Ifa Administrator

**IFA Administrator** **Location: Birmingham** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...

We are looking for an experienced IFA Administrator to support an existing team of 2 administrators. Based in Birmingham. The team provides support to 4 Financial Advisers that are specialists in dealing with NHS professionals and are currently working closeto full capacity, so are looking to hire someone to help with the workload so the team can continue to...

**IFA Administrator**: - Job Reference: 1446 - Date Posted: 4 August 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...

**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 -...

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...

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...

Employee Benefits Administrator / Group Risk / PMI / GPPs / Sales Support / Group Schemes / Business Support / Wealth Management / Financial Planning / IFA **Location -**Birmingham, UK - fully remote can be considered **Remuneration -** £25,000-£30,000 **Duration -** Permanent, full time One of the leading financial planning firms in the UK are looking to...

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...

**Trainee Financial Planning Administrator** **Location: Birmingham** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto...

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,...

Investment Administrator (12 month contract) £Bell Cornwall Recruitment is proud to represent a leading investment firm in their search for an Investment Administrator in Birmingham. This role offers a unique opportunity to support two successful Investment Managers in one of the most dynamic teams in the industry. If you're seeking a role that combines...

This is an exceptional opportunity to join a unique boutique finance firm. Dealing with all the administration of complex client transactions in to and out of funds, including buying and selling shares. You will be working with a great team of investment professionals providing support to the day to day transactions as well as setting up client accounts....

Fixed Term Contract Duration - 12 Months What the Hiring Manager says We have an exciting opportunity for an Investment Administrator to join one of our largest teams in the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a very busy wider team, and will cover all administration requirements for...