Ifa Administrator

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...

**Senior IFA Administrator / Wealth Planning Administrator** **Based Liverpool - Hybrid Working and Flexible Hours** **Salary £28,000 - £40,000 depending upon experience** Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge? **Then we have the role for...

My client is currently looking for an IFA Administrator to join them in Liverpool. **The Role**: - To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards - To work closely with the aligned Financial Planners to...

About Our ClientWe are a wealth management firm in Liverpool seeking an IFA Administrator to join our team. Due to internal promotions, this role offers progression and study support.Job DescriptionAs IFA Administrator, you will be responsible for:Managing client review service cycle end to endCoordinating with clients to arrange annual reviewsPreparing...

A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. **Job Title**: Administrator **Department**: Operations - Fees **Location**:...

About Our ClientPage Personnel Sales is proud to partner with a leading wealth management firm in Liverpool to recruit an experienced IFA Administrator.Job DescriptionAs an IFA Administrator, you will be responsible for managing the client review service cycle from start to finish, coordinating with clients to arrange annual reviews, and preparing review...

About Our ClientPage Personnel Sales is proud to partner with a leading wealth management firm in Liverpool to recruit an experienced IFA Administrator.Job DescriptionAs an IFA Administrator, you will be responsible for managing the client review service cycle from start to finish, coordinating with clients to arrange annual reviews, and preparing review...

A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. The Team The team is also responsible for the collection of fees on behalf of...

About Our ClientOur client, a wealth management firm in Liverpool, is seeking an experienced IFA Administrator to join their team. Due to internal promotions, this role offers a unique opportunity for career progression and study support.Job DescriptionAs an IFA Administrator, you will be responsible for:Managing the client review service cycle from start to...

About Our ClientOur client, a wealth management firm in Liverpool, is seeking an experienced IFA Administrator to join their team. Due to internal promotions, this role offers a unique opportunity for progression and study support.Job DescriptionAs an IFA Administrator, you will be responsible for:Managing the client review service cycle from start to...

About Our ClientOur client, a wealth management firm in Liverpool, is seeking an experienced IFA Administrator to join their team. Due to internal promotions, this role offers a unique opportunity for progression and study support.Job DescriptionAs an IFA Administrator, you will be responsible for:Managing the client review service cycle from start to...

About Our ClientOur client, a wealth management firm in Liverpool, is seeking an experienced IFA Administrator to join their team. Due to internal promotions, this role offers a unique opportunity for career progression and study support.Job DescriptionAs an IFA Administrator, you will be responsible for:Managing the client review service cycle from start to...

My client is a Chartered IFA firm in the heart of Liverpool City Centre and they are currently looking for an experienced Client Support. The Client Manager Support role is primarily an administrative role, supporting the Adviser and Paraplanner in dealing with clients and providers. Typical activities will include: - Supporting the Client Manager team in...

A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. **Department**: Operations - Fees **Salary**: Competitive with an excellent...

About the RoleWe are seeking an experienced Administrator to join our team at a leading wealth management firm in Liverpool. As an IFA Administrator, you will play a crucial role in supporting our advisers and clients.Key ResponsibilitiesManage the client review service cycle from start to finishCoordinate with clients to arrange annual reviews and prepare...

About the RoleWe are seeking an experienced Administrator to join our team at a leading wealth management firm in Liverpool. As an IFA Administrator, you will play a crucial role in supporting our advisers and clients.Key ResponsibilitiesManage the client review service cycle from start to finishCoordinate with clients to arrange annual reviews and prepare...

About Our ClientOur client, a wealth management firm in Liverpool, is seeking an experienced IFA Administrator to join their team. Due to internal promotions, this role offers a unique opportunity for career progression and study support.Job DescriptionThe successful candidate will be responsible for:Managing the client review service cycle from start to...

We're an independent wealth management firm who need an administrator to join the team. **About Us** Hanson Financial Services are an independent, directly authorised practice based in Liverpool. We offer holistic financial planning to a local and national client base. We're growing rapidly and believe in a supportive and collaborative work culture. We...

**Financial Services Administrator** **Salary**: £23,000 - £28,000 Liverpool This financial services firm is based on the outskirts of Liverpool with free parking. Merseyside based Financial Planning firm is looking to recruit an experienced Financial Services Administrator. This Financial Services firm is known for a low staff turnover. **This role...

About Our ClientOur client is a well-established firm within the pensions industry, based in Liverpool. Due to continued growth, they are seeking a Pensions Administrator to join their operations function and support the pension payroll and reporting team.Job DescriptionIn this role, you will be responsible for:Handling all aspects of pension administration,...