsThis 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...

  • Ifa Administrator

    3 months ago

    Manchester, United Kingdom Page Personnel Full time

    IFA based in Manchester - Full time/part time **About Our Client**: As IFA Administrator, you will provide administration support for advisers, paraplanners and wider team. Day to day, your role will include: - Processing new business - Producing and sending the client annual review packs by obtaining valuations, performance information and charges...

  • Ifa Administrator

    4 months ago

    Manchester, United Kingdom Recruit UK Full time

    Recruit UK are working on an excellent opportunity for an Employee Benefits Administrator position in Manchester to join a leading Independent Financial Advice firm. This company is a well-established, award winning, financial advisory business, based Manchester. This firm is people first working with financially vulnerable clients, developing responsible...

  • Senior IFA Administrator

    7 days ago

    Manchester, United Kingdom Taylor James Professional Recruitment Full time

    {"title": "Senior IFA Administrator", "content": "Key ResponsibilitiesAs a Senior IFA Administrator, you will be responsible for processing new business applications, submitting transaction and trade requests, and obtaining illustrations and product literature. You will also be required to mentor and train junior team members, prepare annual review packs,...

  • Senior IFA Administrator

    7 days ago

    Manchester, United Kingdom Taylor James Professional Recruitment Full time

    {"title": "Senior IFA Administrator", "content": "Key ResponsibilitiesAs a Senior IFA Administrator, you will be responsible for processing new business applications, submitting transaction and trade requests, and obtaining illustrations and product literature. You will also be required to mentor and train junior team members, prepare annual review packs,...

  • Junior IFA Administrator

    1 week ago

    Manchester, United Kingdom Heat Recruitment Ltd Full time

    A well-respected Wealth Management firm that seeks to build long-term, trusting relationships with its clients. They have a great community feel throughout the company culture, with a very friendly and professional working environment in the centre of Manchester. This is a fantastic position for a graduate, school leaver or administrator looking to develop...

  • Junior IFA Administrator

    1 week ago

    Manchester, United Kingdom Heat Recruitment Ltd Full time

    A well-respected Wealth Management firm that seeks to build long-term, trusting relationships with its clients. They have a great community feel throughout the company culture, with a very friendly and professional working environment in the centre of Manchester.This is a fantastic position for a graduate, school leaver or administrator looking to develop a...

  • Senior IFA Administrator

    2 days ago

    Manchester, United Kingdom Taylor James Professional Recruitment Full time

    Senior IFA Administrator OpportunityWe are seeking a highly organized and experienced Senior IFA Administrator to join our client's team in Manchester. As a key member of the team, you will be responsible for providing administrative support to financial planners and clients, ensuring the smooth operation of the business.Key Responsibilities:Process new...

  • Senior IFA Administrator

    2 days ago

    Manchester, United Kingdom Taylor James Professional Recruitment Full time

    Senior IFA Administrator OpportunityWe are seeking a highly organized and experienced Senior IFA Administrator to join our client's team in Manchester. As a key member of the team, you will be responsible for providing administrative support to financial planners and clients, ensuring the smooth operation of the business.Key Responsibilities:Process new...

  • Ifa Administrator

    3 months ago

    Manchester, United Kingdom Jane Deane Recruitment Limited Full time

    An enthusiastic member is required to complement an existing team, who has at least 3 years’ experience in working in an IFA practice and a good knowledge of using Intelligent Office. To provide day-to-day support to clients and the Financial Consultants, including: - To proactively deliver a high level of technical support and excellent client service -...

  • Ifa Administrator

    3 months ago

    Manchester, United Kingdom Ortus PSR Full time

    The Salary Range for this role within the IFA Administration team is up to £28,000 and offers hybrid working from their Oldham office. - You will manage administrative tasks such as scheduling appointments, preparing paperwork, and organizing client files. - Communicate with clients to answer inquiries, schedule meetings, and provide updates on financial...

  • Trainee Ifa Administrator

    3 months ago

    Manchester, United Kingdom MB Fitzgerald Full time

    **Junior IFA Administrator - Entry level opportunity - Manchester - up to £20,000 plus company benefits** MBF are currently working closely with a well established firm of Chartered Financial Planners based in Manchester who are looking to recruit a Junior IFA Administrator for their team. The company are well known as one of the leading Financial...

