Trainee IFA Administrator jobs in Merseyside

IFA Administrator, Full Time, Liverpool, Permanent, Hybrid model 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...

Quick Questions: - Do you have experience in IFA Support? - Are you skilled in Inteliflo or similar back-office systems? - Are you looking for a role in Liverpool? Benefits : - 25 days holiday per year. - Pension scheme: Employer 5% / Employee 4% (to be confirmed). - Death in Service: 4x salary. - Exam support: costs, study materials, and 1 resit covered. - £500 salary increase per exam...

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....

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 often be the first point of contact for client queries, making professionalism and excellent communication essential. This is a hands-on position where your contribution will make a visible impact across the team. You'll provide the administrative backbone that supports advisers and ensures that clients receive timely, accurate, and well-presented information.

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...

My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Key Tasks: - Daily contact for advisors, updating and liaising to conclude work related tasks - Prepare client packs, brochures, applications and anything required for a client meeting - Submission and completion of new business cases...

⭐️ Senior IFA Administrator 📍 Manchester (Hybrid) 💰 Competitive Salary An established and growing Independent Financial Adviser (IFA) firm based in Manchester is seeking an organised and proactive Senior IFA Administrator to join its busy support team. This role is ideal for someone with experience in financial services administration who enjoys working in a client-focused environment and...

You will be a level 4 qualified paraplanner who wants to work for a small company.

You will have passed at least one AF exam. It's a sign you're taking you're as passionate about financial planning as this firm are. You’ll become a lead on cashflow modelling so experience with that is preferred (ideally Voyant).

Job Overview – Liverpool City Centre – £25k – Permanent A well established and extremely successful logistics organisation based in the heart of Liverpool City Centre are seeking a trainee accounts administrator to join their team. Based in beautiful modern offices, this is a fantastic opportunity to kick start your finance career! Full training provided. Duties and Responsibilities: Request...

You will also be assigned an expert tutor and a support mentor who will work with you 1-2-1 or in group sessions to provide additional training and support. Once the HTML & CSS courses are complete, your trainer will move you forward to the next stage. Stage 2 – Additional Online Training (*up to 12 weeks)

You will be provided with access to a 1hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.

You will also be assigned an expert tutor and a support mentor who will work with you 1-2-1 or in group sessions to provide additional training and support. Once the HTML & CSS courses are complete, your trainer will move you forward to the next stage.

You will be provided with access to a 1hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.

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,...

My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Key Tasks: - Daily contact for advisors, updating and liaising to conclude work related tasks - Prepare client packs, brochures, applications and anything required for a client meeting - Submission and completion of new business cases...

You will also be assigned an expert tutor and a support mentor who will work with you 1-2-1 or in group sessions to provide additional training and support. Once the HTML & CSS courses are complete, your trainer will move you forward to the next stage. Stage 2 – Additional Online Training (*up to 12 weeks)

You will be provided with access to a 1hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.

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...