Ifa Administrator

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** **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...

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 / 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 / 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** **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...

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...

**Title: Wealth Planning / IFA Administrator** **Based: Lickey, Birmingham outskirts** **Salary - £23,000 - £26,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company with a team of 15, is looking for a...

**Title: Wealth Planning / IFA Administrator** **Based: Lickey, Birmingham outskirts** **Salary - £23,000 - £26,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company with a team of 15, is looking for a...

**About our client** An expanding financial services group has an opportunity for an IFA Administrator to join their team in Birmingham. Be part of an exciting journey as the Midlands team of this impressive national firm continues going from strength to strength. **About the role** This role will support Financial Advisers with back office and client...

**Exclusive to NJR Recruitment** **Financial Planning Administrator** **Up to £27,000** **Wolverhampton Area** Our client, an established firm of Financial Planners form part of St James Place. They are now looking to recruit an additional Administrator to join their team to undertake all support tasks for the Financial Advisers. Joining a highly...

**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 -...

A leading UK wide Financial Services and Investment firm has an opportunity for an IFA / Financial Planning Administrator to join their team in Birmingham with hybrid work from home and office flexibility. This role will provide back office and client support for financial and wealth planning. Advice areas mainly include investment, estate and retirement...

My client, a top tier Financial Planning practice is currently looking for an IFA Administrator to join their team in Birmingham with hybrid flexibility. **The Role**: - To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to...

Job DescriptionWhat will you be doing?We’re seeking an ambitious individual to join our Financial Planning team in Birmingham, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.What’s in it for me? As an IFA Client...

Job DescriptionWhat will you be doing?We’re seeking an ambitious individual to join our Financial Planning team in Birmingham, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.What’s in it for me? As an IFA Client...

**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...

If you have experience of dealing with employee benefits administration, and are looking for a new challenge, then we have an exciting new role which could be perfect for you. This is suitable for those looking to utilise their expertise within employee benefits administration whilst working for a leading national advisory business. This business is...