IFA Administrator
3 days ago
We are currently recruiting for an IFA Administrator for our award winning wealth management client for their Manchester office. Our client is currently the fastest growing wealth management brand in the UK and has over £10bn in client assets held under management from over 17,000 clients.
Ideally you will an NVQ Level 3 in Business Administration (or equivalent) and/ or be working towards Level 4 Diploma in Financial Planning. You will have good literacy and numeracy skills, excellent interpersonal and organisational skills. Previous experience in a similar role is preferred but not essential.
You will work as part of a team to provide the Wealth Planners with the ability to maintain a client portfolio, some key elements of the role include:
- Liaise with policy providers to obtain detailed information
- Obtaining illustrations
- Processing new business applications
- Tracking business applications/ pipeline
- Updating client database to ensure correct records are held
- Deliver excellent customer service/ satisfaction at all times
Please go to the Asset Recruit website to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.
-
IFA Administrator
3 days ago
Chester, Cheshire, United Kingdom Bond Recruitment Full time £25,000 - £40,000 per yearWe are recruiting an experienced, financial services administrator to work closely with our client, a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve their goals.As a Chartered IFA, they actively encourage and fully support all of their colleagues in their...
-
Financial Planning Administrator
1 week ago
Chester, Cheshire, United Kingdom Fram Search Full timeFram are working with a boutique independent IFA in Cheshire. They are seeking a Financial Planning Support administrator to work 121 with a Financial Advisor and Paraplanner. The role is to assist the financial Planner in various aspects of their day-to-day operations, ensuring that client administration needs are met efficiently and that regulatory...
-
Financial Planning Assistant
2 weeks ago
Chester, Cheshire, United Kingdom Eden Rose Full time £20,000 - £35,000 per yearThe opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Chester which provides a highly personalised financial planning service.The OpportunityDuring a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial...
-
Ifa Administrator
6 days ago
Chester, United Kingdom Page Personnel Full timeExciting IFA Administrator Opportunity - Thriving Firm **About Our Client**: This IFA Practice has been established for nearly 30 years. They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisors. This business have a great culture and really nurture their staff and let people...
-
Ifa Administrator
1 week ago
Chester, United Kingdom Page Personnel Full timeSenior IFA Administrator - Exciting Opportunity - Wealth Management FIrm **About Our Client**: This growing financial services business have been established for a number of years and currently have 4 offices across the north west. Their varied portfolio of services are based on partner-led, personal relationships which ultimately give their clients peace...
-
IFA Administrator
2 days ago
Chester, United Kingdom Get Staffed Online Recruitment Limited Full timeExperienced IFA AdministratorThis is a unique opportunity to join a business and grow with it! Right now, our client is looking to hire an experienced IFA administrator to work closely with them and their clients to ensure complete client satisfaction. You will be responsible for: Responding promptly to client enquiries. General client administration....
-
Ifa Report Writer
5 hours ago
Chester West Employment Park, United Kingdom Ortus Psr Full time**IFA Report Writer** **Location: Chester** **Salary: £18,000 - £25,000** 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 support.The position will be based...
-
Financial Services Administrator
6 days ago
Chester, United Kingdom Page Personnel Finance Full timeA well known growing organisation based on the outskirts of Chester City Centre is looking to recruit a Financial Services Administrator to join their busy back office function. **Client Details** This chartered IFA Practice provide their clients with robust, jargon free financial planning backed by the highest quality of personal service. They care...
-
Financial Administrator
7 hours ago
Chester, United Kingdom GCB Full timeOur client, a well-established firm in Chester, is looking to recruit a Financial Administrator who has experience working within an IFA practice. This opportunity offers career progression, numerous benefits, and an excellent working environment. The successful Financial Administrator will be offered: Basic salary ranging from £28,000 - £32,000 dependent...
-
Financial Planning Assistant
6 days ago
Chester, United Kingdom Eden Rose Full timeThe opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Chester which provides a highly personalised financial planning service.The OpportunityDuring a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial...
-
Financial Planning Assistant
6 days ago
Chester, United Kingdom Eden Rose Full timeThe opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Chester which provides a highly personalised financial planning service.The OpportunityDuring a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial...