Ifa Administrator
5 months ago
**Job Title: IFA Administrator**
**Location: Chester**
**Salary package: £25k - £28k + Benefits + Fully Funded Exam support + Christmas period off**
**The Company**
An ambitious and prestigious Chartered financial planning firm based in Chester, who were founded 25 years ago. They have a great reputation in the North West of England and offer truly independent financial advice.
The company provide bespoke Wealth Management solutions to Clients and offer a great range of services, including; IHT Planning, Divorce advice and Individual and Corporate Financial Planning services.
They are now looking for a Financial Services Administrator who wants to provide a great service for Advisers and Clients alike. This company traditionally promote from within, so if you have aspirations to become a Paraplanner or Adviser, this is a great place to work They will also offer full financial support to initially become Diploma qualified and then Chartered thereafter.
The Role:
- New business processing (investments, pensions and protection).
- Client servicing, for example, switches, rebalancing and withdrawals.
- Provide quotes using platforms.
- Dealing with policy enquiries.
- Telephone and reception duties as required
- General Admin support including handling post and typing.
- Previous experience in a IFA firm (or similar)
- Strong IT skills
- Good time management skills
The Benefits:
- Flexible working hours
- Pension scheme from day one (not dependent on passing probation)
- Christmas period off
- Fully funded qualifications
**Salary**: £25,000.00-£28,000.00 per year
**Benefits**:
- Additional leave
- Company events
- Company pension
- Financial planning services
- Flexitime
- Transport links
Schedule:
- Flexitime
- Monday to Friday
Ability to commute/relocate:
- Chester: reliably commute or plan to relocate before starting work (required)
Work Location: In person
Reference ID: 38422
-
Ifa Administrator
5 months ago
Chester, United Kingdom Page Personnel Full timeExciting IFA Administrator Opportunity - Thriving Firm **About Our Client**: This IFA Practice has been established for nearly 30 years. They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisors. This business have a great culture and really nurture their staff and let people...
-
Ifa Administrator
5 months ago
Chester, United Kingdom Page Personnel Full timeSenior IFA Administrator - Exciting Opportunity - Wealth Management FIrm **About Our Client**: This growing financial services business have been established for a number of years and currently have 4 offices across the north west. Their varied portfolio of services are based on partner-led, personal relationships which ultimately give their clients peace...
-
Ifa Administrator
1 month ago
Chester, United Kingdom CV-Library Full timeRole: IFA Administrator Location: Chester Business Park Salary: £28,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services...
-
Ifa Administrator
1 month ago
Chester, United Kingdom CV-Library Full timeRole: IFA Administrator Location: Chester Salary: £28,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across...
-
Ifa Administrator
1 month ago
Chester, United Kingdom Heat Recruitment Ltd Full timeRole: IFA AdministratorLocation: Chester Business ParkSalary: £28,0002-3 days a week in the officeThis is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals...
-
Ifa Administrator
2 months ago
Chester, United Kingdom Heat Recruitment Ltd Full timeRole: IFA AdministratorLocation: ChesterSalary: £28,0002-3 days a week in the officeThis is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they...
-
Ifa Administrator
2 weeks ago
Chester, Cheshire, United Kingdom Heat Recruitment Ltd Full time €28,000Role: IFA Administrator Location: Chester Business Park Salary: £28,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services...
-
Ifa Administrator
7 months ago
Chester, United Kingdom Fram Search Full timeOffice based. - Experience of IO (Intelliflo) and abrdn, Aviva, Aegon. - Have excellent communication, numerical and IT skills Fram are currently working with a Chartered Financial Planning company based in Chester. Our client provides financial guidance and support that helps their clients achieve their goals. They are looking for a Financial Services...
-
Ifa Administrator
5 months ago
Chester, United Kingdom Ortus PSR Full timeAre you ready to turn your financial administration expertise into a dynamic career opportunity? Join our clients team as a Financial Services Administrator and unlock a pathway to unparalleled professional growth and success! Competitive Salary: Up to £28,000 gross per annum. Performance-Linked Pay Increases, Flexible Working Hours, Group Pension Scheme,...
-
IFA Administrator
2 weeks ago
Chester, Cheshire, United Kingdom Heat Recruitment Ltd Full time €28,000Location: Chester Business Park 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market...
-
Financial Services Administrator
2 months ago
Chester, United Kingdom Oval Recruit Full timeFinancial Services Administrator - IFA Practice Chester - £depending on experience Flexible Hybrid working, training and development opportunity. A growing vibrant financial advisory practice local to Chester are looking to recruit an industry experienced administrator to work as part of a growing team. The company currently employ in the region of 30...
-
Financial Planning Administrator
3 weeks ago
Chester, Cheshire, United Kingdom Heat Recruitment Full timeIFA Administrator OpportunityHeat Recruitment is seeking an experienced IFA Administrator to join a leading financial planning and investment company in Chester Business Park. As a vital part of the financial planning process, you will support several highly successful advisers and their HNW clientele.Key Responsibilities:Provide administrative support to...
-
Financial Planning Administrator
3 weeks ago
Chester, Cheshire, United Kingdom Heat Recruitment Full timeIFA Administrator OpportunityHeat Recruitment is seeking an experienced IFA Administrator to join a leading financial planning and investment company in Chester Business Park. As a vital part of the financial planning process, you will support several highly successful advisers and their HNW clientele.Key Responsibilities:Provide administrative support to...
-
Financial Planning Administrator
1 week ago
Chester, Cheshire, United Kingdom Heat Recruitment Ltd Full timeFinancial Planning AdministratorHeat Recruitment Ltd is seeking an experienced Financial Planning Administrator to join their team. As an IFA Administrator, you will play a vital role in supporting several highly successful advisers and their HNW clientele.Key Responsibilities:• Provide administrative support to financial planners and their clients•...
-
Financial Services Administrator
3 weeks ago
Chester, Cheshire, United Kingdom Aspire Executive Search Full timeIFA Support Administrator OpportunityWe are seeking an experienced IFA Support Administrator to join our growing wealth management business in Cheshire. As a key member of our team, you will be responsible for providing exceptional support to our advisers and clients.Key Responsibilities:Work closely with advisers to ensure timely and accurate responses to...
-
Financial Services Administrator
4 weeks ago
Chester, Cheshire, United Kingdom Aspire Executive Search Full timeIFA Support Administrator OpportunityWe are seeking an experienced IFA Support Administrator to join our growing wealth management business in Cheshire. As a key member of our team, you will be responsible for providing exceptional support to our advisers and clients.Key Responsibilities:Work closely with advisers to ensure timely and accurate responses to...
-
Financial Planning Assistant
4 weeks ago
Chester, Cheshire, United Kingdom Heat Recruitment Full timeIFA Administrator OpportunityHeat Recruitment is seeking an experienced IFA Administrator to join a leading financial planning and investment company in Chester Business Park. This is an exciting opportunity to become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele.Key...
-
Financial Planning Assistant
4 weeks ago
Chester, Cheshire, United Kingdom Heat Recruitment Full timeIFA Administrator OpportunityHeat Recruitment is seeking an experienced IFA Administrator to join a leading financial planning and investment company in Chester Business Park. This is an exciting opportunity to become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele.Key...
-
IFA Administrator
2 weeks ago
Chester, Cheshire, United Kingdom Heat Recruitment Ltd Full time £28,000strongJobTitle:/strongIFAAdministratorbrbrstrongAbouttheRole:/strongbrWeareseekinganexperiencedIFAAdministratortojoinourteamandsupportourhighlysuccessfuladvisersandtheirHNWclientele.AsanIFAAdministrator,youwillplayavitalroleinthefinancialplanningprocess,providingadministrativesupportandensuringthesmoothoperationofourfinancialplanningservices.brbrstrongKeyRes...
-
Paraplanning Professional
3 weeks ago
Chester, Cheshire, United Kingdom ARC Full timeParaplanner RoleOpportunity for a Paraplanner to join a growing IFA business, expanding its support team and looking for a skilled professional to work alongside Advisers.Job Title/Location: Paraplanner, ChesterSalary: £38,000 - £45,000 + generous pension contribution + PMI + study supportRequirements: Paraplanning experience in an IFA/Wealth Management...