Senior Ifa Administrator
1 week ago
Are you an experienced financial planning administrator, looking for a Senior IFA Administrator in central Birmingham with hybrid working?
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
Duties for this role will include: Processing new business including fund switches, pension transfers, top ups and income payments.
Keeping client records up to date.
Booking annual review meetings Preparing letters of authority Preparing meeting packs for client reviews.
Onboarding new clients, setting up records and completing GDPR & AML requirements.
Dealing with client queries The candidate: Good working knowledge of Microsoft Office & Outlook Relevant experience within an IFA environment Experience with Enable, Fidelity would be good Able to manage their own workload Can work independently when remote This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients.
In return, you will receive a generous basic package and the support to develop your skills and further your career.
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Senior Ifa Administrator
6 months ago
Birmingham, United Kingdom Page Personnel Full timeSenior 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...
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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...
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Ifa Administrator
6 months ago
Birmingham, United Kingdom Recruit UK Full timeJob 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...
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Ifa Administrator
1 week ago
Birmingham, United Kingdom Medlock Partners Full timeJob 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...
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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...
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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...
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Ifa Administrator
6 months ago
Birmingham, United Kingdom Recruit UK Full timeJob 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...
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IFA Administrator
2 weeks ago
Birmingham, United Kingdom NJR Recruitment Full timeNJR 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...
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Ifa Administrator
2 weeks ago
Birmingham, United Kingdom Njr Recruitment Full timeNJR 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...
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Wealth Planning
6 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...
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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...
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Ifa Administrator
6 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...
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IFA Administrator
1 month ago
Birmingham, United Kingdom CV-Library Full timeIFA 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...
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Ifa Administrator
1 week ago
Birmingham, United Kingdom Medlock Partners Full timeIFA 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...
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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...
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IFA Administrator
2 weeks ago
Birmingham, United Kingdom Medlock Partners Full timeIFA 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...
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IFA Administrator
2 weeks ago
Birmingham, United Kingdom Medlock Partners Full time €30,000IFA 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...
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IFA Administrator
2 weeks ago
Birmingham, United Kingdom Medlock Partners Full time €30,000IFA 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...
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IFA Administrator
4 weeks ago
Birmingham, United Kingdom Medlock Partners Full timeJob 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...
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IFA Administrator
4 weeks ago
Birmingham, United Kingdom Medlock Partners Full timeIFA Administrator, Salary up to £30,000(Experience dependant) Birmingham, Hybrid working25 Days Holiday, increases based on serviceLife AssuranceFree ParkingIncome ProtectionSick 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 their...