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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 PersonnelINTEGRO PARTNERS LTD
Deeside
Our client is seeking an IFA Administrator to join our established financial advice firm. If you have a passion for office administration and delivering exceptional support, this could be the ideal role for you. As our IFA Administrator, you will be responsible for maintaining office efficiency, assisting with client inquiries, and providing cruc
Job Source: INTEGRO PARTNERS LTDPage Personnel
Liverpool, Merseyside
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 PersonnelMitchell Hall Consulting
Liverpool, Merseyside
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 & Parap
Job Source: Mitchell Hall ConsultingPage Personnel Finance
Chester
We are working with a successful financial services organisation based near Deeside to recruit for an IFA Administrator to join their growing business. Client Details This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages am
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 LimitedFerguson 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 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...
Email Alert for Ifa Administrator jobs in Liverpool
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