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...

**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...

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...

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...

An expanding financial services group has an opportunity for an IFA Administrator to join their team in Birmingham. This role will support Financial Advisers with back office and client support for financial and wealth planning that includes investment, retirement and estate planning. Essential to have a background providing support and administration...

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...

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,...

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

Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for a Financial Services Administrator to join a practice in Birmingham. The firm prides themselves on providing an industry leading service, with aclient first approach. They have an excellent level of technical knowledge particularly around pensions,...

Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for a Financial Services Administrator to join a practice in Birmingham. The firm prides themselves on providing an industry leading service, with a client first approach. They have an excellent level of technical knowledge particularly around pensions,...

**Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment, with hybrid working - 3 days per week from home?** Due to continued company growth providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services...

**Company Overview**: Join a prominent financial services firm based in Birmingham who are dedicated to delivering tailored financial planning and investment management solutions. With a strong reputation for personalized service and growth, we offer a dynamic work environment that balances professionalism with a friendly, close-knit culture. **The...

This Client Services Executive job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.As a Client Services Executive, you will be closely supporting...

This Client Services Executive job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.If your skills, experience, and qualifications match those in...