Ifa Administrator

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...

We 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...

**Administrator (Financial Adviser Support) Role - Part time 21 hours** **Up to £21,000 pro rata** **About us**: Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes them feel heard and taken care...

**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 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...

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 the firm, in...

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 the firm, in...