IFA Admin jobs

• West Yorkshire
• £28000 - £32000 per annum
• Posted about 5 hours ago

A long-established and award winning financial advisory business with offices in Huddersfield are seeking a Client Services Administrator to join their team. Free parking Supportive environment Study support available, should you wish to complete your level 4 diploma in Financial Advice Friendly ...

• Manchester
• £30000 - £33000 per annum
• Posted 1 day 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
• £28000 - £33000 per annum
• Posted 3 days ago

Fantastic opportunity for an experienced Financial Services professional to join a trusted and expanding firm in Edinburgh. You will support a team of advisers, handle client servicing tasks, and play a key role in delivering a high-quality client experience. The Role Process new business (GIA/IS...

• Edinburgh
• £25000 - £33000 per annum
• Posted 7 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...

• Worcester
• £27000 - £28000 per annum
• Posted 9 days ago

Are you looking to kick-start your career in the wealth sector with a dynamic and forward-thinking business? We're partnering with a respected investment and wealth management firm in Worcester, currently hiring a Client Relationship Administrator to join their expanding team. This role will supp...

• Cardiff
• £30000 - £36000 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...

• Liverpool
• £25000 - £30000 per annum
• Posted 14 days 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 15 days 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 1 month 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...

• 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...

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

One of the top Wealth Management organisations in the UK are looking to add to their successful support team in central London with an additional Business Support Administrator. This team provide an important function in supporting the Financial Planning division and some of the key responsibilit...

• Edinburgh
• £30000 - £34000 per annum
• Posted about 1 month 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 about 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 about 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...

• Knutsford
• £30000 - £33000 per annum
• Posted about 2 months ago

My client is currently looking for an experienced IFA Administrator to join their team in Knutsford. 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 regulato...

• Aberdeenshire
• £22000.00 - £30000.00 per annum
• Posted about 2 months ago

You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Responsibilities: Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems A...

• West Midlands
• £32000 - £35000 per annum
• Posted about 2 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...

• Glasgow
• £32000 - £38000 per annum + Bonus
• Posted about 2 months ago

Wealth Management Administrator Salary: £32,000 - £38,000 Location: Glasgow 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. This is...

• Blackpool
• £25000 - £27500 per annum
• Posted about 2 months ago

My client is currently looking for a Financial Services Administrator to join their team in Blackpool. This role sits within their transfers and settlements team. Duties: Review daily stock reconciliations for all custodians Chase all outstanding transfers on a weekly basis Complete Fund Applicat...

• Cardiff
• Negotiable
• Posted about 2 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...