Ifa Administrator

2 months ago


Stockport, United Kingdom Independent Resourcing Consultancy Full time

**IFA Administrator**:

- Job Reference: 169
- Date Posted: 13 June 2023
- Recruiter: Independent Resourcing Consultancy
- Location: Stockport
- Salary: £18,000 to £25,000
- Sector: Administration, Client Services
- Job Type: Permanent, Employed
- Contact: Jon Minns

RC is recruiting for an experienced IFA Administrator for a well established financial planning practice in Heaton Moore.

You will have at least 2 years’ experience working in an administrative role at a financial advice firm. An attention to detail and a passion for process, organisation and all things administration. Excellent verbal and written communication skills. A willingness to learn and try new things. Started or looking to start your Diploma in Regulated Financial Planning.
You will be carrying out new business administration; mainly via wrap platforms - Nucleus and Transact. Dealing with administrative tasks arising out of meetings. Attending some client planning meetings to take the notes and learn.
Our client is committed to providing the training and support to help all of their staff reach their full potential. Always looking to do things better.
Competitive salary with clearly mapped out progression. Annual bonus based on company profitability. Pension, life assurance, income protection. 25 days holiday.


  • Ifa Administrator

    1 week 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

    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

    1 month 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

    1 month 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...


  • 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

    6 days 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

    5 days 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

    3 days 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

    1 month 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

    5 days 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

    6 days 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

    1 week 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

    6 days 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...

  • Ifa Administrator

    7 days ago


    Stockport, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Stockport** **£24,000 - £30,000** **Hybrid Working available** **Are you an IFA Administrator who is now considering your next move?** - Are you fed up with working in the office full-time? - Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your...

  • Ifa Administrator

    2 weeks ago


    Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Stockport £24000 - £26000 28/02/2023 NJR13605 DESCRIPTION IFA ADMINISTRATOR Stockport 24,000 - 26,000 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...

  • Ifa Administrator

    2 weeks ago


    Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Stockport £24000 - £26000 01/03/2023 NJR13605 DESCRIPTION IFA ADMINISTRATOR Stockport 24,000 - 26,000 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...

  • Ifa Administrator

    2 weeks ago


    Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Stockport £25000 22/04/2024 NJR14796 DESCRIPTION IFA ADMINISTRATOR - Chartered Practice SALARY; 25,000 + Structured Career Path & Exam Support LOCATION : Stockport NJR Recruitment are working in Partnership with a well-established and highly professional firm of Independent and Chartered Financial...

  • Ifa Administrator

    2 weeks ago


    Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Stockport £22000 - £25000 24/04/2023 NJR13752 DESCRIPTION IFA ADMINISTRATOR - Chartered Practice SALARY; 22,000 - 25,000 + Structured Career Path & Exam Support LOCATION: Stockport NJR Recruitment are working in Partnership with a well-established and highly professional firm of Independent and...

  • Ifa Administrator

    1 week ago


    Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Stockport £22000 - £25000 28/04/2023 NJR13752 DESCRIPTION IFA ADMINISTRATOR - Chartered Practice SALARY; 22,000 - 25,000 + Structured Career Path & Exam Support LOCATION: Stockport NJR Recruitment are working in Partnership with a well-established and highly professional firm of Independent and...

  • Ifa Administrator

    1 month ago


    Stockport, United Kingdom ST Resourcing Ltd Full time

    A highly respected Financial Planning firm with impressive offices south of Manchester is looking to add to their Financial Planning support team. The role will see you work closely with existing support staff and alongside the technical team you will provide first class administrative support to the Financial Consultants. With modern technology you will be...