Senior IFA Administrator

1 week ago


Manchester, United Kingdom IDEX Consulting Full time

Job description My client is currently looking for a Senior IFA Administrator to join their team in Manchester due to an internal promotion.Responsibilities:Acting as a trusted point of contact for clients, ensuring they receive exceptional service and supportProcessing new businessEnsuring the appropriate software (iO) is continuously kept up to dateEnsuring client-facing documents are accurate and appropriate for the clientObtaining information from third-party providersSpeaking to clients on the phone and communicating via emailLeverage your investment and pension knowledge to assist with client portfoliosBe involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstancesMaking sure the implementation of solutions is completed accurately and in good timeEnsuring timely processing of transactions and static data updates To succeed in this role you will:Previous experience in an IFA environmentDisplay enthusiasm, energy and positivityProactively take responsibility for clients' needsHave a good knowledge financial services and productsPride yourself on your organisational skillsBe willing to complete relevant industry qualificationsBe a superior user of the Microsoft Office suite (Word, Excel, PowerPoint)Collaborate well with other teams WHY JOIN US?25 days of holiday + bank holidaysContributory pension schemeEmployee Referral SchemeHybrid and flexible work opportunitiesNHS Top Up schemeWide range of retail discountsRegular social and charity events held in our officeTransparent and consistent approach to career development through which you will be able to develop your technical knowledge and interpersonal skillsOpportunity to be part of an employee-owned business which values employee involvement and commitmentWe are serious about our commitment to Net ZeroRequired professional membership fees paid forOpportunity to win quarterly CORE AwardsLong service awardsOur values are foundations of what and how we do things here



  • Manchester, United Kingdom Ortus PSR Full time

    **Senior IFA Administrator** **Location: Manchester** **Salary: £20,000 - £30,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...


  • Manchester, United Kingdom JohnstonGreer Full time

    Senior IFA Administrator (WFH Permanently) Up to £29,000 plus benefits Senior IFA Support required by this highly successful IFA firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to itsHigh Net Worth client...

  • Ifa Administrator

    4 days ago


    Manchester, United Kingdom Jane Deane Recruitment Limited Full time

    **Job Summary** Seeking an IFA Administrator to provide essential support in managing administrative tasks including some report writing for annual reviews. **Duties**: - Performing general administrative duties to support the financial advisers - Utilising organisational skills to maintain records and files - Processing withdrawals - Compiling...

  • Ifa Administrator

    2 weeks ago


    Manchester, United Kingdom ST Resourcing Ltd Full time

    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...

  • Ifa Administrator

    4 days ago


    Manchester, United Kingdom Ortus PSR Full time

    Want to work for a Top 100 Financial Advisory? Come and work for us! We are an award-winning IFA business in Manchester with an excess of1 Billion funds under management. We have 67 staff across the business and are continuing to grow 20% year on year, meaning increased opportunities for you to develop with us! **Job Title**: IFA...


  • Manchester, United Kingdom IDEX Consulting Full time

    OverviewMy client is currently looking for a Senior IFA Administrator to join their team in Manchester due to an internal promotion.ResponsibilitiesActing as a trusted point of contact for clients, ensuring they receive exceptional service and supportProcessing new businessEnsuring the appropriate software (iO) is continuously kept up to dateEnsuring...

  • Ifa Administrator

    2 weeks ago


    Manchester, United Kingdom Castlefield Full time

    **Company Overview** Castlefield is an employee-owned firm specialising in sustainable investment and financial advice. We are The Thoughtful Investor. We exist to help our clients and our co-owners to achieve their personal goals by working with people who want to make a positive impact on the world through environmentally and socially responsible...

  • IFA Administrator

    2 weeks ago


    Manchester, United Kingdom Chase de Vere Full time

    3 days ago Be among the first 25 applicantsDirect message the job poster from Chase de VereChase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we can’t achieve the results we do without the right people.We are currently looking to recruit a Private Client...

  • IFA Administrator

    4 days ago


    Manchester, United Kingdom Evelyn Partners Full time £30,000 - £60,000 per year

    Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose...


  • Manchester, United Kingdom Taylor James Professional Recruitment Full time

    A financial planning firm in Manchester seeks a Senior IFA Administrator to join their experienced team. The role involves processing new business applications, preparing client meeting materials, and serving as a contact for financial planners and clients. Candidates should have essential experience in financial planning administration and familiarity with...