Posted by AFH Wealth Management • £2.2K/yr to £27K/yr
We have an exciting opportunity to join our existing Administration team.
A fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms.
Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business in our Bromsgrove office with remote working.
Are you open to developing your career as a Financial Services Administrator, with an established and successful market leading Wealth Management firm?
£26,000 to £32,000 basic
If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Halesowen.
William Martin, part of the wider Software, Risk and Compliance Group, are at the forefront of revolutionising health and safety compliance solutions.
With a mission to foster compliance, resilience, and success, we take pride in being the go-to partner for businesses navigating the complexities of regulatory landscapes.
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.
The team of professional Independent Financial Advisers (IFAs) are committed to delivering exceptional client service and maintaining the highest standards of integrity and professionalism.
We are working with a leading financial advisory firm in Bromsgrove, dedicated to providing tailored financial advice and services to our clients.
Job Summary
They are seeking a highly organized and detail-oriented IFA Admin to join our dynamic team in Bromsgrove.
Our client, a well established and rapidly expanding employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team.
Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts accross a range of pensions, group risk, group healthcare, flexible benefits etc.
You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries.