Financial Services Administrator

3 weeks ago


Manchester, United Kingdom fish4.co - Jobboard Full time
Senior IFA Administrator

Manchester

Salary up to GBP35,000 (Experience dependant)

Benefits:

  • 26 days holiday, plus an additional day off on your Birthday
  • Full exam support
  • Death in service
  • Hybrid working (3 days from home)

Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of their continued growth and recent promotions, an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Senior Paraplanners and Financial Planners to provide administrative support.

  • Processing new business, providing Client illustrations and valuations
  • Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
  • Deal with client/provider queries over the phone and via email.
  • Understand internal compliance procedures and the requirements of 3rd party providers
  • Maintain client records on back-office system
  • Cover receptionist duties such as post, phone calls, greeting clients, and dealing with third party suppliers.


  • Manchester, United Kingdom Bibby Financial Services Ltd Full time

    Bibby Financial Services Ltd have an exciting opportunity available for a Financial Services Administrator to join their team in Manchester on a hybrid contract. You will join them on a full-time, permanent basis and in return, you will receive a competitive salary of £23,660.We've supported small and medium-sized enterprises (SMEs) since 1982 and today we...

  • Cash Administrator

    1 month ago


    Manchester, United Kingdom Bibby Financial Services Ltd Full time

    Bibby Financial Services Ltd: A Leading Provider of Financial ServicesWe are seeking a highly skilled Cash Administrator to join our team in Manchester. As a key member of our data processing team, you will play a crucial role in ensuring the smooth operation of our financial services.Key Responsibilities:Provide coaching and support to other team members to...

  • Cash Administrator

    1 month ago


    Manchester, United Kingdom Bibby Financial Services Ltd Full time

    Bibby Financial Services Ltd: A Leading Provider of Financial ServicesWe are seeking a highly skilled Cash Administrator to join our team in Manchester. As a key member of our data processing team, you will play a crucial role in ensuring the smooth operation of our financial services.Key Responsibilities:Provide coaching and support to other team members to...

  • Business Administrator

    5 months ago


    Manchester, United Kingdom Platinum Financial Recruitment Full time

    **LOCATION** **Manchester** **SALARY** **£22000 - £26000** **JOB TYPE** **Permanent** **REF** **AW2308-03_1690905454** **Business Administrator** **Manchester City Centre** **£23,000 - £26,000 basic** This is a fantastic role as a Business Administrator to work for one of Manchester’s finest clients. You will work in a small team of...


  • Manchester, United Kingdom CV Elite Full time

    **The Role**: I am recruiting a Financial Planning Assistant / Financial Services Administrator on behalf of Smart Financial Ltd., a highly regarded, well-established and ambitious Lifestyle Financial Planning firm based in Manchester (Ancoats M4). Working in a small, friendly and collaborative team, the successful Financial Planning Assistant will support...


  • Manchester, United Kingdom Prestige Recruitment Group Full time

    **Financial Services Administrator** **Based in Manchester City Centre.** **Salary: £30,000 - £35,000** This Financial Services Administrator job opportunity in Manchester City Centre is offering a salary of £30,000 - £35,000. You will be joining a financial services firm who have a highly skilled Financial Services Paraplanning team. The great...

  • Cash Administrator

    4 weeks ago


    Manchester, United Kingdom Bibby Financial Services Ireland Full time

    Bibby Financial Services OpportunityWe are seeking a skilled Cash Administrator to join our team in Manchester on a hybrid contract. As a full-time, permanent employee, you will receive a competitive salary of GBP23,660.Our company has supported small and medium-sized enterprises (SMEs) since 1982 and today we support more than 12,000 businesses worldwide....

  • Cash Administrator

    4 weeks ago


    Manchester, United Kingdom Bibby Financial Services Ireland Full time

    Bibby Financial Services OpportunityWe are seeking a skilled Cash Administrator to join our team in Manchester on a hybrid contract. As a full-time, permanent employee, you will receive a competitive salary of GBP23,660.Our company has supported small and medium-sized enterprises (SMEs) since 1982 and today we support more than 12,000 businesses worldwide....


