IFA Admin jobs

• Edinburgh
• Negotiable
• Posted about 14 hours 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...

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

• Aberdeen
• £25000 - £30000 per annum
• Posted 2 days ago

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Aberdeen. 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 an...

• London
• £35000 - £40000 per annum + benefits package
• Posted 9 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 ...

• Glasgow
• £32000.00 - £36000.00 per annum
• Posted 15 days ago

We are working with a brilliant large IFA practice in Glasgow who is going through an exciting expansion plan. We are looking for 2 Technical IFA administrators for the team. The Techncial Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues i...

• Perth
• £25000 - £32000 per annum
• Posted 17 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 17 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 17 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 17 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...

• Glasgow
• £25000.00 - £28000.00 per annum + Excellent benefits package
• Posted 20 days ago

Idex consulting is recruiting for an IFA administrator to provide support to the office and a team of advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effective and efficient at ...

• Kidderminster
• £25000 - £32000 per annum + benefits package
• Posted 21 days ago

An excellent opportunity has arisen for an experienced 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-quality, ef...

• Devon
• £30000 - £35000 per annum
• Posted 21 days ago

I'm currently looking for an Client Administrator to join a financial advisory firm based in Torquay! Due to the company's ongoing success, they are seeking a talented individual with experience in wealth management administration who live local to the Torquay area. Responsibilities: Manage calen...

• Bromsgrove
• £35000 - £38000 per annum + bonus + benefits
• Posted 29 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...

• Warwick
• £30000 - £32000 per annum + Benefits + Career Progression
• Posted 29 days ago

I'm currently looking for a Financial Planning Administrator to join a leading financial advisory group with offices based in Warwick. Due to the company's ongoing success, they are seeking talented individuals with experience in financial planning administration. If you're ready to take the next...

• Coventry
• £27000 - £32000 per annum + benefits package
• Posted 29 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 30 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 30 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...

• Glasgow
• £28000 - £33000 per annum
• Posted 30 days ago

Idex Consulting have new opportunities for IFA Administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme. You will ...

• Cheltenham
• £30000 - £32000 per annum + Bonus
• Posted 30 days ago

I'm currently looking for Client Administrators to join a leading financial advisory group with offices based in Cheltenham and Cardiff! Due to the company's ongoing success, they are seeking talented individuals with experience in Client administration. If you're ready to take the next step in y...

• Cardiff
• £30000 - £32000 per annum + Bonus
• Posted 30 days ago

I'm currently looking for Client Administrators to join a leading financial advisory group with offices based in Cheltenham and Cardiff! Due to the company's ongoing success, they are seeking talented individuals with experience in Client administration. If you're ready to take the next step in y...