Ifa administrator Work, Jobs in Sutton Coldfield, Eng (with Salaries)

Client Services Administrator
Stepping Stones Financial Planning LLP —Leicester
- From £28,000 a year
- Full-time
- Customer service
- Administrative experience
- Analysis skills
Quick apply
8d
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Client Review Manager
Fairstone Financial Management (West Midlands Hub) —Brierley Hill
- £25,000 - £28,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
6d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Employee assistance programme
Mathieson Consulting - Pensions Analyst
Royal Bank of Canada —Birmingham
- Full-time
- CRM software
- Computer skills

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Financial Adviser Administrator
Temple Row Wealth Management —Sutton Coldfield
· Act as the day-to-day contact for clients, handling communications and liaising with pension providers, investment platforms and insurance companies to…
£27,000 - £29,000 a year
Quick apply
4d
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
You might be an experienced financial planning administrator keen to progress into paraplanning, or a trainee paraplanner looking to boost your progress - or…
£24,000 - £36,000 a year
Quick apply

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Client Services Administrator

Stepping Stones Financial Planning LLP
Leicester

Quick apply

Job details

Permanent | Full-time
From £28,000 a year
8 days ago

Benefits

Company events
On-site parking

Qualifications

Financial planning
Driving Licence
Report writing
Customer service
Administrative support experience
Administrative experience
Analysis skills
Organisational skills
Financial services
Conveyancing experience
Communication skills

Full job description

Job Overview
Stepping Stones Financial Planning are a friendly and well-established IFA firm, based in Desford, Leicestershire.

As our business continues to grow, we're looking for a Client Services Administrator to join us at Stepping Stones Financial Planning.

We're proud of the culture we've built; professional, supportive, client-focused and genuinely team orientated. We're looking for someone who shares those values and enjoys delivering exceptional service.

This is an excellent opportunity to join a growing independent financial planning firm where people matter, both our clients and our team. You'll play a key role in supporting advisers, looking after clients and helping us maintain the high standards of service that our clients have come to expect.

The ideal candidate will be organised, proactive, detail-focused and comfortable working in a busy environment.

Whilst previous experience within financial services or financial planning would be advantageous, we're also keen to hear from individuals with backgrounds in conveyancing, legal services, accountancy or other professional administrative roles, where accuracy, communication and client care are central to the role.

We're looking for someone who:

Reliable and consistent.
Ability to multitask several administration tasks at a time.
Has excellent communication and interpersonal skills
Is highly organised and able to manage multiple priorities
Has a strong eye for detail and takes pride in producing accurate work
Enjoys working as part of a close-knit and supportive team
Is committed to delivering exceptional client service
Is looking to build a long-term career within a professional and growing business

At Stepping Stones Financial Planning, we believe our people are our greatest asset. We invest in development, encourage progression and work together to provide outstanding financial planning and support to our clients.

If you're looking for a rewarding opportunity and would like to be part of a friendly, ambitious and growing business, we'd love to hear from you.
For further information, please email [email protected]

Job Types: Full-time, Permanent

Pay: From £28,000.00 per year

Benefits:

Company events
On-site parking

Application question(s):

Do you have administration experience in either - Financial Services, Legal, Conveyancing or Accounting

Licence/Certification:

Driving Licence (preferred)

Work Location: In person

Quick apply

Refine Your Search

ifa administrator jobs in sutton coldfield, eng

Client Services Administrator

Financial Administrator

IFA Administrator

Client Review Manager

Senior IFA Administrator

Mathieson Consulting - Pensions Analyst

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