Senior Ifa Administrator

2 weeks ago


Liverpool, United Kingdom Page Personnel - UK Full time

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 mind and greater profitability

This role will include but not limited to the following:

- Responsible for completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with our financial advisers as appropriate and providing support
- Acting as a point of contact for clients and dealing with their queries in an efficient and timely manner
- Making sure any updates and reports are issued to our clients in a timely manner
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance

**The Successful Applicant**:
The successful senior ifa administrator will require the following:

- Previous administration experience within a IFA
- Extensive working knowledge of Intelligent Office (iO) - Essential
- Able to organise and prioritise own workload.
- Able to communicate effectively and clearly to key persons / teams.
- High level of accuracy and concentration with ability to grasp new tasks quickly.
- Adaptable and flexible, and able to accept responsibility for given tasks.
- Ability to build constructive relationships with other members of staff at various levels.

**What's on Offer**:
This Senior IFA administrator role will offer the following:

- £30,000 - £38,000 - Dependant on experience
- Pension
- Death in service
- 25 days holiday + Bank
- Flexible working day
- On going training

Contact
- Hollie Doran
- Quote job ref
- JN-112023-6259289
- Phone number
- +44 151 255 3775


  • Ifa Administrator

    Found in: beBee jobs GB - 2 weeks ago


    Liverpool, Liverpool, United Kingdom Mitchell Hall Consulting Full time

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

  • Ifa Administrator

    5 days ago


    Liverpool, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: IFA Administrator **Location**: Liverpool **Salary**: £25,000 to £30,000 (depending on experience and qualifications) **About the Company**: You will be working on behalf of a highly successful, IFA firm who provide comprehensive financial planning and investment...


  • Liverpool, United Kingdom GCB Agency Recruitment Full time

    Location: Merseyside, Liverpool - Discipline: Financial Services - Job type: Permanent - Benefits: £20,000 - £25,000 - Published: 2023-06-01 - Expiry date: 2023-07-13 - Reference: 3584 We are currently looking for an IFA Support Administrator to join our clients, an established independent, chartered financial planning firm, based in Liverpool. This is a...


  • Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Services Liverpool 01/05/2024 Type of Position: Client Services Administrator - Liverpool Pay: £24k - £28k **Client Services Administrator - Liverpool**: **Responsibilities**: - Diary management to include booking and preparing for adviser meetings - Answering telephone and dealing with post in/out - Liaise with third parties, process new...

  • Paraplanner

    2 weeks ago


    Liverpool, United Kingdom Heat Recruitment Full time

    An ethical, bespoke and independent wealth management firm who provide an extremely client focused and professional service. The company has a fantastic reputation and are very forward thinking in terms of technology, IT systems and paperless processes. They provide a very cheerful working environment, encourage promotion from within and are situated in a...


  • Liverpool, United Kingdom Heat Recruitment Full time

    Our partner is a highly respected IFA firm in the Heart of Liverpool. Due to extensive new business introduced into the company they are looking to expand. They are a warm business and value their staff which corresponds with its high retention of staff. **The Opportunity** They are looking an experienced Administrator. They are preferably looking for a...


  • Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Client Services Administrator - Liverpool Pay: £24k - £28k Client Services Administrator - Liverpool We are working with a well-established wealth management firm based in Liverpool looking for an experienced Client Services Support Administrator to join their busy team. The right candidate will be flexible and dedicated, with...


  • Liverpool, United Kingdom The Birtenshaw Group Full time

    The Birtenshaw Group are currently looking to recruit a Senior Administrator to: - To provide an efficient and professional reception service - To provide direct administrative and clerical support within the administration team - Provide an efficient secretarial service for Committee meetings as required **Key tasks** - provide an efficient administrative...


  • Liverpool, United Kingdom Birtenshaw Full time

    The Birtenshaw Group are currently looking to recruit a Senior Administrator to: - To provide an efficient and professional reception service - To provide direct administrative and clerical support within the administration team - Provide an efficient secretarial service for Committee meetings as required **Key tasks** - provide an efficient administrative...


  • Liverpool, United Kingdom NHS Blood and Transplant (NHSBT) Full time

    Working with the department lead and the Office Manager youll make sure the department runs smoothly and effectively while acting as a key channel of communication between the senior managers and other colleagues within your directorate. By helping them make our wider strategies a success, youll also be playing your part in helping thousands of patients live...


  • Liverpool, United Kingdom Liverpool School of Tropical Medicine Full time

    **Reference**: **FEB20249711** - Expiry date: - 12:00, Wed, 13th Mar 2024- Location: - Liverpool- Salary: - £38,205.00 - £44,263.00 Per Annum- Benefits: - 30 Days holiday + Bank Holiday and additional Christmas closure days- Duration: - 18 month fixed-term contract**Senior Finance System Administrator** **Full time, Fixed-Term Contract for 18...

  • Senior Administrator

    2 weeks ago


    Liverpool, United Kingdom Link Group Full time

    **Overview** Link Group connects millions of people with their assets, including equities, pension and superannuation, investments, property, and other financial assets. We do this by partnering with thousands of financial market participants to deliver services, solutions and technology platforms that enhance the user experience and make scaled...

  • Senior Business Administrator

    Found in: Talent UK C2 - 3 weeks ago


    Liverpool, United Kingdom NHS Blood and Transplant Full time

    Job Summary Join the newly formed Organ & Tissue Donation and Transplantation (OTDT) Tissue & Eye Services Team and work alongside National and International leaders in the field of Donation and Transplantation. This exciting post is one that you can make your own, by providing excellent PA support to the Assistant Director Tissue & Eye Services and...


  • Liverpool, United Kingdom Ministry of Justice Full time

    **Senior Administrative Officer Liverpool North - 76602** **£23,637 - £29,046** **Liverpool**: **Overview of the job**: This is a co-ordination and senior administrative role in the Divisional office, Function / Cluster local offices. The jobholder will provide corporate support office-based activities to support the work of the Divisional and operational...


  • Liverpool, United Kingdom Liverpool University Hospitals NHS Foundation Trust Full time

    We are looking for an administrator who is self-motivated, demonstrates initiative and manages their administrative workload effectively. Good communication skills are essential with a variety of stakeholders in the key role of coordinating, organising and providing administrative and secretarial support to a busy Pharmacy Department over multiple...


  • Liverpool, United Kingdom Liverpool University Hospitals NHS Foundation Trust Full time

    The Pharmacy Administrator will provide full secretarial and administrative assistance to the Senior Management Team. The post holder will supervise as required and deliver clerical services to the Pharmacy Department. They will be an effective member of the department by providing a high standard of clerical services. The role is based at the Royal...

  • Financial Planning

    2 weeks ago


    Liverpool, United Kingdom Exchange Street Claims ltd Full time

    They're the financial planning arm of a sizeable Chartered Accountancy business. It means an environment with HNW clients and complex cases. It means accountancy departments to pick up leads from. It's a nurturing firm where they typically recruit from within so the training is excellent. You'll need 2+ years post-CAS financial planning experience. The...

  • Site Administrator

    2 days ago


    Liverpool, United Kingdom The R&A Full time

    The R&A runs professional championships including The Open, The Senior Open and the AIG Women’s Open, elite amateur events, international matches and rankings. The R&A, through R&A Rules Ltd, governs the sport worldwide, outside of the United States and Mexico, on behalf of over 41 million golfers in 144 countries and with the consent of 159 organisations...


  • Liverpool, United Kingdom Page Personnel Full time

    An exciting opportunity has arisen for a Paraplanner to join a reputable financial services firm. The successful candidate will be responsible for providing efficient and effective support to the financial advisory team. This firm is a respected player in the financial services industry, having won numerous awards in all areas of financial planning. One of...

  • Senior Business Administrator

    Found in: Talent UK C2 - 3 weeks ago


    Liverpool, United Kingdom NHS Blood and Transplant Full time

    Job summary Join the newly formed Organ & Tissue Donation and Transplantation (OTDT) Tissue & Eye Services Team and work alongside National and International leaders in the field of Donation and Transplantation. This exciting post is one that you can make your own, by providing excellent PA support to the Assistant Director Tissue & Eye Services and...