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Heat Recruitment
Birmingham
IFA Administrator -Birmingham, UK Salary: £25,000-£30,000 per annum (DOE) We are working with a leading financial advisory firm in Birmingham, dedicated to providing tailored financial advice and services to our clients. The team of professional Independent Financial Advisers (IFAs) are committed to delivering exceptional client service and mainta
Job Source: Heat RecruitmentFinlink Ltd
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IFA administrator, Edgbaston Largely office based Up to £35,000, potentially higher This IFA administrator role is best suited to experienced IFA administrators, who can hit the ground running at a new business, where they feel comfortable completing annual reviews and basic suitability reports, so ideally you will be working towards your level 4
Job Source: Finlink LtdBell Cornwall Recruitment
Sutton Coldfield, West Midlands
Job Title: IFA Administrator Salary: £20,000 - £28,000 DOE Location: Sutton Coldfield Bell Cornwall Recruitment are pleased to be hiring a IFA Administrator for a leading professional services company in Sutton Coldfield. The Candidates responsibilities: Answering telephone calls and responding to emails. Ensuring meetings are booked in prope
Job Source: Bell Cornwall RecruitmentFinlink Ltd
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IFA Administrator, Edgbaston Hybrid Up to £30,000 This role is for you if you are an IFA Administrator looking for a new challenge. With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. T
Job Source: Finlink LtdPremier Jobs UK Limited
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This IFA Administrator job near Coventry is ideal for an individual with experience as an Administrator within financial planning firms. Our client is a values-based financial planning firm is motivated by achieving great client outcomes, rather than driven by sales. You will be providing full administrative support to Financial Advisors, including
Job Source: Premier Jobs UK LimitedFinlink Ltd
Birmingham
This role is for you if you are an administrator with at least 12 months experience in a financial advisory practice. You will be joining an experienced team where you will be exposed to an abundance of knowledge enabling you to develop your knowledge. This is a great opportunity to get into an established business and take your next step in the f
Job Source: Finlink LtdBruin
birmingham, england, United Kingdom
One of the UKs leading firms of Financial Planners have an exciting opportunity for an IFA Administrator to join their Annual Reviews team in Birmingham Working alongside their top performing adviser daily responsibilities will include: • Booking the Annual Reviews each month, by telephone, email or post. • Preparing the Annual Review packs, to in
Job Source: BruinHeat Recruitment Ltd
B2, Birmingham, West Midlands (County)
IFA Administrator -Birmingham, UK Salary: £25,000-£30,000 per annum (DOE) We are working with a leading financial advisory firm in Birmingham, dedicated to providing tailored financial advice and services to our clients. The team of professional Independent Financial Advisers (IFAs) are committed to delivering exceptional client service and maint
Job Source: Heat Recruitment LtdSutton Coldfield
Job Title: IFA Administrator
Salary: £20,000 - £28,000 DOE
Location: Sutton Coldfield
Bell Cornwall Recruitment are pleased to be hiring a IFA Administrator for a leading professional services
company in Sutton Coldfield.
The Candidates responsibilities:
Answering telephone calls and responding to emails.
Ensuring meetings are booked in properly and diaries are maintained according to the companies' standards.
Making sure all deadlines are met and work is delivered accurately - Some work would be in the form of compiling reports.
Understanding and recording client data correctly.
Assisting Financial Advisors with work.
Ad hoc Admin duties - supporting the team with general admin work.
Skills Needed:
Knowledge of General MS, IT and email/internet knowledge is necessary.
Attention to detail is key as the successful candidate will be dealing with correspondence and documentation.
The ability to use own initiative and work well under pressure.
Must have excellent communication and numerical skills.
A keen interest and/or previous experience in financial services and investments.
Previous experience in an IFA or Financial Administration role.
If you are an experienced IFA Administrator or are interested in more information regarding this role, then please get in touch!!
Interested? Please click the 'APPLY' button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
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Email Alert for IFA Administrator jobs in Sutton Coldfield
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