Current jobs related to Ifa Administrator - Sutton Coldfield - NJR Recruitment

  • IFA Administrator

    3 days ago

    Sutton Coldfield, United Kingdom CV-Library Full time

    This IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team. You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning. As an IFA Administrator, your duties will include: * Accurately maintain and updating their CRM...

  • IFA Administrator

    4 weeks ago

    Sutton Coldfield, United Kingdom Premier Jobs UK Limited Full time

    This IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team.You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.As an IFA Administrator, your duties will include:Accurately maintain and updating their CRM system...

  • IFA Administrator

    3 weeks ago

    Sutton Coldfield, United Kingdom Premier Jobs UK Limited Full time

    This IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team.You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.As an IFA Administrator, your duties will include:Accurately maintain and updating their CRM system...

  • Ifa Administrator

    4 months ago

    Sutton Coldfield, United Kingdom NJR Recruitment Full time

    IFA Administrator Sutton Coldfield Salary up to £28,000 Our Client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing organisation based in the Sutton Coldfield area. Our Client provides in-depth advice across all areas of personal finance...

  • IFA Administrator

    1 week ago

    Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Job OverviewThis role provides an opportunity to join a small, close-knit team in Sutton Coldfield.You will be part of a team of 2 Financial Advisers and 2 Support Staff who work collaboratively to deliver holistic financial planning to clients.As an IFA Administrator, your key responsibilities will include:Maintaining and updating the CRM system...

  • IFA Administrator

    1 week ago

    Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Job OverviewThis role provides an opportunity to join a small, close-knit team in Sutton Coldfield.You will be part of a team of 2 Financial Advisers and 2 Support Staff who work collaboratively to deliver holistic financial planning to clients.As an IFA Administrator, your key responsibilities will include:Maintaining and updating the CRM system...

  • IFA Administrator

    7 days ago

    Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Job OverviewThis role provides an opportunity to join a small, close-knit team in Sutton Coldfield.You will be part of a team of 2 Financial Advisers and 2 Support Staff who work collaboratively to deliver holistic financial planning to clients.As an IFA Administrator, your key responsibilities will include:Maintaining and updating the CRM system...

  • IFA Administrator

    7 days ago

    Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Job OverviewThis role provides an opportunity to join a small, close-knit team in Sutton Coldfield.You will be part of a team of 2 Financial Advisers and 2 Support Staff who work collaboratively to deliver holistic financial planning to clients.As an IFA Administrator, your key responsibilities will include:Maintaining and updating the CRM system...

  • IFA Administrator

    7 days ago

    Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    About the RoleThis IFA Administrator position in Sutton Coldfield offers a unique opportunity to join a close-knit team of professionals.You will be part of a team of experienced Financial Advisers and Support Staff who work collaboratively to provide comprehensive financial planning services to clients.Key ResponsibilitiesMaintain and update the company's...

  • IFA Administrator

    7 days ago

    Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    About the RoleThis IFA Administrator position in Sutton Coldfield offers a unique opportunity to join a close-knit team of professionals.You will be part of a team of experienced Financial Advisers and Support Staff who work collaboratively to provide comprehensive financial planning services to clients.Key ResponsibilitiesMaintain and update the company's...

  • IFA Administrator

    3 months ago

    Sutton, United Kingdom Vision-FS Recruitment Full time

    Position: IFA Administrator (full time OR 4 days per week, flexible hours available) Location: Sutton, Surrey Minimum Requirements: 2 years+ IFA Administration experience, Intelligent Office experience, excellent communication skills, staff management experience Salary/package: Up to £36,000 + discretionary bonus + 5% pension + study support + 27 days...

  • IFA Administrator

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Job Summary:Premier Jobs UK Limited is seeking a skilled IFA Administrator to join their team. As a key member of the team, you will provide administrative support to the Financial Advisers and Support Staff.Key Responsibilities:Maintain and update the CRM system (Intelligent Office) for new and existing clients.Provide administrative assistance to the...

