Posted by IDEX Consulting Ltd • £60K/yr to £90K/yr
About our client
An expanding lifestyle focused financial planning business has an opportunity for a Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus.
This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.
Posted by Occupational Health Staffing Limited • £38K/yr to £42K/yr
Occupational Health Staffing is looking to recruit a Qualified Occupational Health Nurse Advisor to work in Birmingham Homebased 3-5 days/week on a permanent basis.
The role will involve: - The full OH Remit to include: - Case Management.
NJR are currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is currently looking for an IFA Administrator to join their team.
The purpose of the IFA Administrator is to work as part of the team to ensure clients receive the best service possible.They will be providing support to the business with a strong focus on delivering excellent customer service and super administration support to the Advisers.
Key responsiblities of the IFA Administrator
To be the first point of contact for all external telephone enquiries.
Posted by Premier Jobs UK Limited • £24K/yr to £28K/yr
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.
Posted by Premier Jobs UK Limited • £28K/yr to £32K/yr
General
You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.
This IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team.
As an IFA Administrator, your duties will include
Accurately maintain and updating their CRM system (Intelligent Office) for new and existing clients.
Own, manage and drive the plan for delivering training and competency for new starters aligned to company, industry and regulatory standards.
We are partnered with a rapidly expanding and acquisitive Wealth Management firm in their search for a Training & Competency Manager.
As Training & Competency Manager you will be responsible for ensuring adherence to both the FCA's and internal Training and Competence (T&C) regime, which requires firms to be able to demonstrate that relevant staff have the right qualities and competencies to carry out their responsibilities appropriately.