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Permanent IFA Administrator, Stockport, up to £31,000 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 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. 4784125

My client is currently looking for an experienced Paraplanner to join their team in Manchester The successful candidate will be an integral part of the client experience, with the opportunity to attend client meetings alongside technical work. The Paraplanning role is varied and you will have exposure to different areas of financial planning. The Role: • Work as part of a team assisting the Financial Planner in managing clients’ planning needs and solutions., • Be an additional point of contact when the Financial Planner is not available and develop relationships of trust with clients., • Attend client meetings with the Financial Planner on occasion, to broaden your understanding of the advisory process and strengthen relationships with clients., • Take responsibility for the timely drafting of client reason-why letters., • Assist the Financial Planner in assessing and researching options and solutions for clients., • Handle other administrative duties promptly, including letters, new client take-on forms, preparation of advisory correspondence/annual reviews, and assisting with proposal preparation., • React to all client-related enquiries in a timely manner and maintain a record of responses., • Deal with insurance companies, as required, to obtain client policy information or new illustrations and product information., • Check that new business and client files are compliant, • Work closely with the Financial Planning support team and delegate administrative work as required., • Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable. About You: • A keen interest in, and a good understanding of, the Wealth Management and financial planning industries., • Experience working within the financial services sector, ideally for a wealth management firm or financial advisory practice with an HNW client base., • FCA approved Level 4 RDR compliant qualification in financial planning or equivalent., • Familiarity with the fund management, professional advisory, IFA or life company industry., • Good understanding of Intelliflo Office and The Exchange., • Professional, organised and motivated self-starter., • Presentable with a client-facing demeanour. Benefits: • Salary £50-55k base, • Discretionary Bonus, • Pension 8% employer contribution + 5% matching, • Private health cover, Life insurance, • 25 days holiday+ bank holidays, • Share matching £150 per month, • Discounted gym membership, • Corporate discount, • Discounted financial advice, • Hybrid working

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.

Eden Rose is seeking an experienced IFA Administrator in Manchester.

A financial planning firm based in Stockport is seeking a Level 4 qualified paraplanner to join their collaborative team.You will be responsible for cashflow modelling, report writing, and assisting planners in achieving client solutions.Ideal candidates will have strong interpersonal skills and ide

Employed role providing independent advice across the full range of financial planning. All leads will be provided together with full admin / paraplanning support.

Ideally you'll have at least 1 years experience within administration in an IFA office, knowledge of Intelligent Office - IO would be desirable, good communication, organisational skills & a strong work ethic would make you a good match for this opportunity. Client Administrator role - IFA Wealth pr

Firms love asking where you see yourself in five years.But could they answer that question?.After all, advice businesses are being bought out left, right, and centre.Many are gearing up for an exit strategy.And where does all that leave you?.This fiercely independent and proud small IFA isn't set up

We are recruiting on behalf of a highly regarded and growing financial services firm in South Manchester, looking to add an experienced IFA Administrator to their team.

Financial Planning Firm in Manchester is looking for a financial adviser to provide independent advice across various financial planning needs. The role is open to both experienced advisers and those earlier in their career.

A well-established financial planning business is seeking an experienced IFA Administrator in Liverpool City Centre.

A growing wealth management group in Kettering is seeking an IFA Administrator for its Client Support team.

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

A leading financial services provider is seeking a Remote International Financial Advisor to guide clients through financial planning and wealth management strategies.This full-time position requires proven experience in financial planning, extensive knowledge of estate planning, and strong communic

Are you an organised, people-focused Sales Co-ordinator who thrives in a fast-paced environment?.Our client is a leading UK manufacturer with a proud family heritage, offering a supportive team, and standout perks like your birthday off and early Friday finishes! Apply today!.Salary up to £27,000 p

A financial planning firm seeks an experienced IFA Relationship Manager / Product Specialist in their London office.