  • IFA Administrator

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Job Summary:Premier Jobs UK Limited is seeking a skilled IFA Administrator to join their team. As a key member of the team, you will provide administrative support to the Financial Advisers and Support Staff.Key Responsibilities:Maintain and update the CRM system (Intelligent Office) for new and existing clients.Provide administrative assistance to the...

  • IFA Administrator

    2 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Job DescriptionThis IFA Administrator role in a small, close-knit team provides an opportunity to work with a dynamic group of professionals.You will be joining a team of experienced Financial Advisers and Support Staff who work collaboratively to deliver holistic financial planning services to clients.As an IFA Administrator, your key responsibilities will...

  • IFA Administrator

    2 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Job DescriptionThis IFA Administrator role in a small, close-knit team provides an opportunity to work with a dynamic group of professionals.You will be joining a team of experienced Financial Advisers and Support Staff who work collaboratively to deliver holistic financial planning services to clients.As an IFA Administrator, your key responsibilities will...

  • IFA Administrator

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Job Summary:Premier Jobs UK Limited is seeking a skilled IFA Administrator to join their team. As a key member of the team, you will be responsible for maintaining and updating the company's CRM system, providing administrative support to financial advisers, and contributing to the delivery of holistic financial planning services to clients.Key...

  • IFA Administrator

    3 weeks ago

    Sutton Coldfield, United Kingdom Premier Jobs UK Full time

    About the RoleThis is an exciting opportunity to join a small, close-knit team as an IFA Administrator in a local independent financial planning firm. As a key member of the team, you will provide administrative support to the Financial Advisers and other support staff to deliver exceptional client service.Key ResponsibilitiesMaintain and update the...

  • IFA Administrator

    3 weeks ago

    Sutton Coldfield, United Kingdom Premier Jobs UK Full time

    About the RoleThis is an exciting opportunity to join a small, close-knit team as an IFA Administrator in a local independent financial planning firm. As a key member of the team, you will provide administrative support to the Financial Advisers and other support staff to deliver exceptional client service.Key ResponsibilitiesMaintain and update the...

  • IFA Administrator

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Vision-FS Recruitment Full time

    About the RoleThe successful candidate will provide administrative support to the Financial Planning Team, ensuring the smooth operation of the team's activities. This will involve coordinating workflow, maintaining accurate records, and providing exceptional client service.Key ResponsibilitiesCoordinate all aspects of workflow from a client-facing...

  • IFA Administrator

    3 weeks ago

    Sutton Coldfield, Birmingham, United Kingdom Vision-FS Recruitment Full time

    About the RoleThe successful candidate will provide administrative support to the Financial Planning Team, ensuring the smooth operation of the team's activities. This will involve coordinating workflow, maintaining accurate records, and providing exceptional client service.Key ResponsibilitiesCoordinate all aspects of workflow from a client-facing...

Ifa Administrator

4 months ago

Sutton Coldfield, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Sutton Coldfield
£24000 - £28000
20/11/2023
NJR14326

DESCRIPTION

IFA Administrator
Sutton Coldfield
Salary up to £28,000

Our Client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing organisation based in the Sutton Coldfield area.
Our Client provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service.

Our Client offer a friendly and family oriented working environment where development is encouraged and full exam funding is available.
This exciting position focuses on supporting advisers to deliver a first-class service through timely generation of compliant and accurate supporting documents and valuations.

This role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients.

The Required Skills: Responsibilities
" Experience of working within an IFA firm in an administrative role supporting financial advisers
" CF1, R01, or equivalent desirable.
" Personable, confident professional who is comfortable dealing with clients and colleagues by telephone and face to face.
" Proficiency in Intelligent Office and Microsoft Office.
" An understanding and working knowledge around pensions and investments
" Outstanding organisational skills
" New business processing
" Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers
" Managing data on Intelligent Office
" Experience of using Intelligent Office is desirable
" Managing investments on wrap platforms. We predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell
" In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level.

For further information please contact one of our specialist consultants quoting REF: NJR14326