Ifa Administrator

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...

**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...

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...

NJR Recruitment are currently working with one of the first IFAs in the UK to receive the Gold Standard Investors in People award. Gaining Corporate Chartered Status in 2010 and standing in the top 4% of the country's IFA Firms by qualification, our Client offers an excellent career path for the right candidate. Due to continued expansion an exciting...

NEW & EXCLUSIVE ROLE - IFA ADMINISTRATOR LOCATION: Altrincham SALARY: Up to 30,000 FLEXIBLE WORKING HOURS & HYBRID WORKING PATTERN Daily duties will be varied consisting of; - Creating Client Illustrations & Valuations - Use of Provider Platforms - Liaising with very HNW Clients and Sports professionals - Diary management and organising Consultants...

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...

**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...

**IFA ADMINISTRATOR - Sports Professionals** **Altrincham** 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 hasobtained some solid experience working within...

**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...

**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...

** EXCLUSIVE OPPORTUNITY TO NJR** **IFA ADMINISTRATOR - Sports Professionals** **Location: Altrincham** **Salary: Up to £29,000** 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...

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...

**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...

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.

Administrative Role OverviewWe are seeking a skilled administrator to join our Altrincham-based IFA business. As a key member of our team, you will play a vital role in maintaining accurate records, managing pipelines, and providing exceptional customer service.Main ResponsibilitiesPipeline Management: Ensure all business is recorded and chased through to...

IFA Administrator RoleWe are working with a prestigious financial planning firm in Altrincham to find a skilled IFA Administrator to join their team on a permanent basis. The successful candidate will be a key part of a team that supports experienced paraplanners and financial planners in providing exceptional client service.The role involves a range of...

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...

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...

**CLIENT SUPPORT ASSISTANT - Financial Advising Firm** **ALTRINCHAM** **SALARY IS UP TO £26,000** A Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers. With three offices based throughout Greater Manchester, and forming part of one of the largest firms of Wealth Managers in the UK, our...