They are seeking a highly organized and detail-oriented IFA Admin to join our dynamic team in Birmingham.
General
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 Birmingham, dedicated to providing tailored financial advice and services to our clients.
The purpose of the IFA Administrator is to work as part of the team to ensure clients receive the best service possible.They will be providing support to the business with a strong focus on delivering excellent customer service and super administration support to the Advisers.
NJR are currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is currently looking for an IFA Administrator to join their team.
Key responsiblities of the IFA Administrator
To be the first point of contact for all external telephone enquiries.
Posted by Premier Jobs UK Limited • £32K/yr to £35K/yr
Our client is looking to recruit an experienced IFA Administrator who enjoys liaising with clients and ensuring the business provides excellent client service
You will be joining an independent financial planning business, as part of their organic growth strategy.
The business is independently owned and has a team of 6, growing to 8, who all enjoy working together.
Recruit UK are working with a boutique financial planning firm in South Birmingham to bring on an IFA Administrator to join their growing team.
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.
Posted by Premier Jobs UK Limited • £28K/yr to £32K/yr
General
This IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team.
You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.
As an IFA Administrator, your duties will include
Accurately maintain and updating their CRM system (Intelligent Office) for new and existing clients.
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 Warwick.
NJR are currently working with a market leading Firm of Independent Financial Planners who have strong name and reputation within the market.