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.
This IFA administrator role is best suited to administrators that preferably have some experience in an IFA so that they can hit the ground running at a new business and where they feel comfortable completing annual reviews and basic suitability reports.
Largely office based; Up to £30,000
In addition to a great salary, the business will provide exam support all the way to Chartered should you wish and it's a small close feel business so you really can make a difference.
This IFA administrator role is best suited to experienced IFA administrators, who can hit the ground running at a new business, where they feel comfortable completing annual reviews and basic suitability reports, so ideally you will be working towards your level 4 diploma.
This role is for you if you are an IFA Administrator looking for a new challenge.
Up to £30,000
With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
A chartered firm of IFA's is now seeking to appoint a Technical Administrator/Sales Support to work with and support a Chartered Financial Planner.
Technical Administrator/Sales Support will be required to carry out all aspects of preparing for client meetings including completion of reviews, product analysis and writing suitability reports.
Supporting allocated IFA's, the successful candidate will be responsible for providing technical support to a bank of High Net Worth Clients.
Due to a result of their ongoing growth and success they have two excellent openings available for 'Financial Planning Administrators' to join their office in Edgbaston.
NJR are currently working with a market leading Firm of Independent Financial Planners who have strong name and reputation within the market.
The Technical sales support/Paraplanner will be required to carry out the technical aspects of preparing for client meetings, including completion of regular review, analysis/opportunity spotting and writing suitability reports.
NJR are currently working with a chartered firm who are looking for a Technical sales support to join their team.
In business for over four decades, we are delighted to partner with this family-run manufacturer and supplier as they look to bring on board a personable and meticulous Administrator to support the smooth running of operations.