Ifa Administrator

**IFA ADMINISTRATOR** **Altrincham** **Up to 29,000** NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within...

**Location** **Salary** **Posted on** **Reference** **Altrincham £28000 - £30000 10/02/2023 NJR13394 DESCRIPTION NEW & EXCLUSIVE ROLE - IFA ADMINISTRATOR LOCATION: Altrincham SALARY: Up to 30,000 FLEXIBLE WORKING HOURS & HYBRID WORKING PATTERN NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered...

** EXCLUSIVE OPPORTUNITY TO NJR** **IFA ADMINISTRATOR - Sports Professionals** **Location: Altrincham** **Salary: Up to £29,000** NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced...

Overview: Our subsidiary business, Dunham Wealth is seeking an IFA Administrator to join their small but busy team based in Altrincham. Dunham is an independent boutique wealth management company with over 30 years experience in advising high net worth clients. The objective of this role is to support the advisers with an efficient administrative support...

**Location** **Salary** **Posted on** **Reference** *** Altrincham £24000 - £28000 11/03/2024 NJR14669 DESCRIPTION IFA / Project Administrator Salary is between 24,000 - 28,000 Location : Altrincham Most of the work will be project based work, and will include; Ongoing advice switch off \" Running reports from Sales force for clients with a household...

**Location** **Salary** **Posted on** **Reference** *** Altrincham £24000 - £28000 11/03/2024 NJR14669 DESCRIPTION IFA / Project Administrator Salary is between 24,000 - 28,000 Location : Altrincham Most of the work will be project based work, and will include; Ongoing advice switch off \" Running reports from Sales force for clients with a household...

**IFA / Project Administrator** **Salary is between £24,000 - £28,000** **Location: Altrincham** Most of the work will be project based work, and will include; **Ongoing advice switch off** - Running reports from Sales force for clients with a household funds under management of less than £100k - sending lists to adviser **Reallocation** - Running...

**General** - Minimum of 3 years experience within a financial advice firm supporting IFAs - Very high level of attention to detail - Ability to work independently managing their own workload of tasks delegated by team manager Previous experience with the following providers would be very useful in terms of familiarity with navigating their website for...

**Financial Administrator** Salary £25,000 - £29,000 South Manchester, Cheshire - £25,000 - £29,000 - Excellent benefits package & career development. Wealth Management firm who have won numerous financial services awards is looking to recruit within its IFA Support team. This Cheshire based firm is a big believer in career development and rewarding...

IFA Administrator Vacancy. Altrincham. Up to £30,000 Starting Salary.This opportunity is perfect if you're looking for the next step in your Administration career, but don't necessarily want to become a Paraplanner. The company don't have Paraplanners but the do have an experienced support team who have been up-skilled so write Suitability Reports, conduct...

IFA Administrator Vacancy. Altrincham. Up to £30,000 Starting Salary.This opportunity is perfect if you're looking for the next step in your Administration career, but don't necessarily want to become a Paraplanner. The company don't have Paraplanners but the do have an experienced support team who have been up-skilled so write Suitability Reports, conduct...

IFA Administrator Vacancy. Altrincham. Up to £30,000 Starting Salary. This opportunity is perfect if you're looking for the next step in your Administration career, but don't necessarily want to become a Paraplanner. The company don't have Paraplanners but the do have an experienced support team who have been up-skilled so write Suitability...

We are looking for an additional IFA administrator/ Accounts Assistant to join our small team and support our Financial Advisers and Paraplanners. This role would suit somebody with financial services experiences or individuals who are interested in moving into the financial services industry. Duties will include but will not be limited to; - Reconciling...

We are working alongside a highly-reputable bespoke independent Financial Planners who are on the lookout for experienced IFAs. The business specialise in providing bespoke advice to High Net Worth clients. **The Opportunity** The opportunity here is for a Financial Advisor with a professional and level-headed approach to come in and help provide advice to...

Due to continued growth and internal promotion, an exciting opportunity has arisen for an experienced financial services administrator to join our team, based at our Altrincham Office, Greater Manchester. You will have knowledge of the financial planning process and ideally be experienced in providing client and financial adviser support. The role covers a...

**Location** **Salary** **Posted on** **Reference** **Altrincham £22500 - £23500 10/02/2023 NJR13504 DESCRIPTION FINANCIAL ADVISER ADMINISTRATOR LOCATION: ALTRINCHAM SALARY: UP TO 23,500 " Preparing pre-meeting documentation for the Adviser " Creating Client Valuations & Illustrations " Chasing Letters of Authority " Liaising with Product Providers &...

We are currently recruiting for a Financial Planning practice based in Altrincham who are looking for a Client Support Administrator. Job Purpose To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants. Responsibilities  Providing an efficient new business processing service for sales...

We are currently recruiting for a Financial Planning practice based in Altrincham who are looking for a Client Support Administrator. Job Purpose To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants. Responsibilities  Providing an efficient new business processing service for sales...

Well established IFA practice require an additional adviser to complement their existing team. All clients will be provided along with dedicated administration and paraplanning support. Prospective applicants will require previous advisory experience, great client facing skills, strong IT skills and a willingness to work as part of a team. The role is...

**Our client based in Altrincham have a fantastic opporunity to join their growing team. Please find a brief job spec below.** **Job Purpose** - To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants. **Principal Accountabilities** - Providing an efficient new business processing service for sales...