Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
This role is for those who have experience as a mortgage administrator and are looking for a new home within a growing business.
The firm is an IFA company who have many paths for growth, whether that's to mortgage advice in the future, or moving to the wealth side of the business.
The firm is a smaller sized wealth business based in the South Birmingham area.
Recruit UK are working with a boutique financial planning firm in South Birmingham to bring on an Administrator to join their growing team.
Industry: Wealth Management
This role will include providing general administrative support to Paraplanners and Financial Planners, including letter writing, telephone duties, inbox management, diary management, and provide ad- hoc support to the wider team.
Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.
General
Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!!
With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.
Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.
General
Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!!
With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.
NJR are currently working alongside a well-established independent firm of Financial Planners who have experienced year on year growth, and as a result of their continued expansion plans they now have an exciting opportunity for an ambitious and talented IFA Administrator.
Join us as a Customer Assistant in our Birmingham Great Park Club offering a 16-20 Hour contract which is fully flexible over 7 days and will include evening and weekend shifts.
If yes, we would love to hear from you!
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