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.
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.
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.
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.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
As a senior administrator you will be responsible for helping the team to process a variety of requests, utilising excel and NetSuite.
We are delighted to be recruiting and working with a world leading business within the fitness & gym apparel sector.
This amazing brand has been recognised nationwide & globally for its success and growth in recent years and is now looking to expand its wholesale team.
Your key duties will be tracking and co-ordinating shipments from overseas liaising internally & externally to ensure stock is delivered according to ETA with involvement with inventory to ensure clients requirements are met.
Within this position you will be provided training, at least 2 years administration background within a back office/operational function is required.
We have an opportunity to join a growing business in the Solihull town centre area as an operations administrator.