IFA Office Manager: Operational Leader in Financial Services

Role Description This is a full-time, on-site role for an IFA (Independent Financial Adviser) Administrator based in Newcastle-Under-Lyme. The IFA Administrator will support financial advisers by managing client communications, preparing financial documentation, processing applications, and providing administrative assistance for investments, pensions, and...

Job description My client is currently looking for an experienced Office Manager with financial advisor experience to join their firm in Newcastle-under Lyme.The successful candidate will support the operations team and Directors to ensure the smooth day to day running of the business, acting as key point of contact for escalated issues and support with...

My client is currently looking for an experienced Office Manager with financial advisor experience to join their firm in Newcastle-under-Lyme.The successful candidate will support the operations team and Directors to ensure the smooth day to day running of the business, acting as key point of contact for escalated issues and support with their...

About the role My client is currently looking for an experienced Office Manager with financial advisor experience to join their firm in Newcastle-under Lyme. The successful candidate will support the operations team and Directors to ensure the smooth day to day running of the business, acting as key point of contact for escalated issues and support with...

A financial services company in Newcastle-under-Lyme is seeking an IFA Administrator to support financial advisers. This full-time, on-site role involves managing client communications, preparing financial documentation, and ensuring compliance with regulatory requirements. Ideal candidates will have strong administrative skills, proficiency in Microsoft...

Office Manager – Regional Manager (Talent Attraction) – Financial Planning & Wealth Management, North West Your client is seeking an experienced Office Manager with financial advisor experience to support the operations team and Directors in Newcastle-under-Lyme. The successful candidate will act as a key point of contact for escalated issues, ensuring...

My client is currently looking for an experienced Office Manager with financial advisor experience to join their firm in Newcastle-under Lyme. The successful candidate will support the operations team and Directors to ensure the smooth day-to-day running of the business, acting as key point of contact for escalated issues and support with their resolution....

IFA Administrator – Newcastle-Under-LymeSalary: Up to £30,000 (DOE) + benefits + bonusA successful and growing Wealth Management and Financial Planning firm in Newcastle under Lyme is seeking an experienced IFA Administrator / Financial Services Administrator to join their friendly team. This is a fantastic opportunity for someone with experience in the...

IFA Administrator – Newcastle-Under-Lyme Salary : Up to £30,000 (DOE) + benefits + bonus A successful and growing Wealth Management and Financial Planning firm in Newcastle under Lyme is seeking an experienced IFA Administrator / Financial Services Administrator to join their friendly team. This is a fantastic opportunity for someone with experience in...

Your newpany An excellent opportunity has arisen within a highly reputable, well-established and growing IFA firm for an experienced financial services administrator. Thepany has a strong team culture, a supportive working environment, very good working conditions.Your new role Providing administrative support to advisers and their clients to ensure high...