IFA Admin jobs

• Glasgow
• £32000 - £40000 per annum + Excellent benefits package and hybrid
• Posted 1 day 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...

• Belfast
• £30000 - £33000 per annum
• Posted 1 day ago

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

• Liverpool
• £30000 - £33000 per annum
• Posted 2 days ago

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

• Knutsford
• £30000 - £33000 per annum
• Posted 2 days 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...

• Norwich
• £35000 - £40000 per annum
• Posted 7 days ago

A leading private bank are looking for an Investment Management Assistant to join their team in Norwich. This role is an excellent opportunity for somebody with strong experience within the financial services industry to receive excellent exposure and ownership of their day to day role. Working w...

• Edinburgh
• £35000 - £38000 per annum
• Posted 7 days ago

We are looking for a proactive and detail-oriented Business Assurance Support to join our team on a 12-month fixed-term contract. This role will support the Business Assurance Manager in identifying risks, supporting Advisers and ensuring compliance across the group. Key responsibilities Collate ...

• Aberdeenshire
• £22000.00 - £30000.00 per annum
• Posted 9 days 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 9 days 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 9 days 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 9 days 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 9 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 9 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 9 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 9 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 9 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 9 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 9 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...

• Manchester
• Negotiable
• Posted 9 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...

• West Sussex
• £25000 - £32000 per annum + benefits package
• Posted 13 days ago

An award winning, chartered financial planning organisation are looking to add an experienced Financial Planning Administrator to their successful support team in their established office in Gatwick. The role will be to provide high level support to 3 financial planners across the full advice ran...

• Manchester
• £29000 - £35000 per annum
• Posted 13 days ago

My client is currently looking for a Senior IFA Administrator to join their team in Manchester due to an internal promotion. Responsibilities: Acting as a trusted point of contact for clients, ensuring they receive exceptional service and support Processing new business Ensuring the appropriate s...