Ifa administrator jobs in DroylsdenCreate job alerts

The phrase "work-life balance" has been around for years now. But not every company has got the memo.\n \n There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about where they work they assume one thing - you don't trust your staff.\n \n Not here. This is one of the top regional IFA firms in the North West, if not beyond (FTAdviser would attest to that). And their staff can work from home 2-3 days per week.\n \n Not only that but they also have flexi-time. Core hours are 10-4 but you can start at 8 and finish at 4. Or start at 10 and finish at 6. As long as you do your core hours and 7.5 hours in total when you start finish is down to you.\n \n That doesn't just mean you save money on trains/petrol. It means you get two precious commodities. One is time, time that is otherwise spent in traffic or on public transport. The second is trust. Trust that you'll get on with your job to the best of your ability whether you're in the office or not. After all, you're a conscientious person, not someone who needs to be micro-managed.\n \n You'll work on a team of nine administrators under a Team Leader. You'll process new business, prepare meeting packs and deal with LoAs/providers for typically 3 IFAs within your pod. But your team leader will make sure each day that no one team has too much on. You can be sure that work will be distributed elsewhere rather than you having to battle on.\n \n Salary is to c£31,000 and there's 27 days holiday. Alongside the usual pension there's a Group Life Scheme too.\n\nHERE'S WHAT YOU'LL NEED TO HAVE:\n \n You'll have experience of working as an administrator in a financial planning firm.\n \n You don't need years and years of experience though. Just an initial 12 months so that you have had a good grounding.\n \n ----------------------------------------------------------------------------------------\n\n It's time you had the trust and choice you deserve so click apply. \n\nIf you don't have a CV just send us a way of contacting you and we can get to the CV later.\n \n Everyone will receive a response

This financial planning organisation is seeking an IFA Administrator.

Client Administrator role - IFA Wealth practice.My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport.You'll be supporting the Financial Planners, new business processing, dealing wi

IFA Administrator, Stockport, £30 - £31K depending on experience + excellent benefits.Working for a well established financial planning organisation who have won awards and have a fantastic reputation in their field.Working as part of a team of 10 Client Relations Administrators reporting to the C

A Wealth Management practice near Stockport is seeking a Client Administrator to support Financial Planners with daily administration tasks.

A growing independent IFA firm based in Stockport seeks an administrator eager to progress into a paraplanner role.

Client Administrator role - IFA Wealth practice. My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. At least 1 year of administration experience within an IFA office.

Department: Operations IFA & Management Fees.

Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You’ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you’ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you’ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you’ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. ---------------------------------------------------------------------------------------- Ready to be the paraplanner you know you can be? Click apply. Don’t worry if your CV isn’t up to date. Just send what you have and we’ll deal with that later. Everyone will receive a response

Your new company This financial planning organisation is seeking an IFA Administrator. You will be joining a reputable and growing firm known for delivering high quality, client-focused financial planning services. With a supportive team culture and a strong commitment to professional development, this firm offers an excellent environment for someone looking to build a long-term career in financial services. Your new role Processing new business and processing new business with a 3rd party provider Managing documentation and correspondence related to new business activity Sending out documents and correspondence to clients and liaising with clients via phone and email Updating client records accurately Using 3rd party provider platforms to track progress and manage workflow effectively.What you'll need to succeed Your previous experience working in a client services/IFA administration role in a financial planning practice/provider will help you succeed in this role. You will need to have experience processing new business and also have previously used 3rd party provider platforms such as Aviva and Aegon. You are highly organised with excellent attention to detail as well as having excellent customer service and communication. What you'll get in return You will receive an excellent salary of up to £31,000 depending on experience, plus an excellent benefits package including holidays, opportunity to work from home after probation, pension, and more. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

This Senior Technical Administrator to IFA Senior Adviser job offers a rare opportunity for an experienced career administrator to step into a trusted, senior support role working directly with a highly established Independent Financial Adviser with high net worth clients. This position sits at the

IFA Administrator GranthamSalary up to £28,000Looking to build a long-term career in Financial Planning?This is an exciting opportunity to join a growing and highly respected Financial Planning firm offering structured deve

A local financial planning firm in Maidstone is hiring a Senior IFA Administrator to join their team.

A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Kettering. At least 12 months experience in an IFA administration or Financial Services support role.

A financial planning firm in Liverpool is seeking an Experienced Financial Services Administrator to support Financial Advisors with compliance administration, manage client information, and produce reports. Candidates must have essential experience in Financial Services administration, ideally with

An award winning and well know IFA is seeking Senior IFA Administrator to join their growing team. Role: Senior IFA Administrator. This is a really great opportunity for a Senior Administrator from an IFA background who is looking for a role that will provide career growth and an opportunity to crea

Join an established Chartered IFA, 15+ years trading. Minimum 2 years’ experience in an IFA or similar regulated environment.

