IFA Admin jobs

• Edinburgh
• £28000 - £34000 per annum
• Posted about 24 hours ago

We are looking for a Client Support for Wealth Planners for this FTSE 250 leading UK merchant banking group with a role in Edinburgh. The Role Accurate and timely processing of new business for new and existing clients. This includes but is not limited to validation of client instruction, new cli...

• Edinburgh
• £25000.00 - £32000.00 per annum
• Posted 3 days ago

Idex Consulting are recruiting for an experienced Client Services Administrator to join an IFA practice in Edinburgh. 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: Preparing valuations Processing ...

• Ipswich
• £25000 - £30000 per annum
• Posted 3 days ago

An opportunity has become available for a Financial Planning Administrator in Ipswich to join a growing financial planning firm. This organisation offers great support, training and hybrid working. Your role will include but will not be limited to: Handle all incoming calls/emails in a profession...

• Newcastle upon Tyne
• £26000 - £32000 per annum
• Posted 4 days ago

IDEX Consulting are working with a leading financial advisory group, demonstrating significant growth across the UK. Currently, they require an Client Services Administrator to join their team due to an internal progression of an existing team member who has recently joined the paraplanning team....

• Berkshire
• £30000 - £38000 per annum + benefits package
• Posted 9 days ago

An established financial planning organisation are looking to add an experienced Financial Planning Administrator to their successful support team in Berkshire. They offer hybrid working and a supportive and professional environment to develop your career in. The role will be to provide high leve...

• Leeds
• £40000 - £50000 per annum
• Posted 10 days ago

A prestigious Private Bank are recruiting an Assistant Relationship Manager to join their Leeds offices, providing hands-on support to the regional Wealth Managers. The ideal candidate will have relevant experience working closely with Wealth Managers or Private Client Investment Managers, with e...

• Cheltenham
• Negotiable
• Posted 10 days ago

I'm currently looking for IFA Administrators to join a leading financial advisory group! Due to the company's ongoing success, they are seeking talented individuals with 12 months+ experience in IFA administration. If you're ready to take the next step in your career, this is a fantastic opportun...

• Edinburgh
• £25000.00 - £32000.00 per annum
• Posted 10 days ago

Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team. This is an office-based role, and the successful candidate will seek to gain an und...

• Borehamwood
• Negotiable
• Posted 11 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 11 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...

• Warwick
• Negotiable
• Posted 11 days ago

I'm currently looking for an IFA Administrator to join a leading financial advisory group in Warwick. Responsibilities: Collaborate closely with Financial Advisors to provide proactive assistance Manage calendars and schedule client meetings Communicate with affluent and high-net-worth clients to...

• London
• Negotiable
• Posted 11 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...

• Bristol
• £30000 - £33000 per annum
• Posted 15 days ago

I'm currently looking for a IFA Administrator to join a leading financial advisory group! Due to the company's ongoing success, they are seeking talented individuals with experience in IFA administration. If you're ready to take the next step in your career, this is a fantastic opportunity to be ...

• Kidderminster
• £25000 - £29000 per annum
• Posted 15 days ago

My client is currently looking for an experienced IFA Administrator to join their team in Kidderminster. The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients. Key Duties: Processing new b...

• Edinburgh
• £25000 - £30000 per annum
• Posted 17 days ago

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

• Worcester
• £28000 - £31000 per annum
• Posted 23 days ago

My client is a national financial planning and wealth management business with offices in Worcester. They are currently looking for a Financial Planning Client Administrator to join their team. Duties will include: Responsible for the ongoing monitoring activities including periodic reviews and o...

• West Sussex
• Negotiable
• Posted 28 days ago

An opportunity has become available for a Financial Planning Administrator in West Sussex to join a growing financial planning firm. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner. Manage all customer queries efficiently ...

• Leeds
• £30000 - £34000 per annum
• Posted about 1 month ago

IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team. Working in modern office spaces that are a short walk from the city center train station, the business continues to be an exciting place to work for man...

• Reading
• Negotiable
• Posted about 1 month ago

I'm currently looking for an IFA Administrator to join a leading financial advisory group! Due to the company's ongoing success, they are seeking talented individuals with experience in IFA administration. If you're ready to take the next step in your career, this is a fantastic opportunity to be...

• Northallerton
• Negotiable
• Posted about 1 month ago

IDEX Consulting are working with a leading Financial Advisory business, 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 i...