28 Financial Planning Administrator Jobs in Stockport
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IFA Administrator - Part Time or Full Time Stockport, England, United Kingdom 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... 28 days ago
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IFA Administrator Prestige Recruitment Group - Stockport, England, United Kingdom Assist financial planning advisors in preparing financial plans and investment recommendations. Provide exceptional customer service to clients and address their inquiries and concerns promptly. Excellent... More than 30 days ago
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Financial Planning Administrator NJR Recruitment Ltd - Manchester, Greater Manchester, United Kingdom Covering all aspects such as; Client Care; IFA Admin, and Paraplanning Support the role will include; " Illustrations & regular contact directly with clients & wrap/platform providers Up to £30,000 + Benefits... £25000 - £30000/annum 13 days ago
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Financial Planning Administrator NJR Recruitment Ltd - Preston, Lancashire, United Kingdom * Prepare mandates for signing, send signed copies to providers via email/post, monitor receipt of information within prescribed timescales, and preparing checklists (if required) * Complete verification... £25000 - £30000/annum 7 days ago
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Financial Planning Administrator Ramsbottom, England, United Kingdom The Independent Financial Advisors offer valuable staff training, development and flexibility with your working hours. Assisting the Paraplanners with the preparation of research and suitability reports... 6 days ago
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Senior IFA Administrator Page Personnel - Manchester, Greater Manchester, United Kingdom This newly created Senior IFA Administrator role will offer the successful candidate a great place to work at a very exciting time. Ensuring client details and reviews are recorded correctly on systems... £30000 - £35000/annum Today
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IFA Administrator Page Personnel - Altrincham, Greater Manchester, United Kingdom Processing new business for advisers/planners, completing trades/fund switches, liaising with product providers and ensuring new business is administered correctly Administration support for valuations... £30000/annum Today
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FINANCIAL PLANNING ADMINISTRATOR NJR Recruitment - Manchester, Greater Manchester, North West, UK Up to £30,000 + Benefits + Free Parking Flexible medical package £30,000 More than 30 days ago
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Financial Planning Client Administrator Eventus Legal - Congleton, Cheshire East, United Kingdom * Upholding a high level of confidentiality and professionalism among staff, clients, and professional key stakeholders whilst projecting a professional image in both appearance and attitude, providing... £28000 - £32000/annum Bonus, 25 days hol, Pension 21 days ago
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Financial Planner Halecroft Recruitment - Hale, Trafford, United Kingdom Halecroft Recruitment offer a professional yet personable approach to ensure candidates and clients have a positive and trusting experience. If this role is something that aligns with your skills and experience... £35000 - £70000/annum 11 days ago
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