Senior Ifa Adminstrator
3 weeks ago
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 working 1 on 1 with the CEO in the DB market.
- Attending meetings with other employees (morning and afternoon)
- Complete own task list with accuracy
- Prioritise your task list and finish tasks within time frame given
**What are we looking for?**
We are looking for someone who-- Has previous DB experience (not essential)
- Provides Quality Service Delivery
- Demonstrates good customer communication and relationships
- Can plan and prioritise
- Can demonstrate honesty and integrity
- Can use their own initiative
- To speak in absolute confidence about this opportunity please contact Naomi McCaughley, Specialist Recruitment Consultant at MCS Group on or send an updated CV via the link provided._
- All conversations will be treated in the strictest of confidence._
-
Ifa Administrator
3 weeks ago
Birmingham, United Kingdom Heat Recruitment Ltd Full timeJob 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 Administrator
4 weeks ago
Birmingham, United Kingdom Heat Recruitment Ltd Full timeThis 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...
-
Ifa Administrator
4 weeks ago
Birmingham, United Kingdom Heat Recruitment Ltd Full timeJob 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...
-
Senior Paraplanner
4 weeks ago
Birmingham, United Kingdom MERJE Ltd Full time**Salary: £48,000 + benefits** A fantastic opportunity to join a leading wealth management organisation in their Research team. **The role will involve**: - Developing a thorough understanding of the firm’s Advice Guidance, as and when delivered - Participating in and delivering comprehensive financial research, within set SLAs, on products and...
-
Independent Financial Adviser
4 weeks ago
Birmingham, United Kingdom Heat Recruitment Ltd Full timeSenior Independent Financial AdviserBirmingham, UKSalary: Circa £60,000 (Negotiable for the Right Candidate) + BonusBenefits: * 23 days holiday + BH * 4xDIS * Exam support (by prior agreement) * Detailed training and development program * Friendly team environment * Social events * Dynamic workplace with key development and experience * Hybrid working...
-
Pensions Administrator
1 month ago
Birmingham, United Kingdom Aon Full time**Job Description**: **Pensions Administrator** **We’re hiring!** Do you have strong attention to detail and commitment to provide ongoing quality? Do you prioritise customer satisfaction to achieve service level agreements? This is a hybrid role with the flexibility to work both virtually and from our Birmingham office - Monday to Friday! **Aon is in...
-
Bank Complementary Therapist
1 day ago
Birmingham, United Kingdom London Bridge Hospital Full timeComplementary Therapist Bank Roles: Complementary Therapist, (Including Senior and Specialist) Location: Birmingham Contract type: Bank Pay: Bank hourly rate between £23.23ph. ***Rates inclusive of WTR include indicative additional amount separately payable on claiming accrued annual leave. WTR is calculated on the average hourly pay rate over the...