IT Project Manager

My client is currently looking for an experienced IFA Administrator to join their team in Stoke on Trent.The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients.Key Duties:Processing new businessPreparing valuation reportsPreparing performance documentation for client review appointmentsPreparing review checklist for client appointmentsObtaining provider information to assist advisers with their recommendations and enable paraplanners to produce comprehensive reportsRun risk profiler results via FE AnalyticsEnsuring that clients are advised of progress throughout this processAssisting with research and producing FE Analytics fund switch reportsEnsure client authorisation received to complete switch in line with MIFID II requirementsProcessing and monitoring switch directly with provider or electronically via platformPreparing half yearly valuation reports for issue to clientProvide, We are pleased to be partnering with a high-performance, technology-driven business to appoint a Senior Finance Analyst operating at scale. The position sits at the heart of business planning and decision support, partnering closely with senior stakeholders across the..., Vacancy: UK - Administrative Specialist (Onboarding ASAP) About Zoomlion Zoomlion has covered more than 100 countries and regions worldwide and has already made market arrangements to follow the Belt and Road initiative. Zoomlion products have been well sold to the..., Senior Benefits Specialist Pay rate: £22 per hour PAYE Location: Chester (Hybrid working 2-3 days in the office and the rest remote) Duration: 12 months Hours: 35 hours per week Responsible for execution and administration of the benefits and retirement program,..., Administrator - QFM Servicing (Estates)- Full time. 12 month FTC Hours: 40 hours per week Location: Stoke We are recruiting for an experienced Administrator to join our team in Stoke. This is a fantastic opportunity to join a friendly and supportive team in a rewarding..., We are pleased to be partnering with a high-performance, technology-driven business to appoint a Senior Finance Analyst operating at scale. The position sits at the heart of business planning and decision support, partnering closely with senior stakeholders across the... © 2025, Jobsora.com

post review summary reports to clientsCompleting withdrawal instructions on behalf of clientsEnsuring any instructions received are confirmed in writing by client and authentication process is followedPrevious experience in an IFA environment is essential.For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com, Congress Specialist Event Manager / Senior Event Manager - French Speaking - Remote REMOTE - ENGLAND £35,000 - £40,000 + Benefits Are you an experienced French Speaking Event Manager / Project Manager or Senior Project Manager with agency experience in delivering...

Renewable Energy Planning Lead (Client Side) Location: Merseyside Salary: Up to £45,000 DOE Hybrid working: 3 days in the office, 2 from home Benefits: Generous annual leave entitlement, EV car scheme, quarterly team socials, private healthcare PropSource Consulting...

Morson Group working with Destination Florida Children's Charity: Morson Group is proud to support fundraising for the incredible children's charity, Destination Florida Children's Charity. Every year, the team at Destination Florida Children's Charity work tirelessly to..., JB Leitch is a nationally recognised Legal 500 commercial law firm, specialising in property management law. We're proud to act for some of the UK's largest corporate landlords and managing agents across England and Wales. What sets us apart - The largest team of property...