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.
The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients.
To assist one or more Investment Managers in effective and efficient team support and client administration
Our client a birmingham based Investment Manager have a role within there support team
I am recruiting for a Sales Administrator to join a busy, well established team.
If you are an experienced Administrator looking for a new opportunity with great company, please get in touch, I would love to hear from you.
Job Purpose
Responsible for administrating existing UK and overseas customer requirements that involve the sale and export of goods in accordance with current export legislation and customer schedules/lead times.
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.
Bell Cornwall Recruitment is proud to represent a leading investment firm in their search for an Investment Administrator in Birmingham.
If you're seeking a role that combines rigorous administrative responsibilities with the chance to grow in the financial services sector, this position could be ideal for you.
This role offers a unique opportunity to support two successful Investment Managers in one of the most dynamic teams in the industry.
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.