  • Ifa Administrator

    4 months ago

    Manchester, United Kingdom NJR Recruitment Full time

    **IFA ADMINISTRATOR** **CENTRAL MANCHESTER - PERFECT LOCATION!** **24000 - 28000 + BENEFITS** Our Client are an established firm of Independent Financial Planners offering unique and sophisticated advice on a range of products, including Pensions & Investments. Based in a convenient location of Manchester City - right near Deansgate Train Station and on...

  • Ifa Administrator

    4 months ago

    Manchester, United Kingdom NJR Recruitment Full time

    **IFA ADMINISTRATOR** **CENTRAL MANCHESTER - PERFECT LOCATION!** **24000 - 28000 + BENEFITS** Our Client are an established firm of Independent Financial Planners offering unique and sophisticated advice on a range of products, including Pensions & Investments. Based in a convenient location of Manchester City - right near Deansgate Train Station and on...

  • Junior IFA Administrator

    1 week ago

    Manchester, United Kingdom Heat Recruitment Full time €24 - €25

    A well-respected Wealth Management firm that seeks to build long-term, trusting relationships with its clients. They have a great community feel throughout the company culture, with a very friendly and professional working environment in the centre of Manchester. This is a fantastic position for a graduate, school leaver or administrator looking to develop...

  • Junior IFA Administrator

    7 days ago

    Manchester, United Kingdom Heat Recruitment Full time €24 - €25

    A well-respected Wealth Management firm that seeks to build long-term, trusting relationships with its clients. They have a great community feel throughout the company culture, with a very friendly and professional working environment in the centre of Manchester. This is a fantastic position for a graduate, school leaver or administrator looking to develop...

  • Ifa/pensions Administrator

    4 months ago

    Manchester, United Kingdom NJR Recruitment Full time

    **IFA / PENSIONS ADMINISTRATOR** **CENTRAL MANCHESTER** **SALARY IS UP TO £30,000** **NJR Recruitment are working in Partnership with a**n independent firm of actuaries who specialise in providing pension schemes for company directors, partners and their staff. Based in Manchester city centre, close to various Tram stops and train stations, our client...

  • Ifa Administrator

    4 months ago

    Manchester, United Kingdom Jane Deane Recruitment Limited Full time

    **Purpose**: The main purpose of this role is to support Consultants to provide an exceptional client journey. The role invokes building relationships with clients to ensure that they feel supported, whatever stage of their investment or financial advice journey they may be on, working closely with other teams. **Key responsibilities**: - Providing 1-2-1...

  • Ifa Administrator

    3 months ago

    Manchester, United Kingdom Jane Deane Recruitment Limited Full time

    **Purpose**: The main purpose of this role is to support Consultants to provide an exceptional client journey. The role invokes building relationships with clients to ensure that they feel supported, whatever stage of their investment or financial advice journey they may be on, working closely with other teams. **Key responsibilities**: - Providing 1-2-1...

IFA Administrator

4 months ago

Manchester, United Kingdom Page Personnel Full time

This role as an IFA Administrator requires a detail-oriented individual with a strong grasp of financial services. The successful candidate will be responsible for supporting the IFAs in delivering exceptional administrative support to selected advisers.

Client Details

This firm is well established and reputable within the wealth management sector. Based in Manchester city centre, they will offer the successful candidate a chance to develop in an IFA Administrator role and offer support to study as well as scope for progression in the medium-long term. The firm has a large growth vision and are in a position to recruit and further develop the ambitions of their employees through offering long term opportunities.

Description

As IFA Administrator, you will be responsible for:

Providing comprehensive administrative support to the financial advising team
Assisting with client onboarding and maintaining client records accurately
Processing new business applications and liaising with providers
Processing fund switches and withdrawals
Preparing valuation reports
Writing letters on advice and execution
Preparing client review meetings and reports
Ensuring compliance with regulatory requirements
Handling client queries in a professional and timely manner
Supporting the team in maintaining efficient and effective processes
Participating in team meetings and contributing to the company's continuous improvement strategyProfile

A successful IFA Administrator should have:

Experience working in a similar is desirable
Knowledge of pensions, investments and other financial products
Proficient use of Microsoft Office Suite.
Excellent communication and organisational skills.
Ability to multitask and prioritise workload effectively.
Familiarity with regulatory requirements in the financial services sector.
Strong attention to detail and a commitment to delivering high-quality service.Job Offer

As IFA Administrator, you will get:

An estimated salary range of £(phone number removed)
24 days holiday plus Christmas off
A supportive company culture that values teamwork and professional growth.
Study support if required with bonuses for exams passed
Pension contribution of 8%
Bonus scheme
Death in service