Financial Planning Administrator

1 week ago


Knutsford, Cheshire East, United Kingdom Taylor James Professional Recruitment Full time
IFA Administrator Job Opportunity

We are seeking an experienced IFA Administrator to join our client's team in Knutsford. As a key member of the team, you will be responsible for providing administrative support to financial planners and clients.

Key Responsibilities:
  • Process new business applications for key financial products
  • Submit transaction and trade requests, including fund switches on and off platform
  • Obtain illustrations and product literature
  • Acquire client portfolio valuations
  • Prepare annual review packs for client meetings
  • Act as a key point of contact for financial planners and clients
  • Liaise with product providers
  • Action LOAs
  • Maintain accurate records of client financial situations
Requirements:
  • IFA/financial planning administration experience (essential)
  • Experience with Intelligent Office (desirable)
  • Knowledge of provider platforms
  • Highly organized
What We Offer:
  • Starting basic salary of up to \u00a328,000 + bonus
  • Home working
  • 25 days holiday
  • Full study support, including training courses
  • Structured career progression
  • DIS

Please submit your latest CV to be considered for this opportunity.



  • Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Job Title: Financial Planning AdministratorWe are seeking a highly skilled and organized Financial Planning Administrator to join our team at Eventus Recruitment Cheshire. As a key member of our Client Support team, you will be responsible for providing administrative support to ensure that clients and colleagues receive a professional service.Key...


  • Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Job Title: Financial Planning AdministratorWe are seeking a highly skilled and organized Financial Planning Administrator to join our team at Eventus Recruitment Cheshire. As a key member of our Client Support team, you will be responsible for providing administrative support to ensure that clients and colleagues receive a professional service.Key...


  • Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Job Title: Financial Planning AdministratorWe are seeking a highly skilled and experienced Financial Planning Administrator to join our team at Eventus Recruitment Cheshire. As a key member of our Client Support team, you will be responsible for providing administrative support to our team of IFA's and Wealth Managers.Key Responsibilities:Provide exceptional...


  • Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Job Title: Financial Planning AdministratorWe are seeking a highly skilled and experienced Financial Planning Administrator to join our team at Eventus Recruitment Cheshire. As a key member of our Client Support team, you will be responsible for providing administrative support to our team of IFA's and Wealth Managers.Key Responsibilities:Provide exceptional...


  • Knutsford, Cheshire East, United Kingdom Taylor James Professional Recruitment Full time

    IFA Administrator Job OpportunityWe are seeking a highly organized and experienced IFA Administrator to join our client's team on a permanent basis.The ideal candidate will have a strong background in financial planning administration, with experience of using Intelligent Office and knowledge of provider platforms.Key Responsibilities:Process new business...


  • Knutsford, Cheshire East, United Kingdom Taylor James Professional Recruitment Full time

    IFA Administrator Job OpportunityWe are seeking a highly organized and experienced IFA Administrator to join our client's team on a permanent basis.The ideal candidate will have a strong background in financial planning administration, with experience of using Intelligent Office and knowledge of provider platforms.Key Responsibilities:Process new business...


  • Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Job Title: Financial Planning AdministratorWe are seeking a highly skilled Financial Planning Administrator to join our team at Eventus Recruitment Cheshire. As a key member of our Client Support team, you will be responsible for providing administrative support to ensure that clients and colleagues receive a professional service.Key Responsibilities:Act as...


  • Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Job Title: Financial Planning AdministratorWe are seeking a highly skilled Financial Planning Administrator to join our team at Eventus Recruitment Cheshire. As a key member of our Client Support team, you will be responsible for providing administrative support to ensure that clients and colleagues receive a professional service.Key Responsibilities:Act as...


  • Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Job Title: Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Knutsford, Cheshire. As a key member of our Client Support team, you will provide administrative support to ensure that clients and colleagues receive a professional service.Key Responsibilities:Be a point of...


  • Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Job Title: Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Knutsford, Cheshire. As a key member of our Client Support team, you will provide administrative support to ensure that clients and colleagues receive a professional service.Key Responsibilities:Be a point of...


  • Knutsford, Cheshire East, United Kingdom mbf Full time

    Job OpportunityWe are seeking a talented Paraplanner to join our growing team at MBF Recruitment.The successful candidate will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.Key Responsibilities:Developing comprehensive and accurate financial planning...


  • Knutsford, Cheshire East, United Kingdom mbf Full time

    Job OpportunityWe are seeking a talented Paraplanner to join our growing team at MBF Recruitment.The successful candidate will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.Key Responsibilities:Developing comprehensive and accurate financial planning...


  • Knutsford, Cheshire East, United Kingdom Bond Rec Full time

    Job Title: Client Services AdministratorBond Rec is seeking a highly organized and detail-oriented Client Services Administrator to join their team. As a key member of the Client Services team, you will be responsible for providing administrative support to the team and ensuring the smooth operation of client-facing activities.Key Responsibilities:Process...


  • Knutsford, Cheshire East, United Kingdom Bond Rec Full time

    Job Title: Client Services AdministratorBond Rec is seeking a highly organized and detail-oriented Client Services Administrator to join their team. As a key member of the Client Services team, you will be responsible for providing administrative support to the team and ensuring the smooth operation of client-facing activities.Key Responsibilities:Process...


  • Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

    Exciting Opportunity for a Talented CandidateNJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our client is committed to providing high levels of professionalism to clients and employees alike.The firm is seeking an ambitious...


  • Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

    Exciting Opportunity for a Talented CandidateNJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our client is committed to providing high levels of professionalism to clients and employees alike.The firm is seeking an ambitious...


  • Knutsford, Cheshire East, United Kingdom Johnsons Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Johnsons. As a key member of our finance function, you will be responsible for providing financial guidance and support to our business units.Key Responsibilities:Develop and implement financial plans to drive business growth and profitabilityProvide financial...


  • Knutsford, Cheshire East, United Kingdom Johnsons Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Johnsons. As a key member of our finance function, you will be responsible for providing financial guidance and support to our business units.Key Responsibilities:Develop and implement financial plans to drive business growth and profitabilityProvide financial...


  • Knutsford, Cheshire East, United Kingdom Johnsons Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Johnsons. As a key member of our finance function, you will be responsible for providing financial guidance and support to our business units.Key Responsibilities:Develop and implement financial plans to drive business growth and profitabilityProvide financial...


  • Knutsford, Cheshire East, United Kingdom Johnsons Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Johnsons. As a key member of our finance function, you will be responsible for providing financial guidance and support to our business units.Key Responsibilities:Develop and implement financial plans to drive business growth and profitabilityProvide financial...