ifa support administrator jobs in Merseyside

You will be the vital link between the Financial Advisers, Paraplanners and clients.

You should have experience as an Administrator within a financial services - Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates

You should have experience and enjoy the process of preparing client meeting packs

Your new company My client, a leading Financial Planning organisation based in Liverpool, is seeking a professional IFA Administrator to join their team on a permanent basis. With over 70 years of experience in providing bespoke services, they have an exceptional reputation across the city.Your new role The position is being offered full-time Monday to Friday with standard office hours in place....

IFA AdministratorLiverpool City Centre (option to work 1 day at home)Monday to Friday, 9am - 5pm (35 hours per week)£24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator.The ideal candidate will have previous experience within an administrative support role within the financial services...

Senior IFA Administrator / Practice Manager Location: Liverpool Salary: £32,000 DOE Experience Required: Minimum 3 years in a financial planning firm Qualifications Required: Minimum R01 About the Role We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team,...

You will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications. We also have a team of experienced Investment Managers and Financial Advisers with whom you will have the opportunity to collaborate and learn from.

A leading Financial Advisory group in St Helens is seeking an IFA Administrator to provide dedicated assistance to Advisers. The role includes managing diaries, liaising with clients and stakeholders, and ensuring compliance with company procedures. This position offers a hybrid work pattern along with benefits like private medical insurance, a discretionary bonus, and opportunities for...

IFA Administrator Wirral, Merseyside Salary: £28,000 - £31,000 We are pleased to be working with a Wirral based Financial Planning firm specialising in Financial Planning. This IFA Administrator job opportunity will work on the Wirral and be based near a train station. Financial Services role will involve: Supporting the Financial Advisors with compliance administration support. Working...

A leading wealth management firm in Liverpool seeks an experienced professional to excel in delivering client outcomes and maintaining client records. This hybrid role requires excellent communication skills and the ability to deal with high-net-worth clients, alongside a minimum of two years' experience in the wealth management industry. Benefits include competitive salary and private medical...

Your new company My client, a leading Financial Planning organisation based in Liverpool, is seeking a professional Financial Planning Administrator to join their team on a permanent basis. With over 70 years of experience in providing bespoke services, they have an exceptional reputation across the city. Your new role The position is being offered full-time Monday to Friday with standard office...

CANDIDATES MUST BE WITHIN 45 MINUTES COMMUTE OF BELMONT, SURREY About the Group: The group operates at the heart of elite and professional sport across the UK. Through two closely aligned businesses, we coordinate care for professional athletes across football, rugby, cricket, and other sports, and we also provide specialist insurance for the doctors and surgeons who treat them. Our clients...

You will be a key player in a London/Krakow team, providing an essential, end-to-end service to the Trustee, members, and the Company. Key Responsibilities & Impact: This role is not standard administrationit involves accountability and technical depth. Your principal accountabilities will include:

Sales Administrator - French Speaker Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements. Practical points: · Title: Sales Administrator - French Speaker · Location & Flexibility: Greater Cheshire West and Chester Area (home vs. office is close to 50/50) · Type of Contract: Full-time UK contract · Level Guideline: £...

A national IFA firm is seeking an IFA Client Services Associate in St Helens. This role involves overseeing the advice process, preparing for client meetings, and ensuring all client documentation is accurate. Candidates must have experience as an Administrator in financial services and possess strong communication skills. Benefits include a salary of £26,000 - £32,000, hybrid working options,...

Sales Administrator - French Speaker Practical points: · Title: Sales Administrator - French Speaker · Location & Flexibility: Greater Cheshire West and Chester Area (home vs. office is close to 50/50) · Type of Contract: Full-time UK contract · Level Guideline: £ 25 000 - £ 27 000/ annum gross + there is a strong structured career path to grow within (account manager, senior account...

A financial planning firm in Liverpool is seeking an IFA Administrator to support Financial Advisors with compliance and client administration. The ideal candidate will have experience in Financial Services administration and preferably be working towards their Diploma in Financial Planning. Duties include managing client information and producing reports for the Financial Advisors. This is a...

Senior IFA Administrator / Practice Manager Location: Liverpool Salary: £32,000 DOE Experience Required: Minimum 3 years in a financial planning firm Qualifications Required: Minimum R01 About the Role We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the...

You will be part of a supportive and collaborative team that have a pro‐active and energetic approach to their work The role will have a hybrid working pattern (3 days office/2 days home) with study support available , should this be your ambition. Visit the IDEX Consulting Ltd website for further opportunities.

Job description My client is currently looking for an experienced IFA Administrator to join their team in Liverpool. The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standardsTo work closely with the aligned Financial Planners to deliver...

A leading Chartered Financial Planning firm in Liverpool is seeking a proactive Senior IFA Administrator / Practice Manager. The ideal candidate will have at least 3 years of experience in a financial planning firm and the R01 qualification. Responsibilities include managing client communications, supporting paraplanners, and maintaining client records. In return, the firm offers a comprehensive...

Job description A highly regarded IFA are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons: High earning potentialHybrid / office / remote workingFull paraplanning, administration and compliance supportA broad range of advice dealing with a core high net worth client portfolioAmbitious growth plans that...