Senior Ifa Administrator

2 weeks ago

Cheadle Hulme, United Kingdom Eventus Finance Full time

**Eventus Recruitment Cheshire are seeking a Senior IFA Administrator to join a supportive and fast-paced team at a leading chartered financial planning / IFA firm in Stockport. Reporting to the Practice Manager, you will be working closely with a team of Financial Planners. This is a great job opportunity to join a well-established firm that puts its customers at the heart of their business operations. You will benefit from 25 days holidays (plus bank holidays), study support, DIS (2 x salary), free parking and a very good pension plan.**

**Role Responsibilities**

The incoming Financial Planning / IFA Administrator will have previous experience in a Financial Planning / IFA Administration role, supporting Financial Planners. Responsibilities within this IFA Administrator job include:

- Sending Letters of Authority
- Check, maintain and implement ISA process.
- Processing of New Business
- Supporting paraplanners in research for Suitability Reports
- Preparing information/comparisons for analysis by the Financial Planners.
- Obtain information necessary to compile client recommendations
- Carrying out technical calculations as directed by the financial Planner
- Build strong relationships with clients by providing a friendly and professional point of contact, answering queries and questions

**Person Specification**

The incoming IFA Administratorwill have strong administrative skills from within an IFA / Financial Planning environment. Additionally, you will be competent with using various industry software packages. You will also have:

- Excellent attention to detail and the ability to accurately process data and information
- Impeccable attention to detail
- Excellent organisation and prioritisation skills
- Experience and competence of using software packages and CRM systems
- Work well under pressure and be able to multitask and meet deadlines
- Ability to collaborate and work well within a team
- Always deliver a first class service to clients
- Excellent command of the English language

**Benefits and Rewards**

The incoming IFA Administrator will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits:

- 25 days holiday plus bank holidays.
- Year-end bonuses
- Excellent Pension scheme
- Study support
- Death in service cover

**About the Company**

This job opportunity is within an established Financial Planning Firm in Stockport, Cheshire. They specialise in pensions and retirement planning work, investments, corporate advice and protection. The firm is looking for a talented individual who wants to be supported with skills development and career progression pathways.

**Next Steps**

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

**Job Types**: Full-time, Permanent

**Benefits**:

- Company events
- Company pension
- Free parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

Reference ID: DM229376

  • IFA Administrator

    11 hours ago

    Cheadle, Borough of Stockport, United Kingdom Medlock Partners Ltd Full time

    IFA AdministratorStockport  Salary up to £30,000 (Experience dependant)  26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.Full exam supportGroup Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of...

  • Financial Planning Administrator

    5 days ago

    Cheadle, United Kingdom Eventus Legal Full time

    Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an...

  • Financial Planning Administrator

    5 days ago

    Cheadle, Staffordshire, United Kingdom Eventus Legal Full time

    Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus...

  • Financial Planning Administrator

    4 days ago

    Cheadle, Staffordshire, United Kingdom Eventus Legal Full time

    Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus...

  • Financial Planning Administrator

    5 days ago

    Cheadle, Staffordshire, United Kingdom Eventus Legal Full time

    Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an...

  • Financial Planning Administrator

    4 days ago

    Cheadle, Staffordshire, United Kingdom Eventus Legal Full time

    Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an...

  • Senior Administrator

    1 month ago

    Hulme, United Kingdom Linda Taylors Ltd Full time

    Our client, based in the Hulme area, is a professional social enterprise organisation working to address the health needs of families with emphasis on cultural diversity and competence. They have asked us to help recruit a Senior Administrator/PA to join their dedicated team of professionals. The role is to support the Executive Director and Senior...

  • Senior Administrator

    1 month ago

    Hulme, United Kingdom Linda Taylors Ltd Full time

    Our client, based in the Hulme area, is a professional social enterprise organisation working to address the health needs of families with emphasis on cultural diversity and competence. They have asked us to help recruit a Senior Administrator/PA to join their dedicated team of professionals. The role is to support the Executive Director and Senior...

  • Pensions & Investments Administrator

    6 days ago

    Cheadle, United Kingdom NJR Recruitment Full time

    **IFA ADMINISTRATOR** **STOCKPORT - FREE ON-SITE PARKING!** **SALARY UP TO 26,000** Our client is a firm of Independent Financial Planners who are expanding and now require an additional Administrator to work from their offices in the Stockport area. The role will report into the Technical Services Manager where you will be responsible for providing first...

