Financial Services Administrator

2 weeks ago


St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full time
IFA Administrator Job Opportunity

This is an exciting chance for an experienced individual to join a growing Independent Financial Advisory firm in the North West.

You will be part of a team of like-minded professionals who work collaboratively and support each other's growth and development.

The role involves undertaking administrative duties to support Financial Advisors and Paraplanners in providing high-quality financial planning services to clients.

The company offers support towards industry exams, including paying for study materials, the first exam entry, and providing time to study.

Requirements
  • 12+ months' experience as an IFA Administrator
  • Experience of using Intelligent Office, Genovo, or Dynamic Planner would be beneficial
  • Individuals holding or working towards a Level 4 Diploma in Financial Planning would be beneficial
Company Overview

This long-established Independent Financial Advisory firm is growing rapidly and is looking for an ambitious individual to join the team.

The business has a strong upward trajectory and continues to achieve record-breaking performances.

Benefits
  • Salary of £25,000 - £28,000 depending on experience
  • Annual bonus based on team performance, Royal London pension, and 4x DIS after 12 months
  • 23 days holiday, plus birthday off and bank holidays
  • Potential to receive 1 extra day off every month (based on TOIL arrangement)
  • 35 hour working week with 9am - 5pm, Monday to Thursday and 9am - 4pm, Friday
  • Fee-Free Financial Advice, including mortgages and insurance


  • St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full time

    IFA Administrator Job OpportunityThis is an exciting chance for an experienced individual to join a growing Independent Financial Advisory firm in the North West.You will be part of a team of like-minded professionals who work collaboratively and support each other's progression. The company actively encourages career development, as evidenced by this...


  • St Helens, St. Helens, 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 in St Helens. As a key member of our Wealth Advisory Team, you will provide administrative support to our Financial Planners and IFAs, ensuring a high-quality client experience at all times.Key Responsibilities:Prepare...


  • St Helens, St. Helens, 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 in St Helens. As a key member of our Wealth Advisory Team, you will provide administrative support to our Financial Planners and IFAs, ensuring a high-quality client experience at all times.Key Responsibilities:Prepare...


  • St Helens, St. Helens, 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 at Eventus Recruitment Cheshire. As a key member of our Wealth Advisory Team, you will provide administrative support to our Financial Planners and Paraplanners, ensuring the smooth delivery of our services to...


  • St Helens, St. Helens, 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 at Eventus Recruitment Cheshire. As a key member of our Wealth Advisory Team, you will provide administrative support to our Financial Planners and Paraplanners, ensuring the smooth delivery of our services to...


  • St Helens, St. Helens, 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 St Helens. As a key member of our Wealth Advisory Team, you will provide administrative support to our Financial Planners and Paraplanners, ensuring the smooth delivery of our services to clients.Key...


  • St Helens, St. Helens, 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 St Helens. As a key member of our Wealth Advisory Team, you will provide administrative support to our Financial Planners and Paraplanners, ensuring the smooth delivery of our services to clients.Key...


  • St Helens, St. Helens, United Kingdom Bond Rec Full time

    Bond Recruitment is seeking a part-time IFA Administrator to support a well-established Chartered Financial Planning firm in St Helens, Merseyside.This office-based position involves providing comprehensive administrative support to financial advisers, including:Managing diaries and emailsArranging appointmentsCommunicating with clients and third parties via...


  • St Helens, St. Helens, United Kingdom Bond Rec Full time

    Bond Recruitment is seeking a part-time IFA Administrator to support a well-established Chartered Financial Planning firm in St Helens, Merseyside.This office-based position involves providing comprehensive administrative support to financial advisers, including:Managing diaries and emailsArranging appointmentsCommunicating with clients and third parties via...


  • St Helens, St. Helens, United Kingdom The Eventus Recruitment Group Full time

    Financial Planning / IFA Administrator Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled and detail-oriented Financial Planning / IFA Administrator to join their modern and fast-paced team in St Helens. As a key member of the Wealth Advisory Team, you will be responsible for providing administrative support to the Financial Planning /...


  • St Helens, St. Helens, United Kingdom The Eventus Recruitment Group Full time

    Financial Planning / IFA Administrator Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled and detail-oriented Financial Planning / IFA Administrator to join their modern and fast-paced team in St Helens. As a key member of the Wealth Advisory Team, you will be responsible for providing administrative support to the Financial Planning /...


  • St Helens, St. Helens, United Kingdom Eventus Legal Full time

    Financial Planning / IFA Administrator Job DescriptionEventus Recruitment Cheshire is seeking a highly skilled Financial Planning / IFA Administrator to join their modern and fast-paced team in St Helens.Job SummaryThis is an exciting opportunity to work with a leading financial planning firm, providing administrative support to the Financial Planning / IFA...


  • St Helens, St. Helens, United Kingdom Eventus Legal Full time

    Financial Planning / IFA Administrator Job DescriptionEventus Recruitment Cheshire is seeking a highly skilled Financial Planning / IFA Administrator to join their modern and fast-paced team in St Helens.Job SummaryThis is an exciting opportunity to work with a leading financial planning firm, providing administrative support to the Financial Planning / IFA...


  • St Helens, St. Helens, United Kingdom Eventus Legal Full time

    Financial Planning / IFA Administrator Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Financial Planning / IFA Administrator to join their modern and fast-paced team in St Helens. As a key member of the Wealth Advisory Team, you will be responsible for providing administrative support to the Financial Planning / IFA team, ensuring a...


  • St Helens, St. Helens, United Kingdom Eventus Legal Full time

    Financial Planning / IFA Administrator Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Financial Planning / IFA Administrator to join their modern and fast-paced team in St Helens. As a key member of the Wealth Advisory Team, you will be responsible for providing administrative support to the Financial Planning / IFA team, ensuring a...


  • St Helens, St. Helens, United Kingdom Reed Full time

    Finance Officer Job DescriptionWe are seeking a highly organized and detail-oriented Finance Officer to join our team on a temporary basis. The successful candidate will be responsible for managing sales and purchase ledgers, handling petty cash transactions, and performing day-to-day general finance administration tasks.Key Responsibilities:Manage sales and...


  • St Helens, St. Helens, United Kingdom Reed Full time

    Finance Officer Job DescriptionWe are seeking a highly organized and detail-oriented Finance Officer to join our team on a temporary basis. The successful candidate will be responsible for managing sales and purchase ledgers, handling petty cash transactions, and performing day-to-day general finance administration tasks.Key Responsibilities:Manage sales and...


  • St Helens, St. Helens, United Kingdom Reed Full time

    Finance Officer Job DescriptionWe are seeking a highly organized and detail-oriented Finance Officer to join our team on a temporary basis. The successful candidate will be responsible for managing sales and purchase ledgers, handling petty cash transactions, and performing day-to-day general finance administration tasks.Key Responsibilities:Manage sales and...


  • St Helens, St. Helens, United Kingdom Reed Full time

    Finance Officer Job DescriptionWe are seeking a highly organized and detail-oriented Finance Officer to join our team on a temporary basis. The successful candidate will be responsible for managing sales and purchase ledgers, handling petty cash transactions, and performing day-to-day general finance administration tasks.Key Responsibilities:Manage sales and...


  • St Helens, St. Helens, United Kingdom The Eventus Recruitment Group Full time

    Financial Planning / IFA Administrator Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Financial Planning / IFA Administrator to join their modern and fast-paced team in St Helens. As a key member of the Wealth Advisory Team, you will be responsible for providing administrative support to the Financial Planning / IFA team, ensuring a...