An exciting opportunity has arisen for an experienced client services professional to join a highly-reputable wealth management firm just outside of Manchester.
About the IFA Administrator opportunity
Sitting within the Client Services department, your role will primarily be centred around the firm's clients - you will be their first point of contact and will be responsible for providing a first-class service throughout their journey with the business.
We are seeking an experienced IFA Administrator with a minimum of 2 years' experience in an IFA practice, to provide first-class customer service and administrative support.
The role involves managing a bank of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in a timely manner.
Day-to-day of the role
Manage a bank of consultants and their clients, providing excellent customer service and administrative support.
Posted by The Eventus Recruitment Group • £30K/yr to £32K/yr
Eventus Recruitment Cheshire are seeking an experienced Financial Planning Administrator to join a very successful IFA and Financial Planning business based in Stockport, Greater Manchester.
This is a great job opportunity to join an established and successful company.
You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more.
Posted by Resource Matters Ltd • £25K/yr to £33K/yr
General
Our client is an Independent Advice firm who have been voted within the top 20 firms by the FT
The role of the Client Relations Administrator is for a candidate with a minimum of 2 years 'experience working for an IFA practice and experience and understanding of pension and investment products.
Main duties & responsibilities
Managing a bank of consultants and their clients providing first class customer service and excellent administrative support.
IFA Administrator - Stockport with Hybrid Working - £30,000-£31,000
(Opportunity to move in to Paraplanning in the future)
This an opportunity to join a Stockport based IFA and one of the larger companies in the region, and with this comes a team full of good experienced professionals, clear reporting lines and excellent opportunities for personal development.
This highly respected financial planning firm is currently seeking an experienced financial planning administrator to join its team in Stockport.
In this role you will work closely with financial planners, paraplanners and clients ensuring the financial planning advice they receive is the highest quality possible.
You will be involved in processing of cases, dealing with letters of authority, contacting providers and preparing review packs for clients.
We are seeking a Paraplanning Manager to support our Paraplanning team in delivering high-quality financial planning and advice to both private and corporate clients.
This role involves enhancing team performance, refining paraplanning processes, and maintaining effective communication across various departments.
Posted by Resource Matters Ltd • £50K/yr to £60K/yr
Our clients Paraplanning Manager role is to support the Paraplanning team in providing, implementing and reviewing strategies and advice to private and corporate clients.
This will include monitoring workload, providing support to team members on their strengths and weaknesses and improving the various paraplanning processes and templates.
There will be additional responsibilities to provide updates into the board of directors and operations team and work closely with other heads of departments to improve communication and working practices across the business.
Posted by The Eventus Recruitment Group • £55K/yr to £60K/yr
Eventus Recruitment Cheshire are seeking an experienced Paraplanning Manager to join a very successful Financial Planning business based in Stockport, Greater Manchester.
This is a great job opportunity to join an established and successful company.
You will benefit from a supportive leadership team, hybrid working (3 days remote, 2 at home), ad-hoc bonuses, an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays) and much more.