IFA Admin jobs

• £28000 - £32000 per annum
• Posted 10 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 10 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 10 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 10 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 11 days ago

A long-standing advisory business in Wakefield require a Financial Planning Administrator to join their busy offices. With Financial Advisors based across the UK, the central support team in Wakefield work closely together, with Paraplanning, Administration and Compliance ensuring smooth processe...

• Wakefield
• £28000 - £34000 per annum
• Posted 11 days 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...

• London
• £40000 - £50000 per annum
• Posted 19 days ago

An exciting opportunity has become for an EA/PA with a leading national financial planning firm looking to expand their support team in London. This role would suit someone who has direct financial planning administration experience or an understanding of how a financial planning firm operates. Y...

• Leicester
• £32000 - £35000 per annum + benefits package
• Posted 20 days 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 23 days 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...

• Birmingham
• £35000 - £39000 per annum
• Posted 24 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...

• Newcastle upon Tyne
• £28000 - £32000 per annum
• Posted 26 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...

• West Midlands
• £32000 - £35000 per annum
• Posted 3 months ago

We're supporting a long-established, Chartered firm of Independent Financial Advisers in Henley in their search for an experienced IFA Administrator to join their growing team. Known for delivering truly independent and client-focused advice, this highly regarded firm has been helping clients ach...

• Cardiff
• Negotiable
• Posted 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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...

• Manchester
• Negotiable
• Posted 3 months 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...