IFA Support Specialist

Skillful IFA Support Specialist WantedAcsol Ltd is recruiting a skilled IFA Support Specialist to join our team in South Manchester. This exciting opportunity comes with a competitive salary of £26,500 - £31,500 per year.About the PositionWe are seeking a highly skilled and organized professional to provide administrative support to our financial advisers....

About the RoleWe are looking for a highly skilled IFA Support Specialist to join our team in Manchester. The ideal candidate will have experience in providing client support and maintaining accurate records.Key Responsibilities:Support Financial Planners and Directors with client queriesLiaise with Paraplanners and other stakeholders as neededMaintain...

Supporting Advisers in Manchester and LondonFerguson Dean, a respected national IFA practice, is looking for a skilled IFA Support Consultant to support Advisers in Manchester and London.This role involves working closely with a paraplanning team to undertake client reviews, prepare reports, and conduct market research. You will also contribute to the...

We are seeking a highly organized and detail-oriented IFA Support Specialist to join our team in Manchester.In this role, you will be responsible for processing transfers, top-ups, withdrawals, income, contributions, fund switches, Bed & ISA, and protection in an accurate and timely manner.A strong understanding of third-party providers' platforms and...

We are delighted to be recruiting for an IFA Administrator to join a high-quality specialist pension firm based in Manchester city centre. Salary up to £28,000 plus benefits, this is flexible for the right person. (home working available) Key responsibilities will include - Administration of pensions, property purchases, rentals and sales, insurance...

We are delighted to be recruiting for an IFA Administrator to join a high-quality specialist pension firm based in Manchester city centre. Salary up to £28,000 plus benefits, this is flexible for the right person. Key responsibilities will include - Administration of pensions, property purchases, rentals and sales, insurance company bonds, general...

Recruit UK are working on an excellent opportunity for an Employee Benefits Administrator position in Manchester to join a leading Independent Financial Advice firm. This company is a well-established, award winning, financial advisory business, based Manchester. This firm is people first working with financially vulnerable clients, developing responsible...

Paraplanning OpportunityFerguson Dean is looking for an IFA Paraplanning Specialist to join our team. The successful candidate will work on complex financial planning projects, providing support to the advisory team.Key responsibilities include:Undertaking cash flow modelling and lifestyle planningPreparation of reports and presentationsStaying up-to-date on...

About Medlock Partners LtdOur client, Medlock Partners Ltd, is a dynamic and forward-thinking firm of Independent Financial Planners providing bespoke financial advice to clients. Due to recent promotions and ongoing growth, an exciting opportunity has become available for an aspiring IFAs Administrative Support Specialist to join their...

**IFA Administrator - Manchester - Salary negotiable up to £24K plus Bonus and Benefits** MB Fitzgerald are currently working with a leading North-West based Chartered Financial Planners in central Manchester who are looking to recruit an IFA Administrator. The role will suit somebody with 1 year + of experience working in Financial Services...

IFA based in Manchester - Full time/part time **About Our Client**: As IFA Administrator, you will provide administration support for advisers, paraplanners and wider team. Day to day, your role will include: - Processing new business - Producing and sending the client annual review packs by obtaining valuations, performance information and charges...

We are currently partnered with a specialist Investment Manager that provides tax efficient investment opportunities to financial advisors.. With a commitment to excellence, the firm support its clients to achieve their financial goals through strategic and well managed investments.The firm is seeking a highly skilled and motivated Business Development...

Trainee IFA Administrator Location: Manchester City Centre Salary; £19,000 NJR Recruitment is currently working with a small and established firm of Independent Financial Advisers based in the heart of Manchester City Centre. In 2007, our Client was one of the very first firms in the UK to be awarded Chartered status, which has been renewed every year...

An enthusiastic member is required to complement an existing team, who has at least 3 years’ experience in working in an IFA practice and a good knowledge of using Intelligent Office. To provide day-to-day support to clients and the Financial Consultants, including: - To proactively deliver a high level of technical support and excellent client service -...

**IFA Administrator - Manchester - Leading Wealth Manager - Salary negotiable depending on experience, progression available.** A market leading Financial Planning business with multiple offices across the UK currently has a vacancy for an experienced IFA Administrator to join their team in central Manchester. The company have grown quickly over the past...

**IFA Administrator - Manchester - Salary to £32**,000 plus Benefiits (potentially negotiable)** Our client is a well established firm of Independent Financial Advisors based in central Manchester. They have a close-knit team who work hard to ensure that their clients receive a first class service. **The role**: - The role will be supporting the...

**IFA Administration Manager - Manchester - Salary to £35,000 plus company benefits** MBF are currently working with a well established and highly successful firm of Chartered Financial Planners based in central Manchester who are looking to add an experienced Administration team to head up their small, but growing IFA Support Team. The role: - You'll...

**IFA Administrator - Manchester - Salary to £30**,000 plus Bonus and Benefiits (potentially negotiable)** One of the North-west's leading Wealth Management Organisations are currently in the market to recruit an IFA Administrator to join their growing team in Nottingham. **The role**: - The role will be supporting the company's Financial Advisor's based...

We are currently partnered with a specialist Investment Manager that provides tax efficient investment opportunities to financial advisors.. With a commitment to excellence, the firm support its clients to achieve their financial goals through strategic and well managed investments.The firm is seeking a highly skilled and motivated Business Development...

Job Description Senior IFA Administrator Manchester (Ultra High net worth Clients) Salary up to £38,000 (Experience dependant) Hybrid working (3 days from home) ** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service** Our client are a highly progressive and buoyant Firm of Independent Financial...