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.
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.
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.
Posted by WEALTHLINK RECRUITMENT LTD • £25K/yr to £30K/yr
We are working with a well renowned Chartered Financial Adviser based in Pontprennau, Cardiff who are looking for a new IFA Administrator to join their growing team.
The IFA Administrator will work closely with Financial Advisers, Paraplanners and third party Investment Providers to provide a high quality service to clients.
Strong customer services jills and experience with a Financial Planning firm are important for the role.