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.
Industry: Wealth Management
Recruit UK are working with a boutique financial planning firm in South Birmingham to bring on an IFA Administrator to join their growing team.
Posted by James Gray Associates • £50K/yr to £60K/yr
Key Responsibilities
Lead the team with delivering a leading service to several high-volume accounts.
Monitor the team and lead on any service improvements.
General
JGA are partnered with a leading business that are seeking a Payroll Manager to lead the function for a number of key clients, ensuring the team are providing a first-class service.
Posted by James Gray Associates • £50K/yr to £60K/yr
Key Responsibilities
Lead the team with delivering a leading service to several high-volume accounts.
Monitor the team and lead on any service improvements.
General
JGA are partnered with a leading business that are seeking a Payroll Manager to lead the function for a number of key clients, ensuring the team are providing a first-class service.