Ifa Administrator

IFA practice based in Chorley require an additional IFA Administrator. **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....

**Our Chorley 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 package **Supporting a...

An exciting opportunity has arisen with a highly reputable financial planning firm in Chorley to join the excelling sales support team as a wealth management Administrator. You will join a thriving back office and will be given the initial training to get up to speed and become a key member of the team. The company put employee welfare at the forefront of...

IFA practice based in Chorley require an additional Senior IFA Administrator. **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...

IFA practice based in Chorley require an additional Senior IFA Administrator. **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...

My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. **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...

My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. **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...

We are looking for an Administrative Support Specialist IFA to join our team at IDEX Consulting in Chorley, Lancashire.Job Description:Pipeline Management: Liaise with Advisers, providers, and GPs to ensure all business is recorded and chased through to completion.Client File Maintenance: Maintain client files according to company guidelines and...

**Job Title: Financial Planning Administrator** **Location: Chorley, Preston** **Salary: £24,000 - £30,000 + Bonus Scheme** Our client is seeking a highly skilled and motivated Financial Planning Administrator to join the existing team and provide support to the companies Independent Financial Advisers. (IFA) and members of the Senior Leadership Team...

**About us** We are professional, agile and professional. Our work environment includes: - Modern office setting - Food provided - Modern office setting A leading IFA firm in the financial services industry is looking to hire an Administrator, the team are committed to providing exceptional service and expertise to clients. With a focus on integrity and...

IFA Administrator | Chorley | c £18K - £25K Neg / DOE We are seeking an experienced Administrator to join our client at their office in Chorley. A background in Financial Services is desirable but not essential. You will be supporting the Advisers to provide the best advice and service. **Duties include**: Act as point of contact for all clients and...

**Financial Planning Administrator** **Location: Chorley** **Salary: £20,000 - £26,000** The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional studysupport...

**Financial Planning Administrator** **Location: Chorley** **Salary: £18,000 - £20,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain...

**reference**: 18572_1680094689 Payroll Administrator **Vacancy Type**: Permanent **Location**: Chorley, Lancashire **Salary**: £24000 - £26000 per annum As Payroll Administrator, you will be part of a team responsible for processing the weekly and monthly payrolls for a portfolio of clients. This is an established business which offers excellent...

**Financial Administrator** **Chorley, Lancashire** **Salary: £23,000 - £27,000** We are delighted to be working with a Lancashire based and award winning Financial Planning Management Practice based near Chorley. They have an exciting opportunity for an experienced IFA administrator to join a well established and growing financial services company in...

**Paraplanner** **Location: Chorley** **Minimum Requirements: Paraplanning experience** **Employed role: £35,000 basic, bonus and benefits** **YOUR NEW COMPANY** A leading National IFA business is currently seeking a Paraplanner to join their growing team. The role will be to provide financial planning support and report writing to a friendly team of...

At IDEX Consulting, we are committed to delivering high-quality services to our clients, and we are seeking an experienced IFA Administrator to join our team in Chorley. As an IFA Administrator, you will play a key role in maintaining accurate records of client information and ensuring that all business is recorded and chased through to completion.Key...

**About us**: Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes them feel heard and taken care of. You will be joining us in an exciting chapter of growth. We want to make a positive impact on the...

Are you an experienced administrator looking for a new challenge in the financial planning industry? We are seeking a skilled IFA Administrator to join our team in Chorley. The ideal candidate will have excellent organizational skills and be able to maintain accurate records of client information.Key Responsibilities:Pipeline - ensure all business is...

IDEX Consulting, a renowned chartered financial planning firm, seeks a detail-oriented and organized IFA Administrator to join their team in Chorley. As a key member of the team, you will be responsible for managing pipelines, maintaining client files, and preparing cases for Paraplanning.About the JobPipeline Management: Ensure all business transactions are...