As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
Role Responsibilities
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.
Integral member of the finance team, who will be responsible with the input and output of the cash management within the business, using the back-office system (Intelligent Office).
Responsibilities are expected within deadlines and to be accurate.
The purpose of this role is to support the Management Accountant and Financial Director maintaining accurate financial records and assisting with the preparation of the monthly Management Accounts
Reed have partnered with and West midlands-based business who are seeking a Accounts Assistant to join their finance team.
Key Responsibilities
Match purchase invoices to purchase orders and ensure accurate stock booking.
As a Client Services Executive, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow.
This Client Services Executive job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs.
The business has a high staff retention and prides itself on developing their internal talent.
As a IFA Administrator, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow.
This IFA Administrator job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs.
The business has a high staff retention and prides itself on developing their internal talent.