Average salary: £38,834 /yearly
More stats ...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 several clear goals, and continue to build their name is the market for being straight forward financial advisers. This...
Suggested
Work at office
Hybrid work
Holiday work
£22k - £30k per annumEstimated
Liverpool City Centre
Liverpool City Centre based Wealth Management firm is looking to recruit an experienced IFA Administrator.
This financial service firm is based near the City Centre train stations.
Salary: £20,000 - £25,000, 1 day a week working from home....
Suggested
Work at office
City centre
1 day week
£26k - £35k per annumEstimated
...reports and investment information to clients
Accurately submitting data on the system for clients
Previous experience working in an IFA or financial planning firm
Experience of report writing, valuations and appraisals would be ideal
Strong administration skill set...
Suggested
Work at office
Hybrid work
Holiday work
£22k - £30k per annumEstimated
...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 several clear goals, and continue to build their name is the market for being straight forward financial advisers. This...
Suggested
Work at office
Hybrid work
Holiday work
Page Personnel Sales
Liverpool
2 days ago
£57k - £78k per annumEstimated
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 ...
Suggested
£57k - £78k per annumEstimated
They're the financial planning arm of a sizeable Chartered Accountancy business. It means an environment with HNW clients and complex cases. It means accountancy departments to pick up leads from.
It's a nurturing firm where they typically recruit from within so the training...
Suggested
£28k - £37k 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
IDEX Consulting
Liverpool
4 days ago
£40k per annum
...can also recommend other relevant opportunities to you that match your requirements.
Synonyms: Compliance, T&C, Quality Assurance, IFA, Financial Planning, Retirement Specialist, Pensions, Retirement Planning, Level 4, FCA, Paraplanner, Financial Advisor
Vision-FS...
Suggested
£40k per annum
...background preferred
Role suitable for Compliance professionals, Paraplanners and Advisors
Compliance, T&C, Quality Assurance, IFA, Financial Planning, Retirement Specialist, Pensions, Retirement Planning, Level 4, FCA, Paraplanner, Financial Advisor
Vision-FS...
Suggested
Work from home
£24k - £28k per annum
...update internal database systems
Experience:
· Previous experience working within the financial services industry
· IFA experience (desirable but not essential)
· Previous secretarial or administrative experience
· Microsoft Office and...
Suggested
Work at office
Flexible hours
£29k - £39k per annumEstimated
...multi-year growth plan.
The successful candidate will have at least 3 years' experience working in an administrative/client services/IFA support role within an IFA/Wealth business. You must be knowledgeable of the administrative demands, processes and governance expected...
Suggested
Part time
Work at office
Immediate start
Flexible hours
£21k - £24k per annumEstimated
...based financial planning firm are looking to add to its growing Financial Services administration support team.
They are looking for an IFA Administrator to join their Financial Services administration support team. The candidate will play a critical role in supporting the...
Suggested
Permanent employment
Work at office
Prestige Recruitment Group
Hooton, Cheshire
21 hours ago
£42k - £46k per annum
Team Manager Fostering IFA
Contact: ****@*****.*** Worker Partners are currently recruiting for Team Manager on a permanent basis based in Bolton for an IFA.
Develop and deliver the agency's fostering service, supervise social work and support staff to...
Suggested
Weekly pay
Permanent employment
£25k per annum
...Information
Our client a firm of independent Chartered Financial Advisers with offices in Chester and Ewloe who are looking for an experience IFA Administrator.
•Receiving instructions during debriefings from advisers following client meetings.
•Interpreting data obtained by...
Suggested
£25k - £35k per annumEstimated
SENIOR IFA ADMINISTRATOR
CHORLEY AREA / HYBRID WORKING ON OFFER
FREE ON-SITE PARKING
Due to continued expansion an exciting opportunity is now available for an experienced Administrator with a proven background working within a Financial Planning Practice.
Support...
Suggested
Hybrid work
£25k - £34k per annumEstimated
...SENIOR IFA ADMINISTRATOR
CHORLEY AREA / HYBRID WORKING ON OFFER
FREE ON-SITE PARKING
EXCELLENT BENEFITS
SALARY UP TO 32,000
NJR Recruitment are currently working with one of the first IFAs in the UK to receive the Gold Standard Investors in People award. Gaining...
Hybrid work
£21k - £26k per annumEstimated
...About Our Client
This firm is part of a growing group of IFAs, and has several offices across the North West. Their main headquarters is based near Chorley, which is a very busy office where you will support the financial advisers and the wider team. The firm was awarded...
Work at office
Employment trial period
Holiday work
Flexible hours
Page Personnel Sales
Chorley, Lancashire
4 days ago
£42k - £46k per annum
...Team Manager Fostering IFA
Bolton
Rates £42000-46000
Contact: ****@*****.*** (***) ***-****
Social Worker Partners are currently recruiting for Team Manager on a permanent basis based in Bolton for an IFA.
About the Role:
Directly responsible...
Weekly pay
Permanent employment
£21k - £28k 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...
Full time
Work at office
Flexible hours
NJR Recruitment
Salford, Greater Manchester
more than 2 months ago
£30k - £41k per annumEstimated
...Job Description A national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Knutsford. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a...
Traineeship
Work at office
...xams
Skills and experience required: Paraplanner pos
itionLevel 4 Diploma (as a min
imum)Experience as a Paraplanner in an IFA/Wealth Management
firmExcellent communication skills, both verbal and lit
erateOrganisational and analytical s
kills
About...
Local area
£27k - £37k per annumEstimated
...We are currently looking to speak to Paraplanners who are diploma qualified or nearly completed the qualification.
This Wirral based IFA Practice is looking to recruit an additional Paraplanner due to the growth of the business.
Only a short walk from a Wirral train...
Permanent employment
Prestige Recruitment Group
Hooton, Cheshire
21 hours ago
£32k - £44k per annumEstimated
...CANDIDATE
Excellent verbal and written communication skills across all mediums to include Microsoft Word and Excel along with IFA systems, examples include O&M, Defaqto, Distribution Technology, Trustnet and Assureweb
Strong inter-personal skills for dealing with...
Permanent employment
IDEX Consulting
Chorley, Lancashire
1 day ago
...processing business before deadlines).
In the role you will be conducting thorough financial analysis for clients. Collaborating with the IFAs and Technical Support team to develop financial plans. Researching investment products, and market trends to remain current with...
Work at office
Employment trial period
Hybrid work
Holiday work
Flexible hours
Working Monday to Friday
£45k - £61k per annumEstimated
...paraplanners
Ideally will have previous experience of managing across a number of sites.
In depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning.
Good IT skills and...
Local area
Holiday work
Flexible hours
£46k - £63k per annumEstimated
...My client is a highly regarded Chartered IFA Wealth Management Practice and they are currently looking for an experienced Advisor to join their team in Wigan to support the business growth.
THE ROLE
Provide a fully independent holistic financial planning service to the...
Work at office
IDEX Consulting
Wigan, Greater Manchester
1 day ago
£27k - £30k per annum
...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...
£21k - £27k per annumEstimated
...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...
Work at office
Hybrid work
Holiday work
Flexible hours
£21k - £27k per annumEstimated
...regulatory requirements.
Process switches and portfolio rebalancing.
Experience / Qualifications:
Must have worked within an IFA Practice or Wealth Management firm.
Worked within Financial Services administration for a financial planning network, tied financial...
Prestige Recruitment Group
Knutsford, Cheshire
1 day ago
£62k - £85k 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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Permanent employment
Self employment