  • Manchester, United Kingdom mbf. Full time

    Job Title: IFA AdministratorJoin our team at mbf., a well-established, employee-owned firm of Chartered Financial Planners based in Central Manchester. We specialize in providing tailored financial planning solutions to HNW private clients and businesses across the North-West.About the RoleWe are seeking an IFA Administrator to provide tailored one-to-one...


  • Manchester, United Kingdom mbf. Full time

    Job Title: IFA AdministratorJoin our team at mbf., a well-established, employee-owned firm of Chartered Financial Planners based in Central Manchester. We specialize in providing tailored financial planning solutions to HNW private clients and businesses across the North-West.About the RoleWe are seeking an IFA Administrator to provide tailored one-to-one...

  • Cash Administrator

    3 weeks ago


    Manchester, United Kingdom Bibby Financial Services Ltd Full time

    Bibby Financial Services Ltd: A Leading Provider of Financial ServicesBibby Financial Services Ltd is a renowned company that has been supporting small and medium-sized enterprises (SMEs) since 1982. We are proud to have a global presence, supporting over 12,000 businesses worldwide. Our mission is to help businesses grow and thrive in domestic and...


  • Manchester, United Kingdom Siemens Financial Services Ltd. Full time

    Siemens Financial Services Ltd. is seeking a highly motivated and organized Internal Sales Administrator to join our dynamic team in Manchester. As a key member of our Internal Sales team, you will play a pivotal role in nurturing client relationships, identifying sales prospects, and achieving sales targets.The role is based in our Manchester office, with a...


  • Manchester, United Kingdom recruitment22 Full time

    IFA AdministratorThis is a fantastic opportunity to join one of Manchester's leading Financial Advice firms, work on a hybrid basis and get all the training and development you could want. They also have an excellent track record of promoting from within.Key ResponsibilitiesCompile Letters of Authority, sending to Insurance Providers and collating policy...


  • Manchester, United Kingdom recruitment22 Full time

    IFA AdministratorThis is a fantastic opportunity to join one of Manchester's leading Financial Advice firms, work on a hybrid basis and get all the training and development you could want. They also have an excellent track record of promoting from within.Key ResponsibilitiesCompile Letters of Authority, sending to Insurance Providers and collating policy...


  • Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Administrator RoleWe are seeking an experienced IFA Administrator to join our team at Ernest Gordon Recruitment Limited. As an IFA Administrator, you will play a vital role in supporting our advisors by providing administrative support, managing client data, and conducting product research.Key Responsibilities:Liaise with advisors to ensure seamless...


  • Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Administrator RoleWe are seeking an experienced IFA Administrator to join our team at Ernest Gordon Recruitment Limited. As an IFA Administrator, you will play a vital role in supporting our advisors by providing administrative support, managing client data, and conducting product research.Key Responsibilities:Liaise with advisors to ensure seamless...

  • Ifa Administrator

    5 months ago


    Manchester, United Kingdom Hilltop Financial Planning Full time

    Join our team at Hilltop Financial Planning and embark on a career in the financial advisory sector. As an IFA Administrator, you will have the opportunity to contribute to our client’s financial well-being while working in a supportive and growth-oriented environment. Hilltop Financial Planning is a modern and forward-thinking financial advisory service...


  • Manchester, United Kingdom Prestige Recruitment Group Full time

    **Financial Services Administrator** **Based in Manchester City Centre.** **Salary: £30,000 - £35,000** This Financial Services Administrator job opportunity in Manchester City Centre is offering a salary of £30,000 - £35,000. You will be joining a financial services firm who have a highly skilled Financial Services Paraplanning team. The great...


  • Manchester, United Kingdom Quilter Financial Advisers Full time

    Job Role:We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers.As a key member of our advisory business, you will play a vital role in helping clients achieve their financial goals by providing expert advice and guidance on financial planning, investments, and wealth management.Key Responsibilities:Provide personalized...


  • Manchester, United Kingdom CV-Library Full time

    IFA Admin RoleWe are seeking an experienced IFA Admin to join our team at a successful wealth management company. As an IFA Admin, you will play a vital role in supporting our advisors by providing administrative support, managing client data, and conducting product research.Key Responsibilities:Liaise with advisors to ensure seamless communication and...