Trainee Ifa Administrator

**Location** **Salary** **Posted on** **Reference** **Manchester £18000 - £20000 01/03/2023 NJR13472 DESCRIPTION Trainee IFA Administrator Location: Manchester City Centre Salary; £19,000 NJR Recruitment is currently working in Partnership with an incredibly well established and very professional firm of Chartered Financial Advisers based in the Heart...

**Location** **Salary** **Posted on** **Reference** **Manchester £18000 - £20000 27/02/2023 NJR13472 DESCRIPTION Trainee IFA Administrator Location: Manchester City Centre Salary; £19,000 NJR Recruitment is currently working in Partnership with an incredibly well established and very professional firm of Chartered Financial Advisers based in the Heart...

IFA based in Manchester - Full time/part time **About Our Client**: As IFA Administrator, you will provide administration support for advisers, paraplanners and wider team. Day to day, your role will include: - Processing new business - Producing and sending the client annual review packs by obtaining valuations, performance information and charges...

Client Administrator role - IFA Wealth practice My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining...

An enthusiastic member is required to complement an existing team, who has at least 3 years’ experience in working in an IFA practice and a good knowledge of using Intelligent Office. To provide day-to-day support to clients and the Financial Consultants, including: - To proactively deliver a high level of technical support and excellent client service -...

Client Administrator role - IFA Wealth practice My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client...

Client Administrator role - IFA Wealth practice My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client...

**IFA Administrator** **Manchester City Centre** **£32,000 per annum** **Monday - Friday** **Flexible benefits package** Would you like you to work for the UK's leading professional services group, providing administrative support to Financial Planners and Investment Managers? Have regular contact with clients and colleagues to ensure client...

I am working with a leading Financial Planning firm, with a great reputation down to their high quality and personal approach to financial planning. The firm in question are looking to add an IFA Administrator to the team, to provide high quality support to the Paraplanners and Financial Advisers within the firm and oversee other members of the team. They...

A chance to work for an exciting financial services firm in Manchester, for a Trainee Paraplanner.Client DetailsA forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability,...

My client is a chartered financial planning business in central Manchester. They are looking for an experienced IFA Administrator to provide one to one support for selected Advisers within the firm.The role Processing new business applicationsProcessing fund switches, surrenders, income and investment withdrawalsProduct and fund research for new investments...

My client is a chartered financial planning business in central Manchester. They are looking for an experienced IFA Administrator to provide one to one support for selected Advisers within the firm.The role Processing new business applicationsProcessing fund switches, surrenders, income and investment withdrawalsProduct and fund research for new investments...

My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client records amongst other aspects of financial services...

My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client records amongst other aspects of financial services...

Client Services Administrator Vacancy. Bury. Up to £32,000. This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase knowledge and experience and have opportunities to further their career in the future. As an IFA administrator your will provide all 'Pre' and...

Client Services Administrator Vacancy. Bury. Up to £32,000. This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase knowledge and experience and have opportunities to further their career in the future. As an IFA administrator your will provide all 'Pre' and...

A chance to work for an exciting financial services firm in Manchester, for a Trainee Paraplanner. Client Details A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability,...

Client Services Administrator Vacancy. This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase knowledge and experience and have opportunities to further their career in the future. As an IFA administrator your will provide all 'Pre' and 'Post' advice administration support...

Client Services Administrator Vacancy. This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase knowledge and experience and have opportunities to further their career in the future. As an IFA administrator your will provide all 'Pre' and 'Post' advice administration support...

My client is currently looking for an experienced IFA Administrator in Manchester city centre.Role and responsibilitiesProvide client support to Financial Planners and Directors, including being first line contact for all clients when the Advisors are unavailableLiaise with Financial Planners and Paraplanners, as and when requiredMaking sure all clients are...