Senior Ifa Administrator

Wealth Planning Practice - IFA Administrator role My client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office. You'll be supporting the Financial Planners & Paraplanners,...

We are working with a successful financial services organisation in Liverpool to recruit for an IFA Administrator to join their growing administration function. Client DetailsThis IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build their...

We are working with a successful financial services organisation in Liverpool to recruit for an IFA Administrator to join their growing administration function. Client Details This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: IFA Administrator **Location**: Liverpool **Salary**: £25,000 to £30,000 (depending on experience and qualifications) **About the Company**: You will be working on behalf of a highly successful, IFA firm who provide comprehensive financial planning and investment...

We are working with a successful financial services organisation in Liverpool to recruit for an IFA Administrator to join their growing administration function. Client Details This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build...

A well known growing organisation based in West Derby is looking to recruit a IFA Administrator to join their back office function. **Client Details** Established nearly 40 years ago, this firm is one of the most experienced in the industry and have a network of offices and cover extensively across the North West. **Description** They are now in the...

We are working with a successful financial services organisation in Liverpool to recruit for an IFA Administrator to join their growing administration function. Client Details This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build their...

We are working with a successful financial services organisation in Liverpool to recruit for an IFA Administrator to join their growing administration function. Client Details This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build their...

Location: Merseyside, Liverpool - Discipline: Financial Services - Job type: Permanent - Benefits: £20,000 - £25,000 - Published: 2023-06-01 - Expiry date: 2023-07-13 - Reference: 3584 We are currently looking for an IFA Support Administrator to join our clients, an established independent, chartered financial planning firm, based in Liverpool. This is a...

My client is currently looking for an IFA Administrator to join them in Liverpool.The Role:To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standardsTo work closely with the aligned Financial Planners to deliver...

They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisers. This business have a great culture and really nurture their staff and let people carve out their own careers. They have a network of offices around the UK and are continuing to grow through organic growth and through...

We're an independent wealth management firm who need an administrator to join the team. **About Us** Hanson Financial Services are an independent, directly authorised practice based in Liverpool. We offer holistic financial planning to a local and national client base. We're growing rapidly and believe in a supportive and collaborative work culture. We...

**Financial Services Administrator** **Salary**: £20,000 - £28,000 This financial services firm is based on the outskirts of Liverpool with free parking. Merseyside based Financial Planning firm is looking to recruit an experienced Financial Services Administrator. This Financial Services firm is known for a low staff turnover and encourages career...

**reference**: BBBH18574_1680097195 Insolvency Case Administrator **Vacancy Type**: Permanent **Location**: Liverpool, Merseyside **Salary**: £25000.00 - £30000 per annum + + benefits An exciting opportunity has arisen for a Insolvency Case Administrator to join a professional services company in the heart of Liverpool City Centre. Alongside a...

Financial Services Liverpool 01/05/2024 Type of Position: Client Services Administrator - Liverpool Pay: £24k - £28k **Client Services Administrator - Liverpool**: **Responsibilities**: - Diary management to include booking and preparing for adviser meetings - Answering telephone and dealing with post in/out - Liaise with third parties, process new...

An ethical, bespoke and independent wealth management firm who provide an extremely client focused and professional service. The company has a fantastic reputation and are very forward thinking in terms of technology, IT systems and paperless processes. They provide a very cheerful working environment, encourage promotion from within and are situated in a...

Our partner is a highly respected IFA firm in the Heart of Liverpool. Due to extensive new business introduced into the company they are looking to expand. They are a warm business and value their staff which corresponds with its high retention of staff. **The Opportunity** They are looking an experienced Administrator. They are preferably looking for a...

Type of Position: Client Services Administrator - Liverpool Pay: £24k - £28k Client Services Administrator - Liverpool We are working with a well-established wealth management firm based in Liverpool looking for an experienced Client Services Support Administrator to join their busy team. The right candidate will be flexible and dedicated, with...

**Senior Operations Administrator** **£25k-£28k** **Permanent, Full time** **Liverpool (hybrid-working)** Senior Operations Administrator is required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment...

**Senior Operations Administrator** **£23k-£25k** **12 Month Fixed Term Contract, Full time** **Liverpool (hybrid-working)** Senior Operations Administrator is required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth...