Trainee IFA Administrator jobs in Birmingham

A financial planning firm based in the UK is seeking an IFA Administrator to join their team. This hybrid role involves obtaining provider information, processing submissions, and ensuring compliance with regulations. Applicants must have at least 5 years of IFA administration experience and possess excellent communication skills. This position offers a salary of up to £35,000, along with holiday...

You will be undertaking technical administration and managing money in / out on behalf of the Financial Advisors instructions. It is important you have excellent product knowledge and able to smoothly step into this role.

You must be experienced in supporting Financial Advisors as an IFA Administrator / Client Support role

A top-tier financial planning firm is looking for an experienced IFA Client Administrator to provide administrative support to Financial Planners. The role involves processing new business and managing client relationships while ensuring high standards of service. Experience in financial planning and strong organizational skills are essential. The position offers a hybrid working model with...

Location BIRMINGHAM Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref88998 IFA Administrator South Birmingham £25,000 £32,000 (dependent on experience) | Full-Time, Permanent IFA Administrator South Birmingham £25,000 £32,000 (dependent on experience) | Full-Time, Permanent Are you an experienced IFA Administrator looking to join a supportive and growing financial planning practice...

Description: Trainee Client Support Administrator Mercer Marsh Benefits ™ (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. MMB is a global leader in the health and benefits marketplace. Operating in 135 countries, our team of specialists design benefits...

You will also have the reassurance of a job guarantee (£25K-£40K) upon completion. Whether you are working full-time, part-time or are unemployed, this package has the flexibility to be completed at a pace that suits you and can be completed in a few weeks or a few months (step 1 to 4 below).

You will also be assigned an expert tutor and a support mentor to help you throughout your training.

Trainee Client Support AdministratorMercer Marsh Benefits TM (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. MMB is a global leader in the health and benefits marketplace. Operating in 135 countries, our team of specialists design benefits solutions that...

You will be provided with access to a 1hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.

You will also be assigned an expert tutor and a support mentor who will work with you 1-2-1 or in group sessions to provide additional training and support. Once the HTML & CSS courses are complete, your trainer will move you forward to the next stage.

Job Description Working hours: Monday to Friday: 9am - 5:30pm in-person Requirements: Strong academics, GCSEs and A Levels at grade A-C, Graduate, First preferred (Law degree not required) Salary/Bonus £25,000 -£30 000 OTE We are looking for a Junior Consultant to strengthen our team. We have an exciting opportunity for a bright candidate to join our tight knit team. Why PH Legal At PH...

You will enjoy benefits like a positive work culture, generous leave, and health benefits.

Overview Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers and paraplanners by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful candidate will play a key role in providing an excellent client experience and enabling the smooth...

A global professional services firm is seeking a Trainee Client Support Administrator to provide support for employee benefits management in Birmingham. This role offers a full-time position with opportunities for career advancement through comprehensive training and the completion of an apprenticeship. Candidates must have relevant GCSEs and excellent communication skills, and will work as part...

You will be provided with access to a 1hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.

You will ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.

You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training.

IFA AdministratorWarwick BasedHybrid Working (2 Days WFH)Up to £35,000 DOE23 Days Holiday + Bank Holidays (increasing with service)Pension, income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking...

An opportunity has arisen to join a leading UK wealth management and financial planning firm operating at the highest level of the market. This role sits within an established financial planning team supporting high-value, complex client relationships and experienced Financial Planners.The firm is recognised for its scale, reputation and long-term commitment to developing its people. This...

You will also be assigned an expert tutor and a support mentor who will work with you 1-2-1 or in group sessions to provide additional training and support. Once the HTML & CSS courses are complete, your trainer will move you forward to the next stage. Stage 2 – Additional Online Training (*up to 12 weeks)

A wealth management firm in North Birmingham seeks an experienced IFA Administrator to enhance client service and support advisers. In this role, you will manage client records, ensure precision in transactions, and streamline administrative processes. Candidates should have at least 2 years of experience in financial services, proficiency in MS Office, and ideally in Intelligent Office. The firm...

IFA Administrator North Birmingham £27,000 £32,000 + BenefitsAre you an experienced IFA Administrator looking to join a forward-thinking, client-focused wealth management firm in North Birmingham? This is an excellent opportunity to become part of a growing business where collaboration, precision, and progression are genuinely valued. You ll be joining a supportive, close-knit team working...