Ifa Administrator

4 weeks ago

Stockport, United Kingdom McGregor Recruitment Full time

**IFA ADMINISTRATOR - PART TIME - EITHER 4 FULL DAYS OR 5 DAYS REDUCED HOURS**

**SALARY: £25-£30K PRO RATA**

**Hyprid Working and Flexi Time**

**50% working in office and 50% working from home**

Our client is a very well-established **Financial Services/ Wealth Management** company who work with a variety of clients and have been established for over 25 years. Now looking for a bright and proactive individual who has worked within **Financial Services/Wealth Management** for a minimum of one year and looking for the next step in their career. This role would suit someone who enjoys **Administrative** work and is happy to commit to a role long term. This role is part time and hours can be discussed. The role is busy and the environment is fun

The successful individual will work alongside Chartered Financial Planners and support the team in processing new business and the management of existing clients. You will have regular contact with clients and enjoy communicating with clients and be used to working in a confidential manner. The role will be busy and interesting and you will be based within a supportive and friendly team.

The Duties:

- Processing Transfers, Top Ups, Withdrawals, Income, Fund Switches, Bed & ISA and protection in an accurate manner - through to completion
- Understanding of 3rd party providers platforms
- Maintaining the personal diary system on client management system to ensure all tasks are prioritised and completed
- Dealing with a high level of confidential information
- Responsible for handling any client queries and resolving all issues in a professional and timely manner
- Mange all post relating to new business cases
- Typing client correspondence and reports
- Maintaining client records on back-office system
- Ad hoc administrative duties as required

**Experience required**:

- Experience of working within Financial Services or Wealth Management would be desirable - ideally a minimum of one year’s experience
- Excellent communication skills
- Good administration experience
- Good telephone manner
- Used to working in a team
- Good attention to detail
- Ability to work in a team

**The Benefits**:

- Competitive salary
- Hybrid working
- 26 days holidays + all bank holidays (3 days to be used at Christmas)
- Company Pension Scheme
- Access to Benefit Hub which includes discounts to products, tickets, etc.
- Group Life Scheme
- Flexible working hours
- Performance related bonus

**Job Types**: Full-time, Permanent

Pay: £25,000.00-£30,000.00 per year

**Benefits**:

- Bereavement leave
- Casual dress
- Company events
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Financial planning services
- Flexitime
- Free parking
- Health & wellbeing programme
- Language training provided
- Life insurance
- On-site parking
- Sick pay
- Work from home

Schedule:

- Day shift
- Monday to Friday
- No weekends

Work Location: Hybrid remote in Stockport

  • Ifa Administrator

    3 weeks ago

    Stockport, United Kingdom Page Personnel Full time

    IFA Administrator - Growing financial firm in south Manchester **About Our Client**: This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK. Based in a great...

  • Ifa Administrator

    4 weeks ago

    Stockport, United Kingdom Mitchell Hall Consulting Full time

    Client Administrator role - IFA Wealth practiceMy client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport.You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client...

  • Ifa Administrator

    2 weeks ago

    Stockport, United Kingdom Mitchell Hall Consulting Full time

    Client Administrator role - IFA Wealth practiceMy client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport.You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client...

  • Ifa Administrator

    2 months ago

    Stockport, United Kingdom Mitchell Hall Consulting Full time

    Client Administrator role - IFA Wealth practiceMy client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport.You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client...

  • Ifa Administrator

    2 months ago

    Stockport, United Kingdom Mitchell Hall Consulting Full time

    Client Administrator role - IFA Wealth practice My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining...

  • Ifa Administrator

    1 week ago

    Stockport, United Kingdom Mitchell Hall Consulting Full time

    Client Administrator role - IFA Wealth practiceMy client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport.You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client...

  • Trainee Ifa Administrator

    3 weeks ago

    Stockport, United Kingdom Cranleigh Personnel Full time

    **Trainee IFA Administrator** **Location - Stockport** **Salary: £22,000 rising to £24,000 after probation** Do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered working for an IFA? For this role - Any transferable skills from working within pensions or...

