IFA Admin jobs

• Manchester
• £30000 - £33000 per annum
• Posted about 20 hours 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...

• Glasgow
• £35000 - £45000 per annum
• Posted about 22 hours ago

Do you have your diploma in financial services (level 4) and want to become a Financial Adviser? I have a position available for an enthusiastic qualified individual who will be put through an extensive training programme to become a Financial Adviser with a well known national firm. You will wor...

• Bristol
• £35000 - £40000 per annum
• Posted 2 days ago

We're partnered with a South West financial advising business looking for a Trainee Financial Advisor to join their thriving team in Bristol. This is a fantastic opportunity for an Advisor to join a solid desk-based team and gain valuable exposure to highly affluent and high-net-worth clients. Yo...

• Cardiff
• £30000 - £36000 per annum
• Posted 8 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...

• Edinburgh
• £25000 - £33000 per annum
• Posted 8 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...

• Redditch
• £27000 - £30000 per annum
• Posted 12 days ago

We are recruiting on behalf of a well-established, independent financial planning firm located on the outskirts of Redditch. The firm has built a reputation for delivering clear, independent financial advice and tailored solutions for its clients. This is an exciting opportunity for a proactive a...

• Leeds
• £30000 - £32000 per annum
• Posted 15 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...

• Edinburgh
• £30000 - £34000 per annum + benefits package
• Posted 16 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...

• Edinburgh
• £30000 - £37500 per annum
• Posted 21 days ago

An opportunity has arisen with a wealth management firm in Edinburgh looking to hire a Wealth Planning Assistant into their team. You will be part of a team providing support to Financial Planners. Responsibilities: Using Xplan system and a variety of platforms Obtain quotes, illustrations, produ...

• Aberdeen
• £25000 - £32000 per annum
• Posted 27 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice. 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: Using IO system and a variety of p...

• Edinburgh
• £28000 - £33000 per annum
• Posted 29 days ago

Fantastic opportunity for an experienced Client Services Associates to join a trusted and expanding firm in Edinburgh. To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business The Role Process new busine...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted 29 days 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...

• Elgin
• £22000 - £30000 per annum
• Posted 30 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...

• Bromsgrove
• £28000 - £30000 per annum
• Posted 30 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...

• Chorley
• £26000 - £29000 per annum
• Posted about 1 month ago

My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Key Tasks: Daily contact for advisors, updating and liaising to conclude work related tasks Prepare client packs, brochures, applications...

• St. Helens
• £30000 - £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 in St Helens due to an internal progression of an existing team member. The client administration team is responsibl...

• Birmingham
• £28000 - £35000 per annum
• Posted about 2 months 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 ...

• Warwick
• £32000 - £35000 per annum
• Posted about 2 months 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 Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-qual...

• Northallerton
• £30000 - £32000 per annum
• Posted about 2 months ago

IDEX Consulting are working with an acquisitional 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. Duti...

• 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...