Financial Planning Administrator
2 weeks ago
This national IFA firm is currently seeking a Financial Services Administrator in Manchester (part office / part home based).
In this role you will work alongside highly experienced IFA's and provide them with administration support. You will be involved in liaising with product providers and obtaining new business quotes and valuations, undertaking product research, processingnew business, diary management, issuing policy information and producing client fee invoices.
Ideally you will have experience working in a financial planning practice or product provider in an administration role, have experience of pension, investment and protection advice and hold or be studying CII (or equivalent qualifications). Experience usingX Plan, Transact, Fidelity, and FEAnalytics would be beneficial but not essential.
Basic salary to £28,000 and benefits.
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Junior Ifa Administrator
3 days ago
Manchester, United Kingdom Hilltop Financial Planning Full timeJoin our team at Hilltop Financial Planning and develop your career in the financial advisory sector. As a Junior IFA Administrator you will have the opportunity to contribute to our client’s financial well-being while working in a supportive and growth-oriented environment. Hilltop Financial Planning is a modern and forward-thinking financial advisory...
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Financial Advisor
1 day ago
Manchester, United Kingdom Quilter Financial Planning Full timeGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Quilter Financial Planning.If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...
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Financial Advisor
2 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Advisor
2 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full timeJob Description** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in...
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Financial Planning Administrator
2 weeks ago
Manchester, United Kingdom mbf. Full timeFinancial Planning Administrator – Financial ServicesLocation: Manchester (Hybrid Working Available)Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefitsJob Type: Full-time, PermanentA highly respected and growing, National wealth and investment management firm in Manchester is seeking a skilled Financial Planning...
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Financial Planning Administrator
1 day ago
Manchester, United Kingdom Premier Jobs UK Limited Full timeThis Financial Planning Administrator job in Manchester provides the opportunity to work closely alongside the Office Manager in supporting a team of highly successful Financial Advisors. As a Financial Planning Administrator, you will be focused on undertaking effective administration support to ensure the Financial Advisors are able to provide great...
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Financial Planning Administrator
2 weeks ago
Manchester, United Kingdom Eden Rose Full timeFinancial Planning Administrator Location : Manchester City Centre | Salary : £28,000+ and excellent benefits We’re working with a growing financial services firm that prides itself on delivering a high-quality, client-focused experience. They’re looking for a Financial Planning Administrator to join their team — an excellent opportunity for someone...
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Financial Planning Administrator
6 days ago
Manchester, United Kingdom mbf Full timeIFA Administrator – Central ManchesterSalary: Up to £35,000 + Bonus + Excellent BenefitsHybrid Working (Office/Home)A highly respected national Financial Planning firm, with a strong and long-established presence across the North West, is seeking an experienced IFA/Financial Planning Administrator to join their Manchester office. This is an excellent...
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Financial Planning Administrator
5 days ago
Manchester, United Kingdom mbf Full timeIFA Administrator – Central ManchesterSalary: Up to £35,000 + Bonus + Excellent BenefitsHybrid Working (Office/Home)A highly respected national Financial Planning firm, with a strong and long-established presence across the North West, is seeking an experienced IFA/Financial Planning Administrator to join their Manchester office. This is an excellent...
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Financial Planning Administrator
3 days ago
Manchester, United Kingdom mbf Full timeIFA Administrator – Central ManchesterSalary: Up to £35,000 + Bonus + Excellent BenefitsHybrid Working (Office/Home)A highly respected national Financial Planning firm, with a strong and long-established presence across the North West, is seeking an experienced IFA/Financial Planning Administrator to join their Manchester office. This is an excellent...