Ifa Administrator

Wealth Planning Practice - IFA Administrator roleMy client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office.You'll be supporting the Financial Planners & Paraplanners,...

Wealth Planning Practice - IFA Administrator role My client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office. You'll be supporting the Financial Planners &...

Wealth Planning Practice - IFA Administrator role My client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office. You'll be supporting the Financial Planners &...

Wealth Planning Practice - IFA Administrator roleMy client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office.You'll be supporting the Financial Planners & Paraplanners,...

Fantastic IFA Administrator Opportunity - Growing IFA **About Our Client**: Established nearly 40 years ago, this firm is one of the most experienced in the industry and have a network of offices and cover extensively across the North West. They are now in the market for a IFA Administrator to join to provide administrative support the financial advisers...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: IFA Administrator **Location**: Liverpool **Salary**: £25,000 to £30,000 (depending on experience and qualifications) **About the Company**: You will be working on behalf of a highly successful, IFA firm who provide comprehensive financial planning and investment...

A well known growing organisation based in West Derby is looking to recruit a IFA Administrator to join their back office function. **Client Details** Established nearly 40 years ago, this firm is one of the most experienced in the industry and have a network of offices and cover extensively across the North West. **Description** They are now in the...

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...

**IFA / Wealth Planning Administrator** **Location: Liverpool** **Salary: £25,000 - £35,000** Are you an IFA Administrator with at least six months IFA Admin experience....? - Do you feel underpaid or undervalued where you are? - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your...

**The Role** **IFA Administrator** The role of the IFA Administrator is to provide first class client care for clients of the business. **Key Responsibilities and Outputs** - Processing of new business following all company procedures and processes - Maintaining good relationships with all clients of the business; enhancing the profile of the Company...

**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...

Fantastic Financial Services Opportunity - Growing Organisation - Liverpool city centre **About Our Client**: Established nearly 40 years ago, this firm is one of the most experienced in the industry and have a network of offices and cover extensively across the North West. They are now in the market for a Financial Services Administrator to join to...

Job DescriptionAs an IFA/Wealth Management Administrator at Wealth Planning Practice, you will play a vital role in supporting the Financial Planners and Paraplanners. Your responsibilities will include:Managing new business administrationPreparing client suitability lettersResponding to client inquiriesAssisting with other financial services tasksYour...

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...

My client is currently looking for a Senior IFA support to join them in Liverpool. **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 Support Administrator | Liverpool city centre | £22-£25k We are currently recruiting for a Senior IFA Support Administrator within a professional service in Liverpool. This role includes tasks such as - Research - carrying out in depth analysis of many different types of financial contracts. - Writing the suitability letter and other reports, eg...

The opportunity for an experienced Practice Manager or Operations Manager within financial planning to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. **The Opportunity** - To takeover the day to day running of the practice - You will be the point of contact for...

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**:...

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...

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...