Ifa Administrator
2 days ago
**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 and third parties
- Maintaining records and databases
- Preparing letters
- Generating investment valuations
- Producing compliant illustrations and quotations
- Completing forms (both paper-based and electronic)
- Preparing review packs for client meetings
- Assisting with the implementation of investment advice via electronic platforms
This is an exceptional opportunity to join a highly regarded wealth management business that will allow you to progress your career into either a technical or advisory capacity in the future. You will be supported to undertake all financial planning exams.
Salary to £30,000 plus Bonus & Benefits
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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
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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
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IFA Administrator
3 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
4 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
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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
4 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...