Our client is a well-established and UK regulated independent financial advice practice dedicated to helping individuals and families achieve their financial goals.
With a strong commitment to providing holistic and tailored financial solutions, they are seeking an IFA Administrator to join their dynamic team and contribute to our mission of delivering exceptional financial planning services.
Job Summary
As an IFA Administrator you will play a crucial role in providing administrative support to the financial planning team.
As Financial Planning Support you will assist the Adviser with client on-boarding, file maintenance, client communication, report preparation, financial plan development, scheduling, administrative tasks, compliance, and staying updated on industry regulations and company policies.
This is a fantastic opportunity to join and Cheshire based Independent financial Advisers and become a key part of the advice process by supporting the Advisers and looking after their clients.
They're looking for a minimum of 1 years experience supporting Independent Financial Advisers in a similar fashion, who is happy liaising with clients on a daily basis over the phone.
Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / 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.
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
Have an understanding of 3rd party providers platforms and processing times.
Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
General
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.
Apply for this role if you're wanting to join a forward-thinking financial services company that can offer you a career through personal development with qualifications and on-the-job training, and promotions and rewards.
The company are an Independent Financial Advisers in Stockport and when successful you will join a team of 5 as an Adviser Support Administrator, and support their Independent Financial Advisers by:
Taking ownership of the review cycle from start to finish
Bond Recruitment is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
Role overview
To assist Paraplanners and Advisers with the processing of cases.
To provide an effective and efficient administration service to the Advisers and Head Office as required.