Posted by Resource Matters Ltd • £25K/yr to £33K/yr
Main duties & responsibilities
Managing a bank of consultants and their clients providing first class customer service and excellent administrative support.
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.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their IFA Administration team!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.
(Opportunity to move in to Paraplanning in the future)
IFA Administrator - Stockport with Hybrid Working - £30,000-£31,000
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.
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.
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.
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.
This is a great job opportunity to join an established and successful company.
Manage a bank of consultants and their clients, providing excellent customer service and administrative support.
General
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.
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.
You will be involved in processing of cases, dealing with letters of authority, contacting providers and preparing review packs for clients.
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.
This highly respected financial planning firm is currently seeking an experienced financial planning administrator to join its team in Stockport.