Ifa Administrator

5 months ago


Chorley, United Kingdom Taylor James Professional Recruitment LTD Full time

**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 team of paraplanners & advisers, duties & responsibilities will include**:

- Obtaining illustrations
- Keeping the back office system up to date
- Acquiring client portfolio valuations
- Preparation of annual review packs for client meetings
- Acting as a key point of contact for financial planners & clients
- Liaising with product providers
- Actioning LOAs
- IFA/ financial planning administration experience (essential)
- Willingness to work towards the level 4 diploma (desirable)
- Knowledge of provider platforms
- Experience of using Intelligent Office (desirable)
- Highly organised

Please submit the latest version of your CV to be considered for this opportunity

**Salary**: £24,000.00-£30,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Life insurance
- Private dental insurance
- Private medical insurance

Flexible Language Requirement:

- English not required

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus scheme

Work Location: In person

Reference ID: C2901A


  • Ifa Administrator

    3 weeks ago


    Chorley, United Kingdom CV-Library Full time

    Adviser Assistant - Chartered Wealth practice My client is an award winning, Chartered Financial Planning practice, with a friendly but professional office environment, giving bespoke advice to their clients. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Chorley...

  • Ifa Administrator

    5 months ago


    Chorley, United Kingdom Page Personnel Full time

    IFA Administrator - Growing financial firm in Chorley **About Our Client**: This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK. The first is part of a...

  • Ifa Administrator

    5 months ago


    Chorley, United Kingdom Jane Deane Recruitment Limited Full time

    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....


  • Chorley, United Kingdom Jane Deane Recruitment Limited Full time

    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...


  • Chorley, United Kingdom Jane Deane Recruitment Limited Full time

    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 Administrator

    5 months ago


    Chorley, United Kingdom Idex Full time

    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...

  • Ifa Administrator

    4 months ago


    Chorley, United Kingdom Idex Full time

    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...


  • Chorley, United Kingdom Capio Recruitment Full time

    **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...


  • Chorley, United Kingdom Ortus PSR Full time

    **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...


  • Chorley, Lancashire, United Kingdom Mitchell Hall Consulting Full time

    Role OverviewMitchell Hall Consulting is seeking an experienced Financial Planning Administrator to join their Chorley office. As a pivotal member of the team, you will support the Financial Planners, dealing with new business admin, client suitability reports, and client queries.Key ResponsibilitiesSupport the Financial Planners with administrative...


  • Chorley, United Kingdom Prestige Recruitment Group Full time

    **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...


  • Chorley, United Kingdom Prestige Recruitment Group Full time

    **Financial Services Administrator** **Chorley, Lancashire** **Salary: £24,000 - £28,000** We are delighted to be working with a Lancashire based and award winning Financial Planning Management Pract based near Chorley. They have an exciting opportunity for an experienced IFA administrator to join a well established and growing financial services...