Successful IFA Practice based in Altrincham require an additional Financial Planning Administrator to compliment their existing team. This role involves looking after an adviser on a one-to-one basis dealing with the full range of financial planning products. …

IFA Administrator required for successful Stockport based IFA practice. The role includes: Providing first class customer service to clients. Providing an excellent level of administrative support to our consultants. Managing your individual workload using per…

JOB DESCRIPTION To provide one to one support for selected advisers within the IFA Client Support Team Great opportunity to build a career within the Financial Services sector A chance to work for a company with great future prospects. Options for support towa…

Job description IFA practice based in Stockport require an additional Adviser Support. General Office Duties Post - opening, scanning and distributing to Financial Adviser or Adviser Support Franking of mail Addressing any printer/shredder or stationary issues…

Successful IFA practice based in Stockport require an additional administrator to complement their existing team. New business administration: mainly via wrap platforms - Nucleus and Transact. Dealing with administrative tasks arising out of meetings. Attendin…

Well established IFA practice based in Cheshire require a Trainee IFA. The role includes shadowing an existing adviser getting to know their clients, attending meetings, preparing pre and post meeting requirements and dealing with client queries. The role will…

Key responsibilities Data input of fact find information and documentation onto the back-office system (INTELLIFLO). Diarising events throughout the business cycle. Producing new business packs and preparation for client meetings. Producing client portfolio re…