Paraplanner/IFA Administrator

3 weeks ago

Sale, United Kingdom Acsol Ltd Full time

We are looking for an experienced IFA Administrator or Paraplanner to be based at head office in Sale, South Manchester. On a day-to-day basis you will ensure ongoing support for the financial advisers, act as an integral member of the team and will ensure that professionalism and excellent client relationships are demonstrated at all times.

Principal Responsibilities:-

· Communication and team working

· Research and management information

· Business Development

· Compliance

· Client Relations

· General Administration

KEY REQUIREMENTS:

A happy and positive team culture is extremely important and it is important you have the same attitude to work in the team. It is essential that you are:

* Enthusiastic, driven and self-motivated

* Have exceptional customer service skills

* Enjoy the responsibility of working as a key member of a small team

* Be able to work independently

* Have a willingness to “muck-in”

* Relish a challenge

* Take responsibility for your own career progression

WHAT YOU WILL RECEIVE:

· A competitive package (detailed in your Contract of Employment)

· A positive and friendly working environment, where you’ll receive recognition and reward for a job well done

· A working environment with no hierarchies where you’ll be actively encouraged to contribute to the ideas pool

· Smart people to work with who know and care about you

· Opportunities for you to develop your skills

· Support and guidance to enable you to progress with your career

This is a Monday-Friday full-time permanent role although we will consider part-time (3 or 4 days per week). Salary will be based on previous experience. The hiring company support staff who wish to progress and generate a very positive working environment. Please submit your CV and any cover notes to Jon Becker of Acsol Recruitment

  • Paraplanner/IFA Administrator

    1 month ago

    Sale, United Kingdom CV-Library Full time

    We are looking for an experienced IFA Administrator or Paraplanner to be based at head office in Sale, South Manchester. On a day-to-day basis you will ensure ongoing support for the financial advisers, act as an integral member of the team and will ensure that professionalism and excellent client relationships are demonstrated at all times. Principal...

  • Paraplanner/IFA Administrator

    2 days ago

    Sale, United Kingdom Acsol Ltd Full time

    We are looking for an experienced IFA Administrator or Paraplanner to be based at head office in Sale, South Manchester. On a day-to-day basis you will ensure ongoing support for the financial advisers, act as an integral member of the team and will ensure that professionalism and excellent client relationships are demonstrated at all times.Principal...

  • Ifa Administrator

    6 months ago

    Sale, United Kingdom Jane Deane Recruitment Limited Full time

    Well established IFA practice based in Sale require an additional administrator to compliment their existing team. **Main day-to-day duties and responsibilities** The processing and chasing new business on behalf IFAs in a compliant and timely manner The recording of the above on Intelligent Office and scanning the completed file to client records...

  • Ifa Administrator

    6 months ago

    Sale, United Kingdom Jane Deane Recruitment Limited Full time

    Well established IFA practice based in Sale require an additional administrator to compliment their existing team. **Main day-to-day duties and responsibilities** The processing and chasing new business on behalf IFAs in a compliant and timely manner The recording of the above on Intelligent Office and scanning the completed file to client records...

  • Paraplanner

    3 months ago

    Sale, United Kingdom Ferguson Dean Full time

    A rapidly expanding regional IFA firm in Sale are looking to recruit an additional paraplanner. The firm are at the cutting edge of technology, fully embracing AI to smooth the client experience and assist in reports and administration. The role will have a large degree of client contact and interaction and there is a direct path to advice in the firm, in...

  • Paraplanner

    4 months ago

    Sale, United Kingdom Ferguson Dean Full time

    A rapidly expanding regional IFA firm in Sale are looking to recruit an additional paraplanner. The firm are at the cutting edge of technology, fully embracing AI to smooth the client experience and assist in reports and administration. The role will have a large degree of client contact and interaction and there is a direct path to advice in the firm, in...

  • Paraplanner

    1 month ago

    Sale, United Kingdom Ferguson Dean Full time

    Job Description A rapidly expanding regional IFA firm in Sale are looking to recruit an additional paraplanner. The firm are at the cutting edge of technology, fully embracing AI to smooth the client experience and assist in reports and administration. The role will have a large degree of client contact and interaction and there is a direct path to advice in...

  • Financial Services Coordinator

    2 days ago

    Sale, Trafford, United Kingdom Acsol Ltd Full time

    Company OverviewAcsol Ltd is a dynamic and supportive organisation seeking an experienced IFA Administrator or Paraplanner to join their team in Sale, South Manchester. As a key member of the team, you will provide ongoing support to financial advisers, communicate effectively with colleagues, and maintain excellent client relationships.Job SummaryThis is a...

  • Financial Planning Administrator

    6 months ago

    Sale, United Kingdom atomos Full time

    **Join Our Team as a Financial Planning Administrator**: **Career** Seize this rewarding opportunity to become a Financial Planning Administrator and elevate your professional journey. Within our dynamic environment that blends the innovative spirit of a start-up with the stability of a formidable national presence, you are positioned to make a real...

  • Financial Services Administrator

    7 months ago

    Sale, United Kingdom atomos Full time

    **Financial Planning Administrator**: **Career** Are you looking for a career rather than just a job? Do you want to be valued for what you do? Do you have experience working in a Wealth Management or Financial planning environment? We pride ourselves on helping our people understand the bigger picture and get involved in a variety of work. Your career is...