Experienced IFA Administrator required for Manchester based IFA practice. Duties will include new business processing, valuations, liaising with clients and providers and providing administration support for the office. Previous IFA administration experience is essential and 1st software experience desirable. An attractive salary is on offer for the right candidate. ...
Professional and dynamic organisation Progressive business Free car parking Our client are a market leader in their industry, and known for their innovative and progressive style. They are looking to add a sales order administrator to their team. The role will involve but not be limited to: Processing BACS payments Sales order processing Ensuring cash receipts are<b...
The role will be dealing with corporate liquidations and reporting in to the associate manager. The successful candidate for the role of Senior Administrator will need: - A proven track record in corporate recovery; - Appropriate knowledge of insolvency law and practice; - Good working knowledge of IPS; - Ability to administrate straightforward cases; - Ability to produce accurate statement of affairs an...
Job Description Administration Assistant Key Responsibilities Opening mail and sortation of documentation Scrutiny of documentation for accuracy and completeness Filing and retrieval of documents Use of standard office machinery such as photocopiers and fax machines, organisation and prioritisation of work on his/her duty Skills Required Minimum 6 months administration experience ...
Client Support Administrator required for an award winning Chartered Financial Planning firm based in the outskirts of Manchester. Supporting the Financial Planners, you will be responsible for providing an efficient new business processing service and liaising with product providers. As a Client Support Administrator, you will provide support in relation to valuations, transfer of client servicing and client reviews. Su...
Our client is currently looking to recruit for a Financial Services Administrator role providing back up to a team of 4 advisers. A working knowledge of Adviser Office should be deemed to be a must, bearing in mind the candidate will be responsible for pulling through client valuations from the back office system, as well as processing new business and following this through from submission stage to checking commission/fees have bee...
A busy Independent Financial Advisor (IFA) office is looking to recruit an Administrator/Sales Support IFA to take over an existing work load. The company is looking for an individual with a very broad skill set who can take responsibility for a diverse range of duties from general administration to the preparation of reports/letters etc. Main Duties: - Provide administration support for Advisor</...
A first class opportunity has arisen for a Paraplanner for a leading financial practice based near Manchester. You will be expected to provide a complete administration service for the Advisers, within Private Wealth. The role will require you to deliver a high level of technical support for the Adviser, to assist them in the procurement and processing of new business and the servicing of existing clients, whilst adheri...
Our client who are a Regional IFA firm based in Manchester are looking for a highly motivated individual for a newly created position within the company Main Duties and Responsibilities : Complete all compliance administration associated with new business. Ensure new business submitted to the insurance company is fully completed and compliant. Monitor new business progress and chase outstanding docum...
Well established IFA practice requires an additional administrator to compliment their existing team. Duties will include providing full back up support for advisers, new business processing, chasing pipeline, producing valuations and liaising with clients and providers. The ideal candidate will have previous IFA experience and have dealt with the full range of financial planning products. A very attractive salary and benefits package is on...
Financial Services Administrator Manchester £18,000.00 to £22,000.00 per annum Our client is a Wealth Manager based in Manchester and they are currently looking to recruit a Financial Services Administrator, with proven industry experience. As an organisation they provide the full range of investment and pension services to both personal and corporate clients....
Financial Services Administrator / IFA Administrator - Manchester A great opportunity has arisen to work for a very successful IFA Company, in a Sales Support capacity Using your administration experience, you’ll provide a complete administration service for the Advisers within their independent Wealth Management team. Your key function will be to deliver a proactive, efficient, support service: Additional res...
Financial Services Administrator is required to work for a Financial Services Group specialising in Wealth Management. The position will be based in Manchester City Centre. The Role: Provide personal financial planning administration support Assist with obtaining quotations/illustrations and key features Process new business for life, pensions and investments. Service existing client policies inc...
A leading financial organisation who specialise in Investment and Wealth Management, who are now actively seeking to recruit a Client Support Administrator to join their expanding team. This role would be ideal for someone who is of graduate calibre, able to speak directly to clients and somebody who also has administrative experience within the customer service background. The Client Administrator will provid...
An experienced Financial Services Administrator is required to work for a Financial Services Group specialising in Wealth Management. The position will be based in Manchester City Centre. The Role: Provide personal financial planning administration support Assist with obtaining quotations/illustrations and key features Process new business for life, pensions and investments. Service existing clie...
My client, IFA firm, based in Manchester, is looking for a Sales Support Administrator or Junior Paraplanner who has experience within a similar role working within an IFA firm. You will have excellent communication, organisation and client care skills. You will be proactive, hands on and have a good understanding of IFA databases, systems and compliance. The role will be providing full sales support to the Directors/IFA’s...
Job Description MUST HAVE AT LEAST 1 YEAR EXP WITHIN SENIOR DEBT MANAGEMENT A Senior Debt Management Sales Advisor is required to join one of the UK’s most ethical Debt Management providers. Within our Sales Department, we are looking to recruit experienced Debt Management Sales Advisor’s to convert qualified sales leads generated through a variety of lead sources, carrying out an accurate, detailed and compliant ...
IFA Administrator Manchester Salary: Circa £15, 500 My Client are one of the largest and most widely respected firms of independent financial advisers in the UK. They pride themselves on expert and independant advice and have been doing so for four decades. ...
IFA ADMIN Sales Support, working in a team of Administrators, processing applications, Quotations and Annual Reviews for IFAs - Independent Financial Advisers for the ongoing Management of Investments, Pensions and Life Insurance. Assisting with Quotations, preparing for meetings, Applications, chasing pipeline through to completion. Compliance checking files for completeness. Speaking to clients by telephone. Central Ma...
