Senior 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...

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...

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...

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 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**:...

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...

**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...

PAGE Personnel Sales are recruiting an experienced Pensions Administration Coordinator to join our team in Liverpool. The successful candidate will be responsible for managing the client review service cycle, from initial contact to completion.About the RoleManage the client review service cycle end to end.Coordinate with clients to arrange annual...

We are seeking an experienced Financial Services Administrator to join our team in Liverpool.Job DescriptionManage the client review service cycle end to end.Coordinate with clients to arrange annual reviews.Prepare review packs, including valuations and compliance documents.Maintain accurate client data on our in-house system.Attend client meetings with...

**reference**: jmm_1690818287 Senior Administrator **Vacancy Type**: Permanent **Location**: Liverpool, Merseyside **Salary**: £27000 - £30000 per annum Are you an experienced and highly organised administrator looking to take on a new challenge? We have an exciting opportunity for a Senior Administrator to join our dynamic team based in the heart of...

Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...

Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...

Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...

Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...

Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...

About Our ClientPage Personnel Sales is seeking an experienced Senior Administrator to join their leadership team. As a key member of the team, you will be responsible for overseeing all company administration, including HR, finance, facilities, and procurement.Oversee a team of administrators, conduct appraisals, 121s, KPI reviews, and WIP.Part of the...

Job Description Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management...

Job SummaryWe are seeking an experienced Senior Administrator to join our team at Marie Curie. As a key member of our administration department, you will provide effective administration services that support the delivery of our end-of-life care services. Your role will be crucial in ensuring the smooth operation of our hospice, and you will have the...