IFA Administrator

Job Title: Senior IFA AdministratorJob Type: Full-timeIndustry: Financial ServicesCompany: NJR RecruitmentLocation: RemoteJob Description:Job Summary:We are seeking a highly skilled and experienced Senior IFA Administrator to join our team. As a Senior IFA Administrator, you will be responsible for providing administrative support to our financial planning...

Job Title: Senior IFA AdministratorJob Type: Full-timeIndustry: Financial ServicesCompany: NJR RecruitmentLocation: RemoteJob Description:Job Summary:We are seeking a highly skilled and experienced Senior IFA Administrator to join our team. As a Senior IFA Administrator, you will be responsible for providing administrative support to our financial planning...

About the RoleWe are seeking an experienced IFA Administrator to join our team at Premier Jobs UK Limited. As a key member of our client services team, you will play a vital role in ensuring our clients receive exceptional service and support.Key ResponsibilitiesClient Liaison: You will be responsible for contacting clients to arrange meetings with our...

About the RoleThis Client Services Executive position in a well-established financial services firm is ideal for experienced IFA administrators looking to join a reputable company that values growth and provides high-quality advice to high net worth individuals and small to medium-sized enterprises.As a Client Services Executive, you will play a crucial role...

About the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our client's growing team in South Birmingham. As an IFA Administrator, you will provide administrative support to one of the Financial Planners, assisting with various tasks such as:General administrative dutiesTelephone duties and inbox...

About the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our client's growing team in South Birmingham. As an IFA Administrator, you will provide administrative support to one of the Financial Planners, assisting with various tasks such as:General administrative dutiesTelephone duties and inbox...

About the RoleWe are seeking an experienced IFA Administrator to join our team at Premier Jobs UK Limited. As an IFA Administrator, you will play a key role in ensuring clients receive excellent service and support.Key ResponsibilitiesClient Liaison: You will be responsible for contacting clients to arrange meetings with our financial advisers, reviewing...

Job SummaryNJR Recruitment is working with a well-established independent firm of financial planners to find a skilled Senior Administrator to support one of their advisers.Key ResponsibilitiesManage the new business and client review process, taking full responsibility for the administration of new clients and existing client reviews.Process new client...

We are currently recruiting for a Financial Planning practice who are looking to recruit an IFA Administrator to join their team. This role offers hybrid working with 2 days working from home.Purpose of RoleTo provide a high level of administrative support to the Client Servicing Team. Ensuring client requests are processed in an efficient and professional...

We are currently recruiting for a Financial Planning practice who are looking to recruit an IFA Administrator to join their team. This role offers hybrid working with 2 days working from home.Purpose of RoleTo provide a high level of administrative support to the Client Servicing Team. Ensuring client requests are processed in an efficient and professional...

We are currently recruiting for a Financial Planning practice who are looking to recruit an IFA Administrator to join their team. This role offers hybrid working with 2 days working from home.Purpose of RoleTo provide a high level of administrative support to the Client Servicing Team. Ensuring client requests are processed in an efficient and professional...

We are currently recruiting for a Financial Planning practice who are looking to recruit an IFA Administrator to join their team. This role offers hybrid working with 2 days working from home.Purpose of RoleTo provide a high level of administrative support to the Client Servicing Team. Ensuring client requests are processed in an efficient and professional...

About the RoleWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at a boutique financial planning firm in South Birmingham. As a key member of our administrative team, you will provide critical support to our Financial Planners, ensuring seamless day-to-day operations and exceptional client service.Key...

About the RoleWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at a boutique financial planning firm in the South Birmingham area.The successful candidate will provide administrative support to one of our Financial Planners, assisting with various tasks such as:General administrative dutiesTelephone and...

About the RoleThis Client Services Executive position in a well-established financial services firm is ideal for experienced IFA administrators looking to join a reputable company that values growth and provides high-quality advice to high net worth individuals and small to medium-sized enterprises.As a Client Services Executive, you will play a crucial role...

About the RoleThis Client Services Executive position in a well-established financial services firm is ideal for experienced IFA administrators looking to join a reputable company that values growth and provides high-quality advice to high net worth individuals and small to medium-sized enterprises.As a Client Services Executive, you will play a crucial role...

Job SummaryNJR Recruitment is working with a well-established independent firm of financial planners to find a skilled Senior Administrator to support one of their advisers.Key ResponsibilitiesManage new business and client review processesProcess client data and documentationPrepare and send authority letters and policy detailsMonitor and update client...

NJR Recruitment is currently working with a leading Financial Services Firm who have a strong reputation within the industry. Due to their ongoing growth and success, they have two excellent openings available for a Financial Planning Administrator to join their team. The successful candidate will be responsible for providing technical support to a bank of...

NJR Recruitment is currently working with a leading Financial Services Firm who have a strong reputation within the industry. Due to their ongoing growth and success, they have two excellent openings available for a Financial Planning Administrator to join their team. The successful candidate will be responsible for providing technical support to a bank of...

**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...

This hybrid based IFA Administrator job in Birmingham is an opportunity to join a respected financial planning firm. You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

If you have a passion for the financial industry and a drive to deliver excellent client experiences, this could be the perfect opportunity for you! We are seeking an experienced IFA Administrator for an Independent Financial Advisory Firm based near the centre of Birmingham. The salary range for this opportunity as an IFA Administrator: £27,000 -...

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...

Job Title: IFA Administrator Industry: Financial Advice Location:Birmingham **Salary**: Up to £30,000 Reference Number: 7180 **Job Description**: Recruit UK is working with a market leading financial planning firm based in Birmingham, dedicated to providing their clients with exceptional financial advice and support. Due to their continued growth, they...

**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 / 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...

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...

**IFA Administrator** **Birmingham** **£23,000-£30,000** Our client are a well-established firm of Independent Financial Planners who are based in the Birmingham area, as a result of their ongoing growth they now have an excellent opportunity for a for an experienced IFA Administrator to join their buoyant and family oriented organization. The Role...

Senior IFA Administrartor - Growing financial planning firm in Birmingham city centre **About Our Client**: Your duties will include: - Supporting financial planners in preparing meeting packs for client reviews - Onboarding of new clients, setting up records and completing GDPR and AML requirements - Dealing with client queries - Processing new business...

**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...

**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...

Our client, a leading national IFA are looking to recruit an IFA Administrator to support their Financial Advisers. The purpose of this role is to provide comprehensive pre and post-sales support to Financial Advisers. You will ensure the accurate processing and completion of client documentation and requests within designated timeframes, adhering to the...

**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...

**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...

**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 -...

A leading UK wide Financial Services and Investment firm has an opportunity for an IFA / Financial Planning Administrator to join their team in Birmingham with hybrid work from home and office flexibility. This role will provide back office and client support for financial and wealth planning. Advice areas mainly include investment, estate and retirement...

We are currently recruiting for a Financial Planning practice who are looking to recruit an IFA Administrator to join their team in Birmingham. This role offers hybrid working with 2 days working from home. Purpose of role To provide a high level of Admin support to the Client Servicing Team. Ensuring client requests are processed in an efficient and...

Senior IFA Administrator Location | Birmingham Area Parking Available Salary | Up to 30,000 NJR are currently working alongside a well-established independent firm of Financial Planners with an excellent reputation in the market. A Senior Administrator is now required to work on a 1:1 basis for one of the Advisers in which you will take full...

My client, a top tier Financial Planning practice is currently looking for an IFA Administrator to join their team in Birmingham with hybrid flexibility. **The Role**: - To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to...