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.
As a Financial Administrator, you will play a pivotal role in ensuring smooth operations and excellent client experiences.
Our client, a Financial Institution with offices across the Midlands, is seeking a dedicated Financial Broker Support Administrator to join their team.
This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and professional service delivery to clients.
The role will support two successful Investment Managers within a very busy wider team and cover all administration requirements for investment management services and investment advice to a range of private and professional clients, IFAs, and the charitable/not-for-profit sector.
We have an exciting opportunity for an Investment Administrator to join one of our impressive client's largest teams in their Birmingham office.
This is an opportunity to join a friendly, ambitious, and growing team, committed to creating an inclusive culture that embraces diversity.
Candidates will be responsible for the administration of schemes entering the Pension Protection Fund (PPF) and be responsible for the day-to-day administration services provided to own portfolio of PPF clients.
As a result of continued expansion our client, an independent firm of actuaries and employee benefit consultants, are currently looking for a Senior Pensions Administrator to join their PPF team on either a full or part time basis
Experience
Candidates need to have previous experience of working within the pensions industry, any exposure to PPF being advantageous.
Leading the administration service for a number of blue chip clients.
Overseeing the daily management of the client relationship from an administration perspective and participating in client / trustee meetings.
General
Due to a number of New Business wins and continued growth my client, a leading pension consultancy, currently seek an experienced Pensions Administration Manager to lead an established team.
The opportunity is an Administrator role supporting the advisers in relation to financial planning for clients to include savings and investment plans, pensions and protection products along with corporate clients in relation to pension and risk benefits for their staff.
We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.
With offices in the Midlands and London the firm continue to go from strength to strength and this additional role has arisen as a result of the firm's continuing growth
The Finance Support Manager will take charge of an integral business unit to co-ordinate the service delivery of the support functions namely Finance, Business Administration and Estates, ensuring they are balanced and in alignment with the overall aims and objectives.
SF Recruitment is currently working with a fantastic public sector organisation in the recruitment of a Finance Support Manager.
Key tasks
- Deliver an effective Business Administration Function with supervisory responsibility for the Business Support Officers.
Working within a supportive team in a values driven organisation in central Solihull, you will be required to complete administration tasks for the Estates team, with a particular focus on finance administration.
The successful candidate will be AAT Level 2 qualified and will have experience in a similar role.
General
Please note: An Enhanced DBS check will be required before commencing this 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.
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.
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.