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IDEX Consulting Ltd
Huddersfield
Our client are growing to be the leading chartered financial advice firm in their area. They are well known to have a family culture and a strong focus in looking after their team and clients. Due to growth our client is looking for an IFA Office Manager to join their firm.This role will suit someone who has previous office/operational management
Job Source: IDEX Consulting LtdMedlock Partners
West yorkshire, England, United Kingdom
IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth no
Job Source: Medlock PartnersMedlock Partners Ltd
west yorkshire
IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth now
Job Source: Medlock Partners LtdMedlock Partners Limited
Ilkley
IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing g
Job Source: Medlock Partners LimitedReward Recruitment
Wakefield
Snr IFA Administrator Wakefield, Leeds £30,000 to £35,000, plus benefits (subject to experience) Our client is an established Financial Planning practice in Wakefield, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and possibly IFA in the futu
Job Source: Reward RecruitmentLime People Search & Select Ltd
Wakefield
My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading. We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Wakefield, West Yorkshire
My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading. We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Leeds, West Yorkshire
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the
Job Source: Lime People Search & Select LtdHuddersfield, ENGLAND, United Kingdom
IFA Office Manager
Huddersfield
Salary £35,000 DOE
Our client are growing to be the leading Chartered financial advice firm in their area. They are well known to have a family culture and a strong focus in looking after their team and clients. Due to growth our client is looking for an IFA Office Manager to join their firm.
This role will suit someone who has previous office/operational management experience within the financial services profession.
Role Responsibilities:
Ensure business process & policies are adhered throughout the office
Reviewing procedures and complying with FCA
Scheduling tasks and making sure office is running smoothly
Involvement in operational plans for the business
Oversee reception desk functionality
Coaching and training to provide full support in the business
Skills:
Accuracy
Management level
Excellent interpersonal skills
Managing deadlines
Problem solving and decision making
Qualifications
Experience with administrative and clerical work Proficiency in Microsoft Office suite
Strong communication skills
Strong ability to multitask
Friendly and upbeat demeanor
Email Alert for IFA Office Manager jobs in Huddersfield, ENGLAND, United Kingdom
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