IFA Administrator

**IFA Administrator** **Location: Birmingham** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...

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...

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...

**IFA Admin** Edgbaston Based £25,000 - £27,000 DOE Hybrid Working (3 days WFH) Discretionary Bonus Early Finish Fridays Required: - Literacy, numeracy and attention to detail are crucial for this role - Excellent organisational skills, prepared to work as part of a team and independently - Hard-working, friendly, easy going, and open to ideas -...

**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...

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...

**Trainee Financial Planning Administrator** **Location: Birmingham** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto...

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...

This is an exceptional opportunity to join a unique boutique finance firm. Dealing with all the administration of complex client transactions in to and out of funds, including buying and selling shares. You will be working with a great team of investment professionals providing support to the day to day transactions as well as setting up client accounts....

Fixed Term Contract Duration - 12 Months What the Hiring Manager says We have an exciting opportunity for an Investment Administrator to join one of our largest teams in the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a very busy wider team, and will cover all administration requirements for...