Ifa Administrator

6 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 company that offers growth and support for career development?

If so, **we can help**

**Company/Role Information**:

- You will be fully supported in your career - whether that be progressing within IFA Administration, or into paraplanning or Advising in time
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 30
- This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin tasks including processing of new business, producing quotations, scheduling and managing adviser diaries and liaising with clients

**Benefits**:

- Full exam support to complete your diploma (if desired)
- 25 days holiday + BH - hours 9am - 5pm

**Requirements**:

- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems ideally I/O
- Fantastic telephone manner and strong inter-personal and relationship building skills

**Salary**: £25,000.00-£30,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have at least 1 years experience working as an IFA Administrator?

Work Location: In person


  • Ifa Administrator

    7 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

    1 hour ago


    Birmingham, United Kingdom Ortus Psr Full time

    **IFA Administrator** **Location: Birmingham** **Salary: £20,000 - £26,000** 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...

  • Ifa Administrator

    7 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

    3 weeks ago


    Birmingham, United Kingdom Medlock Partners Full time

    Job Description IFA Administrator, Salary up to £30,000(Experience dependant) Birmingham, Hybrid working 25 Days Holiday, increases based on service Life Assurance Free Parking Income Protection Sick Pay Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke...

  • Ifa Administrator

    6 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

    6 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...


  • 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...

  • Ifa Administrator

    1 day ago


    Birmingham, United Kingdom Ortus PSR Full time

    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 close to full capacity, so are looking to hire someone to help with the workload so the team can continue...

  • Ifa Administrator

    3 hours ago


    Birmingham, United Kingdom Ortus PSR Full time

    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

    3 weeks ago


    Birmingham, United Kingdom NJR Recruitment Full time

    NJR Recruitment are currently working with a market leading & National Firm of Independent Financial Planners who have built up and maintained an excellent reputation. An exciting opportunity is now available for an IFA Administrator to join and work from their offices in Edgbaston. The successful candidate will be responsible for providing technical support...

  • Ifa Administrator

    35 minutes ago


    Birmingham, United Kingdom NJR Recruitment Full time

    **IFA Administrator** **Birmingham - Solihull** **Up to £32,000 plus excellent benefits** **£250 Pay rise for the passing of each R0 Exam, 25 days holiday, 5% Employee pension contribution, death in service and many more!** **Core Duties and Responsibilities**: - New business processing - Dealing with clients and other parties through effective...

  • Ifa Administrator

    3 weeks ago


    Birmingham, United Kingdom Njr Recruitment Full time

    NJR Recruitment are currently working with a market leading & National Firm of Independent Financial Planners who have built up and maintained an excellent reputation.Make sure to apply with all the requested information, as laid out in the job overview below.An exciting opportunity is now available for an IFA Administrator to join and work from their...

  • Wealth Planning

    7 months ago


    Birmingham, United Kingdom Cranleigh Personnel Full time

    **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...

  • Wealth Planning

    7 months ago


    Birmingham, United Kingdom Cranleigh Personnel Full time

    **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...


  • Birmingham, United Kingdom Finlink Ltd Full time

    A great opportunity to become a senior IFA administrator for a financial advisory firm in the Birmingham area. The firm is more than happy to support you in further qualifications that you would like to gain and always looks to promote from within, providingyou a pathway into paraplanning and advice alter down the line. The Company: - An Independent...

  • Ifa Administrator

    7 months ago


    Birmingham, United Kingdom Idex Full time

    **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...

  • Ifa Administrator

    1 day ago


    Birmingham, United Kingdom Heat Recruitment Full time

    The opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. **The Opportunity** During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to...

  • IFA Administrator

    2 months ago


    Birmingham, United Kingdom CV-Library Full time

    IFA Administrator, Salary up to £30,000(Experience dependant)  Birmingham, Hybrid working 25 Days Holiday, increases based on service Life Assurance Free Parking Income Protection Sick Pay   Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing...

  • Ifa Administrator

    3 weeks ago


    Birmingham, United Kingdom Medlock Partners Full time

    IFA Administrator, Salary up to £30,000(Experience dependant) Birmingham, Hybrid working 25 Days Holiday, increases based on service Life Assurance Free Parking Income Protection Sick Pay Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to...

  • Ifa Administrator

    6 months ago


    Birmingham, United Kingdom NJR Recruitment Full time

    **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...