Current jobs related to Ifa Support Administrator - Birmingham - Aspire Executive Search

  • IFA Administrator

    3 months ago

    Birmingham, United Kingdom Finlink Ltd Full time

    IFA administrator, Edgbaston Largely office based Up to £30,000 This IFA administrator role is best suited to administrators that preferably have some experience in an IFA so that they can hit the ground running at a new business and where they feel comfortable completing annual reviews and basic suitability reports. In addition to a great salary, the...

  • Ifa Administrator

    4 months ago

    Birmingham, United Kingdom Capio Recruitment Full time

    **IFA Administrator** **Birmingham** **Up to £26,000** Capio Recruitment are delighted to be supporting a small IFA firm based in Birmingham in their search for an IFA administrator to join their friendly team. Working in a small yet high performing team, you’ll have the opportunity to work closely with the Paraplanners and Advisers to support all...

  • IFA Administrator

    4 days ago

    Birmingham, Birmingham, United Kingdom Heat Recruitment Full time

    IFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented IFA Administrator to join our dynamic team in Birmingham. The successful candidate will play a crucial role in supporting our IFAs, ensuring the smooth operation of administrative processes, and maintaining excellent client relations.Key Responsibilities:Provide...

  • IFA Administrator

    4 days ago

    Birmingham, Birmingham, United Kingdom Heat Recruitment Full time

    IFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented IFA Administrator to join our dynamic team in Birmingham. The successful candidate will play a crucial role in supporting our IFAs, ensuring the smooth operation of administrative processes, and maintaining excellent client relations.Key Responsibilities:Provide...

  • IFA Administrator

    6 days ago

    Birmingham, Birmingham, United Kingdom Heat Recruitment Full time

    IFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented IFA Admin to join our dynamic team in Birmingham. The successful candidate will play a crucial role in supporting our IFAs, ensuring the smooth operation of administrative processes, and maintaining excellent client relations.Key Responsibilities:Provide comprehensive...

  • IFA Administrator

    6 days ago

    Birmingham, Birmingham, United Kingdom Heat Recruitment Full time

    IFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented IFA Admin to join our dynamic team in Birmingham. The successful candidate will play a crucial role in supporting our IFAs, ensuring the smooth operation of administrative processes, and maintaining excellent client relations.Key Responsibilities:Provide comprehensive...

  • IFA Administrator

    2 weeks ago

    Birmingham, United Kingdom Premier Jobs UK Limited Full time

    This hybrid based IFA Administrator job in Birmingham 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...

  • Ifa Administrator

    3 months ago

    Birmingham, United Kingdom Ortus PSR Full time

    If you have a passion for the financial industry and a drive to deliver excellent client experiences, this could be the perfect opportunity for you! We are seeking an experienced IFA Administrator for an Independent Financial Advisory Firm based near the centre of Birmingham. The salary range for this opportunity as an IFA Administrator: £27,000 -...

  • Ifa Administrator

    4 months ago

    Birmingham, United Kingdom Recruit UK Full time

    Job Title: IFA Administrator Industry: Financial Advice Location:Birmingham **Salary**: Up to £30,000 Reference Number: 7180 **Job Description**: Recruit UK is working with a market leading financial planning firm based in Birmingham, dedicated to providing their clients with exceptional financial advice and support. Due to their continued growth, they...

  • Ifa Administrator

    3 months ago

    Birmingham, United Kingdom Cranleigh Personnel Full time

    **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...

  • Ifa Administrator

    3 months ago

    Birmingham, United Kingdom Cranleigh Personnel Full time

    **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...

  • Ifa Administrator

    4 months ago

    Birmingham, United Kingdom Recruit UK Full time

    Job Title: IFA Administrator Industry: Wealth Management Location: Birmingham **Salary**: £25,000 - 30,0000 Job reference: 8844 **Job Description**: Recruit UK are proud to be working with an Independent Financial Planning firm in Birmingham on an IFA Administration role. This role will involve providing administrative support to the Financial...

