Our client, a prestigious financial planning firm in Manchester are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
Hoist Finance is a leading financial services company committed to innovation and excellence and is currently looking to recruit a Systems Administrator to join the team.
The Systems Administrator will play a critical role in the support and maintenance of applications within the organisation.
Key Skills Needed
Experience with working with Microsoft Entra, Microsoft 365 Suite, SCCM and Active Directory.
Are you an experienced Administrator with knowledge of the finance industry?
We have a new and exciting opportunity for you in the Greater Manchester area to join our client who is offering a great position with a strong salary, annual bonus, and an opportunity to work very closely with experienced industry professionals.
To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 year's experience in a financial service / financial advice firm.
Would ideally like someone who wants to work full time but happy to look at part time (4 days or Monday to Friday reduced hours ifpreferred.
Main duties & responsibilities
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
Financial Administrator - Wealth Management Firm - Manchester - Basic salary £28k - £35k - Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and overall 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
The ideal candidate will come from either the corporate department of a law firm, or from the legal department of a financial services organisation, or someone with a solid administrative background with a financial services setting.
My financial services client based in Manchester requires a contractor to join for an initial 6 months.
You will work within a busy legal team and be responsible for the coordination of projects, keeping track of said projects, analyse data, and communicating project updates to execs.