IFA Administrator
3 weeks ago
We are delighted to be partnering with an award-winning independent financial advisory firm to find an exceptional IFA Administrator to join their team. As a key member of the client support team, you will play a vital role in delivering exceptional service to clients across the UK.
About the RoleThis is a fantastic opportunity for a detailed-orientated professional with a passion for financial planning and client service to join a dynamic and growing organization. As an IFA Administrator, you will be responsible for providing support to financial advisers and paraplanners, processing new business applications, and managing back-office systems.
Key Responsibilities- Providing administrative support to financial advisers and paraplanners, ensuring seamless execution of client transactions.
- Processing new business applications, from initial inquiry to completion, ensuring timely and accurate processing.
- Communicating effectively with clients, providers, and internal stakeholders, resolving queries and concerns.
- Managing and updating the back-office system (Intelligent Office) to ensure accurate and up-to-date records.
- At least 2 years of experience in financial adviser administration, with a strong background in processing new business applications.
- Excellent communication and interpersonal skills, with the ability to build positive relationships with clients.
- A good understanding of pensions and investments, with the ability to provide informed support to clients.
- A competitive basic salary of up to £30,000, dependent on experience and qualifications.
- A company bonus scheme, recognizing and rewarding outstanding performance.
- A flexible working structure, including the option to work from home and flexible hours.
- Social opportunities throughout the year, fostering a sense of community and teamwork.
- Exam funding and support, enabling professional development and growth.
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IFA Administrator
4 weeks ago
Stockport, Stockport, United Kingdom Adecco Full timeAbout the Role:We are seeking an experienced IFA Administrator to join our team at Adecco. As an IFA Administrator, you will play a crucial role in supporting our financial advisors and ensuring the smooth operations of their practice.Key Responsibilities:Provide exceptional customer service by answering client inquiries and addressing their needs promptly...
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Senior IFA Administrator
4 weeks ago
Stockport, Stockport, United Kingdom Page Personnel Sales Full timeJob DescriptionAs a Senior IFA Administrator at Page Personnel Sales, you will be responsible for providing administrative support to our team of financial advisors. Your key responsibilities will include:Processing new business from start to completionPreparing portfolio valuations and producing illustrationsAssisting advisers with research and report...
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Financial Planning Administrator
4 weeks ago
Stockport, Stockport, United Kingdom Eventus Legal Full timeJob Title: Financial Planning AdministratorAbout the Role:We are seeking an experienced Financial Planning Administrator to join our team at Eventus Recruitment Cheshire. As a Financial Planning Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in delivering a first-class and compliant service.Key...
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Senior Financial Services Administrator
2 weeks ago
Stockport, Stockport, United Kingdom Page Personnel Sales Full timeJob Title: Senior Financial Services AdministratorJob Description:As a Senior Financial Services Administrator at Page Personnel Sales, you will be responsible for processing new business from start through to completion, preparing portfolio valuations and producing illustrations, and assisting advisers with research and report writing. You will also arrange...
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Senior Financial Services Coordinator
4 weeks ago
Stockport, Stockport, United Kingdom NJR Recruitment Full timeNJR Recruitment is seeking a skilled Senior IFA Administrator to join their team. As a service-oriented organisation, they put their clients at the centre of everything they do, providing advice and service that is right for them every time.The ideal candidate will have experience working with clients ranging from individuals to blue-chip corporates,...
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Senior Financial Services Coordinator
4 weeks ago
Stockport, Stockport, United Kingdom NJR Recruitment Full timeJob DescriptionNJR Recruitment is seeking an experienced Senior IFA Administrator to join their team. As a key member of the organization, you will be responsible for providing exceptional administrative support to the independent financial advisers.The ideal candidate will have a strong background in financial services, excellent communication skills, and...
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Senior Financial Services Coordinator
2 weeks ago
Stockport, Stockport, United Kingdom Adecco Full timeAs part of a leading wealth management firm, we are seeking a skilled IFA Administrator to support their financial advisors and contribute to the smooth operation of their practice. This role presents a unique opportunity to make a meaningful difference in people's financial lives by providing exceptional customer service and handling client inquiries with...
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Client Relationship Associate
4 weeks ago
Stockport, Stockport, United Kingdom Adecco UK Limited Full timeJob Title: Client Relationship AdministratorJob Summary:We are seeking a highly organised and enthusiastic individual to join our team as a Client Relationship Administrator. This role will play a vital part in supporting our team of financial advisors by effectively managing client relationships.Key Responsibilities:Act as the main point of contact for...
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Asset Finance Coordinator
4 weeks ago
Stockport, Stockport, United Kingdom Reed Full timeJob SummaryWe are seeking a highly organized and detail-oriented Asset Finance Administrator to join our team. As an Asset Finance Administrator, you will be responsible for managing a bank of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in a timely manner.Key...
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Ifa Administrator
5 months ago
Stockport, United Kingdom Page Personnel Full timeIFA Administrator - Growing financial firm in south Manchester **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. Based in a great...
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Trainee Ifa Administrator
5 months ago
Stockport, United Kingdom Cranleigh Personnel Full time**Trainee IFA Administrator** **Location - Stockport** **Salary: £22,000 rising to £24,000 after probation** Do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered working for an IFA? For this role - Any transferable skills from working within pensions or...
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Ifa Administrator
5 months ago
Stockport, United Kingdom Taylor James Professional Recruitment LTD Full time**Our Stockport 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...
