Ifa Administrator

IFA Administrator - Based in Bury **About Our Client**: This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisers. This business have a great culture and really nurture...

This is an excellent opportunity to work within a highly successful and progressive company in Bury within a varied IFA Administration role. This position will involve working in collaboration with Financial Advisers, providing strong administrative supportincluding diary and appointment management as well as dealing with customers. You will ensure that you...

**The Role** Working within a busy team of Advisers you will be an essential part of the team. You will be working within an FCA-regulated environment to ensure the usual IFA administration functions are completed with accuracy and in good time, this includes agency changes, information gathering, new business processing, scanning and various...

We are currently looking for an IFA Administrator to join our clients, an established Financial Planning firm in the Bury St Edmunds area. My clients are recognised as one of the largest independent regional advisers. For over 30 years, their specialistteams have supported clients in the construction of sound financial plans for their families or their...

This is an apprenticeship within an IFA environment that could be the start of a very successful career in financial advice or investment management. Anyone who is interested in taking their financial services career forward after completing A-Level or University would really benefit from this role. **Client Details** This client is a reputable and...

IFA practice based in Bury require an additional administrator to complement their existing team. Duties include: Answering the telephone / greeting clients and preparing drinks Preparing and issuing valuations Issuing appointment letters Meeting preparation - valuations, risk profiling, fund research, preparing agendas etc Processing new business...

**IFA Administrator / Wealth Planning Administrator** **Bury St Edmunds, Suffolk** **Salary up to £32,500 + bonus** - Are you an experienced IFA Administrator who’s looking for hybrid working?_ - Would you like to work for a company that offers exceptional benefits, including 30 days_ - holiday + bank holidays + an additional day for wellness and your...

Provide “Pre Sales” administration support to Paraplanner/Advisers, including Preparation of Engagement Letters, provision of Letters of Authority/Change of Agency Letters, downloading of Fact Find for completion, Client Agreement, Obtaining Provider Application Forms, setting up File for new clients, obtain valuations of existing client policies,...

**Are you an experienced Administrator in the Financial Services sector? Do you have some experience in Pensions Administration? Do you care about your customers and take pride in your work?** We’re partnering with an established financial services company based in Bury who are seeking a Pensions Administrator to join their relatively small team. The...

Our client provides wealth management advice to high net worth individuals and is looking for an individual to join their team. The individual must be able to work within a small team and have the confidence to deal directly with clients and advisers. Theyare looking for an experienced administrator who has drive and determination to succeed in their role,...

We are recruiting for a full-time, office-based Wealth Management / Employee Benefits Administrator to join our team in Bury. The main duties for this position include: - Working with advisers, clients, providers and other third parties - Standard research, illustrations and quotes - Reviewing and maintaining existing arrangements - Utilising relevant...

Our client based in Bury St Edmunds is keen to recruit an additional Financial Planning Administrator to their team. This role will report to the Senior Financial Planning Administrator and involves working closely with the Financial Planning Advisers and Paraplanners in the team. The role involves (but is not limited to) - Dealing with Client enquiries,...

**IFA ADMINISTRATOR** **LOCATION: BURY** **UP TO 26,000** NJR Recruitment is currently working with a leading provider of business advisory services. A strong Administrator is required to join their team of highly qualified and experienced Financial Planning Consultants based in North Manchester. Working from their offices in central Bury, our client is...

**Graduates with a keen interest in Financial Services - Degree in Banking / Accountancy and Finance / Mathematics - we want to hear from you** Full Time / Permanent - Monday to Friday, 9am - 5pm. Our client is a prestigious financial services practice in Bury looking to offer a Graduate calibre individual the opportunity to kick start their career in...

**Administrator (Financial Adviser Support) Role** **Up to £22,000** **Hours: Monday - Friday 9am - 5pm (35 hours a week)** **About us**: Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes them...

Job DescriptionOur Trusts and Tax Team Our highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HRMC compliance and dealing with the day-to-day requests from beneficiaries for funds.The Role We are looking for a Solicitor with at least five...

Our Trusts and Tax Team Our highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HRMC compliance and dealing with the day-to-day requests from beneficiaries for funds. We are looking for a Solicitor with at least five years of...

Our Trusts and Tax Team Our highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HRMC compliance and dealing with the day-to-day requests from beneficiaries for funds.The Role We are looking for a Solicitor with at least five years of...

Our Trusts and Tax Team Our highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HRMC compliance and dealing with the day-to-day requests from beneficiaries for funds.The Role We are looking for a Solicitor with at least five years of...

Our Trusts and Tax Team Our highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HRMC compliance and dealing with the day-to-day requests from beneficiaries for funds.The Role We are looking for a Solicitor with at least five years of...