Financial Adviser/ifa

Financial Adviser / IFA :Client Bank Provided : to c£65,000 basic + bonus **Your new company** New opportunity has arisen for an experienced adviser to join a highly reputable firm of IFAs. The firm has been established for over 30 years and has built up a very loyal client bank. **Your new role** Client facing role advising across the full range of...

**Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Altrincham **Salary**: £26,000 **Job Reference**:7182 Recruit UK is working on an excellent opportunity for an IFA Administrator to join a highly regarded Financial Planning firm in Altrincham. This company ensures their clients are provided with the advice they deserve,...

Well established IFA practice require an additional adviser to complement their existing team. All clients will be provided along with dedicated administration and paraplanning support. Prospective applicants will require previous advisory experience, great client facing skills, strong IT skills and a willingness to work as part of a team. The role is...

**Our award winning Altrincham based client are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.** You will be joining an award winning firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration...

IFA Administrator / Wealth Administrator / Financial Administrator / Financial Planning Administrator / Sales Support / Wealth Planning / Business Support / Client Services / Client Support / Client Delivery / IFA / CII / CISI / Wealth Management **Location -**Altrincham, UK **Salary -** dependant on experience **Duration -**permanent, full time A chartered...

IFA Compliance Administrator required to join an independent financial planning firm based in Altrincham. Salary up to £30,000 plus benefits, this is flexible for the right person. Key responsibilities will include - Monitor the compliance inbox and assign to the relevant team member. - Set up and ongoing monitoring of staff’s access to various agencies...

Our client are looking for someone that has administration experience assist in providing a first class administration and support service to Financial Services Consultants, where you will be meeting and exceeding the expectations of the clients. You will be supported heavily in your career development and allowed to grow from within the firm. **Key...

The opportunity for an experienced financial planning administrator to join a chartered financial planning firm in Cheshire. The firm put their clients at the heart of their business. Client service and satisfaction is key and they aim to combine traditional service values with forward thinking innovative solutions to provide the best results. The...

Due to continued growth and internal promotion, an exciting opportunity has arisen for an experienced financial services administrator to join our team, based at our Altrincham Office, Greater Manchester. You will have knowledge of the financial planning process and ideally be experienced in providing client and financial adviser support. The role covers a...

**Job Title**: Mortgage & Protection Adviser **Industry**: Financial Services - Mortgages **Location**:Altrincham **Salary**: £30,000 - £35,000 **Job Reference**:47096 Recruit UK is working on an excellent opportunity for a Mortgage & Protection Adviser in to join a leading Independent Financial Planning company based in Altrincham, Cheshire. Due to...

Overview: Our subsidiary business, Dunham Wealth is seeking an IFA Administrator to join their small but busy team based in Altrincham. Dunham is an independent boutique wealth management company with over 30 years experience in advising high net worth clients. The objective of this role is to support the advisers with an efficient administrative support...

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. **The Opportunity** During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to...

**IFA ADMINISTRATOR - Sports Professionals** **Altrincham** NJR Recruitment are working in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solidexperience working within Financial...

**IFA / Project Administrator** **Salary is between £24,000 - £28,000** **Location: Altrincham** Most of the work will be project based work, and will include; **Ongoing advice switch off** - Running reports from Sales force for clients with a household funds under management of less than £100k - sending lists to adviser **Reallocation** - Running...

**Key Tasks and Responsibilities include (but not limited to)**:Daily contact for nominated adviser(s), updating and liaising to conclude work related tasks. Submission and completion of new business cases adhering to the compliance and new business processing guidelines set out. Ensuring all business is recorded on relevant data bases and stored/scanned to...

My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Altrincham **Key Tasks**: - Daily contact for advisors, updating and liaising to conclude work related tasks - Submission and completion of new business cases adhering to the compliance and new business...

IFA Administrative PositionIDEX Consulting, a renowned chartered financial planning firm, seeks an experienced administrator to manage day-to-day operations and support our dynamic team. The ideal candidate will possess excellent organizational skills, accuracy, and efficiency.

Successful IFA Practice based in Altrincham require an additional Financial Planning Administrator to compliment their existing team. This role involves looking after an adviser on a one-to-one basis dealing with the full range of financial planning products. Duties as follows: - Key Areas Provide an effective link between client and consultant. Ensure...

**IFA ADMINISTRATOR & TRAINEE PARAPLANNER** **LOCATION: HALE** **SALARY: £21,000 - £25,000** A new and exciting opportunity is available with one of our Clients in Hale, a small, professional and expanding firm of Independent Financial Advisers. Providing financial planning advice for successful business owners, professionals, high net-worth...

**IFA ADMINISTRATOR - Sports Professionals** **Location: Altrincham** **Salary: Up to £28,500** NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has...