Posted by Katie Bard (Angela Mortimer Plc) • £25K/yr to £28K/yr
A reputable and professional financial services firm based in Birmingham city centre is looking for an individual with an expert knowledge of investments for a fast-paced Senior Administrative role.
This business focuses on offering on first class client service whilst also encouraging their employees to take ownership of their workload.
You will be responsible for the following tasks day to day:
Recruit UK are working with a boutique financial planning firm in South Birmingham to bring on an IFA Administrator to join their growing team.
This role will include providing general administrative support one of the Financial Planner's, assisting with telephone duties, inbox management, diary management, new business processing, annual review processing, withdrawal letter writing, client servicing and much more.
A Chartered IFA based in the West-Midlands are looking for a trainee Financial Planner to come in and support one of the Senior IFA's in the company, work towards their CAS and become a signed off competent advisor, and take over a small client bank.
The firm are based near Coventry, but there will be regular travel around the Worcester area, as this is where the Director lives.
Posted by Premier Jobs UK Limited • £32K/yr to £35K/yr
Our client is looking to recruit an experienced IFA Administrator who enjoys liaising with clients and ensuring the business provides excellent client service
You will be joining an independent financial planning business, as part of their organic growth strategy.
The business is independently owned and has a team of 6, growing to 8, who all enjoy working together.
This IFA administrator role is best suited to administrators that preferably have some experience in an IFA so that they can hit the ground running at a new business and where they feel comfortable completing annual reviews and basic suitability reports.
Largely office based; Up to £35,000
In addition to a great salary, the business will provide exam support all the way to Chartered should you wish and it's a small close feel business so you really can make a difference.
We are thrilled to have partnered with a leading independent financial advice firm in Birmingham, who are actively looking for a IFA Administrator to join their team!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
The client is looking for an individual with previous IFA Administration experience, who is looking for a long-term career in the financial planning profession.
Recruit UK are working with a growing wealth management firm in Birmingham City Centre; their goal is to provide clients with independent financial advice that helps their clients to retain their wealth.
Posted by Premier Jobs UK Limited • £28K/yr to £32K/yr
General
This IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team.
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.
As an IFA Administrator, your duties will include
Accurately maintain and updating their CRM system (Intelligent Office) for new and existing clients.