IFA Administrator
4 days ago
Recruit Wealth are proud to be representing one the UK’s best known national Financial planning and Wealth Management businesses.Offering their independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition.Our clients mission is to make a positive difference to people’s lives and finances and to help their clients live the life they want and deserve.With over 30 offices nationally and over 200 qualified and dedicated Financial Planners, our client is a prominent and recognised name in the Financial Planning space.Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs.IFA Administrator - Role ProfileObtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reportsRun Risk Profiler results via FE AnalyticsProcessing New BusinessEnsuring all compliance documents on file / provided by adviser prior to submissionSubmission to providers direct or electronically via platformBusiness types will be varied but mainly, investments, pensions, protection and sometimes mortgagesAssisting with research and producing FE Analytics fund switch repo... #J-18808-Ljbffr
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Ifa Administrator
1 week ago
Birmingham, United Kingdom Ortus PSR Full timeIf 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 -...
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Ifa Administrator
1 week 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
4 days 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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Senior IFA Administrator
4 days ago
Birmingham, Birmingham, United Kingdom Eden Rose Full time £24,000 - £38,000 per yearSenior IFA Administrator – Birmingham/home based – Up to £38,000BenefitsPrivate Medical InsuranceDeath In Service: 4X Salary5% Employer Pension Contribution28 days Holiday + Bank HolidaysRemote/flexible working, 2-3 times a month in Birmingham office.About Us:We are a reputable financial advisory firm committed to providing top-notch service and...
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IFA Administrator
2 days ago
Birmingham, United Kingdom Nelson Scott Full timeJob DescriptionWhat will you be doing?We're seeking an ambitious individual to join our Financial Planning team in Birmingham. You will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.Benefits for me?As an IFA Administrator you...
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Ifa Administrator
2 weeks ago
Birmingham, United Kingdom Ortus PSR Full timeWe 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...
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IFA Administrator
3 days ago
Birmingham, United Kingdom Nelson Scott Full timeJob Description What will you be doing? We’re seeking an ambitious individual to join our Financial Planning team in Birmingham. You will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience. Benefits for me? As an IFA Administrator...
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Wealth Planning
2 weeks 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
4 days ago
Birmingham, Birmingham, United Kingdom Nelson Scott Full time £40,000 - £70,000 per yearJob DescriptionWhat will you be doing?We're seeking an ambitious individual to join our Financial Planning team in Birmingham. You will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.Benefits for me?As an IFA Administrator you...
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Ifa Administrator
2 days ago
Birmingham, United Kingdom mbf. Full time**IFA Administrator - Birmingham - Salary negotiable up to £30K** MB Fitzgerald Recruitment are currently working with a leading West Midlands based Financial Planning organisation with brand new offices in city centre Birmingham. Key tasks and responsibilities within this role will include: - Obtaining details of client holdings - Liaising with clients...
