IFA Admin jobs

• St. Helens
• £30000 - £32000 per annum
• Posted about 14 hours 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 in St Helens due to an internal progression of an existing team member. The client administration team is responsibl...

• Birmingham
• £28000 - £35000 per annum
• Posted about 20 hours ago

An opportunity has arisen to join a leading UK wealth management and financial planning firm operating at the highest level of the market. This role sits within an established financial planning team supporting high-value, complex client relationships and experienced Financial Planners. The firm ...

• Warwick
• £32000 - £35000 per annum
• Posted 1 day 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...

• Northallerton
• £30000 - £32000 per annum
• Posted 1 day ago

IDEX Consulting are working with an acquisitional 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. Duti...

• Birmingham
• £35000 - £39000 per annum
• Posted 2 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...

• Bromsgrove
• £28000 - £30000 per annum
• Posted 2 days 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...

• Knutsford
• £30000 - £33000 per annum
• Posted 3 days ago

My client is currently looking for an experienced IFA Administrator to join their team in Knutsford. The role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulato...

• Glasgow
• £32000 - £40000 per annum + Excellent benefits package and hybrid
• Posted 3 days ago

Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre. You will be part of a team providing supporting a team of financial advisers, which includes the company directors Prepare suitability reports Obtain quotes, illustrati...

• Glasgow
• £32000 - £39000 per annum
• Posted 7 days ago

A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clients Producing Suitability Reports for Investment Bonds,...

• Edinburgh
• £25000 - £32000 per annum
• Posted 8 days ago

Idex Consulting is working with a leading national IFA firm in Edinburgh who are looking to recruit an IFA Administrator. Key Responsibilities Prepare paperwork for planning meetings (agendas, valuations, performance reports, trust forms, etc.) Liaise with providers to obtain client product detai...

• London
• £40000 - £60000 per annum + Benefits + Bonus
• Posted 9 days ago

Are you looking to join a practice who are looking to shape the future of Financial Planning? I'm partnered with a tier 1 wealth management firm who's aim is to provide truly exceptional, personalised financial planning to their core HNW and UHNW client base I want to speak to ambitious and techn...

• Clevedon
• £30000 - £35000 per annum
• Posted 9 days ago

I'm currently looking for a Client Administrator to join a independent financial advisory firm based in Clevedon! The firm are seeking two talented individuals with experience in IFA administration who live local to the area. Responsibilities: Manage calendars and schedule client meetings Collabo...

• Blackpool
• £25000 - £27500 per annum
• Posted 10 days ago

My client is currently looking for a Financial Services Administrator to join their team in Blackpool. This role sits within their transfers and settlements team. Duties: Review daily stock reconciliations for all custodians Chase all outstanding transfers on a weekly basis Complete Fund Applicat...

• Manchester
• £29000 - £35000 per annum
• Posted 10 days ago

My client is currently looking for a Senior IFA Administrator to join their team in Manchester due to an internal promotion. Responsibilities: Acting as a trusted point of contact for clients, ensuring they receive exceptional service and support Processing new business Ensuring the appropriate s...

• Newcastle-under-Lyme
• £28000 - £30000 per annum
• Posted 10 days ago

My client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under Lyme 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...

• Manchester
• Negotiable
• Posted 10 days 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 10 days 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 10 days 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 10 days 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 10 days 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...