![Jane Deane Recruitment Limited](https://media.trabajo.org/img/noimg.jpg)
Ifa Administrator
3 months ago
**Purpose**:
The main purpose of this role is to support Consultants to provide an exceptional client journey.
The role invokes building relationships with clients to ensure that they feel supported, whatever stage of their investment or financial advice journey they may be on, working closely with other teams.
**Key responsibilities**:
- Providing 1-2-1 (or 1-2) support for Consultants.
- Building relationship with Consultant's clients and keeping them updated of progress in any area in which we are supporting them with.
- Overall responsibility for all client work from initial appointment to annual review, including:
- Report writing
- Packaging and business processing
- Generating tax information for Consultant to review
- Letters of authority
- Withdrawals
- Valuations
- General queries
- Weekly meetings to discuss workloads and any matters of attention.
- Provision of pipeline updates on a weekly basis.
- Liaising with team on work being undertaken or potential issues on cases for Joint Ventures.
**Person specification**:
Knowledge and experience
- Experience in using standard MS office software products including Excel, Word and Outlook.
- Experience of providing administrative support in a busy office environment.
- Experience of providing excellent customer service,
- Experience in report writing - Desirable.
- Financial services experience.
- Maintaining a good level of knowledge of the Centralised Investment Proposition.
- Maintaining data on Intelligent Office (IO) system for all clients and reviewing Consultant's client records to ensure these are kept accurate and up to date.
- Working with the Administration team to ensure that they are providing support where needed.
- Skills
- to communicate effectively with a wide range of people including legal representatives.
- Display self-motivation, drive and enthusiasm,
- Possess a flexible approach to work.
- Excellent telephone manner.
- A desire to support vulnerable clients.
- Hard working, enthusiastic and reliabl
- Excellent verbal and written communication and numeracy skills.
- English and Maths GCSE at C or above, or equivalent.
- Ability to prioritise and manage own workload.
- Ability to communicate effectively both orally and in writing.
- Have a key eye for detail and an exceptional level of accuracy when producing documents and inputting data.
- Ability to understand and interpret complex information.
**Job Types**: Full-time, Permanent
**Salary**: Up to £30,000.00 per year
**Benefits**:
- Company pension
- Free parking
- Life insurance
- On-site parking
- Private medical insurance
- Work from home
Schedule:
- Flexitime
- Monday to Friday
**Experience**:
- IFA Administration: 1 year (preferred)
Work Location: Hybrid remote in Manchester, M1 1DE
-
Ifa Administrator
3 months ago
Manchester, United Kingdom Page Personnel Full timeIFA based in Manchester - Full time/part time **About Our Client**: As IFA Administrator, you will provide administration support for advisers, paraplanners and wider team. Day to day, your role will include: - Processing new business - Producing and sending the client annual review packs by obtaining valuations, performance information and charges...
-
Ifa Administrator
3 months ago
Manchester, United Kingdom Recruit UK Full timeRecruit UK are working on an excellent opportunity for an Employee Benefits Administrator position in Manchester to join a leading Independent Financial Advice firm. This company is a well-established, award winning, financial advisory business, based Manchester. This firm is people first working with financially vulnerable clients, developing responsible...
-
Ifa Administrator
3 months ago
Manchester, United Kingdom Jane Deane Recruitment Limited Full timeAn enthusiastic member is required to complement an existing team, who has at least 3 years’ experience in working in an IFA practice and a good knowledge of using Intelligent Office. To provide day-to-day support to clients and the Financial Consultants, including: - To proactively deliver a high level of technical support and excellent client service -...
-
Ifa Administrator
3 months ago
Manchester, United Kingdom Ortus PSR Full timeThe Salary Range for this role within the IFA Administration team is up to £28,000 and offers hybrid working from their Oldham office. - You will manage administrative tasks such as scheduling appointments, preparing paperwork, and organizing client files. - Communicate with clients to answer inquiries, schedule meetings, and provide updates on financial...
-
Trainee Ifa Administrator
2 months ago
Manchester, United Kingdom MB Fitzgerald Full time**Junior IFA Administrator - Entry level opportunity - Manchester - up to £20,000 plus company benefits** MBF are currently working closely with a well established firm of Chartered Financial Planners based in Manchester who are looking to recruit a Junior IFA Administrator for their team. The company are well known as one of the leading Financial...
-
Ifa Administrator
3 months ago
Manchester, United Kingdom NJR Recruitment Full time**IFA ADMINISTRATOR** **CENTRAL MANCHESTER - PERFECT LOCATION!** **24000 - 28000 + BENEFITS** Our Client are an established firm of Independent Financial Planners offering unique and sophisticated advice on a range of products, including Pensions & Investments. Based in a convenient location of Manchester City - right near Deansgate Train Station and on...
-
Ifa Administrator
3 months ago
Manchester, United Kingdom NJR Recruitment Full time**IFA ADMINISTRATOR** **CENTRAL MANCHESTER - PERFECT LOCATION!** **24000 - 28000 + BENEFITS** Our Client are an established firm of Independent Financial Planners offering unique and sophisticated advice on a range of products, including Pensions & Investments. Based in a convenient location of Manchester City - right near Deansgate Train Station and on...
-
Ifa/pensions Administrator
3 months ago
Manchester, United Kingdom NJR Recruitment Full time**IFA / PENSIONS ADMINISTRATOR** **CENTRAL MANCHESTER** **SALARY IS UP TO £30,000** **NJR Recruitment are working in Partnership with a**n independent firm of actuaries who specialise in providing pension schemes for company directors, partners and their staff. Based in Manchester city centre, close to various Tram stops and train stations, our client...
-
Ifa Administrator
2 months ago
Manchester, United Kingdom Idex Full timeMy client is currently looking for an IFA Administrator to join them in Manchester. **The Role**: - To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards - To work closely with the...
-
Ifa Administrator
3 months ago
Manchester, United Kingdom Jane Deane Recruitment Limited Full time**Purpose**: The main purpose of this role is to support Consultants to provide an exceptional client journey. The role invokes building relationships with clients to ensure that they feel supported, whatever stage of their investment or financial advice journey they may be on, working closely with other teams. **Key responsibilities**: - Providing 1-2-1...
-
Ifa Administrator
3 months ago
Manchester, United Kingdom Idex Full timeMy client is currently looking for an experienced IFA Administrator to join their team in Manchester city centre. - Ensure any business obtained is being processed and submitted compliantly and in a timely manner within defined business processes - Prioritise and plan own workload and be proactive - Identify areas for improvement to maximise efficiency and...
-
Ifa Administrator
3 months ago
Manchester, United Kingdom Hilltop Financial Planning Full timeJoin our team at Hilltop Financial Planning and embark on a career in the financial advisory sector. As an IFA Administrator, you will have the opportunity to contribute to our client’s financial well-being while working in a supportive and growth-oriented environment. Hilltop Financial Planning is a modern and forward-thinking financial advisory service...
-
IFA Support Specialist
3 weeks ago
Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time £28,000 - £32,000Salary and Benefits £28,000 - £32,000 + Comprehensive Training + Career Advancement + Performance Bonus + Professional Qualifications + Employee Benefits About the Role Are you an experienced IFA Administrator or in a similar role, seeking to join a reputable Independent Financial Advisory firm? This position offers tailored training and support to help...
-
Ifa Administrator
1 week ago
Manchester, United Kingdom Templegate recruitment Full timeTEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: Financial Services AdministratorLocation: Home-basedBenefits:Competitive salary100% remote roleFull-time fixed hoursDeath in Service benefitHoliday entitlementExam supportPensionAccess to Smart HealthSalary: £13.80 per hour.About the Company:The primary purpose of this role is to...
-
IFA Administrator
4 days ago
Manchester, United Kingdom Evelyn Partners Full timeJob DescriptionWhat will you be doing?We’re seeking an ambitious individual to join our Financial Planning team in Manchester, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.What’s in it for me? As a IFA Administrator...
-
Ifa Administrator
3 months ago
Manchester, United Kingdom Idex Full timeMy client is currently looking for an experienced IFA Administrator in Manchester city centre. **Role and responsibilities** - Provide client support to Financial Planners and Directors, including being first line contact for all clients when the Advisors are unavailable - Liaise with Financial Planners and Paraplanners, as and when required - Making sure...
-
Investment Administrator
3 months ago
Manchester, United Kingdom Jane Deane Recruitment Limited Full timeInvestment Administrator required for IFA practice based in Manchester City Centre. The role involves administering investments using internal systems and procedures. **Duties** Producing valuations Placing trades Cash and stock reconciliation Establishing new accounts Processing contract notes Answering the telephone Dealing with...
-
Finance Administrator
2 days ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description: IFA AdministratorRecruit UK are working on an excellent opportunity for a IFA Administrator position in Manchester to join a leading Financial Advice firm. My client is a well-established, award winning, financial advisory business based Manchester. They are recruiting for an experienced Financial Planning Administrator to join their...
-
Finance Administrator
2 days ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description: IFA AdministratorRecruit UK are working on an excellent opportunity for a IFA Administrator position in Manchester to join a leading Financial Advice firm. My client is a well-established, award winning, financial advisory business based Manchester. They are recruiting for an experienced Financial Planning Administrator to join their...
-
Finance Administrator
3 days ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time €28,000Job Description: IFA Administrator Recruit UK are working on an excellent opportunity for a IFA Administrator position in Manchester to join a leading Financial Advice firm. My client is a well-established, award winning, financial advisory business based Manchester. They are recruiting for an experienced Financial Planning Administrator to join their...