40 jobs found in Birmingham

Location: Luton Salary: £45,000-£55,000 + bonus Hybrid / Full-Time The Role: My client is seeking to recruit a Head of IFA Administration to lead and develop a team of Client Relationship Managers, ensuring the delivery of an exceptional financial planning service. Reporting to the Head of Advice, Delivery and Development, the successful candidate will oversee workflow, processes, quality, compliance, and support client interactions, including preparing for meetings and ensuring all actions arising are completed efficiently. Key Responsibilities Lead, mentor, and manage a high-performing team of CRMs Oversee onboarding, training, and development of the team Ensure adherence to internal processes, quality standards, and compliance Identify and implement process improvements to enhance efficiency and client service Support client meetings, build strong relationships, and action follow-ups Manage new business applications, contract administration, and client records...

Location: Bridgwater Site/Satellite office based x2 days per week AND Remote working x 3 days per week Duration: Approved until 31dec26 (to role will cover for Maternity Leave) Status: Contract - INSIDE IR35 Morson Edge are working with a major player in the Energy Sector who have a current requirement for an experienced admin-biased Business Services Lead to join their established Project team in Bridgwater. This is a great contract opportunity for an experienced supervisor to jump in and lead a team of administrators as they continue delivering training services for a nationally significant infrastructure Project actively under construction. Please note: This contract position will be cover for Maternity Leave and is currently approved until end 2026. Overview The Business Services Lead contributes directly to our client's long-term sustainability goals by delivering critical workforce enablement services, ensuring compliance, and driving efficiency...

This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their team in their office near Ashbourne (hybrid). In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical support both internally and externally with clients, compliance monitoring; assisting in the production of suitability reports; and project work when required. This firm offers an inhouse training academy, and excellent long-term opportunities to progress your career within the firm. You must have experience working in a financial planning administrator role and ideally have experience of IO / platforms and an understanding of model portfolios and DFM's alongside excellent communication and team working skills. Basic salary to £35,000 benefits

Adviser Support Annual Salary: Up to £32,000 - depends on experience/qualifications Location: Fully Remote (with occasional office visits for training) Job Type: Permanent Working Hours: Full-time, Monday - Friday Join our Adviser Support & Paraplanning team and play a crucial role in delivering outstanding customer service to a large client bank nationwide. This fully remote role is ideal for someone with strong IGA support experience and a technical interest, looking to contribute to our mission of providing exceptional client experiences through meticulous and timely work. Day-to-day of the role: Advisor Support: Provide day-to-day assistance to advisors, including preparing documentation and handling administrative requests. Client Communication: Answer incoming calls from clients, respond to queries promptly, and correspond via email or letter as required. Workflow Management: Monitor and manage workflows to ensure timely completion of tasks. Report...

We are working with an established and highly regarded Financial Services organisation to recruit an additional Employee Benefits Administrator. Our client is a leading name in the industry, providing holistic services across Employee Benefits, Financial Planning and Mortgages. They are a growing business with multiple offices across the UK; their main presence is in the South West of England. The business has seen impressive growth over the past five years and they are poised for continued expansion over the next few years. Our client is looking to recruit a motivated and professional Employee Benefits Administrator to join their corporate team. This position will be a vital part of the organisation providing support to a team of successful Employee Benefits Consultants and their growing book of clients. Responsibilities: Acting as the first point of contact for clients, product providers, and consultants. Managing client data, processing new business, and ensuring...

Adviser Support Annual Salary: Up to £32,000 - depends on experience/qualifications Location: Fully Remote (with occasional office visits for training) Job Type: Permanent Working Hours: Full-time, Monday - Friday Join our Adviser Support & Paraplanning team and play a crucial role in delivering outstanding customer service to a large client bank nationwide. This fully remote role is ideal for someone with strong IGA support experience and a technical interest, looking to contribute to our mission of providing exceptional client experiences through meticulous and timely work. Day-to-day of the role: Advisor Support: Provide day-to-day assistance to advisors, including preparing documentation and handling administrative requests. Client Communication: Answer incoming calls from clients, respond to queries promptly, and correspond via email or letter as required. Workflow Management: Monitor and manage workflows to ensure timely completion of tasks. Report...

IFA Support Administrator - Devizes (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms...

