![Prestige Recruitment Group](https://media.trabajo.org/img/noimg.jpg)
Ifa Administrator
2 weeks ago
**IFA Administrator**
**Salary**: £28,000 - £32,000.
Liverpool
Merseyside based Financial Planning firm which is near Southport is looking to recruit an experienced IFA Administrator due to the internal growth of the business. This role also offers hybrid working from home 2-3 days a week.
This Financial Services firm is known for a low staff turnover and encourages career development within the company.
**This role will involve the following**:
- Work alongside Financial Planners and prepare client portfolios.
- Support the Paraplanners with Financial Planning administration.
- Coordinate client meetings and input data.
- Process new business paperwork to timescales.
**Experience needed**:
- Currently working or previously worked within Financial Planning or an IFA Practice.
- Technical knowledge of Financial Planning administration support.
- Ideally obtained the Diploma in Financial Planning or working towards the qualification.
I can talk more about this Merseyside based Financial Planning firm in more detail.
Please click to apply:
**Salary**: £28,000.00-£32,000.00 per year
**Benefits**:
- Company pension
- Work from home
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Southport: reliably commute or plan to relocate before starting work (required)
Work Location: In person
-
Ifa Administrator
3 days ago
Southport, United Kingdom NJR Recruitment Full time**IFA ADMINISTRATOR** **SOUTHPORT** **HOURS: 9am - 4:30pm, with ½ lunch** **Salary negotiable, + 12% bonus** **Death in Service and Co pension scheme** Our client are a well-established and very successful Chartered Independent Financial Planning Practice, who are now seeking an articulate and efficient Administrator to join their team in the Southport...
-
Ifa Administrator
3 weeks ago
Southport, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** *** Southport £24000 - £26000 16/02/2024 NJR13847 DESCRIPTION IFA ADMINISTRATOR SOUTHPORT HOURS: 9am - 4:30pm, with 1/2 lunch Our client are a well-established and very successful Chartered Independent Financial Planning Practice, who are now seeking an articulate and efficient Administrator to join...
-
Ifa Administrator
4 weeks ago
Southport, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Southport £24000 - £26000 20/11/2023 NJR13847 DESCRIPTION IFA ADMINISTRATOR SOUTHPORT HOURS: 9am - 4:30pm, with 1/2 lunch Our client are a well-established and very successful Chartered Independent Financial Planning Practice, who are now seeking an articulate and efficient Administrator to join...
-
Ifa Administrator
4 weeks ago
Southport, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Southport £24000 - £26000 20/11/2023 NJR13847 DESCRIPTION IFA ADMINISTRATOR SOUTHPORT HOURS: 9am - 4:30pm, with 1/2 lunch Our client are a well-established and very successful Chartered Independent Financial Planning Practice, who are now seeking an articulate and efficient Administrator to join...
-
Senior Ifa Administrator
2 weeks ago
Southport, United Kingdom Idex Full timeMy client is currently looking for a Senior IFA Administrator to join their team in Southport. The role is to support the advisor and planning teams with a robust control, support and execution of advice service. They are responsible for ensuring that recommended advice is consistently implemented accurately in a timely manner via a range of providers and...
-
Senior Ifa Administrator
2 weeks ago
Southport, Sefton, United Kingdom Idex Full timeMy client is currently looking for a Senior IFA Administrator to join their team in Southport. The role is to support the advisor and planning teams with a robust control, support and execution of advice service. They are responsible for ensuring that recommended advice is consistently implemented accurately in a timely manner via a range of providers and...
-
Ifa Administrator
4 weeks ago
Southport, United Kingdom Ortus PSR Full timeAn award-winning Chartered independent financial planning practice in Southport, who prides themselves on providing excellent client service through long term financial planning, are looking to hire an experienced Administrator to support the Financial Advisers and Paraplanners. They are currently seeking a Technical Administrator to join their team. This...
-
Ifa Administrator
2 weeks ago
Southport, Sefton, United Kingdom Ortus PSR Full timeAn award-winning Chartered independent financial planning practice in Southport, who prides themselves on providing excellent client service through long term financial planning, are looking to hire an experienced Administrator to support the Financial Advisers and Paraplanners.They are currently seeking a Technical Administrator to join their team. This is...
-
Financial Planning Assistant
2 weeks ago
Southport, United Kingdom Ortus PSR Full timeAn award-winning Chartered independent financial planning practice in Southport, who prides themselves on providing excellent client service through long term financial planning, are looking to hire an experienced Administrator to support the Financial Advisers and Paraplanners. They are currently seeking a Technical Administrator to join their team. This...