2 jobs found in Wolverhampton

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...