Senior Ifa Administrator

**Job Summary** Seeking an IFA Administrator to provide essential support in managing administrative tasks including some report writing for annual reviews. **Duties**: - Performing general administrative duties to support the financial advisers - Utilising organisational skills to maintain records and files - Processing withdrawals - Compiling...

Job description My client is currently looking for a Senior IFA Administrator to join their team in Manchester due to an internal promotion.Responsibilities:Acting as a trusted point of contact for clients, ensuring they receive exceptional service and supportProcessing new businessEnsuring the appropriate software (iO) is continuously kept up to...

We are delighted to be recruiting for an IFA Administrator to join a high-quality specialist pension firm based in Manchester city centre. Salary up to £28,000 plus benefits, this is flexible for the right person. Key responsibilities will include - Administration of pensions, property purchases, rentals and sales, insurance company bonds, general...

Want to work for a Top 100 Financial Advisory? Come and work for us! We are an award-winning IFA business in Manchester with an excess of1 Billion funds under management. We have 67 staff across the business and are continuing to grow 20% year on year, meaning increased opportunities for you to develop with us! **Job Title**: IFA...

OverviewMy client is currently looking for a Senior IFA Administrator to join their team in Manchester due to an internal promotion.ResponsibilitiesActing as a trusted point of contact for clients, ensuring they receive exceptional service and supportProcessing new businessEnsuring the appropriate software (iO) is continuously kept up to dateEnsuring...

**Company Overview** Castlefield is an employee-owned firm specialising in sustainable investment and financial advice. We are The Thoughtful Investor. We exist to help our clients and our co-owners to achieve their personal goals by working with people who want to make a positive impact on the world through environmentally and socially responsible...

3 days ago Be among the first 25 applicantsDirect message the job poster from Chase de VereChase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we can’t achieve the results we do without the right people.We are currently looking to recruit a Private Client...

Company 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...

A financial planning firm in Manchester seeks a Senior IFA Administrator to join their experienced team. The role involves processing new business applications, preparing client meeting materials, and serving as a contact for financial planners and clients. Candidates should have essential experience in financial planning administration and familiarity with...

**Junior IFA Administrator - Entry level opportunity - Manchester - up to £19,000 plus company benefits** MBF are currently working closely with a well established firm of Chartered Financial Planners based in Manchester who are looking to recruit a Junior IFA Administrator for their team. The company are well known as one of the leading Financial...