Ifa Client Support

Exciting IFA Administrator Opportunity - Thriving Firm **About Our Client**: 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 their name is the market for being straight forward financial advisors. This business have a great...

**IFA Administrator** **Salary**: £28,000 - £32,000. Liverpool Merseyside based Financial Planning firm which is near Southport is looking to recruit an experienced IFA Administrator due to the internal growth of the business. This role also offers hybrid working from home 2-3 days a week. This Financial Services firm is known for a low staff turnover...

Senior IFA Administrator - Exciting Opportunity - Wealth Management **About Our Client**: This growing financial services business have been established for a number of years and currently have 4 offices across the north west. Their varied portfolio of services are based on partner-led, personal relationships which ultimately give their clients peace of...

Our client is a successful and established IFA firm in Liverpool and they are currently looking for a full time in house Compliance Officer to join the teamThis role is for File review work looking at files such as Pensions and Investment work generated by the Financial planners and ensuring they have been processed in a Compliant manner , adhering to FCA...

**Senior IFA Administrator / Wealth Planning Administrator** **Based Liverpool - Hybrid Working and Flexible Hours** **Salary £28,000 - £40,000 depending upon experience** Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge? **Then we have the role for...

Are you seeking a rewarding career opportunity in the financial services industry? Look no further! We are recruiting on behalf of a highly regarded and award-winning Independent Financial Advisor (IFA) firm, who are currently expanding their team. This leading IFA firm are offering a salary up to £24,000. **Responsibilities**: Work closely with everyone...

We are thrilled to have partnered with a leading independent financial advice firm in Liverpool, who are actively looking for a IFA Administrator to join their team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and...

Fantastic Financial Services Opportunity - Growing Organisation - Liverpool city centre **About Our Client**: Established nearly 40 years ago, this firm is one of the most experienced in the industry and have a network of offices and cover extensively across the North West. They are now in the market for a Financial Services Administrator to join to...

Position OverviewOur client, a reputable and well-established Independent Financial Advisory (IFA) firm, is seeking a dedicated and detail-oriented Compliance Specialist to join their compliance team.Key ResponsibilitiesThis role primarily involves conducting thorough file assessments, focusing on documentation related to pension schemes and investment...

My client is currently looking for an IFA Administrator to join them in Liverpool. **The Role**: - To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards - To work closely with the aligned Financial Planners to...

About the RoleWe are seeking an experienced IFA Administrator to join our team at Page Personnel Sales. As an IFA Administrator, you will play a crucial role in supporting our financial services team.Key ResponsibilitiesPrepare and process portfolio valuations, illustrations, and new business submissionsArrange meetings with clients for our financial...

About the RoleWe are seeking an experienced IFA Administrator to join our team at Page Personnel Sales. As an IFA Administrator, you will play a crucial role in supporting our financial services team.Key ResponsibilitiesPrepare and process portfolio valuations, illustrations, and new business submissionsArrange meetings with clients for our financial...

A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. **Department**: Operations - Fees **Salary**: Competitive with an excellent...

A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. The Team The team is also responsible for the collection of fees on behalf of...

Title: Client Documentation Reviewer Location: Liverpool **Salary**: £23,000 - £26,000 Reference: 8717 The company: Recruit UK is working with a well-established and thriving National Investment Firm that is seeking a Client Documentation Reviewer to join their team in the Liverpool Office. As a Client Document Reviewer, you will work collaboratively...

A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. **Job Title**: Administrator **Department**: Operations - Fees **Location**:...

Job Summary:Ortus PSR is seeking a highly skilled Paraplanner to join our dynamic team. As a key member of our financial services firm, you will play a crucial role in supporting our financial advisors by conducting in-depth analysis, research, and preparing financial reports.Key Responsibilities:Conduct thorough research and analysis to support the...

We're an independent wealth management firm who need an administrator to join the team. **About Us** Hanson Financial Services are an independent, directly authorised practice based in Liverpool. We offer holistic financial planning to a local and national client base. We're growing rapidly and believe in a supportive and collaborative work culture. We...

Our client is an established and reputable Independent Financial Advisor (IFA) company committed to providing expert financial guidance and support to their diverse range of clients. With a strong emphasis on professionalism and integrity, our client fosters a collaborative and inclusive culture where employees are encouraged to develop their skills and...

Project Architect Liverpool, Visiting site in the Northwest, Midlands and Southwest £35,000 - £45,000 + Bonus + Mileage + Training + Progression to DirectorThis is a really great opportunity for a recently fully qualified Architect to join a growing yet established practice who work on a variety of projects in the Residential and Commercial sectors,...