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.
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.
Providing corporate and private individuals with clear, independent financial advice and covering all aspects of planning our client is now keen to recruit an additional Account Executive to join their support team.
NJR Recruitment are currently working in Partnership with a Privately owned firm of Independent Financial Planners operating from offices in Birmingham & London.
Supporting allocated IFA's, the successful candidate will be responsible for providing technical support to a bank of High Net Worth Clients.
NJR are currently working with a market leading Firm of Independent Financial Planners who have strong name and reputation within the market.
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.