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.
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.
Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Financial Services Administrator to provide support to the planning process.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
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.
Job Description for Trainee Financial Services Administrator
The ideal candidate would have some customer service or administrative experience or be a graduate who has a degree with relevant context to the financial services sector, this could be accounting and finance, economics, business management.
Are you looking to start a career in financial services?
We have the exciting opportunity for an individual with a genuine interest within the financial services sector to join an established Wealth Management organization in the Solihull area.
Become an integral part of our wealth management team, providing essential administrative support to our seasoned financial planners and team leaders.
Company Overview
Join a prominent financial services firm based in Birmingham who are dedicated to delivering tailored financial planning and investment management solutions.
With a strong reputation for personalized service and growth, we offer a dynamic work environment that balances professionalism with a friendly, close-knit culture.
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
You must have experience working in an administrational role and be keen to pursue a career within financial services.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This national IFA firm is currently seeking an administrator to work as part of their busy team in Halesowen.