  • Financial Planning Administrator

    7 days ago

    Cheadle, Borough of Stockport, United Kingdom Eventus Legal Full time

    Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an...

  • Financial Planning Administrator

    4 days ago

    Cheadle, Borough of Stockport, United Kingdom Eventus Legal Full time

    Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an...

  • Senior Administrator

    4 weeks ago

    Hulme, United Kingdom Greater Manchester Mental Health NHSFT Full time

    Main Duties & Responsibilities Responsibility to Patient Care Processing of all referrals into the service, ensuring that all relevant Health & Social Care systems are updated in accordance with the referral protocol. Ensure an effective admin service is provided to meet the needs of service users. Ensure calls to the base are dealt with efficiently and...

  • Senior Customer Service Executive

    6 days ago

    Cheadle Hulme, United Kingdom Quarrybank Plumbers Full time

    Leading heating and plumbing company based in Cheadle Hulme, is looking for a driven, proactive and experienced Senior Customer Service Executive with administrative responsibilities. **Who are we?** Quarrybank Plumbers are a fast paced and fast growing company covering Cheshire and surrounding areas. We specialise in boiler installations and repair, all...

  • Senior HR Administrator

    1 month ago

    Cheadle, United Kingdom Your Chapter Full time

    **Senior HR Administrator at Your Chapter** **Salary: £28,000 per annum** **Full time permanent position, 40 hours per week, working 9:00am - 5.30pm Monday to Friday. Plus**: - **An attendance bonus every 3 months**: - **Support with further career progression**: - **Simply health cash back scheme**: - **Pension Scheme**: - **Great organisational...

  • Administrator

    1 month ago

    Cheadle, United Kingdom Platinum Financial Recruitment Full time

    **LOCATION** **Cheadle** **SALARY** **£24000 - £24000** **JOB TYPE** **Permanent** **REF** **EW23050-20_1684234701** **Administrator** **£24,000 + Benefits** **Cheadle, Stockport** **“YOU DO YOU” - **A phrase often used sarcastically; but realistically, in your career, you have to do what’s right for you and this move is without the doubt...

  • Senior Pension Administrator

    5 days ago

    Cheadle, United Kingdom Equiniti Full time

    Will be providing administration service to customers, working to Service Levels with adherence to quality targets. - Completing/checking and auditing casework and providing constructive feedback, coaching and training to your colleagues is a big part of what you will be doing. - Will be expected to have engagement with our client contacts helping to resolve...

  • Administrative Coordinator

    4 days ago

    Cheadle, United Kingdom Human Appeal Full time

    Administrative Coordinator Here at Human Appeal we have an exciting opportunity for a Administrative Coordinator to join our ICT and Infrastructure Team based in Cheadle, Greater Manchester. You will join us initially on a zero-hour term contract with a minimum of 12 hours per week. In return, you will receive a competitive rate of £20 per hour. ...

  • Finance Manager

    4 days ago

    Cheadle Hulme, United Kingdom FJR Full time

    Finance Manager Location: Cheadel Hulme Department: Finance Reports to: Finance Director Job Type: Full-Time Salary: (phone number removed) Job Summary: We are looking for an experienced and strategic Finance Manager to oversee the financial operations and ensure the financial health of an organization. The Finance Manager will be responsible for...

  • Finance Manager

    3 days ago

    Cheadle Hulme, United Kingdom FJR Full time

    Finance ManagerLocation: Cheadel HulmeDepartment: FinanceReports to: Finance DirectorJob Type: Full-TimeSalary: (phone number removed)Job Summary:We are looking for an experienced and strategic Finance Manager to oversee the financial operations and ensure the financial health of an organization. The Finance Manager will be responsible for developing and...

  • Exams Access Arrangement Administrator

    5 days ago

    Hulme, United Kingdom Loreto College Full time

    Post Title: Exam Access Arrangements Administrator Working Hours: 37 hours per week, Monday to Friday (term-time only) Purpose: To support the management of the examinations service, ensuring that there is a systematic approach to the administration of examinations and that the service meets quality standards. Responsible to: The Principal through the...