ifa admin support jobs in Bromsgrove

You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.

Job description An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Bromsgrove. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients. Key...

A professional services company based in Bromsgrove is seeking an Administrator for its Business Management team. This full-time, permanent role pays between £26,000 and £28,000 per annum. Responsibilities include coordinating administrative tasks, maintaining employee records, and supporting the Practice Manager. The ideal candidate will be detail-oriented, have prior administration experience,...

A prominent surveying company in Bromsgrove is seeking a dynamic Customer Service Adviser to enhance their friendly administrative team. This role is critical as you will ensure a seamless experience for customers while managing client information, handling communication via phone and email, and completing various administrative tasks. The ideal candidate should possess strong communication...

You should have experience as a Paraplanner

You should ideally hold your Level 4 Diploma in Financial Planning or be working towards this

You should have experience in undertaking financial planning research and preparing accurate suitability reports Experience within an IFA environment would be preferred

Overview Training & Competence (T&C) Supervisor – An opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of...

Location: Bromsgrove, Worcestershire, United Kingdom Salary: Competitive salary, bonus and benefits Training & Competence (T&C) Supervisor An opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time,...

You will act as an escalation point for questions and queries across the team.

Location: Bromsgrove, Worcestershire, United Kingdom Salary: Competitive Salary and Benefits Paraplanning Manager AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career...

You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.

You will join us on a full-time and in return, you will receive a competitive salary plus a range of benefits. This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients.

You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do.

You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.

You will be responsible for delivering good outcomes and ensuring our clients are put first in all that we do. Key Responsibilities Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with advisers, clients and support staff across all areas of the business.

You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.

You will be responsible for ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. This is a full-time, permanent opportunity, with a competitive salary and range of benefits.

You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.

You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do. Key Responsibilities as our Client Services Executive will include:

You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.

You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.

You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work.

You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.