IFA Admin - Birmingham, United Kingdom - IDEX Consulting

IFA Admin

2 weeks ago

This role is integral to providing excellent support for the financial advisors and ensuring that client administration and servicing are conducted efficiently and in compliance with company procedures. · Handle day-to-day administration of Life, Investment, and Pensions, includ ...

IFA Admin

2 days ago

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 maintaining ...

Senior Ifa Admin

17 hours ago

**Job Title: Senior IFA Administrator** · **Location: Worcester** · **Salary: £26,000 - £30,000** · **The Company**: · The opportunity to join a growing Financial Planning and Wealth Management company who's focus is to put the client first and provide an excellent and seamless s ...

IFA Admin

2 weeks ago

Are you a motivated and detail-oriented individual with a passion for the financial services industry? This is a fantastic opportunity for someone in financial administration who is eager to take ownership of the client review process and progress in their career within a dynamic ...

IFA Admin

2 weeks ago

Job Title: Independent Financial Advisor (IFA) Administrator · Onsite Parking: Available for all employees in our unique office location · * Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development. · The succes ...

IFA Admin

3 weeks ago

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. · This is a large Financial Advisory business that provides adv ...

IFA Admin

2 weeks ago

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 bu ...

IFA Admin

3 weeks ago

An independent Financial Planning and Wealth Advisory firm in Leamington Spa has an opportunity for an IFA / Financial Planning Administrator to work on a hybrid basis. · This role will provide back office and client support for a director chartered financial planner. who advise ...

Senior IFA Admin

3 weeks ago

Position: 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 indi ...

Compliance Consultant

1 week ago

**How important to you is the following: -** · - **Working for a compliance company that looks after some of the best IFA firms within the UK.**: · - **Working for an Award-wining Compliance company where your input is recognised and celebrated throughout the industry.**: · - **B ...

Independent Financial Adviser

2 weeks ago

**Are you looking for an exciting new career in 2023** · **Will your new career offer you** · - **An established client base of High-Net-Worth Clients**: · - **Opportunity to work remotely**: · - **The opportunity to grow and progress your career.** · The successful applicant for ...

Ifa Administrator

1 week ago

**IFA Administrator / Wealth Planning Administrator** · **Birmingham (Castle Vale) · - office based** · **£25,000 - £30,000 depending on experience** · **Are you an IFA Administrator looking for your next role?** · - Would you like to feel valued by working in a boutique wealth p ...

Ifa Administrator

2 days ago

**IFA Administrator / Wealth Planning Administrator** · **Birmingham (Castle Vale) · - office based** · **£25,000 - £30,000 depending on experience** · **Are you an IFA Administrator looking for your next role?** · - Would you like to feel valued by working in a boutique wealth p ...

Ifa Administrator

3 weeks ago

Financial ServicesGot a question about this role? · or Call: · Overview · - Technical IFA / Wealth Planning Administrator- Location: Outskirts Coventry- Salary: £24,000 - £30,000- Are you an IFA Administrator with at least one year's IFA Admin experience.?- Do you feel frustrate ...

Senior Ifa Administrator

6 days ago

A well-established Financial Planning firm specialising in providing financial advice to professionals and business owners are looking for an IFA Administrator to join their team in Birmingham. They offer fantastic progression opportunities, study support, free parking, company p ...

Ifa Administrator

3 weeks ago

Are you ready to embark on a journey and develop your career as an IFA Administrator where exceptional customer service meets the power of efficient administration? Look no further we're on the lookout for a motivated and proactive Administrator to join a dynamic IFA firm. As a r ...

Ifa Administrator

3 weeks ago

A Tech lead IFA firm is looking to hire an experienced IFA Administrator to assist the Head of Advise and their Paraplanner. You will be liaising with Product providers and completing the Administration for Investments and Pension Advice. · You will have the opportunity to work f ...

Financial Planning Administrator

2 days ago

**Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment, with hybrid working - 3 days per week from home?** · Due to continued company growth providing fee based advice to HNW clients, this successful wealth manag ...

Financial Advisor

1 week ago

**Financial Advisor | Independent Financial Advisor** · **£60,000 - £150,000 | Un-Capped Earnings** · **Clients + Leads Provided** · **Birmingham| Surrounding Area's** · **Level 4 Diploma | CF30 Financial Advisor** · **YOUR NEW COMPANY** · An exciting opportunity has become avail ...

Community Health and Wellbeing Officer

2 weeks ago

Community Health and Wellbeing Officer · Permanent Full Time 37 hours per week · £ £24365 plus fantastic benefits · Sandwell, West Midlands · Key Tasks: · To plan and deliver sessions and promotions to participants in order to engage them in support which enables their skills dev ...