Ifa Administrator

This is an excellent opportunity to work within a highly successful and progressive company in Bury within a varied IFA Administration role. This position will involve working in collaboration with Financial Advisers, providing strong administrative supportincluding diary and appointment management as well as dealing with customers. You will ensure that you...

**The Role** Working within a busy team of Advisers you will be an essential part of the team. You will be working within an FCA-regulated environment to ensure the usual IFA administration functions are completed with accuracy and in good time, this includes agency changes, information gathering, new business processing, scanning and various...

**Plus bonuses, benefits and study support** This company takes the opinion that their IFA administrators that they hire today will be their company’s IFAs and Paraplanners of the future and as a result, they offer clear defined career paths in these areas, and will support your growth as you workand develop your experience and client facing skills within...

We are working with a Financial Planning Firm based in Bury to find them an experienced IFA Administrator to join their team. Salary between £24,000 and £30,000 depending on experience. Key responsibilities will include; - Assist the financial planners with pre meetings / pre-contract preparation including research into clients existing arrangements -...

We are currently looking for an IFA Administrator to join our clients, an established Financial Planning firm in the Bury St Edmunds area. My clients are recognised as one of the largest independent regional advisers. For over 30 years, their specialistteams have supported clients in the construction of sound financial plans for their families or their...

This is an apprenticeship within an IFA environment that could be the start of a very successful career in financial advice or investment management. Anyone who is interested in taking their financial services career forward after completing A-Level or University would really benefit from this role. **Client Details** This client is a reputable and...

IFA practice based in Bury require an additional administrator to complement their existing team. Duties include: Answering the telephone / greeting clients and preparing drinks Preparing and issuing valuations Issuing appointment letters Meeting preparation - valuations, risk profiling, fund research, preparing agendas etc Processing new business...

**IFA Administrator / Wealth Planning Administrator** **Bury St Edmunds, Suffolk** **Salary up to £32,500 + bonus** - Are you an experienced IFA Administrator who’s looking for hybrid working?_ - Would you like to work for a company that offers exceptional benefits, including 30 days_ - holiday + bank holidays + an additional day for wellness and your...

EXPERIENCED IFA ADMINISTRATOR LOCATION: BURY AREA SALARY AROUND 25,000 BENEFITS: Holidays: 25 days with additional tiering on length of service Pension Scheme: 3% Employer and 4% Employee contributions Death in Service: 4 x salary PHI Established in 2006, our client was the first North West firm to be awarded 'Chartered Status' and has since enjoyed...

**Some firms don't even get the basics right.** They're behind the curve on pay. Behind the curve on hybrid working. Behind the curve on your professional development. Not here. **You'll get the level of pay befitting your skills and experience. Plus there's a bonus scheme to bump that take home up.** **It's a hybrid working environment with three days...

**Are you an experienced Administrator in the Financial Services sector? Do you have some experience in Pensions Administration? Do you care about your customers and take pride in your work?** We’re partnering with an established financial services company based in Bury who are seeking a Pensions Administrator to join their relatively small team. The...

We are recruiting for a full-time, office-based Wealth Management / Employee Benefits Administrator to join our team in Bury. The main duties for this position include: - Working with advisers, clients, providers and other third parties - Standard research, illustrations and quotes - Reviewing and maintaining existing arrangements - Utilising relevant...

**IFA ADMINISTRATOR** **LOCATION: BURY** **UP TO 26,000** NJR Recruitment is currently working with a leading provider of business advisory services. A strong Administrator is required to join their team of highly qualified and experienced Financial Planning Consultants based in North Manchester. Working from their offices in central Bury, our client is...

**Graduates with a keen interest in Financial Services - Degree in Banking / Accountancy and Finance / Mathematics - we want to hear from you** Full Time / Permanent - Monday to Friday, 9am - 5pm. Our client is a prestigious financial services practice in Bury looking to offer a Graduate calibre individual the opportunity to kick start their career in...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: St. Edmunds **Benefits**: Completive Salary, pension, Life Insurance, Cash Plan, Study Support, Fantastic Holiday Allowance. **Salary**: £25k ~ £35k Depending on experience. **About the Company**: Our Clients are...

**Administrator (Financial Adviser Support) Role** **Up to £22,000** **Hours: Monday - Friday 9am - 5pm (35 hours a week)** **About us**: Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes them...

Job Description Our Trusts and Tax Team Our highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HRMC compliance and dealing with the day-to-day requests from beneficiaries for funds. The Role We are looking for a Solicitor with at...

Job DescriptionOur Trusts and Tax Team Our highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HRMC compliance and dealing with the day-to-day requests from beneficiaries for funds.The Role We are looking for a Solicitor with at least five...

Our Trusts and Tax Team Our highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HRMC compliance and dealing with the day-to-day requests from beneficiaries for funds. We are looking for a Solicitor with at least five years of...

Job Description Our Trusts and Tax Team Our highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HRMC compliance and dealing with the day-to-day requests from beneficiaries for funds. The Role We are looking for a Solicitor with at...