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Ormskirk, Lancashire, United Kingdom Page Personnel Finance Full time{"Job Title": "IFA Administrator", "Job Description": "We are working with a successful financial services organisation in Ormskirk to recruit for an IFA Administrator to support 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...
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Ormskirk, Lancashire, United Kingdom Page Personnel Finance Full time{"Job Title": "IFA Administrator", "Job Description": "We are working with a successful financial services organisation in Ormskirk to recruit for an IFA Administrator to support 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...
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Ormskirk, United Kingdom Page Personnel Full timeFinancial Services Administrator **About the Role** We are working with a successful financial services organisation in Ormskirk to recruit for an IFA Administrator to join their growing administration function. 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...
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Financial Services Administrator
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Ormskirk, United Kingdom Page Personnel Full timeFinancial Services Administrator **About the Role** We are working with a successful financial services organisation in Ormskirk to recruit for an IFA Administrator to join their growing administration function. 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...
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Ormskirk, Lancashire, United Kingdom Page Personnel Finance Full timeWe are working with a successful financial services company to recruit for an IFA Administrator to join their growing administration team.About the CompanyThis financial services 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 name in...
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Financial Services Administrator
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Ormskirk, Lancashire, United Kingdom Page Personnel Finance Full timeWe are working with a successful financial services company to recruit for an IFA Administrator to join their growing administration team.About the CompanyThis financial services 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 name in...
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Financial Services Administrator
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Ormskirk, United Kingdom Page Personnel Full timeAbout the Role:We are working with a successful financial services organisation to recruit for an IFA Administrator to join their growing administration function.About the Company:This financial services 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...
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Financial Services Administrator
2 weeks ago
Ormskirk, United Kingdom Page Personnel Full timeAbout the Role:We are working with a successful financial services organisation to recruit for an IFA Administrator to join their growing administration function.About the Company:This financial services 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...
Ifa Administrator
4 months ago
Page Personnel are working hand in hand with this thriving financial services business to recruit a IFA administrator to join their busy and well established team. There office is based on the outskirts of the Ormskirk area.
**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 name is the market for being straight forward financial advisors. Thisbusiness have a great culture and really nurture their staff and let people carve out their own careers.
**Description**
On a day to day basic you can expect to be:
- Preparing portfolio valuations, producing illustrations and processing of new business.
- Arranging meetings with clients for the advisers.
- Handling client's requests and queries.
- Preparing suitability reports for the approval of the Financial Adviser in line with the company policy.
- Sending reports and investment information to clients.
- Accurately submitting data on the system for clients.
- Familiar with the software 'Intelliflo' (desirable but not essential).
- Ensuring work is completed in specified timelines.
**Profile**
- Previous experience working in an IFA or similar role
- Financial services experience is a must
- Strong administration skill set
- Great communication skill s
- Up to date with current FCA Legislation would be ideal
**Job Offer**
This IFA Administrator role will offer the following:
- £24,000 - £28,000 - Dependant on experience
- 24 days holiday + bank
- Flexible working hours
- Pension scheme
- Death in service
- Health care
- Study support could be offered
