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Ifa Administrator
Found in: Jooble UK O C2 - 10 hours ago
Bell Cornwall Recruitment Erdington, West Midlands, United KingdomErdington/Castle Bromwich · £(phone number removed) 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 · Oversee manag ...
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IFA Administrator
Found in: Talent UK C2 - 3 days ago
Blakemore Recruitment Sutton, United KingdomWe are currently recruiting for a Financial Planning practice in Cheam who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. · Duties: · Process business submissions within our service level agreement ...
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Ifa Administrator
Found in: Jooble UK O C2 - 10 hours ago
Heat Recruitment Ltd Birmingham, United KingdomJob Overview: A reputable wealth management firm is seeking a Client Services Executive to join the support team. This role is integral to providing excellent support for the financial advisors and ensuring that client administration and servicing are conducted efficiently and in ...
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IFA Administrator
Found in: Talent UK 2A C2 - 5 days ago
MERJE Ltd West Bromwich, United KingdomOur client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis. · As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, in ...
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IFA Administrator
Found in: Click to Hired UK C2 - 3 days ago
Redwood Search Longbridge, United Kingdom Permanent, Full timePosition: IFA Administrator - £23,000 - £26,000 per annum. · Location: Longbridge, UK · We are excited to announce a new opportunity for a IFA administrator to join our client's team in an office near Longbridge. The company specialise in financial advice and services for busines ...
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Ifa Administrator
Found in: Click to Hired UK C2 - 5 days ago
Heat Recruitment Ltd Cofton Hackett, United Kingdom Permanent, Full timeAre 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 some ...
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IFA Administrator
Found in: Click to Hired UK C2 - 5 days ago
Kelly Services (UK) Ltd Warwickshire, United Kingdom Permanent, Full timeAre 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 ...
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Ifa Administrator
Found in: Jooble UK O C2 - 3 days ago
Redwood Search Longbridge, Warwickshire, United KingdomPosition: Senior IFA Administrator - £25,000 - £30,000 per annum. · We are excited to announce a new opportunity for a senior IFA administrator to join our client's team in an office near Longbridge. The company specialise in financial advice and services for businesses and indiv ...
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Ifa Administrator
Found in: Click to Hired UK C2 - 5 days ago
Heat Recruitment Ltd Warwick, United Kingdom Permanent, Full timeIFA 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 lookin ...
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Ifa Administrator
Found in: Jooble UK O C2 - 10 hours ago
Heat Recruitment Ltd Bushbury, West Midlands, United KingdomJob Title: Independent Financial Advisor (IFA) Administrator · Location: Wolverhampton, UK · Salary - dependent on experience · Key Benefits: · Exam Support: Support for professional exams, including coverage for the first sitting. · Onsite Parking: Available for all employees in ...
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IFA Administrator
Found in: Ziprecruiter UK C2 - 4 hours ago
Heat Recruitment Derby, United KingdomJob Description · This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutio ...
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IFA Administrator
Found in: beBee S2 UK - 1 day ago
Finlink Ltd Warwick, United KingdomThis role is for you if you are an IFA Administrator with at least 2 years of experience 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 op ...
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Ifa Administrator
Found in: Jooble UK O C2 - 3 days ago
Redwood Search Longbridge, Warwickshire, United KingdomWe are excited to announce a new opportunity for a IFA administrator to join our client's team in an office near Longbridge. The company specialise in financial advice and services for businesses and individuals. · They are looking for an IFA Admin Assistant to join their team b ...
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Senior IFA Administrator
Found in: Click to Hired UK C2 - 3 days ago
Redwood Search Longbridge, United Kingdom Permanent, Full timePosition: Senior IFA Administrator - £25,000 - £30,000 per annum. · Location: Longbridge, UK · We are excited to announce a new opportunity for a senior IFA administrator to join our client's team in an office near Longbridge. The company specialise in financial advice and servic ...
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Junior IFA Administrator
Found in: Appcast UK C C2 - 10 hours ago
Heat Recruitment Ltd Derby, Derbyshire, United KingdomThis is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our c ...
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Junior IFA Administrator
Found in: beBee S2 UK - 5 days ago
Heat Recruitment Ltd Derby, United KingdomThis is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our c ...
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Financial Adviser
Found in: SonicJobs Direct Apply UK - 4 days ago
Premier Jobs UK Limited Warwick, United Kingdom Full timeAre you a highly experienced Financial Advisor in Warwickshire, seeking an employed job, working from home with quality leads provided? · This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the ind ...
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Independent Financial Advisor
Found in: SonicJobs Direct Apply UK - 3 days ago
Lka People Ltd Brierley Hill, United Kingdom Full timeAs an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base ...
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Junior Paraplanner
Found in: Ziprecruiter UK C2 - 4 days ago
Recruit UK | Certified B Corp™ Sutton, United KingdomJob Description · Job Title: Junior Paraplanner · Industry: Financial advice · Location: Sutton, Surrey · Salary: £30,000 · Job Reference: 8996 · Are you looking to develop your paraplanning career with a reputable and caring firm? · Job Description: · Recruit UK is working on an ...
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Paraplanner - Fully Remote
Found in: Jooble UK O C2 - 4 days ago
Heat Recruitment Ltd Birmingham, United KingdomParaplanner - Remote working - Up to £45,000 · 7% employer pension contribution · ~varying bonus schemes · ~ full financial support for industry qualifications · The firm in question have been expanding rapidly and as business levels continually increase, they need to maintai ...
IFA Administrator - Erdington, West Midlands, United Kingdom - Bell Cornwall Recruitment
Found in: Jooble UK O C2 - 3 days ago
Description
IFA AdministratorBCR/AK/11005
Erdington/Castle Bromwich
£(phone number removed) 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 Role:
Liaise with internal and external parties- first point of contact for clients
Updating and ensuring all supporting documentation is maintained
Oversee management of annual reviews and portfolio reviews
Prepare Platform withdrawals / fund switches / transactions for approval
Respond to customer queries with standard letters or draft relevant responses
Further ad-hoc administrative dutiesThe Ideal IFA Administrator will have:
2 years or more experience at an IFA Practice (Essential)
Experience in Financial Services (Essential)
Experience using Intelligent Office
Great communication skills both written and verbal
Excellent professional presentation
Long term plans to remain within a client services roleInterested? 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.
Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
(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)