Our client is looking for an experienced financial planning administrator in Marlow to provide administrative and client servicing support to the team, which consists of both Financial Advisers and Paraplanners. Some of the day to day responsibilities will include: Liaising with clients, product providers and other 3rd parties Preparing documentation, including valuations, for client meetings Obtaining illustrations/quotations, product literature and fund/transfer values from product providers and other 3rd parties Sending information requests to providers, and managing these through to receipt of information You must have experience providing financial planning administration support to independent financial advisers and ideally hold or be working towards CII qualifications. Basic salary to £42,000 benefits + generous bonus scheme.

Mortgage Administrator- REMOTE We are looking to hire an experienced Mortgage Administrator to join the team as soon as possible. This is an employed position, working 35 hours per week (9am-5pm) Remote. The successful candidate must have at least 1 year's experience in whole-of-market mortgage administration and be confident managing cases from application through to completion. Strong organisational skills and the ability to handle multiple cases efficiently are essential. Experience in protection administration, compliance checks, would be advantageous but is not essential. Quarterly travel for team meetings/training and development Basic neg- £26,000 to £28,000 Plus bonus and employee benefits. If you have any questions, please feel free to get in touc

Adviser Support Annual Salary: Up to £32,000 - depends on experience/qualifications Location: Fully Remote (with occasional office visits for training) Job Type: Permanent Working Hours: Full-time, Monday - Friday Join our Adviser Support & Paraplanning team and play a crucial role in delivering outstanding customer service to a large client bank nationwide. This fully remote role is ideal for someone with strong IGA support experience and a technical interest, looking to contribute to our mission of providing exceptional client experiences through meticulous and timely work. Day-to-day of the role: Advisor Support: Provide day-to-day assistance to advisors, including preparing documentation and handling administrative requests. Client Communication: Answer incoming calls from clients, respond to queries promptly, and correspond via email or letter as required. Workflow Management: Monitor and manage workflows to ensure timely completion of tasks. Report...

We are working with an established and highly regarded Financial Services organisation to recruit an additional Employee Benefits Administrator. Our client is a leading name in the industry, providing holistic services across Employee Benefits, Financial Planning and Mortgages. They are a growing business with multiple offices across the UK; their main presence is in the South West of England. The business has seen impressive growth over the past five years and they are poised for continued expansion over the next few years. Our client is looking to recruit a motivated and professional Employee Benefits Administrator to join their corporate team. This position will be a vital part of the organisation providing support to a team of successful Employee Benefits Consultants and their growing book of clients. Responsibilities: Acting as the first point of contact for clients, product providers, and consultants. Managing client data, processing new business, and ensuring...

We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they have been celebrated for both the quality of their financial advice and their commitment to staff. They are looking to recruit a Financial Services Administrator to join their growing team. This is an exciting opportunity to work in a supportive and professional environment, providing administrative support to a highly successful team of Financial Planners and their clients. The role: Provide vital administrative support across financial planning operations. Ensure the smooth delivery of services to clients. Work collaboratively with a team of experienced professionals, demonstrating strong organisational skills and attention to detail. Who we are looking for: Previous experience within a financial services company is essential. Ideally, experience in financial...

We are looking to recruit a project coordinator to play a key role in organising and coordinating a mobile workforce. This will be a client facing role and therefore requires excellent communication skills. You should be a person with good attention to detail who is passionate about providing excellent customer service. In this role you will have the opportunity to make a difference. If you can see a smarter and more effective way for services to be delivered you will be encouraged to suggest improvements, that might be a process improvement, a better software tool or improved documentation. Your opinion will be valued. You will work as part of a small close knit team who are very supportive of each other. This is an opportunity to join an organisation where you will have the opportunity to make a real difference. They have an excellent reputation for investing in the development of their people. The opportunities for career progression are excellent. Eligo Recruitment is...

New and exciting pensions vacancies, working on a hybrid basis where you will share your time between the Leeds office and home. Pensions Calculations Analyst - 35-40k You'll support the Pension Administration Department, draft and update calculation specifications for IT development, and contribute to projects Providing pensions calculation support to Pensions Administration and IT teams. Staying current with legislative changes affecting calculations. Drafting and updating specifications for pension schemes. Supporting testing of automation changes. Delivering technical training and top-tier customer service. Managing tasks and collaborate with stakeholders to meet targets. Helping to plan and deliver projects. Skills and Experience:- Experienced in pensions administration with proven pensions technical knowledge. Confident using excel and analysing/handling large data sets. Enjoy working with, developing and testing technical pensions systems. Knowledgeable...

