IFA Admin jobs

• Leeds
• £30000 - £33000 per annum
• Posted 12 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 ...

• Leeds
• £27000 - £30000 per annum
• Posted 14 days ago

IDEX Consulting are working with a Financial Advisory business with a strong regional reputation who are recruiting for a Financial Planning Administrator to join their team. Duties include; Supporting Directors, Advisers, and Paraplanners in service delivery Dealing with client queries and provi...

• Hove
• £25000 - £33000 per annum + benefits package
• Posted 19 days ago

IDEX are recruiting on behalf of a business demonstrating strong growth across the UK who now require a Financial Services Administrator to join their office in the Brighton and Hove area. The role will suit a positive individual who has experience within an Administrative capacity within the Fin...

• Brighton
• £25000 - £33000 per annum + benefits package
• Posted 19 days ago

IDEX are recruiting on behalf of a business demonstrating strong growth across the UK who now require a Financial Services Administrator to join their office in the Brighton and Hove area. The role will suit a positive individual who has experience within an Administrative capacity within the Fin...

• Edinburgh
• Negotiable
• Posted 20 days ago

Purpose Working within the Client Servicing Team based in Edinburgh supporting paraplanners and advisers within the group to support them with the day-to-day activities with new and existing clients. Responsibilities Processing letters of authority and obtaining the relevant information from exte...

• London
• £35000 - £40000 per annum + benefits package
• Posted 28 days ago

An exciting opportunity has become for an executive assistant, 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 ...

• Perth
• £25000 - £32000 per annum
• Posted about 1 month 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...

• Lossiemouth
• £25000 - £32000 per annum
• Posted about 1 month 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...

• Borehamwood
• Negotiable
• Posted about 1 month ago

My client is a national financial planning business and they are currently looking for an Administrator with novation experience. This is a homebased role and has a salary between £27k and £30k. Key responsibilities: Ownership of individual agency and novations projects including novation/transfe...

• Swanley
• Negotiable
• Posted about 1 month ago

My client is a national financial planning business and they are currently looking for an Administrator with novation experience. This is a homebased role and has a salary between £27k and £30k. Key responsibilities: Ownership of individual agency and novations projects including novation/transfe...

• Bromsgrove
• £35000 - £38000 per annum + bonus + benefits
• Posted about 2 months ago

Are you an experienced financial planning administrator looking to take the next step in your career? We're looking to speak with Financial Planning Administrators to join a growing team which will see you working closely with Independent Financial Advisers and their clients by delivering high le...

• Coventry
• £27000 - £32000 per annum + benefits package
• Posted about 2 months ago

Are you an experienced financial administrator looking for a new challenge in a collaborative and forward-thinking environment? We're looking for Wealth Administrators to join a growing team in Meriden, supporting financial advisers with essential administrative tasks. With a competitive salary o...

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