Wealth Planning IFA Admin
3 days ago
A leading financial planning firm based in Birmingham is looking for an experienced IFA Administrator. You will assist advisers by obtaining provider information, processing new business, and ensuring compliance. The ideal candidate will have experience in financial administration and possess excellent organizational skills. This position offers the opportunity to be part of a dynamic team dedicated to making a positive difference in clients' lives.
#J-18808-Ljbffr
-
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...
-
Ifa Administrator
3 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...
-
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...
-
IFA Administrator
3 days ago
Birmingham, United Kingdom Recruit Wealth Full timeRecruit 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...
-
Ifa Administrator
3 days ago
Birmingham, United Kingdom Cranleigh Personnel Full time**Job: IFA Administrator / Wealth Planning Administrator** **Location: Birmingham** **Salary: £28,000 - £37,000 DoE** If you are currently working as an IFA Administrator and are looking for a route into a company where you can have a clear pathway into paraplanning, then we may have the perfect job for you. Our client would develop and mentor you and...
-
Financial Planning Administrator
5 days ago
Birmingham, United Kingdom JJ SEARCH LIMITED Full timeFinancial Planning Administrator, IFA Support, Wealth Management, Birmingham A well respected and professional financial planning firm with ambitious growth plans. The Role The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team...
-
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...
-
Financial Planning Administrator
7 days ago
Birmingham, United Kingdom JJ SEARCH LIMITED Full timeThe Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is based in...
-
Financial Planning Administrator
6 days ago
Birmingham, United Kingdom JJ SEARCH LIMITED Full timeThe Company: A well respected and professional financial planning firm with ambitious growth plans.The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is based in...
-
Financial Planning Administrator
5 days ago
Birmingham, United Kingdom JJ SEARCH LIMITED Full timeJob DescriptionThe Company: A well respected and professional financial planning firm with ambitious growth plans.The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This...