We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they have been celebrated for both the quality of their financial advice and their commitment to staff. They are looking to recruit a Financial Services Administrator to join their growing team. This is an exciting opportunity to work in a supportive and professional environment, providing administrative support to a highly successful team of Financial Planners and their clients. The role: Provide vital administrative support across financial planning operations. Ensure the smooth delivery of services to clients. Work collaboratively with a team of experienced professionals, demonstrating strong organisational skills and attention to detail. Who we are looking for: Previous experience within a financial services company is essential. Ideally, experience in financial...

We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they have been celebrated for both the quality of their financial advice and their commitment to staff. They are looking to recruit a Financial Planning Administrator to join their growing team. This is an exciting opportunity to work in a supportive and professional environment, providing administrative support to a highly successful team of Financial Planners and their clients. The role: Provide vital administrative support across financial planning operations. Ensure the smooth delivery of services to clients. Work collaboratively with a team of experienced professionals, demonstrating strong organisational skills and attention to detail. Who we are looking for: Previous experience within a financial services company is essential. Ideally, experience in financial...

Ready to step into a role where your expertise genuinely matters? Join a high-performing wealth management team as a Senior IFA Administrator and become the engine behind exceptional client service. We're looking for someone who thrives in a fast-paced environment, loves taking ownership, and brings confidence, accuracy and initiative to every task. If you're an experienced IFA administrator who enjoys being the go-to person for advisers and clients alike, this is your next move. What you'll be doing Providing first-class support to Private Client Advisers Preparing client meeting packs, valuations and documentation Managing workflows, tasks and client data across iO and other systems Handling new business processing, trades, rebalancing and cash management Acting as a trusted point of contact for clients and providers Ensuring files remain compliant and up to FCA standards What you'll bring 3-5+ years' experience in an IFA/wealth management admin role Strong...

Operations/Project Assistant (Hybrid) 30,000 - 35,000 - Mon-Fri + Hybrid + Bonus + Flexi hours + Training & Development + Excellent Company Benefits City of London Do you have a background providing Assistance to Operational/Project teams or similar looking to step up into an Operations Coordination position within a fast-paced, close-knit team, offering flexible hybrid working and excellent company benefits? On offer is the chance to join a growing, global company who provide executive coaching for a variety of businesses, with projects and duties ranging in size. They are committed to assist their clients with diverse coaching whilst providing a great working environment and continuous learning and development. This role involves client liaison and account management alongside the lead coach, building strong relationships with clients and team members. Responsibilities include scheduling programmes and coordinating diaries and travel, managing coaching programmes by...

Pensions Administrator - DB/DC - Hybrid or Remote London / Hampshire / Surry / Berkshire / Hybrid or Fully Remote £30,000 - £35,000 + package A Pensions Consultancy firm who have ambitious growth plans for 2026 are looking to recruit experienced DB / DC Pension Administrators. Joining a friendly team environment, you will have an opportunity to develop your knowledge and skills, providing you with the expertise for the next stage of your career should you wish to advance. The company have worked hard to ensure they provide the right structure, flexible working and culture for employees to thrive and find a good work / life balance. The role will require you to be technically minded and have a good understanding of DB pensions. You will need to display knowledge of manual calculations, pensions legislation and be happy working across DB administration, case work and projects. The position offers an opportunity to work on a variety of schemes and be involved in pension...

Senior Pensions Administrator - DB/DC - Hybrid or Remote London / Hampshire / Surry / Berkshire / Hybrid or Fully Remote £35,000 - £43,000 + package A Pensions Consultancy firm who have ambitious growth plans for 2026 are looking to recruit experienced Senior DB / DC Pension Administrators. Joining a friendly team environment, you will have an opportunity to develop your knowledge and skills, providing you with the expertise for the next stage of your career should you wish to advance. The company have worked hard to ensure they provide the right structure, flexible working and culture for employees to thrive and find a good work / life balance. The role will require you to be technically minded and have a good understanding of DB pensions. You will need to display knowledge of manual calculations, pensions legislation and be happy working across DB administration, case work and projects. You will also need to have experience of checking calculations and work performed by...