Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.
Role Responsibilities
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.
As a Client Services Executive, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow.
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.
Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role - Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.
A rare opportunity has arisen for an experienced Property Claims Handler to join the Major & Complex Loss Team within a Global Loss Adjusting Organisation where you will handle large and complex losses in excess of £100k cradle to grave working closely with the Field Adjusting team arranging appointments, taking claims instructions, helping with reports and enquiries from the Major Loss portfolio.
Key responsibilities
You will work closely with a small team of Major Loss Claims Handlers supporting the Major Loss Adjusting team.
Handle large & complex losses in excess of £100k comprising of commercial & domestic properties.
As a IFA Administrator, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow.
This IFA Administrator 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.