Ifa Client Bank Provided

We are a directly authorised, independent business with 13 IFAs across the UK. Our core aim is to help clients from all walks of life, as we believe that everyone deserves the opportunity to receive valuable financial advice. This means that you will be exposed to a huge array of clients and different situations to keep you engaged and on your toes. **The...

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...

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...

**IFA Administrator - Manchester - Leading Wealth Manager - Salary negotiable depending on experience, progression available.** A market leading Financial Planning business with multiple offices across the UK currently has a vacancy for an experienced IFA Administrator to join their team in central Manchester. The company have grown quickly over the past...

**IFA Administrator - Manchester - Salary to £32**,000 plus Benefiits (potentially negotiable)** Our client is a well established firm of Independent Financial Advisors based in central Manchester. They have a close-knit team who work hard to ensure that their clients receive a first class service. **The role**: - The role will be supporting the...

**IFA Administrator - Manchester - Salary negotiable up to £24K plus Bonus and Benefits** MB Fitzgerald are currently working with a leading North-West based Chartered Financial Planners in central Manchester who are looking to recruit an IFA Administrator. The role will suit somebody with 1 year + of experience working in Financial Services...

**CLIENT SUPPORT - IFA Firm** **Manchester City Centre** **Up to £25,000 + Benefits + Exam Support** NJR Recruitment is currently working with a small and established firm of Independent Financial Advisers based in Manchester City Centre. In 2007, our Client were one of the very first firms in the UK to be awarded Chartered status, which has been...

We are delighted to be recruiting for an IFA Administrator to join a high-quality specialist pension firm based in Manchester city centre. Salary up to £28,000 plus benefits, this is flexible for the right person. Key responsibilities will include - Administration of pensions, property purchases, rentals and sales, insurance company bonds, general...

We are delighted to be recruiting for an IFA Administrator to join a high-quality specialist pension firm based in Manchester city centre. Salary up to £28,000 plus benefits, this is flexible for the right person. (home working available) Key responsibilities will include - Administration of pensions, property purchases, rentals and sales, insurance...

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 -...

**Senior IFA Administrator** **Location: Manchester** **Salary: £20,000 - £30,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...

**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...

Job Description Senior IFA Administrator Manchester (Ultra High net worth Clients) Salary up to £38,000 (Experience dependant) Hybrid working (3 days from home) ** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service** Our client are a highly progressive and buoyant Firm of Independent Financial...

**IFA Administrator - Manchester - Salary to £30**,000 plus Bonus and Benefiits (potentially negotiable)** One of the North-west's leading Wealth Management Organisations are currently in the market to recruit an IFA Administrator to join their growing team in Nottingham. **The role**: - The role will be supporting the company's Financial Advisor's based...

A mid-sized Financial Planning firm based in Manchester are looking to hire a IFA administrator to provide high quality support to the Financial Advisers within the firm, to ensure their clients are serviced with the utmost attention. **Main duties;** Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and...

Supporting Advisers in Manchester and LondonFerguson Dean, a respected national IFA practice, is looking for a skilled IFA Support Consultant to support Advisers in Manchester and London.This role involves working closely with a paraplanning team to undertake client reviews, prepare reports, and conduct market research. You will also contribute to the...

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...

We are looking for a highly organized and detail-oriented IFA Operations Coordinator to join our team. As an IFA Operations Coordinator, you will be responsible for processing transfers, top-ups, withdrawals, income, contributions, fund switches, and other tasks associated with client accounts.You will work closely with a team of Senior Paraplanners and...

I am working with a leading Financial Planning firm, with a great reputation down to their high quality and personal approach to financial planning. The firm in question are looking to add an IFA Administrator to the team, to provide high quality support to the Paraplanners and Financial Advisers within the firm and oversee other members of the team. They...

We are currently partnered with a specialist Investment Manager that provides tax efficient investment opportunities to financial advisors.. With a commitment to excellence, the firm support its clients to achieve their financial goals through strategic and well managed investments.The firm is seeking a highly skilled and motivated Business Development...