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IDEX Consulting Ltd
Liverpool
My client is currently looking for an IFA Administrator to join them in Liverpool. The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards To work closely with the aligned Financial Planners to de
Job Source: IDEX Consulting LtdPage Personnel
Liverpool
We are working with a successful financial services organisation in Liverpool to recruit for an IFA Administrator to join their growing administration function. Client Details This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to b
Job Source: Page PersonnelPage Personnel Finance
Liverpool
We are working with a successful financial services organisation in Liverpool to recruit for an IFA Administrator to join their growing administration function. Client Details This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to bui
Job Source: Page Personnel FinanceFerguson Dean Limited
Wigan
A leading national Chartered financial planning firm are looking for an Adviser to join them to take over a client portfolio in Wigan. They have purchased a practice in the town and are looking for an Adviser to take over the portfolio from the retiring MD. Working with clients broadly in the £250k to £1m space, clients are primarily in the Merseys
Job Source: Ferguson Dean LimitedCameron James
St. Helens
Our client A small Fim of Financial Planner and part or a wider group. Due to on-going success require a Wealth Planning Administrator on a part-time basis for their office in St Helen's. . The Wealth Planning Administrator will be an integral asset within the team, responsible for client and team support activities providing administrative support
Job Source: Cameron JamesExchange Street Claims & Financial Services
Warrington
When we talk to self-employed advisers or AR firms about finding them a new home, we only suggest one firm. We could introduce you to others we say. But go speak to who we have in mind. If you need to go anywhere else after that then fine.Let's just say we never have to do that. This Chartered IFA business delivers on it what it promises. It offers
Job Source: Exchange Street Claims & Financial ServicesExchange Street Claims & Financial Services
Liverpool
Glass ceilings. It's not anyone's fault. You just sometimes outgrow the firm you've joined. And it's very common amongst planners towards the start of their career. They've had an opportunity, taken it, but have soon realised that if they're going to grow, they need to move on. Which is where this firm comes in. This is the type of business th
Job Source: Exchange Street Claims & Financial ServicesPremier Jobs UK Limited
St. Helens
This Mortgage Administrator job in Saint Helens offers the chance for an experienced individual to join a growing IFA firm in the North West. You will be joining a team of like-minded individuals who work excellently together. The actively support progression within, as evidenced by this vacancy being available due to the current Mortgage Administr
Job Source: Premier Jobs UK LimitedLiverpool
£ 22000 - 25000/annum plus benefits
Wealth Planning Practice - IFA Administrator role
My client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office.
You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team.
A competitive salary package is on offer with this role, depending on experience/qualifications (£22,000 - £25,000 P.A) with further benefits/holiday entitlement, with this sought after opportunity!
Ideally you'll have 2 years experience within administration in an IFA/Wealth office, working towards Level 4 Diploma or wanting to study for these exams, knowledge of IFA administration would be crucial, within this opportunity.
Click and apply ASAP, as a short list is being drawn up for interview...
Ifa Administrator jobs in Liverpool
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