Ifa Administrator
6 months ago
Well established IFA practice based in Sale require an additional administrator to compliment their existing team.
**Main day-to-day duties and responsibilities**
The processing and chasing new business on behalf IFAs in a compliant and timely manner
The recording of the above on Intelligent Office and scanning the completed file to client records accurately
Sending letters or authority and speaking to providers to request information on a variety of matters
Answering the phone, dealing with clients, making appointments for advisers in Outlook
Dealing with post
Obtaining client quotations from providers
Producing portfolio reports for the adviser to review client investments
Checking and issuing policy documentation.
Must be IO literate
Must have a basic understanding of FS products and working within an IFA practice (this probably goes hand in hand with the above)
Must be able to type and have good written and spoken English
Must have good computer skills and know how to use Microsoft office (word excel and outlook)
Must have good interpersonal skills and telephone manner
Must like working as part of a team and be able to manage their own workload.
Have a keen eye for detail and getting things right first time.
**Salary**: Up to £30,000.00 per year
**Experience**:
- IFA administration: 1 year (preferred)
Work Location: Hybrid remote in Sale
-
Ifa Administrator
6 months ago
Sale, United Kingdom Jane Deane Recruitment Limited Full timeWell established IFA practice based in Sale require an additional administrator to compliment their existing team. **Main day-to-day duties and responsibilities** The processing and chasing new business on behalf IFAs in a compliant and timely manner The recording of the above on Intelligent Office and scanning the completed file to client records...
-
Paraplanner/IFA Administrator
3 weeks ago
Sale, United Kingdom Acsol Ltd Full timeWe are looking for an experienced IFA Administrator or Paraplanner to be based at head office in Sale, South Manchester. On a day-to-day basis you will ensure ongoing support for the financial advisers, act as an integral member of the team and will ensure that professionalism and excellent client relationships are demonstrated at all times. Principal...
-
Paraplanner/IFA Administrator
1 month ago
Sale, United Kingdom CV-Library Full timeWe are looking for an experienced IFA Administrator or Paraplanner to be based at head office in Sale, South Manchester. On a day-to-day basis you will ensure ongoing support for the financial advisers, act as an integral member of the team and will ensure that professionalism and excellent client relationships are demonstrated at all times. Principal...
-
Paraplanner/IFA Administrator
2 days ago
Sale, United Kingdom Acsol Ltd Full timeWe are looking for an experienced IFA Administrator or Paraplanner to be based at head office in Sale, South Manchester. On a day-to-day basis you will ensure ongoing support for the financial advisers, act as an integral member of the team and will ensure that professionalism and excellent client relationships are demonstrated at all times.Principal...
-
Financial Services Coordinator
2 days ago
Sale, Trafford, United Kingdom Acsol Ltd Full timeCompany OverviewAcsol Ltd is a dynamic and supportive organisation seeking an experienced IFA Administrator or Paraplanner to join their team in Sale, South Manchester. As a key member of the team, you will provide ongoing support to financial advisers, communicate effectively with colleagues, and maintain excellent client relationships.Job SummaryThis is a...
-
Financial Planning Administrator
6 months ago
Sale, United Kingdom atomos Full time**Join Our Team as a Financial Planning Administrator**: **Career** Seize this rewarding opportunity to become a Financial Planning Administrator and elevate your professional journey. Within our dynamic environment that blends the innovative spirit of a start-up with the stability of a formidable national presence, you are positioned to make a real...
-
Financial Services Administrator
7 months ago
Sale, United Kingdom atomos Full time**Financial Planning Administrator**: **Career** Are you looking for a career rather than just a job? Do you want to be valued for what you do? Do you have experience working in a Wealth Management or Financial planning environment? We pride ourselves on helping our people understand the bigger picture and get involved in a variety of work. Your career is...
-
Paraplanner
4 months ago
Sale, United Kingdom Ferguson Dean Full timeA rapidly expanding regional IFA firm in Sale are looking to recruit an additional paraplanner. The firm are at the cutting edge of technology, fully embracing AI to smooth the client experience and assist in reports and administration. The role will have a large degree of client contact and interaction and there is a direct path to advice in the firm, in...
-
Paraplanner
4 months ago
Sale, United Kingdom Ferguson Dean Full timeA rapidly expanding regional IFA firm in Sale are looking to recruit an additional paraplanner. The firm are at the cutting edge of technology, fully embracing AI to smooth the client experience and assist in reports and administration. The role will have a large degree of client contact and interaction and there is a direct path to advice in the firm, in...
-
Paraplanner
1 month ago
Sale, United Kingdom Ferguson Dean Full timeJob Description A rapidly expanding regional IFA firm in Sale are looking to recruit an additional paraplanner. The firm are at the cutting edge of technology, fully embracing AI to smooth the client experience and assist in reports and administration. The role will have a large degree of client contact and interaction and there is a direct path to advice in...
