Current jobs related to IFA Administrator - Sutton Coldfield, Birmingham - Premier Jobs UK Limited
-
IFA Administrator
2 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Vision-FS Recruitment Full timeJob Title: IFA Administrator - Private Client Support RoleWe are seeking a highly skilled IFA Administrator to join our Private Client division. The successful candidate will provide administrative support to our financial advisers, servicing new and existing clients.Key Responsibilities:Provide administrative support to financial advisersUse various...
-
Administrative Support Specialist for IFA Team
3 weeks ago
Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full timeJob DescriptionNJR Recruitment is currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is seeking an IFA Administrator to support their team. The role involves providing administrative support to ensure clients receive the best possible service. Key responsibilities include delivering excellent customer service, working...
-
IFA Support Specialist
3 days ago
Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full timeNJR Recruitment is seeking an IFA Support Specialist to join their Sutton Coldfield-based Independent Financial Adviser firm. This role involves working as part of a team to provide exceptional client service.The IFA Support Specialist will be responsible for delivering high-quality administrative support, focusing on customer satisfaction and business...
-
Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full timeJob Role: IFA AdministratorNJR Recruitment is currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is seeking an IFA Administrator to join their team. The purpose of the IFA Administrator is to work as part of the team to ensure clients receive the best service possible.Key Responsibilities:Providing support to the...
-
Sutton Coldfield, Birmingham, United Kingdom NJR Recruitment Full timeJob Details:As a key member of our client's team, the IFA Administrator will play a crucial role in delivering exceptional customer service. The successful candidate will provide administrative support to the business, ensuring that clients receive the best possible service.Key Responsibilities:Provide administrative support to the financial services...
-
Financial Planning Administrator
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full timeFinancial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Cheam. As a key member of our Financial Planning practice, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our business.Key...
-
Financial Planning Administrator
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full timeFinancial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Cheam. As a key member of our Financial Planning practice, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our business.Key...
-
Financial Planning Administrator
3 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our Financial Planning practice in Cheam.Key Responsibilities:Process business submissions within our service level agreement (SLA) and record...
-
Financial Planning Assistant
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full timeIFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented IFA Administrator to join our team in Cheam. As an IFA Administrator, you will play a crucial role in supporting our Financial Planning practice by processing business submissions, managing internal and external enquiries, and ensuring compliance with our service level...
-
IFA Administrator
2 weeks ago
Sutton Coldfield, United Kingdom NJR Recruitment Full timeNJR are currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is currently looking for an IFA Administrator to join their team. The purpose of the IFA Administrator is to work as part of the team to ensure clients receive the best service possible. They will be providing support to the business with a strong focus on...
-
IFA Administrator
1 month ago
Sutton Coldfield, United Kingdom NJR Recruitment Full timeNJR are currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is currently looking for an IFA Administrator to join their team. The purpose of the IFA Administrator is to work as part of the team to ensure clients receive the best service possible. They will be providing support to the business with a strong focus on...
-
IFA Administrator
4 weeks ago
Sutton Coldfield, United Kingdom NJR Recruitment Full timeNJR are currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is currently looking for an IFA Administrator to join their team. The purpose of the IFA Administrator is to work as part of the team to ensure clients receive the best service possible. They will be providing support to the business with a strong focus on...
-
Ifa Administrator
5 months ago
Sutton Coldfield, United Kingdom NJR Recruitment Full timeIFA 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
3 weeks ago
Sutton Coldfield, United Kingdom CV-Library Full timeOur client offer a boutique Wealth Management service and provide bespoke financial soultions to High Networth individulas and businesses. An opportunity is now available for an IFA Administrator to join a growing and dynamic business. This individual will be assisting two advisers, so they will need to have previous experience working in a fast paced...
-
IFA Administrator
2 weeks ago
Sutton Coldfield, United Kingdom NJR Recruitment Ltd Full timeOur client offer a boutique Wealth Management service and provide bespoke financial soultions to High Networth individulas and businesses. An opportunity is now available for an IFA Administrator to join a growing and dynamic business. This individual will be assisting two advisers, so they will need to have previous experience working in a fast paced...
-
IFA Administrator
6 months ago
Sutton, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice in Cheam who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. Duties: Process business submissions within our service level agreement (SLA); recording all new business where necessary ( Intelligent Office,...
-
Administrative Support Specialist
2 weeks ago
Sutton Coldfield, United Kingdom NJR Recruitment Full timeIFA Administrator Job DescriptionNJR Recruitment is seeking a highly organized and detail-oriented IFA Administrator to join their team in Sutton Coldfield. The successful candidate will provide administrative support to the business, ensuring clients receive the best possible service.Key Responsibilities:Provide administrative support to the team, including...
-
IFA Administrator
3 weeks ago
Sutton Coldfield, West Midlands, United Kingdom NJR Recruitment Ltd Full timeOur client offer a boutique Wealth Management service and provide bespoke financial soultions to High Networth individulas and businesses. An opportunity is now available for an IFA Administrator to join a growing and dynamic business. This individual will be assisting two advisers, so they will need to have previous experience working in a fast paced...
-
IFA Administrator
3 weeks ago
Sutton Coldfield, West Midlands, United Kingdom NJR Recruitment Ltd Full timeOur client offer a boutique Wealth Management service and provide bespoke financial soultions to High Networth individulas and businesses. New Business Processing - Processing all new business, including updating back office-system, and working on various provider platforms to ensure smooth running * Death claims - Dealing with all death claims, liaising...
-
Trainee Financial Planner
2 weeks ago
Sutton, United Kingdom Lloyd Recruitment - Epsom Full timeOur established client is offering the rare chance to train you to become a fully qualified Adviser.With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser.Working alongside 3 very experienced advisers with a mentor programme in place, this 2-3 year programme is a great opportunity for a...
-
Trainee Financial Planner
3 weeks ago
Sutton, Cambridgeshire, United Kingdom Lloyd Recruitment - Epsom Full timeOur established client is offering the rare chance to train you to become a fully qualified Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. Working alongside 3 very experienced advisers with a mentor programme in place, this 2-3 year programme is a great opportunity for a...
IFA Administrator
2 months ago
This 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 Responsibilities- Maintain and update the company's CRM system (Intelligent Office) accurately and efficiently.
- Support the Financial Advisers in their daily tasks and activities.
- Contribute to the development of a positive and productive team environment.
This is an exciting opportunity for a motivated and organized individual to join a dynamic team and contribute to the success of Premier Jobs UK Limited.
