IFA Administrator

1 week ago


Bromsgrove, United Kingdom Premier Jobs UK Limited Full time

This hybrid based IFA Administrator job in Bromsgrove is an opportunity to join a respected financial planning firm.

You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Your responsibilities will include:

  • Client servicing through creating new client packs, preparing LOAs and ensuring documents are uploaded
  • Performing anti money laundering checks and other compliance documentation
  • Submitting new business and tracking cases through their client database

IFA Administrator Requirements

  • You will have 1+ years’ experience as an Administrator within Financial Services
  • You should have good knowledge of the financial planning process
  • You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues

The Company

This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.

IFA Administrator Benefits

  • Salary of up to £30,000 depending on experience
  • Plus company benefits including 28 days holiday + bank holidays, flexible hybrid working, birthday day off, income protection for up to 5 years, Pirkx online discounts, 24-hour access to a GP, 4x DIS, 5% matched pension contributions and competitive bonus scheme
  • Access to their internal academy which supports future career aspirations
  • Hybrid working
  • 2 - 3 days in the office, with remainder from home

Locations

Bromsgrove

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.


  • Ifa Administrator

    2 weeks ago


    Bromsgrove, United Kingdom JS Talent Recruitment Specialists Full time

    **IFA Administrator** JS Talent are working in partnership with a well-established, dynamic organisation based in Bromsgrove. This is an excellent opportunity to join a thriving fast-paced environment as an **IFA Administrator.** Our Client is seeking those of you who wish to grow with them as a business in their modern Bromsgrove office with **hybrid...

  • Ifa Administrator

    3 weeks ago


    Bromsgrove, United Kingdom AFH Financial Group Full time

    **IFA Administrator** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Administration team. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business in...

  • Ifa Administrator

    1 week ago


    Bromsgrove, United Kingdom AFH Financial Group Full time

    **IFA Administrator** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Administration team. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business in...

  • Ifa Administrator

    2 months ago


    Bromsgrove, United Kingdom mbf. Full time

    **IFA Administrator - Bromsgrove - Competitive salary to £26,000 - Flexible working available** MB Fitzgerald recruitment are currently working with a top 100, multi-office firm of IFA's who specialise in providing holistic Financial Planning Advice to HNW individuals. Due to continued expansion of the Bromsgrove office, we are looking to recruit...

  • Ifa Administrator

    2 weeks ago


    Bromsgrove, United Kingdom Bell Cornwall Recruitment Full time

    **IFA Administrator** **Bromsgrove** **BCR/TH/10380** Are you are a hardworking individual with expert organisational skills, ability to create and develop relationships, and a keen eye for detail? **Main duties include**: - To provide efficient administrative support to a number of IFA's - To be a point of contact for clients, offices and members of...

  • Ifa Administrator

    1 week ago


    Bromsgrove, Worcestershire, United Kingdom mbf. Full time

    IFA Administrator - Bromsgrove - Competitive salary to £26,000 - Flexible working availableMB Fitzgerald recruitment are currently working with a top 100, multi-office firm of IFA's who specialise in providing holistic Financial Planning Advice to HNW individuals. Due to continued expansion of the Bromsgrove office, we are looking to recruit anexperienced...


  • Bromsgrove, United Kingdom Ortus PSR Full time

    Are you ready to embark on an exciting journey with us? We are seeking talented individuals who have a thirst for knowledge and a passion for growth. Join our clients IFA administration team in their Bromsgrove office, where hybrid working options are available. This is a full-time, permanent position, offering a competitive salary and an array of fantastic...


  • Bromsgrove, United Kingdom JS Talent Recruitment Specialists Full time

    **IFA Senior Administrator** JS Talent are working in partnership with a well-established, dynamic organisation based in Bromsgrove. This is an excellent opportunity to join a thriving fast-paced environment as an **IFA Senior Administrator.** Our Client is seeking those of you who wish to grow with them as a business in their modern Bromsgrove office with...

  • IFA Administrator

    7 days ago


    Bromsgrove, United Kingdom Premier Jobs UK Limited Full time

    This hybrid based IFA Administrator job in Bromsgrove is an opportunity to join a respected financial planning firm. You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...


  • Bromsgrove, United Kingdom AFH Financial Group Full time

    **IFA Senior Administrator** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Administration team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. You...


  • Bromsgrove, Worcestershire, United Kingdom AFH Financial Group Full time

    IFA Senior AdministratorA fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms.We have an exciting opportunity to join our existing Administration team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join us...


  • Bromsgrove, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Bromsgrove £23000 - £26000 20/11/2023 NJR13862 DESCRIPTION Senior IFA Administrator/ Trainee Paraplanner Up to £26,000 Bromsgrove 2 Days remote is available Free parking facilities available on site X4 Death In service 25 Days holiday + the option to buy and sell Exam funding Flexible working...


  • Bromsgrove, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Bromsgrove £26000 - £30000 05/05/2023 NJR13420 DESCRIPTION Senior IFA Administrator/ Trainee Paraplanner Up to £30,000 Bromsgrove 2 Days remote is available Free parking facilities available on site X4 Death In service 25 Days holiday + the option to buy and sell Exam funding Flexible working...


  • Bromsgrove, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Bromsgrove £23000 - £26000 17/11/2023 NJR13862 DESCRIPTION Senior IFA Administrator/ Trainee Paraplanner Up to £26,000 Bromsgrove 2 Days remote is available Free parking facilities available on site X4 Death In service 25 Days holiday + the option to buy and sell Exam funding Flexible working...


  • Bromsgrove, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Bromsgrove £23000 - £26000 15/11/2023 NJR13862 DESCRIPTION Senior IFA Administrator/ Trainee Paraplanner Up to £26,000 Bromsgrove 2 Days remote is available Free parking facilities available on site X4 Death In service 25 Days holiday + the option to buy and sell Exam funding Flexible working...


  • Bromsgrove, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Bromsgrove £26000 - £30000 10/02/2023 NJR13420 DESCRIPTION Senior IFA Administrator/ Trainee Paraplanner Up to £30,000 Bromsgrove 2 Days remote is available Free parking facilities available on site X4 Death In service 25 Days holiday + the option to buy and sell Exam funding Flexible working...


  • Bromsgrove, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Bromsgrove £23000 - £26000 31/07/2023 NJR13862 DESCRIPTION Senior IFA Administrator/ Trainee Paraplanner Up to £26,000 Bromsgrove 2 Days remote is available Free parking facilities available on site X4 Death In service 25 Days holiday + the option to buy and sell Exam funding Flexible working...


  • Bromsgrove, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Bromsgrove £23000 - £26000 20/11/2023 NJR13862 DESCRIPTION Senior IFA Administrator/ Trainee Paraplanner Up to £26,000 Bromsgrove 2 Days remote is available Free parking facilities available on site X4 Death In service 25 Days holiday + the option to buy and sell Exam funding Flexible working...


  • Bromsgrove, United Kingdom NJR Recruitment Full time

    Senior IFA Administrator/ Trainee Paraplanner Up to £30,000 Bromsgrove 2 Days remote is available Free parking facilities available on site X4 Death In service 25 Days holiday + the option to buy and sell Exam funding Flexible working options Social events Health Benefit scheme Annual Bonus NJR Recruitment are representing a highly regarded Market leading...


  • Bromsgrove, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Bromsgrove £23000 - £26000 06/03/2024 NJR13862 DESCRIPTION Senior IFA Administrator/ Trainee Paraplanner Up to £26,000 Bromsgrove 2 Days remote is available Free parking facilities available on site X4 Death In service 25 Days holiday + the option to buy and sell Exam funding Flexible working...