IFA Admin jobs

• Leeds
• £30000 - £32000 per annum
• Posted 3 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...

• Birmingham
• £35000 - £39000 per annum
• Posted 3 days ago

The Opportunity An established and highly respected wealth management firm is looking to recruit a Senior Wealth Planning Assistant to provide high-quality administrative and client support to Wealth Planners. This is a key role within the business, focused on delivering excellent client outcomes...

• Newcastle upon Tyne
• £28000 - £32000 per annum
• Posted 5 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...

• Cardiff
• £30000 - £36000 per annum
• Posted 20 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...

• Leicester
• £32000 - £35000 per annum + benefits package
• Posted about 2 months ago

Are you an experienced IFA Administrator or Client Relationship Manager (CRM) looking for a role where you can combine strong client-facing skills with financial services expertise? What's on Offer Competitive salary of upto £35k and benefits. Hybrid working flexibility and a supportive, collabor...

• Berkshire
• £25000 - £30000 per annum
• Posted about 2 months ago

One of the top Wealth Management organisations in the UK are looking to add to their successful support team in central London with an additional Business Support Administrator. This team provide an important function in supporting the Financial Planning division and some of the key responsibilit...

• 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...

• West Midlands
• £32000 - £35000 per annum
• Posted 2 months 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...

• Cardiff
• Negotiable
• Posted 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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...

• Bromsgrove
• £28000 - £30000 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 Bromsgrove. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-q...

• Warwick
• £32000 - £35000 per annum + benefits package
• 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...

• Sunderland
• £25000 - £32000 per annum
• Posted 3 months ago

A well-established financial planning firm is seeking a proactive and organised Financial Planning Administrator to join its established team in Sunderland. This is an excellent opportunity to contribute to a high-performing team by supporting the delivery of exceptional client service and helpin...