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TEMPLEGATE RECRUITMENT LIMITED
Coventry
EMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Senior IFA Administrator Location: Kenilworth Benefits: Competitive salary, Pension, Professional development opportunities Salary: £24,000 to £30,000 depending on qualifications and experience About the Company: Our client is a respected Independent F
Job Source: TEMPLEGATE RECRUITMENT LIMITEDBell Cornwall Recruitment
Sutton 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 prope
Job Source: Bell Cornwall RecruitmentIDEX Consulting Ltd
Birmingham
About our client An expanding financial services group has an opportunity for an IFA Administrator to join their team in Birmingham.Be part of an exciting journey as the Midlands team of this impressive national firm continues going from strength to strength. About the role This role will support Financial Advisers with back office and client supp
Job Source: IDEX Consulting LtdFinlink 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 LtdCapio Recruitment Financial Planning
Bromsgrove
Job Title: IFA Administrator Salary: £26,000 - £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 PlanningBell Cornwall Recruitment
Sutton 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 an
Job Source: Bell Cornwall RecruitmentRecruit UK
Birmingham
Job Title: IFA Administrator Industry: Wealth Management Location: Birmingham Salary: up to £28,000 (negotiable dependent on experience) Job reference: 8915 Job Description: Recruit UK are working with a continuously growing and expanding Wealth Management firm. With offices located around the Midlands and further South, and they are looking to bri
Job Source: Recruit UKNJR Recruitment
Birmingham
IFA Review Administrator Birmingham (B45 Area) Salary 22,000 - 25,000 Free Parking, annual bonus, and study support NJR are currently working alongside a well-established Independent firm of Financial Planners who have experienced year on year growth. As a result of their continued growth they now have an exciting opportunity for an ambitious and t
Job Source: NJR RecruitmentBirmingham
Senior IFA Administrator
Birmingham Area
Salary up to 30,000
Free Parking, annual bonus AND study support
NJR are currently working alongside a well-established independent firm of Financial Planners who have experienced year on year growth, and as a result of their continued expansion plans they now have an exciting opportunity for an ambitious and talented IFA Administrator.
Our client is extremely dynamic and provides an environment for career motivated people to thrive. You will be provided with a highly competitive basic salary, and market leading benefits along with a structured career path.
The role will involve providing direct Administrative support to the Company Director. This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within the exciting and buoyant Wealth Management industry. 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 articulation 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. Please quote REF:NJR14168
SENIOR IFA ADMINISTRATOR jobs in Birmingham
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