IFA Administrator

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...

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...

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...

**IFA Administrator** **Location: Stoke-on-Trent** **Salary: £25,000 - £28,000** 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...

Job description My client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under LymeThe main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients.Key Duties:Processing new businessPreparing valuation reportsPreparing...

OverviewMy client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under Lyme.The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients.Key DutiesProcessing new businessPreparing valuation reportsPreparing...

A financial services firm is seeking an experienced IFA Administrator to join their team in Newcastle Under Lyme. The successful candidate will support the Office Manager and Financial Planners in delivering a high-quality service to clients. Key responsibilities include processing new business, preparing reports, and ensuring client updates throughout the...

A financial services firm in Newcastle-under-Lyme is looking for an experienced IFA Administrator to provide essential administrative support to financial advisers and paraplanners. The role involves processing business applications, preparing client reports, and ensuring compliance with regulatory requirements. Candidates should have prior experience in...

A recruitment agency in financial services seeks an experienced IFA Administrator to support a Financial Adviser. Responsibilities include producing client documentation, processing business fees, and ensuring compliance with FCA guidelines. Ideal candidates should have prior experience in similar roles and the ability to work in a fast-paced environment....

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...