IFA Administrator
2 days ago
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 Financial Advice to their Clients. Our Client are a national Firm who have seen year on year growth, as a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present Administrative support.
Responsibilities:
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
- Have an understanding of 3rd party providers platforms and processing times
- Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
- Investigate and handle any client/consultant queries
- Manage post relating to new business cases.
- Dealing with client/provider queries over the phone and via email.
- Understand our internal compliance procedures and the requirements of 3rd party providers
- Maintaining client records on back-office system
- Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.
To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma.
Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy. Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.
-
Ifa Administrator
6 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...
-
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...
-
Ifa Administrator
5 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...
-
Ifa Administrator
5 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...
-
Ifa Administrator
5 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...
-
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...
-
Wealth Planning
5 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...
-
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...
-
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...
-
IFA Administrator
3 weeks 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...
-
Ifa Administrator
5 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...
-
IFA Administrator
2 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...
-
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...
-
IFA Administrator
2 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...
-
Ifa Administrator
6 months ago
Birmingham, United Kingdom NJR Recruitment Full time**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 -...
-
IFA Administrator
2 weeks ago
Birmingham, United Kingdom Medlock Partners Ltd Full timeIFA Administrator, Salary up to £30,000(Experience dependant)Birmingham, Hybrid working25 Days Holiday, increases based on serviceLife AssuranceFree ParkingIncome ProtectionSick PayOur client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their...
-
IFA Administrator
2 weeks ago
Birmingham, UK, West Midlands, 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...
-
Ifa Administrator
6 months ago
Birmingham, United Kingdom Idex Full timeA 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...
-
Senior IFA Support Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Redwood Search Full timeWe are seeking an experienced Senior IFA Administrator to join our client's team in a financial services firm based in the UK. The ideal candidate will have a strong understanding of pensions and investments, with a minimum of 1-2 years' experience in a similar role.The Role:The Senior IFA Administrator will be responsible for providing...
-
IFA Client Administrator
1 month ago
Birmingham, United Kingdom Evelyn Partners 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.What’s in it for me? As an IFA Client...