IFA Administrator
3 days ago
A leading wealth management firm in Knutsford is seeking an IFA Administrator to support Financial Planners and enhance client relationships. Responsibilities include onboarding clients, processing applications, and maintaining records. The ideal candidate will have at least 2 years of IFA experience, strong communication skills, and the ability to manage workloads under pressure. This role offers a competitive salary and a hybrid working model, allowing flexibility while fostering professional growth.
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IFA Administrator
3 days ago
Knutsford, 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. Job Description We’re seeking an ambitious individual to join our Financial Planning team in Knutsford. You will be responsible for providing full...
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IFA Administrator
6 days ago
Knutsford, Cheshire East, United Kingdom Evelyn Partners Full time £38,000 - £65,000 per yearCompany 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...
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IFA Administrator
6 days ago
Knutsford, Cheshire East, United Kingdom Evelyn Partners Full time £20,000 - £40,000 per yearCompany 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...
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IFA Administrator
3 weeks ago
Knutsford, United Kingdom IDEX Consulting Ltd Full timeMy client is currently looking for an experienced IFA Administrator to join their team in Knutsford.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...
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Ifa Adminsitartor
2 weeks ago
Knutsford, United Kingdom ST Resourcing Ltd Full timeWe are delighted to be recruiting for an IFA Administrator in Knutsford, this wealth management firm are looking for a proactive and enthusiastic IFA administrator to join their already established administration team supporting existing Financial Plannersand Paraplanners. Salary up to £30,000 plus benefits, this is flexible for the right person. Key...
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IFA Administrator
6 days ago
Knutsford, Cheshire East, United Kingdom Evelyn Partners Full time £40,000 - £70,000 per yearCompany 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...
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IFA Administrator
3 days ago
Knutsford, United Kingdom IDEX Consulting Full timeMy client is currently looking for an experienced IFA Administrator to join their team in Knutsford.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...
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IFA Administrator
4 days ago
Knutsford, Cheshire East, 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 purpose...
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Pensions Administrator
6 days ago
Knutsford, Cheshire East, United Kingdom Asset Recruit Full time £25,000 - £35,000 per yearJob Description My client is a local firm of IFA's based in Knutsford, Cheshire who are looking to add to their their back office team, by securing an experienced Pensions Administrator to work in the financial planning department at their head office in Knutsford, Cheshire.Ideally you will be working towards Level 4 Diploma in Financial Planning although...
