Ifa Administrator

Wealth Planning Practice - IFA Administrator roleMy client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office.You'll be supporting the Financial Planners & Paraplanners,...

Wealth Planning Practice - IFA Administrator role My client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office. You'll be supporting the Financial Planners &...

Fantastic IFA Administrator Opportunity - Growing IFA **About Our Client**: Established nearly 40 years ago, this firm is one of the most experienced in the industry and have a network of offices and cover extensively across the North West. They are now in the market for a IFA Administrator to join to provide administrative support the financial advisers...

**IFA Administrator** **Salary**: £28,000 - £32,000. Liverpool Merseyside based Financial Planning firm which is near Southport is looking to recruit an experienced IFA Administrator due to the internal growth of the business. This role also offers hybrid working from home 2-3 days a week. This Financial Services firm is known for a low staff turnover...

Senior IFA Administrator - Exciting Opportunity - Wealth Management **About Our Client**: This growing financial services business have been established for a number of years and currently have 4 offices across the north west. Their varied portfolio of services are based on partner-led, personal relationships which ultimately give their clients peace of...

**The Role** **IFA Administrator** The role of the IFA Administrator is to provide first class client care for clients of the business. **Key Responsibilities and Outputs** - Processing of new business following all company procedures and processes - Maintaining good relationships with all clients of the business; enhancing the profile of the Company...

A great opportunity for an IFA administrator to join an Independent Financial Advisory firm. Be part of an administration team who support paraplanners and advisors in the financial advice process. Earn £30k whilst enjoying a hybrid working pattern. The Company: - An Independent Financial Advisory firm - A friendly, positive environment where everyone...

**Senior IFA Administrator / Wealth Planning Administrator** **Based Liverpool - Hybrid Working and Flexible Hours** **Salary £28,000 - £40,000 depending upon experience** Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge? **Then we have the role for...

Fantastic Financial Services Opportunity - Growing Organisation - Liverpool city centre **About Our Client**: Established nearly 40 years ago, this firm is one of the most experienced in the industry and have a network of offices and cover extensively across the North West. They are now in the market for a Financial Services Administrator to join to...

Job DescriptionAs an IFA/Wealth Management Administrator at Wealth Planning Practice, you will play a vital role in supporting the Financial Planners and Paraplanners. Your responsibilities will include:Managing new business administrationPreparing client suitability lettersResponding to client inquiriesAssisting with other financial services tasksYour...

My 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...

My client is currently looking for a Senior IFA support to join them in Liverpool. **The Role**: - To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards - To work closely with the...

IFA Support Administrator | Liverpool city centre | £22-£25k We are currently recruiting for a Senior IFA Support Administrator within a professional service in Liverpool. This role includes tasks such as - Research - carrying out in depth analysis of many different types of financial contracts. - Writing the suitability letter and other reports, eg...

A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. **Job Title**: Administrator **Department**: Operations - Fees **Location**:...

IT Bods Ltd is a leading financial planning organisation that prides itself on its team-oriented approach and commitment to employee growth.Job SummaryWe are searching for a highly organised IFA Administrator to support our team in delivering exceptional client service. This role requires a proactive individual with experience in a similar administrative...

A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. The Team The team is also responsible for the collection of fees on behalf of...

My client is a Chartered IFA firm in the heart of Liverpool City Centre and they are currently looking for an experienced Client Support. The Client Manager Support role is primarily an administrative role, supporting the Adviser and Paraplanner in dealing with clients and providers. Typical activities will include: - Supporting the Client Manager team in...

A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. **Department**: Operations - Fees **Salary**: Competitive with an excellent...

An ethical, bespoke and independent wealth management firm who provide an extremely client focused and professional service. The company has a fantastic reputation and are very forward thinking in terms of technology, IT systems and paperless processes. They provide a very cheerful working environment, encourage promotion from within and are situated in a...

PAGE Personnel Sales are recruiting an experienced Pensions Administration Coordinator to join our team in Liverpool. The successful candidate will be responsible for managing the client review service cycle, from initial contact to completion.About the RoleManage the client review service cycle end to end.Coordinate with clients to arrange annual...