IFA Admin jobs

• Edinburgh
• £26000 - £32000 per annum + benefits package
• Posted 1 day ago

Our client, a highly respected national Wealth Management firm, is seeking an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team. The Role You will provide key administrative support to Financial Planners, act as a first point of contact for clients, and en...

• Moray
• £26000 - £32000 per annum
• Posted 2 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice. 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 valuations/illust...

• Aberdeen
• £26000 - £32000 per annum
• Posted 2 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice. 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 valuations/illust...

• Cheltenham
• £26000 - £32000 per annum + Bonus
• Posted 2 days 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...

• Worcester
• £32000 - £37000 per annum
• Posted 8 days ago

We have a fantastic opportunity for an experienced Senior Wealth Planning Assistant to join a busy and supportive wealth planning team in Worcester. This is a senior support role providing high-quality administrative and client support to Wealth Planners, helping ensure smooth delivery of advice ...

• 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, ...

• Edinburgh
• £30000 - £35000 per annum
• Posted 20 days ago

An exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh. The Role: We are seeking an experienced IFA Administrator / Paraplanner to support the practice's Financial Planners. You will: Conduct research ...

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

• Stirling
• £28000 - £35000 per annum
• Posted 21 days ago

Idex Consulting is working with a leading IFA practice in Stirling to recruit an experienced Financial Administrator. Responsibilities: Provide administrative support across all areas of financial planning Use Intelligent Office (IO) and various provider platforms Obtain quotes, illustrations, pr...

• Edinburgh
• £25000 - £33000 per annum
• Posted 29 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 about 1 month 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...

• 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...

• Aberdeen
• £25000 - £32000 per annum
• Posted about 2 months 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 about 2 months 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 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...

• Elgin
• £22000 - £30000 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...

• Chorley
• £26000 - £29000 per annum
• Posted 2 months 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 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...

• Warwick
• £32000 - £35000 per annum
• Posted 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 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...