IFA Admin jobs

• Edinburgh
• Negotiable
• Posted 7 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 8 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 16 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...

• Lossiemouth
• £25000 - £32000 per annum
• Posted 16 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...

• Borehamwood
• Negotiable
• Posted 16 days 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 16 days 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 28 days 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 28 days 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...

• Borehamwood
• £28000 - £32000 per annum + Bonus
• Posted 29 days ago

I'm currently looking for a Financial Planning Administrator to join a leading financial advisory group with offices based in Borehamwood or Reading! Due to the company's ongoing success, they are seeking talented individuals with experience in financial planning administration. If you're ready t...

• Reading
• £28000 - £32000 per annum + Bonus
• Posted 29 days ago

I'm currently looking for a Financial Planning Administrator to join a leading financial advisory group with offices based in Borehamwood or Reading! Due to the company's ongoing success, they are seeking talented individuals with experience in financial planning administration. If you're ready t...

• Aberdeenshire
• £22000.00 - £30000.00 per annum
• Posted about 1 month 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...