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.
This is a fantastic opportunity for someone with IFA administration experience who is looking to grow in a regulated environment, with structured support toward becoming a chartered planner.
Our client, a reputable family-run wealth management firm based in Cofton Hackett, is seeking a motivated IFA Administrator to join their dynamic team.
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.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist the advisers in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
Posted by Premier Jobs UK Limited • £40K/yr to £75K/yr
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
Are you an experienced Financial Advisor in Birmingham, seeking an employed job, based from home with quality leads and existing clients provided?
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
Are you an experienced financial planning administrator, looking for a Senior IFA Administrator in central Birmingham with hybrid working?
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
Duties for this role will include
Processing new business including fund switches, pension transfers, top ups and income payments.