IFA Admin jobs

• Edinburgh
• £25000 - £30000 per annum
• Posted about 7 hours ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Client reviews Preparing valu...

• Wakefield
• £28000 - £34000 per annum
• Posted 1 day 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 1 day 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...

• Cheltenham
• £26000 - £32000 per annum + Bonus
• Posted 1 day ago

I'm currently looking for a Client Administrator to join a leading financial advisory group based in Cheltenham. Due to the company's ongoing success, they are seeking talented individuals with 12 months+ experience in client administration within the financial planning industry. Responsibilities...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted 1 day ago

A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clients Producing Suitability Reports for Investment Bonds,...

• Edinburgh
• £32000 - £38000 per annum
• Posted 8 days ago

Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team. The successful candidate will seek to gain an understanding of the business model, ...

• London
• £40000 - £50000 per annum
• Posted 9 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 9 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 13 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 14 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...

• Glasgow
• £27000 - £28000 per annum + Excellent benefits package
• Posted 15 days ago

Idex Consulting have new opportunities for IFA Administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme. You will ...

• Newcastle upon Tyne
• £28000 - £32000 per annum
• Posted 15 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...

• Manchester
• £30000 - £33000 per annum
• Posted 21 days ago

My client is currently looking for an experienced IFA Administrator to join their team in Manchester. The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regula...

• Edinburgh
• £25000 - £33000 per annum
• Posted 27 days ago

Idex Consulting are working with an IFA Practice to recruit an IFA Support in Edinburgh. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes and writing suitability letters etc. Ideally you will have had exposure to the I.O. system and have e...

• Liverpool
• £25000 - £30000 per annum
• Posted about 1 month ago

My client is based in Liverpool city centre and they are currently looking for and experienced IFA Administrator to join their team. Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their persona...

• Edinburgh
• £30000 - £34000 per annum + benefits package
• Posted about 1 month ago

About the role: To work alongside and support the Financial Adviser taking responsibility for research, preparation and implementation of advice and recommendations, including cash-flow and retirement forecasts and ongoing review of client affairs. To keep up to date with technical and regulatory...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted about 2 months ago

Idex Consulting have a new opportunity for an IFA administrator to join a large, modern IFA Practice in Glasgow City Centre. You will be part of a brilliant team providing supporting a team of financial advisers, which includes the company directors o Prepare suitability reports o Using IO system...

• Edinburgh
• £30000 - £34000 per annum
• Posted 2 months ago

Idex Consulting is working with a leading National IFA firm in Edinburgh who are looking to recruit an Senior IFA Administrator. Responsibilities will include: Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by: Providing all necessary pap...

• Belfast
• £26000 - £30000 per annum
• Posted 2 months ago

Idex consulting is recruiting for an IFA Administrator based in Belfast to provide support to the office and a team of advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effective ...

• Glasgow
• £32000 - £40000 per annum + Excellent benefits package and hybrid
• Posted 2 months ago

Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre. You will be part of a team providing supporting a team of financial advisers, which includes the company directors Prepare suitability reports Obtain quotes, illustrati...