Ifa Administrator Jobs in Manchester
Heat Recruitment - Bolton, Greater Manchester, UK
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client... £28000 Per Annum
from: heatrecruitment.co.uk - 4 days ago
Mitchell Hall Consulting - Stockport, Greater Manchester, United Kingdom
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. A competitive salary package... £25000 - £30000/annum Plus benefits
Register your CVfrom: CV-library.co.uk - More than 30 days ago
Recruitment22 - Altrincham, Trafford, United Kingdom
In addition you will process new business, contributions and withdrawals. Handle letters of authority and client enquires. Gather plan details for analysis, conduct portfolio re-balancing and prepare client... £25000 - £30000/annum
Register your CVfrom: CV-library.co.uk - Today
Preston, England, United Kingdom
The administrator role is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Good communication skills will be important, as is accuracy of...
from: jobleads.co.uk - 3 days ago
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...
from: jobleads.co.uk - 22 days ago
Eventus Legal - Knutsford, Cheshire East, United Kingdom
The incoming IFA / Financial Planning Administrator will benefit from working within a very supportive team that has a high staff retention rate. In addition, you will be awarded with the following employee... £27000 - £30000/annum 9-5, Pension, Study support
Register your CVfrom: CV-library.co.uk (+1 source) - More than 30 days ago
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...
from: jobleads.co.uk (+1 source) - More than 30 days ago
Medlock Partners - Bradford, United Kingdom
The Client Administration Team is responsible for the day to day administration of clients sourced by our team of Wealth Planning Advisers, and to support the Paraplanners and Financial Planners to deliver...
from: uk.lifeworq.com (+1 source) - 14 days ago
Halecroft Recruitment - Hale, United Kingdom (+1 location)
Maintenance of all client policy data & associated income expectancies A good knowledge and understanding of a wide range of financial products – Ideal Tasks to be recorded and maintained via back-office... £25000 - £30000/annum
Register your CVfrom: CV-library.co.uk (+1 source) - 13 days ago
Knutsford, England, United Kingdom
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 My...
from: jobleads.co.uk - More than 30 days ago