IFA Admin jobs

• Birmingham
• £28000 - £35000 per annum
• Posted 1 day ago

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 ...

• Birmingham
• £35000 - £39000 per annum
• Posted 3 days ago

The Opportunity An established and highly respected wealth management firm is looking to recruit a Senior Wealth Planning Assistant to provide high-quality administrative and client support to Wealth Planners. This is a key role within the business, focused on delivering excellent client outcomes...

• Bromsgrove
• £28000 - £30000 per annum
• Posted 3 days ago

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-q...

• London
• £40000 - £60000 per annum + Benefits + Bonus
• Posted 9 days ago

Are you looking to join a practice who are looking to shape the future of Financial Planning? I'm partnered with a tier 1 wealth management firm who's aim is to provide truly exceptional, personalised financial planning to their core HNW and UHNW client base I want to speak to ambitious and techn...

• Manchester
• Negotiable
• Posted 11 days ago

My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...

• Birmingham
• Negotiable
• Posted 11 days ago

My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...

• Leeds
• Negotiable
• Posted 11 days ago

My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...

• London
• Negotiable
• Posted 11 days ago

My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...

• Bristol
• Negotiable
• Posted 11 days ago

My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...

• Nottingham
• Negotiable
• Posted 11 days ago

My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...

• Cardiff
• Negotiable
• Posted 11 days ago

My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...

• Edinburgh
• Negotiable
• Posted 11 days ago

My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...

• £28000 - £32000 per annum
• Posted 30 days ago

The Client Service Team is responsible for the day-to-day support and servicing of our clients. Main duties: The role will see you working closely with the Client Service Team Manager and established team to provide an integral function to the wider team. As a member of the Client Service Team, y...

• St. Helens
• £28000 - £32000 per annum
• Posted 30 days ago

The Client Service Team is responsible for the day-to-day support and servicing of our clients. Main duties: The role will see you working closely with the Client Service Team Manager and established team to provide an integral function to the wider team. As a member of the Client Service Team, y...

• Swanley
• £28000 - £32000 per annum
• Posted 30 days ago

The Client Service Team is responsible for the day-to-day support and servicing of our clients. Main duties: The role will see you working closely with the Client Service Team Manager and established team to provide an integral function to the wider team. As a member of the Client Service Team, y...

• Borehamwood
• £30000 - £35000 per annum
• Posted 30 days ago

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team. Duties incl...

• Wakefield
• £28000 - £34000 per annum
• Posted about 1 month ago

A well-established financial planning firm is seeking a proactive and organised Financial Planning Administrator to join its established team in Wakefield. This is an excellent opportunity to contribute to a high-performing team by supporting the delivery of exceptional client service and helping...

• Leicester
• £32000 - £35000 per annum + benefits package
• Posted about 1 month ago

Are you an experienced IFA Administrator or Client Relationship Manager (CRM) looking for a role where you can combine strong client-facing skills with financial services expertise? What's on Offer Competitive salary of upto £35k and benefits. Hybrid working flexibility and a supportive, collabor...

• Leeds
• £30000 - £32000 per annum
• Posted about 1 month ago

IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team. Recently moved in to brand new offices, just a short walk from the city center train station, the business continues to be an exciting place to work for...

• Newcastle upon Tyne
• £28000 - £32000 per annum
• Posted about 2 months ago

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team. Duties incl...