IFA Administrator, Stockport, 30 - 31K depending on experience + excellent benefits. The ideal candidate will have at least 1 years experience working for an IFA practice or provider, experience of understanding pension and investment products with an excellent telephone manner and attention to deta

The role is suitable for candidates with 1–2 years of experience in financial services administration, ideally within an Independent Financial Adviser (IFA) environment.

The ideal candidate will have at least a year of experience in an IFA setting, understanding pension and investment products. A well-established financial planning organization in Stockport is looking for an IFA Administrator to manage client relations, process transactions, and handle inquiries.

Candidates should have a Level 4 Diploma or be working towards it, with a background in financial services, particularly within IFA environments.

Previous experience within IFA/Financial Planning administration. This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high‑performing advice team. This role will suit an individual with existing experience within an IFA o

A prominent funeral service provider based in West Midlands is seeking an experienced Senior Business Development Manager to lead growth through strategic partnerships in the insurance and financial services sector.The role involves building new revenue channels, negotiating agreements, and working

A prestigious wealth management firm is seeking highly skilled Level 4 qualified advisers to join their dynamic team.This role offers the opportunity to serve clients across various offices, ensuring flexibility in location.Candidates with a proven track record in building a client base, a minimum o

A leading cremation service provider in Cannock Chase is seeking a Head of Strategic Partnerships to shape new revenue channels and build relationships with Independent Financial Advisers (IFAs).

IFA or financial planning firm. This is an excellent opportunity for an experienced IFA Administrator looking to join a supportive and growing firm where they can develop their technical skills and progress their career.

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.

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.

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.

James's Place Wealth Management is looking for a Business Administrator to join their team in Horsham.This hybrid role involves managing case progression and client communications while ensuring all documentation is complete.The ideal candidate will have experience in financial services, strong orga

Our client is a well-established boutique global wealth management firm that is part of a group of affiliate companies, each of which is focused on a key sector.Combining a deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a

Position: Senior IFA Administrator.

The successful candidate will be confident talking about financial markets and Saltus investment products to Independent Financial Advisers (IFAs). Have clearly demonstrated an ability to manage IFA relationships and generate strong sales numbers. IFA Relationship Manager / Product Specialist.

Senior Administrator – IFA Experience Essential. Proven IFA/financial advisory experience (essential). 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.

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

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.

Integro Partners in the Coventry area is looking for a Hybrid IFA Administrator / Paraplanner to join their team.

A respected financial services firm is seeking a Senior IFA Administrator to support Office Managers and Financial Planners. The ideal candidate has over 5 years of IFA administration experience, strong knowledge of investments and pensions, and excellent organizational skills.

Working closely with the Director and leadership team, the Practice Manager will help oversee the day-to-day running of the practice, ensuring that people, systems and processes operate smoothly.This is a broad and varied role suited to someone who enjoys taking ownership, improving processes, and s

A global investment management firm is seeking a Portfolio Manager in Greater London to manage discretionary portfolios primarily for intermediaries.The role requires strong relationship management and portfolio oversight skills, with a focus on providing excellent service.Candidates should have at

A progressive investment firm in the UK seeks an Internal Business Development Executive/Manager to enhance client relationships and achieve sales targets.The ideal candidate will show exceptional customer service skills, ideally with experience in a phone-based sales environment, and a strong under

Our client, a sustainable, rewarding, and award-winning company dedicated to enhancing clients’ lives and financial well-being, is seeking Wealth Managers for their Moscow-based role, requiring relocation.They invite individuals who aspire to join them on their journey of continued growth.In addit

A leading digital media organisation in Greater London seeks a Business Development Manager to drive growth in the Wealth Management sector.This hybrid position requires a sales-oriented professional with strong relationship-building skills.Responsibilities include securing new business and managing

This role involves selling Aviva Investors’ products, developing relationships with Independent Financial Advisers (IFAs), and meeting sales targets across various asset classes. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and strong knowledge of the UK IFA land

Recruit Wealth Limited is seeking an experienced IFA Administrator to join their high-performing team in Braintree, Essex.