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Eventus Legal
Cheadle, Borough of Stockport
Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonu
Job Source: Eventus LegalTaylor James Professional Recruitment
Macclesfield
Our client, an award winning financial planning firm in Macclesfield are looking to appoint an IFA Administrator to join their experienced team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued per
Job Source: Taylor James Professional RecruitmentIDEX Consulting Ltd
Knutsford
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 operational colleagues, while adhering to regulatory standards To work closely with the aligned Financi
Job Source: IDEX Consulting LtdEventus Legal
Knutsford
Eventus Recruitment are seeking an experienced IFA / Financial Planning Administrator to join a successful IFA / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 d
Job Source: Eventus LegalThe Eventus Recruitment Group
Knutsford
Eventus Recruitment are seeking an experienced IFA / Financial Planning Administrator to join a successful IFA / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25
Job Source: The Eventus Recruitment GroupEventus Legal
Knutsford
Eventus Recruitment are seeking a Junior Paraplanning Administrator to join a well established Financial Planning / IFA business based in Knutsford, Cheshire. This is a great entry level opportunity, for a college or university leaver, who wants to pursue a career within the Financial Planning sector and join a thriving well respected company. You
Job Source: Eventus LegalNJR Recruitment Ltd
Wythenshawe
FINANCIAL PLANNING ADMINISTRATOR WYTHENSHAWE AREA Up to £30,000 + Benefits + Free Parking Up to 10% performance related bonus 25 days holiday + 8 days bank holiday 5% company pension contribution Onsite parking Flexible medical package NJR Recruitment are working in Partnership with a growing and ambitious firm of Financial Advisers based i
Job Source: NJR Recruitment LtdReed
Knutsford
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 candidate will be the primary point of contact for both new and existing clients, handling queri
Job Source: ReedStockport
£ 28000 - 32000/annum annual bonus, free parking, pension
Eventus Recruitment Cheshire are seeking a Senior IFA Administrator to join a supportive and fast-paced team at a leading chartered financial planning / IFA firm in Stockport. Reporting to the Practice Manager, you will be working closely with a team of Financial Planners. This is a great job opportunity to join a well-established firm that puts its customers at the heart of their business operations. You will benefit from 25 days holidays (plus bank holidays), study support, DIS (2 x salary), free parking and a very good pension plan.
Role Responsibilities
The incoming Financial Planning / IFA Administrator will have previous experience in a Financial Planning / IFA Administration role, supporting Financial Planners. Responsibilities within this IFA Administrator job include:
* Sending Letters of Authority
* Obtaining applications, illustrations etc
* Ensuring all required information needed to complete application forms and illustrations has been obtained.
* Check, maintain and implement ISA process.
* Processing of New Business
* Supporting paraplanners in research for Suitability Reports
* Preparing information/comparisons for analysis by the Financial Planners.
* Obtain information necessary to compile client recommendations
* Carrying out technical calculations as directed by the financial Planner
* Build strong relationships with clients by providing a friendly and professional point of contact, answering queries ...
Senior IFA Administrator jobs in Stockport
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