Average salary: £39,997 /yearly
More statsSearch Results: 16 vacancies
£39k - £52k per annumEstimated
My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company...
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Hybrid work
Holiday work
£39k - £52k per annumEstimated
...My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
Key Tasks:
Daily contact for advisors, updating and liaising to conclude work related tasks
Prepare client...
Suggested
Hybrid work
Holiday work
£36k - £49k per annumEstimated
...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...
Suggested
Hybrid work
£21k - £24k per annumEstimated
...Altrincham, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive IFA Administrator to develop their career in the finance world. Job Description
As IFA Administrator, you will be responsible for:...
Suggested
Hybrid work
Holiday work
£21k - £34k per annumEstimated
Location Salary Posted on Reference
Salford Quays £23000 - £26000 27/10/2023 NJR14138
DESCRIPTION
CLIENT SUPPORT ADMINISTRATOR LOCATION : MANCHESTER SALARY: UP TO 26,000 + BENEFITS Our client is the UK's leading firm of Independent Financial Advisers. They...
Suggested
Full time
Work at office
Flexible hours
£18k - £25k per annum
...Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Chorley offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments...
Suggested
Full time
Work at office
£30k per annum
...client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close...
Suggested
Full time
Work at office
Hybrid work
£41k - £54k per annumEstimated
...bespoke service to our clients within Wealth Management.
Our consultants will work with you to attract key personnel into your business.
Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
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Suggested
Permanent employment
Self employment
£38k - £51k per annumEstimated
...income.
The team is also responsible for the collection of fees on behalf of third parties such as Independent Financial Advisers (IFAs) who are a key introducer of new business. This involves ensuring that the necessary paperwork is provided in order to facilitate the payments...
Suggested
Hybrid work
Flexible hours
£30k per annum
...client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close...
Suggested
Full time
Work at office
Work from home
Hybrid work
...completed accurately and within specified timelines.
Skills and Experience
Experience in a Wealth Management, Financial Planning or IFA firm (6mths minimum).
A little knowledge of pensions, investments, mortgages and protection will jump you straight to the top of the...
Suggested
Holiday work
...through the use of our bespoke version of XPlan.
Skills and Experience
Experience in a Wealth Management, Financial Planning or IFA firm.
Previously used a CRM (we use XPLAN) and comfortable delivering via our systems.
Intermediate Excel skills - V:lookups, Pivot...
Suggested
Work at office
Local area
Holiday work
...with clients and addressing their needs promptly.
Skills and Experience
Experience in a Wealth Management, Financial Planning or IFA firm.
Indepth knowledge of pensions, investments, mortgages and protection
Great communication skills, highly organised, thrives...
Suggested
Holiday work
£32 per hour
...needed.
If this sounds good for you, some more information is listed below.
Benefits :
Part time-locum work
Therapeutic IFA -work with an agency that understands individual needs of each child
Non profit organisation- they value staff and foster families...
Suggested
Permanent employment
Contract work
Part time
Locum
Side job
Immediate start
Flexible hours
£10.16k per annum
...spreadsheets
Filing
The training you will be getting
Level 3 Diploma for Business Administrators
Institute for Apprenticeships (IFA) certificate
Level 2 Functional Skills in maths and English if appropriate
Training will be held at Contact Left Limited and take...
Suggested
Apprenticeship
£26k - £35k per annumEstimated
...Chorley Permanent £28,000 - £28,000 per year Hybrid working
IFA Administrator
Respectable IFA firm in Chorley
About Our Client
This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with...
Permanent employment
Work at office
Hybrid work