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...

Job Title: IFA Administrator Industry: Wealth Management Location: Birmingham **Salary**: up to £28,000 (negotiable dependent on experience) Job reference: 8915 **Job Description**: Recruit UK are working with a continuously growing and expanding Wealth Management firm. With offices located around the Midlands and further South, and they are looking to...

**IFA Administrator**: - Job Reference: 1446 - Date Posted: 26 June 2023 - Recruiter: Independent Resourcing Consultancy - Location: Birmingham - Salary: £18,000 to £26,000 - Sector: Administration, Client Services - Job Type: Permanent - Contact: Jon Minns - Telephone: 07854851535 **IRC is proud to working with one of the UK’s leading Independent...

**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...

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 and send to client...

**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...

**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...

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

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 Do not wait to apply after reading this description a high application volume is expected for this opportunity.Working alongside their top performing adviser daily responsibilities will include:• Booking...

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...

MCS Group are recruiting for a Senior IFA Administrator on behalf our client who are a wealth management firm in Birmingham. **Whats in it for you?**: - Funding for training and professional qualifications - Pension - Annual leave: 28+8 BH, goes up a day each year - Private healthcare - Parking - Bupa cash plan **What will you be doing?** You will be...

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...