Ifa Administrator

**IFA Administrator / Wealth Planning Administrator** **Birmingham (Castle Vale) - office based** **£25,000 - £30,000 depending on experience** **Are you an IFA Administrator looking for your next role?** - Would you like to feel valued by working in a boutique wealth planning company instead of a corporate IFA firm? - Are you looking to work for a...

We are looking for an experienced IFA Administrator to support an existing team of 2 administrators. Based in Birmingham. The team provides support to 4 Financial Advisers that are specialists in dealing with NHS professionals and are currently working closeto full capacity, so are looking to hire someone to help with the workload so the team can continue to...

This role is integral to providing excellent support for the financial advisors and ensuring that client administration and servicing are conducted efficiently and in compliance with company procedures. Handle day-to-day administration of Life, Investment, and Pensions, including the submission of new online applications, top-ups, and processing of...

Job Overview: A reputable wealth management firm is seeking a Client Services Executive to join the support team. This role is integral to providing excellent support for the financial advisors and ensuring that client administration and servicing are conducted efficiently and in compliance with company procedures. Key Responsibilities: Handle day-to-day...

**Location** **Salary** **Posted on** **Reference** **Birmingham £20000 - £25000 24/04/2023 NJR13649 DESCRIPTION IFA Administrator £20,000-£25,000 Birmingham (Remote working is available) NJR are currently working alongside a well-established Independent Financial Advisers, As a result of their continued growth now have an exciting opportunity for an...

One of our best and highly regarded clients are looking for a new administrator to join them in their Birmingham office. This is a national IFA who have been operating for over 200 years, making them one of the most well-established in the industry. Thisis a chance to work for a firm who offer training + progression as well as a very good benefits...

**IFA Review Administrator** **Birmingham (B45 Area)** **Salary 22,000 - 25,000** **Free Parking, annual bonus, and study support** Daily duties will consist of; " New Client input into Client Database " Creating New client packs " Check Fact Find fully completed " Input Fact Find details into Client Database " Prepare & send off authority letters...

**Location** **Salary** **Posted on** **Reference** **Birmingham £19000 - £21500 27/02/2023 NJR13450 DESCRIPTION Trainee IFA Administrator £20,000 - £21,500 Birmingham Our Client are a small but well established Firm of Independent Financial Planners who operate a client bank of high net worth individuals. Due to their continued growth they are now...

**Location** **Salary** **Posted on** **Reference** **Birmingham £19000 - £21500 01/03/2023 NJR13450 DESCRIPTION Trainee IFA Administrator £20,000 - £21,500 Birmingham Our Client are a small but well established Firm of Independent Financial Planners who operate a client bank of high net worth individuals. Due to their continued growth they are now...

One of the UKs leading firms of Financial Planners have an exciting opportunity for an IFA Administrator to join their Annual Reviews team in Birmingham Working alongside their top performing adviser daily responsibilities will include:• Booking the Annual Reviews each month, by telephone, email or post.• Preparing the Annual Review packs, to include...

One of the UKs leading firms of Financial Planners have an exciting opportunity for an IFA Administrator to join their Annual Reviews team in Birmingham Working alongside their top performing adviser daily responsibilities will include:• Booking the Annual Reviews each month, by telephone, email or post.• Preparing the Annual Review packs, to include...

One of the UKs leading firms of Financial Planners have an exciting opportunity for an IFA Administrator to join their Annual Reviews team in Birmingham Working alongside their top performing adviser daily responsibilities will include:• Booking the Annual Reviews each month, by telephone, email or post.• Preparing the Annual Review packs, to include...

One of the UKs leading firms of Financial Planners have an exciting opportunity for an IFA Administrator to join their Annual Reviews team in Birmingham Working alongside their top performing adviser daily responsibilities will include:• Booking the Annual Reviews each month, by telephone, email or post.• Preparing the Annual Review packs, to include...

An exciting opportunity has arisen for an experienced financial planning professional to join a national and well regarded IFA in their Birmingham office **Key responsibilities** - Processing new business and servicing existing business. - Liaising with Financial Planners to facilitate review meetings, new client meetings and pipeline business. - Liaising...

Are you ready to take your Financial Administration skills to new heights? Look no further! We have an exciting opportunity for a Financial Administrator to join a market-leading Wealth Management Company in Cardiff. Join a highly successful and established administration team and be part of company with a reputation for excellence and has a history of...

During a period of growth, our client is looking for someone to provide high quality Financial Planning Administrative and analytical support to the successful Financial Planners and Key Stakeholders within this well established financial management firm.You will be responsible for general administration, diary management, client liaison, updating records,...

**Location** **Salary** **Posted on** **Reference** **Birmingham £23000 - £28000 27/02/2023 NJR13519 DESCRIPTION Financial Planning Administrator 23,000-28,000 Birmingham (Remote working is available) NJR are currently working alongside a well-established Independent Financial Advisers, As a result of their continued growth now have an exciting...

**Location** **Salary** **Posted on** **Reference** **Birmingham £23000 - £28000 01/03/2023 NJR13519 DESCRIPTION Financial Planning Administrator 23,000-28,000 Birmingham (Remote working is available) NJR are currently working alongside a well-established Independent Financial Advisers, As a result of their continued growth now have an exciting...

Investment Administrator (12 month contract) £Bell Cornwall Recruitment is proud to represent a leading investment firm in their search for an Investment Administrator in Birmingham. This role offers a unique opportunity to support two successful Investment Managers in one of the most dynamic teams in the industry. If you're seeking a role that combines...

**PENSIONS & INVESTMENTS ADMINISTRATOR (IFA Firm)** **BIRMINGHAM** **£25,000 - £30,000** **Responsibilities**: - Processing new Business, Client Illustrations and Valuations - Maintain customer/policy records through the customer management system and associated it solutions - Dealing with client inquiries in a swift and timely manner, liaising with...