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IFA Administrator

IFA Administrator

5 days ago by IDEX Consulting Ltd

My client is currently looking for an experienced IFA Administrator to join their team in Knutsford. The role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other ope...

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Senior Administrator

Senior Administrator

16 Feburary by 808 Group

Job Overview: We are seeking a highly organised and detail-oriented individual to join our team as a Senior Administrator for a market leading Claims Management Company. In this role, you will play a critical role in assessing and managing claims rel...

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IFA Administrator / Wealth Planning Administrator

IFA Administrator / Wealth Planning Administrator

IFA Administrator / Wealth Planning Administrator Stockport 24,000 - 30,000 Hybrid Working available Are you an IFA Administrator who is now considering your next move? Are you fed up with working in the office full-time? Would you like to enjoy the ...

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Financial Services Administrator 12 month FTC

Financial Services Administrator 12 month FTC

2 May by Nelson Scott

hybrid working Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance. The overall client onboarding team is driven by front office (who ...

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Client Services Administrator

Client Services Administrator

7 May by Reed

Client Relationship Administrator Location: Knutsford Salary: 27,000 - 30,000 - We are seeking a Client Relationship Administrator with extensive IFA experience to join our team. Previous experience with St. James’s Place is a bonus. The successful c...

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Financial Planning Administrator

Financial Planning Administrator

Bond Recruitment is recruiting a Financial Planning Administrator on behalf of our client, a well-established financial planning firm in Macclesfield, Cheshire. The role will require working both in the office and remotely. Comprehensive admin suppor...

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IFA Administrator - Part Time or Full Time

IFA Administrator - Part Time or Full Time

The phrase "work-life balance" has been around for years now. But not every company has got the memo. There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choi...

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Financial Planning Administrator - Stockport

Financial Planning Administrator - Stockport

26 April by MI Search Ltd

This respected IFA firm dealing with HNW and UHNW clients is currently seeking an administrator to work as part of their busy team in Stockport. In this role you will support financial advisers and paraplanners and be involved in preparing client pac...

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Client Services Administrator

Client Services Administrator

24 April by Reed

Job Title: Client Services Administrator Location: Heaton Mersey Salary: 25,000 - 30,000 - Main duties & responsibilities Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timel...

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IFA Administrator

IFA Administrator

20 Feburary by Resource Matters Ltd

Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 year's experience in a financial service / financial advice firm. Would ideally like someone who wants to work full time but happy to look at part time (...

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Case Manager

Case Manager

Mortgage Case Manager Up to 35,000 Altrincham We are looking for a Case Manager to work alongside the Sales Support team and Underwriter team within the business. Experience within an office environment and a financial services or mortgage company is...

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IFA Administrator

IFA Administrator

1 week ago by Ortus PSR

A dynamic and growing financial services firm committed to providing exceptional service to their clients are hiring in Manchester. As they continue to expand, the team are seeking a dedicated Administrative Assistant to join the team. As an Administ...

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Financial Administrator

Financial Administrator

22 April by Reed

Job Title: Financial Administrator Location: Newcastle-under-Lyme Salary: 28,000 - 32,000 - We are seeking an experienced IFA Administrator to join our dynamic team. This role involves working 1-on-1 with one of our advisors to provide comprehensive ...

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Financial Advisor Administrator

Financial Advisor Administrator

My client is a well-known North West based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers in their Manchester office. You will need experience of working...

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Client Administrator

Client Administrator

14 March by Nelson Scott

To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To work closely with...

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Administrator

Administrator

Administrator 24k 12 Month Fixed Term Contract, Full time Liverpool (hybrid-working) Administrator required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next st...

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Financial Services Administrator - Oldham

Financial Services Administrator - Oldham

Financial Services Administrator (Client Delivery) (Hybrid Working) 26,000 to 28,000 salary We are looking for a Financial Services Administrator to join a Financial Services firm in the Oldham area. You will ideally have experience of working within...

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