Posted by Katie Bard (Angela Mortimer Plc) • £25K/yr to £28K/yr
A reputable and professional financial services firm based in Birmingham city centre is looking for an individual with an expert knowledge of investments for a fast-paced Senior Administrative role.
This business focuses on offering on first class client service whilst also encouraging their employees to take ownership of their workload.
You will be responsible for the following tasks day to day:
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.
Recruit UK are working with a boutique financial planning firm in South Birmingham to bring on an IFA Administrator to join their growing team.
Industry: Wealth Management
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.
The client is looking for an individual with previous IFA Administration experience, who is looking for a long-term career in the financial planning profession.
Recruit UK are working with a growing wealth management firm in Birmingham City Centre; their goal is to provide clients with independent financial advice that helps their clients to retain their wealth.
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 £35,000
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.
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.
We are currently recruiting for a National Financial Planning practice who are looking to recruit an IFA Administrator to join their team in Birmingham.
Purpose of role
This role offers hybrid working with 2 days working from home.