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Focus Search and Selection
Solihull
Job Title: Independent Financial Advisor (IFA) Administrator Location: Birmingham, UK Salary: Up to £30,000 per annum, depending on experience Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!! With a commitment to excellence and a client-centric a
Job Source: Focus Search and SelectionFocus Search and Selection
Bromsgrove
Job Title: Independent Financial Advisor (IFA) Administrator Location: Birmingham, UK Salary: Up to £30,000 per annum, depending on experience Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!! With a commitment to excellence and a client-centric a
Job Source: Focus Search and SelectionCapio Recruitment Financial Planning
Bromsgrove
Job Title: IFA Administrator Salary: £25,000 - £30,000 Location: Bromsgrove A financial planning firm with a strong reputation and an emphasis on putting their clients’ needs at the very heart of what they do are looking to add to the back-office administration team. The business provides advice across a diverse range of case types including Pensio
Job Source: Capio Recruitment Financial PlanningFocus Search and Selection
Birmingham
Job Title: Independent Financial Advisor (IFA) Administrator Location: Birmingham, UK Salary: Up to £30,000 per annum, depending on experience Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!! With a commitment to excellence and a client-centric a
Job Source: Focus Search and SelectionHeat Recruitment Ltd
Cofton Hackett
Are you a motivated and detail-oriented individual with a passion for the financial services industry? We are currently seeking a skilled IFA Administrator to join the Client Review Team at a fantastic wealth management firm in Birmingham. This is a fantastic opportunity for someone in financial administration who is eager to take ownership of the
Job Source: Heat Recruitment LtdHeat Recruitment Ltd
Warwick
IFA Administrator - Birmingham Salary: £25,000 - £30,000 Duration: Full time, Permanent, Flexible, Hybrid, Benefits: 10% employer pension contribution, 25 days annual leave + bank holidays We are working with a well renowned national financial planning firm who are looking for a new Financial Planning Administrator to join their busy Birmingham
Job Source: Heat Recruitment LtdKelly Services
United Kingdom
Are you an experienced IFA Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to £30,000 doe Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per
Job Source: Kelly ServicesBell Cornwall Recruitment
Birmingham
IFA Administrator BCR/AK/11005 Erdington/Castle Bromwich £24,000-28,000 DOE Bell Cornwall Recruitment's client is a successful Financial Services company with offices in Erdington/Castle Bromwich. They are looking to grow their client services team due to a company wide expansion! Please view the details of this IFA Administrator role below: The Ro
Job Source: Bell Cornwall RecruitmentBirmingham
Financial Planning Administrator
Birmingham Area - Free onsite parking
Salary 25,000-30,000
NJR are currently working alongside a well-established Independent firm of Financial Planners who have experienced year on year growth. A new and exciting opportunity is now available for an additional Financial Planning Administrator to join their team. Our client are extremely dynamic, and they provide an environment for career motivated people to thrive. Candidates applying will benefit from a competitive basic salary, free onsite parking, studying support and a structured career path.
Daily duties will consist of;
" New Client input into Client Database
" Creating New client packs
" Check Fact Find fully completed
" Input Fact Find details into Client Database
" Prepare & send off authority letters and send to client for signature
" Input policy details of existing plans once received from providers
" Add Activity entries/workflows
" Check all Anti Money Laundering information is current and relevant checks have taken place
" Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated
" Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation
" New Business Submission
" Submit new business to provider or submit applications on line
" Enter details of case into Client Database
" Track new business and current position, updating Planner/Para planner accordingly
" Ensure all new business has been checked and been signed off (if required)
" Prepare for Client Review
" Update cashflow models in preparation for review meetings
The successful candidate will need to have previous experience working within a financial Services environment. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulations skills. Our client is looking for someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a faced paced busy, professional and growing firm.
IFA Administrator jobs in Birmingham
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