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Ifa Administrator
5 months ago
Stockport, United Kingdom Cranleigh Personnel Full time**IFA Administrator / Wealth Planning Administrator** **Stockport** **£24,000 - £28,000** **Hybrid Working** **Are you an IFA Administrator who is now considering your next move?** - Are you fed up of working in the office full time? - Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)? -...
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Ifa Administrator
6 months ago
Stockport, United Kingdom Cranleigh Personnel Full time**IFA Administrator / Wealth Planning Administrator** **Stockport** **£24,000 - £28,000** **Hybrid Working** **Are you an IFA Administrator who is now considering your next move?** - Are you fed up of working in the office full time? - Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)? -...
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Ifa Administrator
5 months ago
Stockport, United Kingdom Cranleigh Personnel Full time**IFA Administrator / Wealth Planning Administrator** **Stockport** **£24,000 - £28,000** **Hybrid Working** **Are you an IFA Administrator who is now considering your next move?** - Are you fed up of working in the office full time? - Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)? -...
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IFA Administrator
2 months ago
Stockport, United Kingdom CV-Library Full timeAre you a skilled administrator with experience in the wealth management industry? Are you passionate about providing exceptional customer service and making a difference in people's financial lives? If so, we have an exciting opportunity for you! Our client, a leading wealth management firm, is seeking an IFA Administrator to join their dynamic team....
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IFA Administrator
2 months ago
Stockport, United Kingdom Adecco UK Limited Full timeAre you a skilled administrator with experience in the wealth management industry? Are you passionate about providing exceptional customer service and making a difference in people's financial lives? If so, we have an exciting opportunity for you!Our client, a leading wealth management firm, is seeking an IFA Administrator to join their dynamic team. With...
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Ifa Administrator
5 months ago
Stockport, United Kingdom Cranleigh Personnel Full time**IFA Administrator / Wealth Planning Administrator** **Stockport** **£24,000 - £30,000** **Hybrid Working available** **Are you an IFA Administrator who is now considering your next move?** - Are you fed up with working in the office full-time? - Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your...
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IFA Administrator
7 days ago
Stockport, United Kingdom Medlock Partners Full timeTechnical IFA AdministratorStockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.Full exam supportGroup Life Scheme Hybrid working Flexible working hours Our client are a highly progressive and buoyant...
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IFA Administrator
1 week ago
Stockport, United Kingdom Medlock Partners Full timeTechnical IFA AdministratorStockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.Full exam supportGroup Life Scheme Hybrid working Flexible working hours Our client are a highly progressive and buoyant...
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IFA Administrator
1 week ago
Stockport, United Kingdom Medlock Partners Full timeTechnical IFA AdministratorStockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.Full exam supportGroup Life Scheme Hybrid working Flexible working hours Our client are a highly progressive and buoyant...
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Ifa Administrator
5 months ago
Stockport, United Kingdom NJR Recruitment Full timeIFA ADMINISTRATOR - Chartered Practice SALARY; 25,000 + Structured Career Path & Exam Support LOCATION : Stockport NJR Recruitment are working in Partnership with a well-established and highly professional firm of Independent and Chartered Financial Advisers. Currently based in Hyde, Cheshire our Client will soon be moving to the Stockport area in to a...
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IFA Administrator
6 days ago
Stockport, United Kingdom Medlock Partners Full timeJob Description Technical IFA Administrator Stockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Group Life Scheme Hybrid working Flexible working hours Our client are a...
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IFA Administrator
1 week ago
Stockport, UK, Greater Manchester, United Kingdom Medlock Partners Full timeTechnical IFA AdministratorStockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.Full exam supportGroup Life Scheme Hybrid working Flexible working hours Our client are a highly progressive and buoyant...
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Senior IFA Administrator
3 weeks ago
Stockport, United Kingdom NJR Recruitment Full timeAbout the Role:We are seeking a highly skilled and experienced Client Support Administrator to join our team at NJR Recruitment. As a Client Support Administrator, you will be responsible for providing exceptional customer service and administrative support to our clients and consultants.Key Responsibilities:Manage a bank of consultants and their clients,...
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Technical IFA Administrator
1 week ago
Cheadle, Borough of Stockport, United Kingdom CV-Library Full timeTechnical IFA Administrator Stockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Group Life Scheme Hybrid working Flexible working...
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Ifa Administrator
5 months ago
Stockport, United Kingdom McGregor Recruitment Full time**IFA ADMINISTRATOR - PART TIME - EITHER 4 FULL DAYS OR 5 DAYS REDUCED HOURS** **SALARY: £25-£30K PRO RATA** **Hyprid Working and Flexi Time!** **50% working in office and 50% working from home** Our client is a very well-established **Financial Services/ Wealth Management** company who work with a variety of clients and have been established for over...
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Financial Planning Administrator
5 months ago
Stockport, United Kingdom Capio Recruitment Full time**Job Role: Financial Planning Administrator (Hybrid Working Available)** **Salary: £24,000 to £30,000 + Bonus & Benefits** **Location: Stockport** Our client is a firm of independent financial planners in a brilliant location just outside of the centre of Stockport, offering free parking! They have a fast growing reputation as one of the top financial...
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Graduate Financial Services Administrator
5 months ago
Stockport, United Kingdom Page Personnel Full timeTrainee IFA Administrator - Wealth management firm near Stockport **About Our Client**: Due to internal promotions, this firm is looking to recruit an entry level role and allow someone to take on a role that will offer progression as well as study support. As Graduate Financial Services Administrator, you will be responsible for: - Managing client review...