  • IFA Administrator

    4 days ago

    Birmingham, United Kingdom Premier Jobs UK Limited Full time

    This hybrid based IFA Administrator job in Birmingham 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...

  • Ifa Administrator

    4 months ago

    Birmingham, United Kingdom NJR Recruitment Full time

    **IFA Administrator** **Birmingham** **£23,000-£30,000** Our client are a well-established firm of Independent Financial Planners who are based in the Birmingham area, as a result of their ongoing growth they now have an excellent opportunity for a for an experienced IFA Administrator to join their buoyant and family oriented organization. The Role...

  • Ifa Administrator

    3 months ago

    Birmingham, United Kingdom Recruit UK Full time

    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...

  • Senior IFA Administrator

    2 weeks ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    Job Title: Senior IFA AdministratorJob Type: Full-timeIndustry: Financial ServicesCompany: NJR RecruitmentLocation: RemoteJob Description:Job Summary:We are seeking a highly skilled and experienced Senior IFA Administrator to join our team. As a Senior IFA Administrator, you will be responsible for providing administrative support to our financial planning...

  • Senior IFA Administrator

    2 weeks ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    Job Title: Senior IFA AdministratorJob Type: Full-timeIndustry: Financial ServicesCompany: NJR RecruitmentLocation: RemoteJob Description:Job Summary:We are seeking a highly skilled and experienced Senior IFA Administrator to join our team. As a Senior IFA Administrator, you will be responsible for providing administrative support to our financial planning...

  • Senior IFA Administrator

    4 days ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    {"title": "Senior IFA Administrator", "description": "Job SummaryWe are seeking a highly skilled Senior IFA Administrator to join our client\u2019s team. As a key member of the administration team, you will be responsible for providing exceptional support to the Advisers, ensuring seamless day-to-day operations and contributing to the growth and success of...

  • Senior IFA Administrator

    4 days ago

    Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

    {"title": "Senior IFA Administrator", "description": "Job SummaryWe are seeking a highly skilled Senior IFA Administrator to join our client\u2019s team. As a key member of the administration team, you will be responsible for providing exceptional support to the Advisers, ensuring seamless day-to-day operations and contributing to the growth and success of...

  • Senior Ifa Administrator

    4 months ago

    Birmingham, United Kingdom Page Personnel Full time

    Senior IFA Administrartor - Growing financial planning firm in Birmingham city centre **About Our Client**: Your duties will include: - Supporting financial planners in preparing meeting packs for client reviews - Onboarding of new clients, setting up records and completing GDPR and AML requirements - Dealing with client queries - Processing new business...

Ifa Support Administrator

3 months ago

Birmingham, United Kingdom Aspire Executive Search Full time

IFA Support Administrator, Birmingham Salary up to £32,000 (Dependent upon level of experience) Excellent benefits including a bonus. Immediate start available.

This is an excellent and interesting opportunity to work for a Birmingham based IFA firm who have a client centred approach and are experienced in helping clients with complex needs and treat their staff well while having lots of fun in the process.

This role would ideally suit someone who has experience of and enjoys working within a truly independent IFA Firm.

The purpose of the role is to provide client services, and administration support to an IFA practice who offer unparalleled service to their clients.

You will provide support to the whole team, including Financial Advisers and clients.

You will contribute to the success of the company overall and adhere to all internal compliance standards and administration procedures ensuring that client satisfaction is of the highest standard throughout all contact with clients and colleagues.

Your duties and responsibilities will include:
Maintaining records on the back office system
Supporting clients and advisers with queries
Submitting Letters of Authority to providers
Producing and analysing data
Helping support and train less experienced team members

**In return you will earn an excellent salary of up to £32,000 and an annual discretionary bonus and other benefits including**:
**Death in Service
Auto Enrolment Pension Scheme
Employee Assistance Programme
Staff Incentive Scheme
Flexible working**

**Excellent holiday entitlement**

Work within an excellent team who will provide the right on boarding and training experience.