We have an exciting opportunity for an Investment Administrator to join one of our impressive client's largest teams in their Birmingham office.
The role will support two successful Investment Managers within a very busy wider team and cover all administration requirements for investment management services and investment advice to a range of private and professional clients, IFAs, and the charitable/not-for-profit sector.
This is an opportunity to join a friendly, ambitious, and growing team, committed to creating an inclusive culture that embraces diversity.
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.
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
Role Responsibilities
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.
Bell Cornwall Recruitment has been instructed on an exciting opportunity for an experienced Investment Administrator eager to work for one of Birmingham's leading Investment Management and Financial Planning companies in the heart of the City Centre.
Our client, a Financial Institution with offices across the Midlands, is seeking a dedicated Financial Broker Support Administrator to join their team.
As a Financial Administrator, you will play a pivotal role in ensuring smooth operations and excellent client experiences.
This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and professional service delivery to clients.
Recruit UK are working with a boutique financial planning firm in South Birmingham to bring on an Administrator to join their growing team.
This role will include providing general administrative support to Paraplanners and Financial Planners, including letter writing, telephone duties, inbox management, diary management, and provide ad- hoc support to the wider team.
Citrus Recruit are excited to be recruiting for an existing client for an Administrator role.
You will be working in a small friendly office and supporting the sales team with all administration duties whilst having responsibility for customer accounts and supporting the Operations Director with different functions across the business.
There are elements of this role that will be client facing, so you must be able to drive.