IFA Administrator
7 days ago
Job description My client is currently looking for an experienced IFA Administrator to join their team 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 standardsTo work closely with the aligned Financial Planners to deliver excellent client outcomesTo build relationships with clients and maintain regular contactMaintain back-office systems and client records in line with the company policiesRequest policy information from third party policy providers if applicableLiaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicablePreparation of meeting packs and valuations (as required)Assist investment managers in the preparation of new business pitches and presentations To be successful in this role, you should have:Proven experience working in the financial services industryA strong ethic of client serviceAbility to work under pressure and to prioritise workExcellent communication skills both written and verbal, influencing and organisational skillsAbility to use judgement and reasoning to propose solutions to problems As a colleague here you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working modeOption to purchase additional holidayShared parental leave
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IFA Administrator
5 hours ago
Liverpool, United Kingdom Search Full timeIFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candidate will have previous experience within an...
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IFA Administrator
1 week ago
Liverpool, United Kingdom RGH-Global Limited Full timeIFA Administrator Location: Liverpool (Office based)Salary:£25,000 -£30,000 dependent on experience Overview A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in...
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IFA Administrator
1 week ago
Liverpool, United Kingdom RGH-Global Limited Full timeIFA Administrator Location : Liverpool (Office based) Salary : £25,000 -£30,000 dependent on experience Overview A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in...
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IFA Administrator
3 days ago
Liverpool, United Kingdom RGH-Global Limited Full timeIFA Administrator Location: Liverpool (Office based) Salary: £25,000 - £30,000 dependent on experience Overview A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in...
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IFA Administrator
6 days ago
Liverpool, United Kingdom RGH-Global Limited Full timeIFA Administrator Location: Liverpool (Office based) Salary: 25000 - 30000 dependent on experience Overview A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in supporting...
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IFA Administrator
1 day ago
Liverpool, Liverpool, United Kingdom RGH-Global Limited Full timeIFA Administrator Location: Liverpool (Office based) Salary: £25,000 - £30,000 dependent on experience Overview A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in...
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IFA Administrator
2 weeks ago
Liverpool, Liverpool, United Kingdom RGH-Global Limited Full time £25,000 - £30,000 per yearJob Description: IFA AdministratorLocation: Liverpool (Office based)Salary: £25,000 - £30,000 dependent on experience OverviewA highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a...
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Ifa Administrator
4 days ago
Liverpool, United Kingdom Cranleigh Personnel Full time**IFA / Wealth Planning Administrator** **Location: Liverpool** **Salary: £25,000 - £35,000** Are you an IFA Administrator with at least six months IFA Admin experience....? - Do you feel underpaid or undervalued where you are? - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your...
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IFA Administrator
2 days ago
Liverpool, United Kingdom Evelyn Partners Full timeCompany 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...
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Ifa Administrator
1 week ago
Liverpool, United Kingdom Finlink Ltd Full timeA 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...