  • Ifa Administrator

    3 weeks ago

    Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Stockport £26000 13/11/2023 NJR13682 DESCRIPTION IFA Administrator Stockport Salary up to £26,000 NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a talented IFA Administrator to join...

  • Ifa Administrator

    2 weeks ago

    Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Stockport £26000 15/11/2023 NJR13682 DESCRIPTION IFA Administrator Stockport Salary up to £26,000 NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a talented IFA Administrator to join...

  • Ifa Administrator

    2 weeks ago

    Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Stockport £26000 17/11/2023 NJR13682 DESCRIPTION IFA Administrator Stockport Salary up to £26,000 NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a talented IFA Administrator to join...

  • Ifa Administrator

    2 weeks ago

    Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Stockport £26000 20/11/2023 NJR13682 DESCRIPTION IFA Administrator Stockport Salary up to £26,000 NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a talented IFA Administrator to join...

  • Ifa Administrator

    2 weeks ago

    Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Stockport £26000 20/11/2023 NJR13682 DESCRIPTION IFA Administrator Stockport Salary up to £26,000 NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a talented IFA Administrator to join...

  • Ifa Administrator

    24 hours ago

    Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Stockport £26000 26/01/2024 NJR13682 DESCRIPTION IFA Administrator Stockport Salary up to £26,000 NJR Recruitment are delighted to be recruiting for one of the UK\'s leading firms of Independent Financial Advisers who are expanding their business and are seeking a talented IFA Administrator to...

  • Ifa Administrator

    1 week ago

    Stockport, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Stockport** **£24,000 - £28,000** **Hybrid Working** **Are you an IFA Administrator who is now considering your next move?** - Are you fed up of working in the office full time? - Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)? -...

  • Ifa Administrator

    2 months ago

    Stockport, United Kingdom Independent Resourcing Consultancy Full time

    **IFA Administrator**: - Job Reference: 1460 - Date Posted: 26 June 2023 - Recruiter: Independent Resourcing Consultancy - Location: Stockport - Salary: £18,000 to £26,000 - Sector: Administration, Client Services - Job Type: Permanent - Contact: Jon Minns - Telephone: 07854851535 **IRC is proud to working with one of the UK’s leading Independent...

  • Ifa Administrator

    1 week ago

    Stockport, United Kingdom Independent Resourcing Consultancy Full time

    **IFA Administrator**: - Job Reference: 1460 - Date Posted: 4 August 2023 - Recruiter: Independent Resourcing Consultancy - Location: Stockport - Salary: £18,000 to £26,000 - Sector: Administration, Client Services - Job Type: Permanent - Contact: Jon Minns - Telephone: 07854851535 **IRC is proud to working with one of the UK’s leading Independent...

  • Ifa Administrator

    2 weeks ago

    Stockport, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: Stockport **Benefits**: - Death in Service 4 x salary - PMI including optical and dental cover - PHI 75% of salary/26 week deferred period - Critical illness - £10,000 cover - Pension - minimum 5% employee contribution /...

  • Ifa Administrator

    3 weeks ago

    Stockport, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Stockport** **£24,000 - £28,000** **Hybrid Working** **Are you an IFA Administrator who is now considering your next move?** - Are you fed up of working in the office full time? - Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)? -...

  • Ifa Administrator

    3 weeks ago

    Stockport, Greater Manchester, United Kingdom Mitchell Hall Consulting Full time

    Client Administrator role - IFA Wealth practice My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining...

  • Ifa Administrator

    3 weeks ago

    Stockport, United Kingdom NJR Recruitment Full time

    **IFA ADMINISTRATOR** **Stockport** **£24,000 - £26,000** **Free on-site Parking** Our Client has one of the largest and most respected teams of independent financial advisers in the North West and Nationwide. With a large office based on the outskirts of Stockport town centre, our Client today has a team of over fifty wealth specialists,including...