Ifa Client Support

We are looking for a skilled IFA Support Specialist to join our team in Liverpool. As an IFA Support Specialist, you will play a key role in supporting our advisers and ensuring that our clients receive excellent service.About the RoleYou will be responsible for managing the client review service cycle, from initial contact to completion.You will work...

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...

**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...

IT Bods Ltd is a leading financial planning organisation that prides itself on its team-oriented approach and commitment to employee growth.Job SummaryWe are searching for a highly organised IFA Administrator to support our team in delivering exceptional client service. This role requires a proactive individual with experience in a similar administrative...

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...

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...

Wealth Planning Practice - Client Relationship Manager roleMy client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office.You'll be supporting the IFA Administrators, Financial Planners & Paraplanners,...

Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners &...

Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners &...

Key ResponsibilitiesThe Client Relationship Manager will be responsible for dealing with new business administration, client suitability letters, and other aspects of financial services administration.You will support the IFA Administrators, Financial Planners & Paraplanners, ensuring that all tasks are completed efficiently and effectively.A competitive...

We are seeking a highly skilled and experienced Client Relationship Manager to join our Wealth Planning Practice in Liverpool. This is an excellent opportunity for someone who is passionate about delivering exceptional client service and working closely with our IFA Administrators, Financial Planners & Paraplanners.Key ResponsibilitiesSupport the...

About Our OpportunityWe are looking for a Senior Client Liaison Specialist to join our Wealth Management practice in Liverpool. As a key member of our team, you will be responsible for managing client relationships and supporting our IFA Administrators, Financial Planners & Paraplanners.Key ResponsibilitiesAdminister new business opportunities and ensure...

We are excited to announce a new opportunity for a Wealth Management Support Professional to join our team in Liverpool. As a key member of our wealth planning practice, you will be responsible for supporting our IFA Administrators, Financial Planners & Paraplanners, and providing exceptional client service.Key ResponsibilitiesSupport the management of...

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...

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...

NJR Recruitment is proud to partner with a respected Financial Planning firm in St Helens, offering an exciting opportunity for an Administrator to join their expanding Client Support Team.Job Description:Manage the annual review process and maintain accurate recordsProcess new Pension and Investment applications efficientlyLiaise with clients and...

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**:...

Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...

Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...