IFA Admin jobs

• Glasgow
• £32000.00 - £38000.00 per annum + flexible working
• Posted about 13 hours ago

Senior IFA Admin City Centre Glasgow Hybrid working My client is seeking a detail-oriented and experienced Senior Admin to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients. They are a niche bu...

• Gloucester
• £30000 - £35000 per annum + Bonus
• Posted about 20 hours ago

I'm working with a successful boutique independent financial advice firm who are looking for a Client Administrator to join their dynamic client administration team. We're looking for candidates with proven IFA administration experience, ideally those already with several months experience, who a...

• Wirral
• £25000 - £28000 per annum + benefits package
• Posted about 20 hours ago

My client is currently looking for an IFA Administrator to join their team on the Wirral. The Administration Assistant will work collaboratively within the Advice Operations function in delivering effective outcomes for both internal and external stakeholders and clients. This role is integral to...

• Glasgow
• £26000 - £28000 per annum
• Posted 1 day ago

Kickstart your career in wealth management with this exciting opportunity! We are seeking a motivated and experienced Wealth Support Administrator to join our dynamic team. If you have a minimum of 6 months of experience in the field and a passion for providing exceptional client service, we want...

• Bromsgrove
• £40000 - £45000 per annum
• Posted 8 days ago

I'm working with a successful wealth management firm who are looking for a Desk-Based Financial Advisor to join their dynamic team in Bromsgrove. The business are in the midst of an exciting growth trajectory due to their continued success and unlike much of their competition, they have an impres...

• 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 ...

• Arundel
• £30000 - £32000 per annum + Bonus
• Posted 13 days ago

I'm currently looking for a Financial Planning Administrator to join a leading financial advisory group with offices based in Arundel. 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...

• 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...

• Worcester
• £27000 - £28000 per annum
• Posted 14 days ago

Are you looking to kick-start your career in the wealth sector with a dynamic and forward-thinking business? We're partnering with a respected investment and wealth management firm in Worcester, currently hiring a Client Relationship Administrator to join their expanding team. This role will supp...

• 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...

• Chorley
• £26000 - £29000 per annum
• Posted 21 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 21 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 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 ...

• Glasgow
• £32000.00 - £36000.00 per annum
• Posted about 1 month 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 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...