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.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
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
As an IFA Administrator you will play a crucial role in providing administrative support to the financial planning team.
General
With a strong commitment to providing holistic and tailored financial solutions, they are seeking an IFA Administrator to join their team and contribute to their mission of delivering exceptional financial planning services.
Our client is a well-established independent financial advice practice dedicated to helping individuals and families achieve their financial goals.
Our Stockport based client are looking to appoint a Senior IFA Administrator to join their team on a permanent basis.
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
Duties & responsibilities will include
Processing new business applications across the key financial products.
An experienced Administrator is now required to form part of their growing team.
2 day office, 3 days home
NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre.
Are you an IFA Admin or similar, looking to join a well-established Independent Financial Advisors, which will offer you a Study Support to progress to a paraplanner and Financial Advisor, offering a generous company bonus and a great working environment?
£23,000 - £26,000 Training Progression Company Bonus Qualifications Company Benefits
My client is current looking for an experienced Senior IFA Administrator to join their team in central Manchester.
The role
Support and provide a full administration service to the Advisors and Head of Wealth Planning in researching the client's needs and developing appropriate recommendations.
Proactively completing research and analysis of the client case and of the market of solutions.
Are you an IFA Admin or similar, looking to join a well-established and long-standing Independent Financial Advisors, that care for their workforce, whilst boasting high retention rates and offering generous company benefits including an annual bonus, and a great, tight-knit working environment?
Your responsibilities will include processing new business applications, managing fund transactions, conducting product and fund research, preparing valuation reports, and acting as client liaisons.
£28,000 - £32,000 Company Bonus 8% Pension 9am - 5pm Monday to Friday 32 Days Holiday Company Benefits