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.
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.
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.
Posted by Premier Jobs UK Limited • £24K/yr to £28K/yr
This Client Services Executive job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs.
The business has a high staff retention and prides itself on developing their internal talent.
As a Client Services Executive, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow.