Trainee IFA Administrator jobs in Sandwell

IFA Administrator Warwick Based Hybrid Working (2 Days WFH) Up to £35,000 DOE 23 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...

You will provide essential administrative support to the Financial Advisers and the Operations Manager, ensuring clients receive a smooth, efficient and compliant service. Key Responsibilities Preparing valuations and documentation for annual client reviews Updating and maintaining client records on Intelligent Office

You will provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards. This is a hybrid working role with a requirement to be in the office 3 days per week (initially 5 days during probation).

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...

A financial advisory firm located in Sutton Coldfield is seeking an Administrator to provide vital support to Advisers and the Operations Manager. The role involves preparing client valuations, updating the back office system, and drafting letters. Candidates must have at least two years' experience in the IFA Market and demonstrate strong interpersonal and organizational skills. This position...

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.

Trainee Opportunity – German Speaking Administrator Start Your Career with a Growing International Business Location: Office-Based Stourbridge – Ideal for those based in or near Wordsley, Kingswinford, Brierley Hill, Dudley, Halesowen, Quinton, Wombourne, Kinver, Kidderminster, Wolverhampton, Birmingham or Bromsgrove Salary: Up to £27,000 (depending on experience) Benefits: Generous Holidays |...

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...

Trainee Opportunity - German Speaking Administrator Start Your Career with a Growing International Business Location: Office-Based Stourbridge - Ideal for those based in or near Wordsley, Kingswinford, Brierley Hill, Dudley, Halesowen, Quinton, Wombourne, Kinver, Kidderminster, Wolverhampton, Birmingham or Bromsgrove Salary: Up to £27,000 (depending on experience) Benefits: Generous Holidays |...

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.

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.

Take your first steps towards a new and exciting career in Human Resources. e-Careers is a dynamic and forward-thinking training company that is dedicated to changing lives through innovative training solutions. The market is facing a severe skills shortage for newly trained HR Executives and Administrators. e-Careers will provide you with the training and help you get CIPD certified before...

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.

Trainee Opportunity – German Speaking Administrator Start Your Career with a Growing International Business Location: Office-Based Stourbridge – Ideal for those based in or near Wordsley, Kingswinford, Brierley Hill, Dudley, Halesowen, Quinton, Wombourne, Kinver, Kidderminster, Wolverhampton, Birmingham or Bromsgrove Salary: Up to £27,000 (depending on experience) Benefits: Generous Holidays |...

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.

A leading wealth management company in Birmingham is seeking an IFA Administrator. This role involves providing administrative support to Financial Planners, maintaining client relationships, and ensuring compliance with regulatory standards. Candidates should have 2-5 years' experience supporting Financial Planners and a strong ethic of client service. The position offers competitive salary,...

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.

IFA Administrator – North Birmingham | £27,000 – £32,000 + Benefits Are 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...

A financial planning firm in Birmingham is seeking an experienced IFA Administrator to join its team. In this role, you will provide administrative support to Financial Advisers and ensure clients receive efficient service. Key responsibilities include preparing client documentation and maintaining records. The ideal candidate will have over 2 years of experience in a financial planning...

Trainee Opportunity – German Speaking Administrator Start Your Career with a Growing International Business Location: Office-Based Stourbridge – Ideal for those based in or near Wordsley, Kingswinford, Brierley Hill, Dudley, Halesowen, Quinton, Wombourne, Kinver, Kidderminster, Wolverhampton, Birmingham or Bromsgrove Salary: Up to £27,000 (depending on experience) Benefits: Generous Holidays |...