Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
About Us, Our Clients and Our People
We support all of our team in their own journey both professionally and on a more personal level.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
About Us, Our Clients and Our People
We support all of our team in their own journey both professionally and on a more personal level.
This is an excellent opportunity for an IFA Administrator, or similar, to join a prestigious financial planning practice and be a part of a great team and work culture.
Job Description
Recruit UK arerecruiting for a Client Services Manager to join a boutique and successful financial planning practice in Staffordshire.
Posted by Capio Recruitment Financial Planning • £25K/yr to £35K/yr
We are currently representing a well established IFA firm seeking an experienced and committed IFA administrator to join their friendly and professional team.
A candidate with previous IFA experience, a can do attitude and a high level of accuracy in their work will suit this position.
This role consists of processing new business, creating illustrations and valuations, carrying out pension and investment transfers, preparing LOA's, liaising with clients and providers on a daily basis, facilitating client reviews and client meeting packs.
Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
This is an award winning financial planning and investment company that has an excellent reputation within the industry.
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.
Job Summary
They are seeking a highly organized and detail-oriented IFA Admin to join our dynamic team in Birmingham.