Financial Planning Administrator

We are looking for an additional IFA administrator/ Accounts Assistant to join our small team and support our Financial Advisers and Paraplanners. This role would suit somebody with financial services experiences or individuals who are interested in moving into the financial services industry. Duties will include but will not be limited to; - Reconciling...

CLIENT SERVICING ADMINISTRATOR Job title: Administrator Location: Hale, Manchester **Salary**: £22,000 to £25,000 per annum, depending on experience. Plus, quarterly bonus relating to performance. Contract: Permanent Hours: Full time Mon to Friday 35 hours per week. Closing date: 19th July 2024 The opportunity An exciting new opportunity has arisen...

Due to continued growth and internal promotion, an exciting opportunity has arisen for an experienced financial services administrator to join our team, based at our Altrincham Office, Greater Manchester. You will have knowledge of the financial planning process and ideally be experienced in providing client and financial adviser support. The role covers a...

An exciting opportunity has arisen for a Financial Planning Administrator to work with one of the leading Wealth management firms. **Key Purposes** To provide efficient administrative support for financial planners to assist delivery of bespoke solutions to clients as part of the financial advice process. To accurately process business in line with the...

Our client, a Chartered Financial Planning practice based in Altrincham are currently seeking to recruit an additional Financial Planning Administrator to join their friendly team. The organisation is well established and have a fantastic reputation in Greater Manchester and across the North West. Due to increased workload and an internal promotion, they...

**Role Responsibilities** The incoming Senior Financial Planning Administrator will deal with a range of client queries. Key tasks include: - Produce EIS & VCT summaries for clients when requested - Liaise with providers to resolve queries - Overseeing withdrawal requests - Processing new business submissions - Preparing meeting packs - Ensuring...

**Location** **Salary** **Posted on** **Reference** **Altrincham £30000 20/11/2023 NJR14158 DESCRIPTION Senior Financial Planning Administrator Altrincham Up to £30,000 NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial...

Successful IFA Practice based in Altrincham require an additional Financial Planning Administrator to compliment their existing team. This role involves looking after an adviser on a one-to-one basis dealing with the full range of financial planning products. Duties as follows: - Key Areas Provide an effective link between client and consultant. Ensure...

**Financial Planning Administrator** **Altrincham** **Up to £30,000** NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial Planning Assistant. - Providing direct support to a team of Financial Consultants, daily duties will be...

**Financial Services Administrator** **Altrincham, Cheshire** **Salary: £25,000 - £30,000** We are delighted to be working with a South Manchester based and award winning Financial Planning Management Practice based in Altrincham, Cheshire. They have an exciting opportunity for an experienced IFA administrator to join a well established and growing...

Our client an established firm of financial planners based in south Manchester have a requirement for an experienced financial service administrator.Responsibilities: Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers and ensuring that new business is set up...

**Position Summary** Due to continued growth, Capstone Financial is seeking a Client Administrator to join our busy administration team based in the Altrincham area. **Role Purpose** Supporting the adviser team and the wider operation, ensuring that new business cases are processed effectively; whilst maintaining a timely turnaround and high level of...

**reference**: BBBH19130_1691662225 Administration Assistant **Vacancy Type**: Permanent **Location**: Altrincham, Greater Manchester **Salary**: Up to £18000.00 per annum Trainee Administrator - Altrincham - Permanent circa £18,000 I'm currently working with a brilliant legal firm based in Altrincham - assisting them in their search for a Trainee...

**reference**: BBBH19130_1687776480 Administration Assistant **Vacancy Type**: Permanent **Location**: Altrincham, Greater Manchester **Salary**: Up to £18000.00 per annum Trainee Administrator - Altrincham - Permanent circa £18,000 I'm currently working with a brilliant legal firm based in Altrincham - assisting them in their search for a Trainee...

**Job Title: IVA Specialist with Training for Corporate Insolvency Administrator** **Location**: Altrincham, UK **About Us**: We are a leading insolvency firm based in Altrincham, dedicated to providing comprehensive debt solutions and corporate insolvency services. With a focus on professionalism and client-centric approach, we aim to assist individuals...

Job Title: IVA Specialist with Training for Corporate Insolvency Administrator Location: Warrington, UK About Imperium Financial Recruitment:Imperium Financial Recruitment is a leading agency specializing in connecting talented professionals with opportunities in the financial sector. With a reputation for excellence and personalized service, we strive to...

**Job Title: Financial Services Administrator** **Duties include**: Provide administration support to financial advisers Liaising with clients and other third parties - dealing with queries Updating the database Preparing meeting packs Sending review letters Processing fund switches, rebalances and withdrawals **Requirements**: Previous financial...

Imperium Financial Recruitment is delighted to be recruiting on behalf of a prestigious insolvency practice based in the heart of South Manchester. We are seeking a dedicated and experienced Bankruptcy Administrator to join our client's dynamic team. This role offers an exciting opportunity to manage a diverse caseload of bankruptcy files and contribute to...

Opportunity informationSalary £12000 per yearDuration 15 monthsAdvert closing date 01/09/2023DescriptionA fantastic opportunity to join a vibrant and successful company.We are seeking an enthusiastic Financial Administrator Apprentice to support our team.Key responsibilities and accountabilities are: Updating our CRM and systems adhering to both new advice...

Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis... To provide efficient, friendly, and professional administration support to both clients & IFAs. The Role: Dealing with adhoc queries from Advisers/Clients/ProvidersTasks to be recorded and maintained via back-office...