A well-established and family-owned company in Folkestone is seeking an experienced IFA Administrator / Junior Paraplanner. The ideal candidate should have at least two years of experience in an IFA practice and knowledge of back office systems.

PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone. Minimum two years experience working in an IFA practice.

A boutique financial planning firm in London is seeking an experienced IFA Administrator to provide support across client administration.

A leading recruitment firm is seeking an experienced IFA Administrator to join a highly regarded IFA business. The ideal candidate has prior experience within an IFA firm and possesses strong communication skills.

Our client leading Wealth Management firm in Altrincham looking to recruit an IFA Administrator into their Pension & Investment Team.

A boutique financial planning firm in Essex is seeking a Graduate IFA Administrator to support its client services team.

IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. As an IFA Adminis

Position: Senior IFA Administrator. We are seeking a highly organized and detail‑oriented Financial Services Administrator to join our team on a full‑time basis.

An exciting new opportunity has arisen for an organised IFA Administrator to join a longstanding Chartered independent Financial Planning firm, on a team of 13. The ideal candidate will bring 1 - 2 years of experience working within an IFA, and be enthusiastic about contributing and progressing with

A Wealth Management firm is seeking a Senior Administrator with IFA experience to provide high-level operational support in Bristol.

Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. Minimum 5 years' IFA administration experience.

Our client is looking for a talented individual to join their.Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive.Acting as the point of contact between advisers, clients and third party

A reputable financial planning organization in Stockport seeks an IFA Administrator to join their client relations team. Ideal candidates will have prior experience in IFA practice, excellent organizational skills, and attention to detail.

A Chartered independent Financial Planning firm in Greater London is seeking an organised IFA Administrator to join their team. The role requires 1 - 2 years of experience within an IFA and a self-motivated attitude.

A dedicated employment agency is seeking an IFA Administrator for a temporary position in London. The role involves processing new business, managing client records, and supporting a team of administrators.

A leading Wealth Management firm in Altrincham is seeking an IFA Administrator to support their Pension & Investment Team.

If you're ready to take your career to the next level and make a difference in the lives of clients and advisers alike, we want to hear from you! Apply now to join our client's dedicated team as an IFA Administrator! 🚀. Join Our Team as an IFA Administrator! 🌟. Proven experience within Financi

A well-established financial planning firm in the United Kingdom is seeking an experienced IFA Administrator to join their collaborative support team.

A well-known financial services firm is seeking a Senior IFA Administrator in Taunton. This position requires over 5 years of IFA administration experience and knowledge of FCA regulations, with opportunities for career growth.

We are seeking a highly organized and detail‑oriented Financial Services Administrator to join our team on a full‑time basis.

If you’re an experienced IFA administrator ready to step into a role with real impact and autonomy, we’d like to hear from you. Senior Administrator – IFA Experience Essential. Proven IFA/financial advisory experience (essential).

Due to expansion, our client has a vacancy for an experienced IFA Administrator to join the business. Clark James Recruitment are working with a professional and highly regarded IFA business. Previous experience within an administration role within an IFA firm and have a flexible approach during per

Due to growth an exciting opportunity is now available for an IFA Administrator based in Taunton to join their team,.

This is a casual, part-time role offering flexible working.As a Bank Support Worker at a Barchester independent mental health hospital, you'll use your intuition and empathy to help our patients get the most out of life.You'll work as part of a multidisciplinary team to support patients with complex

Carpet and Upholstery Cleaner - Lancashire.Full- Time / Part-Time / Seasonal.Join our One Great Team here at Haven as a Carpet & Upholstery Cleaner, where you'll help create spotless, welcoming spaces for our guests to enjoy their next adventure!.As a Carpet & Upholstery Cleaner, you'll be our exper

Senior Receptionist - Roodlane Medical - Wilmslow.Senior Receptionist - Private Healthcare GP Services, at The Wilmslow Hospital (GP Services).Shifts: Rotating between early and late shifts.Salary: 26900- 30800 depending on experience.Benefits: Competitive benefits package including private medical

Type: Full-time / Part-Time / Seasonal.Join our One Great Team here at Haven as a Venue Cleaner, where you'll help create spotless, welcoming spaces for our guests to enjoy their next adventure!.We're seeking reliable, detail-oriented team members to keep our holiday park facilities shining.If you t

Receptionist (m/w/d) - Am Michel.M chtest du Teil von Europas f hrendem Premium - Ge sundheits - und Wellnesskonzern werden ?.Unsere Teammitglieder sind die Botschafter unseres Unternehmens und das Herzst ck unseres Handelns.Wir sind auf der Suche nach leidenschaftlichen Rezeptionist en f r unser Te

Arla Foods Warehouse Operative Arla Foods, Oswestry Dairy, SY10 8NL About the job Arla Foods Oswestry are looking for Warehouse Operatives to join the team on a permanent basis.At our Arla Oswestry site we pack circa 79,000 tonnes or cheese annually, 1620 tonnes per week.This includes supplying