Dover Precision ComponentsWallasey
Energy Resources industry, have pioneered technology developments and are renowned for the quality and reliability of their product range which includes reciprocating compressor valves, packing cases, pistons, rings, and wipers, supplying to both OEM's and the aftermarket.With established manufactur...
Burgh Recruitment LimitedChorley
arisen for a Financial Administrator to work for a successful, growing, Partner Practice. You will be part of a fast-paced team and will be employed by the Practice with full training and support provided.The Role Financial AdministratorThis role...
EvriBury
Join Our Team of Self-Employed Couriers! - **£2000 Welcome Payment!**.Are you looking for a flexible job with great earning potential? Look no further!.We have immediate opportunities for you to join our team with plenty of options for you to choose from across our 7-day delivery operation and the b...
Burgh Recruitment LimitedChorley
Financial Administrator
Location: Clayton-Le-Woods, Chorley (PR6)
Salary: £25,000 per annum
Working as part of the team at LFP Consultants Ltd who are an Appointed Representative of St. Jamess Place Wealth Management Plc.
An excellent opportunity...
Burgh RecruitmentChorley
Financial Administrator
Location: Clayton-Le-Woods, Chorley (PR6)
Salary: £25,000 per annum
Working as part of the team at LFP Consultants Ltd who are an Appointed Representative of St. Jamess Place Wealth Management Plc.
An excellent opportunity...
Burgh Recruitment LimitedChorley
arisen for a Financial Administrator to work for a successful, growing, Partner Practice. You will be part of a fast-paced team and will be employed by t...WHJS1_UKTJ...
Burgh Recruitment LimitedAdlington, 3 mi from Chorley
Financial Administrator
Have you got what it takes to succeed The following information should be read carefully by all candidates.
Location: Clayton-Le-Woods, Chorley (PR6)
Salary: £25,000 per annum
Working as part of the team at LFP Consultants...
Burgh Recruitment LimitedChorley
Financial Administrator
Location: Clayton-Le-Woods, Chorley (PR6)
Salary: £25,000 per annum
Working as part of the team at LFP Consultants Ltd who are an Appointed Representative of St. Jamess Place Wealth Management Plc.
An excellent opportunity...
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IFA Administrator
Chorley | Permanent | £25,000 - £30,000/year | www.cv-library.co.uk |
We are working with a successful financial services organisation near Chorley to recruit for an IFA Administrator to join their growing administration function.
Client Details
This firm is part of a growing group of IFAs, and has several offices across the North West. Their main headquarters is based near Chorley, which is a very busy office where you will support the financial advisers and the wider team. The firm was awarded chartered status many years ago and has won numerous other awards for being a top employer and great place to work.
Description
As IFA Administrator, you will join an experienced team, and be responsible for:
Processing new business applications
Preparing client packs for meetings, as well as client review list for advisers
Preparing client valuations and supporting documentation
Preparing cases for paraplanning
Ensuring letters of authority requests are sent on time
Providing an efficient and effective administration service
Processing dealing instructions and new business applications
Obtaining valuations and assisting in producing update reports
Monitoring and chasing up applications and other transactions across various platforms and providers
Processing client instructions and dealing with any queries or issuesProfile
The successful applicant for this role must have the following skills and experience:
Previous experience working in an IFA or financial planning firm ideally
Strong work ethic and good attitude
Strong administration skill set with a high level of attention to detail
Great communication skills
Good working knowledge of Microsoft applications
Up to date with current FCA Legislation would be ideal
Job Offer
There is a great benefits package to go with this exciting role. As IFA Administrator, you will get:
£(phone number removed) salary
28 days holiday
Study support for professional development
Pension contribution
Working from available after probation
Car parking available
Wellbeing support services
Social events
Flexible working hours
Client Details
This firm is part of a growing group of IFAs, and has several offices across the North West. Their main headquarters is based near Chorley, which is a very busy office where you will support the financial advisers and the wider team. The firm was awarded chartered status many years ago and has won numerous other awards for being a top employer and great place to work.
Description
As IFA Administrator, you will join an experienced team, and be responsible for:
Processing new business applications
Preparing client packs for meetings, as well as client review list for advisers
Preparing client valuations and supporting documentation
Preparing cases for paraplanning
Ensuring letters of authority requests are sent on time
Providing an efficient and effective administration service
Processing dealing instructions and new business applications
Obtaining valuations and assisting in producing update reports
Monitoring and chasing up applications and other transactions across various platforms and providers
Processing client instructions and dealing with any queries or issuesProfile
The successful applicant for this role must have the following skills and experience:
Previous experience working in an IFA or financial planning firm ideally
Strong work ethic and good attitude
Strong administration skill set with a high level of attention to detail
Great communication skills
Good working knowledge of Microsoft applications
Up to date with current FCA Legislation would be ideal
Job Offer
There is a great benefits package to go with this exciting role. As IFA Administrator, you will get:
£(phone number removed) salary
28 days holiday
Study support for professional development
Pension contribution
Working from available after probation
Car parking available
Wellbeing support services
Social events
Flexible working hours
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