IFA Admin jobs

• Edinburgh
• £18000.00 - £19000.00 per annum
• Posted about 17 hours ago

A new opportunity for an Trainee Client Support Assistant to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Dealing with mail, scanning all relevant documentation Typing up of the Client Factfinds Ensure client data is accurate and up to date Pr...

• Edinburgh
• £25000.00 - £30000.00 per annum
• Posted about 17 hours ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice. 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: Using back office system and a var...

• Leeds
• £30000.00 - £35000.00 per annum
• Posted 2 days ago

We are working with a Financial firm based in Leeds who are looking to recruit their next Financial Planning Administrator. Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. Key Duties and Responsibilities: Mainta...

• Harrogate
• £26000.00 - £31000.00 per annum
• Posted 8 days ago

We are working with a Financial firm based in Harrogate who are looking to recruit their next Financial Planning Administrator. Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. Key Duties and Responsibilities: Ma...

• Fife
• £20000.00 - £25000.00 per annum
• Posted 8 days ago

An exciting opportunity has arisen for an experienced Office Administrator to be based in Fife office for one of the top practices in Scotland. Front office based role, providing administrative support to a busy team together with reception duties including telephony and greeting clients. Knowled...

• Dunfermline
• £25000.00 - £28000.00 per annum
• Posted 9 days ago

Idex Consulting have a new opportunity for an IFA administrator to join a IFA Practice in Dunfermline. You will be part of a team providing support eight Financial Advisers, which includes the company Directors. Prepare suitability reports Using IO system and a variety of platforms Obtain quotes,...

• Leeds
• £30000.00 - £35000.00 per annum
• Posted 13 days ago

We are working with an award winning firm based in Leeds who are looking to recruit for a very specialised role which has yet to have a proper title. My clients are specialists in the market and are looking after a huge case book of ultra high network clients and with some great benefits on offer...

• Essex
• £25000.00 - £28000.00 per annum
• Posted 13 days ago

An opportunity has become available for a Financial Planning Administrator in Essex 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 with on...

• Leeds
• £26000.00 - £31000.00 per annum
• Posted 14 days ago

We are working with a Financial firm based in Leeds who are looking to recruit their next Financial Planning Administrator. Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. Key Duties and Responsibilities: Mainta...

• Glasgow
• £25000.00 - £30000.00 per annum + Excellent benefits package
• Posted 16 days ago

Idex Consulting have 4 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 wil...

• Edinburgh
• Up to £23000.00 per annum
• Posted 16 days ago

This role is permanent and based in the Private Client Team (PCT) in Edinburgh. The successful candidate will be working within the Client Servicing Team to support Advisers with new and existing Discretionary, Wealth Management and Family Office clients. Responsibilities: Processing letters of a...

• Manchester
• £28000.00 - £30000.00 per annum + benefits
• Posted 16 days ago

My client is currently looking for an experienced IFA Administrator to join their team in Manchester city centre. Responsibilities include: basic report writing, preparing client documentation, dealing with client enquiries, processing client applications and record keeping Ensure any business ob...

• Leeds
• £25000.00 - £30000.00 per annum + benefits package
• Posted 22 days ago

We are working with a growing wealth firm based in Leeds who are looking to recruit their next IFA Administrator. This role offers: Leading benefits package Holidays (40 days) Progression Flexible working Key duties and responsibilities: You will be part of a busy team providing support a number ...

• Chorley
• £24000.00 - £27000.00 per annum
• Posted 22 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...

• Coventry
• £27000.00 - £32000.00 per annum + benefits package
• Posted 26 days ago

Financial Planning Administrator Flexible hybrid working, competitive salary, bonus and full benefits including non-contributory pension and private medical. A chartered and professional Financial Planning firm have a client support and administration opportunity. Responsibilities include: Experi...

• Sheffield
• £26000.00 - £31000.00 per annum
• Posted 26 days ago

We are working with a financial firm based in Sheffield who are looking to recruit their next Financial Planning Administrator. Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. Key duties and responsibilities: Ma...

• West Midlands
• £25000.00 - £35000.00 per annum
• Posted 27 days ago

About Our Client A new generation customer-focused financial planning practice regarded as one of the best independent financial firms in the Midlands. About the Role This role will support a Financial Planning team with back office admin and client servicing for financial and lifestyle planning....

• Edinburgh
• £25000.00 - £28000.00 per annum
• Posted 28 days ago

An opportunity has arisen with a wealth management firm in Edinburgh looking to hire a Wealth Management Assistant into their team! You will be part of a team providing support to Financial Advisers. Responsibilities: Using Xplan system and a variety of platforms Obtain quotes, illustrations, pro...

• Bristol
• £25000.00 - £30000.00 per annum
• Posted 28 days ago

We are working with a growing financial planning firm on the outskirts of Bristol looking to bring on another Financial Services Administrator. Your role will be support the Partners/Advisers in the provision of high quality, accurate and timely administration service, in relation to all product ...

• Barnstaple
• £23000.00 - £28000.00 per annum
• Posted 29 days ago

We are looking for an experienced Administrator to join a growing business in Barnstaple. The ideal will ensure all administration for life, pensions and investments for submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. This is ...