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Financial Services Administrator
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Liverpool, Liverpool, United Kingdom Page Personnel Sales Full timeAbout Our ClientOur client, a wealth management firm in Liverpool, is seeking an experienced IFA Administrator to join their team. Due to internal promotions, this role offers a unique opportunity for progression and study support.Job DescriptionAs an IFA Administrator, you will be responsible for:Managing the client review service cycle from start to...
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Financial Services Administrator
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Liverpool, Liverpool, United Kingdom Page Personnel Sales Full timeAbout Our ClientOur client, a wealth management firm in Liverpool, is seeking an experienced IFA Administrator to join their team. Due to internal promotions, this role offers a unique opportunity for career progression and study support.Job DescriptionThe successful candidate will be responsible for:Managing the client review service cycle from start to...
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Financial Planning Assistant
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Liverpool, Liverpool, United Kingdom Ortus PSR Full timeEmpowering Financial Planning with Ortus PSRAre you passionate about supporting financial professionals and making a real difference in people's lives? Our clients' Financial Planning team at Ortus PSR is a growing, independent, and Chartered-based firm in Liverpool, seeking a dedicated IFA Administrator to join their mission of delivering peace of mind to...
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Financial Planning Assistant
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Liverpool, Liverpool, United Kingdom Ortus PSR Full timeEmpowering Financial Planning with Ortus PSRAre you passionate about supporting financial professionals and making a real difference in people's lives? Our clients' Financial Planning team at Ortus PSR is a growing, independent, and Chartered-based firm in Liverpool, seeking a dedicated IFA Administrator to join their mission of delivering peace of mind to...
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Ifa Administrator
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Liverpool, United Kingdom Idex Full timeMy client is currently looking for an IFA Administrator to join them in Liverpool. **The Role**: - To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards - To work closely with the aligned Financial Planners to...
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Administrator
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Ifa Administrator
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Practice Manager
2 days ago
Liverpool, United Kingdom Synchronicity Financial Services Full timeOur client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...
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Practice Manager
1 day ago
Liverpool, United Kingdom Synchronicity Financial Services Full timeOur client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...
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Practice Manager
3 days ago
Liverpool, United Kingdom Synchronicity Financial Services Full timeOur client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...
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Practice Manager
2 days ago
Liverpool, United Kingdom Synchronicity Financial Services Full timeOur client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...
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Practice Manager
3 days ago
Liverpool, UK, Merseyside, United Kingdom Synchronicity Financial Services Full timeOur client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...
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Financial Services Coordinator
1 week ago
Liverpool, United Kingdom NJR Recruitment Full timeFinancial Services Administrator OpportunityNJR Recruitment is working in partnership with a reputable firm of Financial Planners to find a talented Administrator to join their expanding Client Support Team.The successful candidate will be responsible for managing the annual review process, processing new Pension and Investment applications, liaising with...
IFA Administrator
2 months ago
Job Summary:
Ortus PSR is seeking a highly organized and detail-oriented IFA Administrator to provide exceptional support to our Financial Planning team. As a key member of our team, you will play a vital role in ensuring the smooth operation of our financial planning services.
Key Responsibilities:
- Provide administrative support to our Financial Planners, including maintaining accurate client records and documents.
- Process client reviews and handle correspondence, liaising with product providers and addressing client queries in a timely and professional manner.
- Ensure compliance with FCA regulations and maintain a thorough understanding of financial products and services.
Requirements:
- Experience working in a financial services or wealth management setting.
- Knowledge of financial products and FCA regulations.
- Excellent communication and organizational skills, with a proactive approach to problem-solving.
What We Offer:
- A competitive salary, up to £35,000 depending on experience.
- A comprehensive benefits package, including private healthcare and pension scheme.
- Opportunities for career development and growth within a dynamic and supportive team.
About Ortus PSR:
Ortus PSR is a leading provider of financial planning services, dedicated to delivering high-quality advice and support to our clients. We are committed to creating a collaborative and inclusive work environment, where our employees can thrive and reach their full potential.
