IFA Admin jobs

• Knutsford
• £27000.00 - £32000.00 per annum
• Posted 2 days ago

My client is currently looking for an IFA Administrator to join them in Knutsford. The Role: To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering...

• Lincolnshire
• £25000.00 - £28000.00 per annum
• Posted 2 days ago

Idex Consulting have a New Hybrid opportunity for an IFA administrator to join a IFA Practice in North Lincolnshire. 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. Some of the duties are: Prepa...

• Newcastle upon Tyne
• £28000.00 - £35000.00 per annum
• Posted 5 days ago

Our client is one of the UK's leading independent providers of discretionary wealth management. Specialising in helping clients protect and grown their portfolios that meet personal and professional ambitions and aspirations. They are seeking a Senior Administrator on a 12 month FTC who will play...

• Gloucester
• £28000.00 - £30000.00 per annum
• Posted 16 days ago

Full time and part time applicants will be considered! We are working with a wealth management business in Gloucester who are expanding their employee benefits admin department. They provide a range of financial planning services to individuals and families but also employee benefit services for ...

• Leeds
• £28000.00 - £30000.00 per annum
• Posted 16 days ago

My client is successful and highly respected Wealth Management Practice in Leeds. They are currently looking for an experienced Financial Planning Assistant to join their team. Role: Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and proced...

• Aberdeen
• £25000.00 - £30000.00 per annum
• Posted 16 days ago

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: Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems A...

• Perth
• £24000.00 - £28000.00 per annum
• Posted 18 days ago

We are looking for an experienced Administrator to join a growing business in Perth. 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 a hyb...

• Nottingham
• £30000.00 - £35000.00 per annum + benefits package
• Posted 18 days ago

My client is successful and highly respected national wealth management practice in Nottingham. They are currently looking for an experienced IFA Administrator to join their team. Role responsibilities: Maintain core systems ensuring that all tasks are carried out and completed in line with compa...

• Tamworth
• £22000.00 - £28000.00 per annum
• Posted 18 days ago

IFA Administrator required for a leading local financial advice firm Established company with welcoming friendly team My client is happy to consider full-time or part-time applicants About Our Client A West Midlands based independent financial advisory practice with an excellent local reputation ...

• Glasgow
• £26000.00 - £30000.00 per annum + flexible working from home
• Posted 18 days ago

An IFA Administrator is required by this top-quality firm of Independent Financial Advisors, within an Accountancy practice, that provides advice to professionals and other HNW individuals. Working as an IFA Administrator the firm will look to move you will be responsible for: new business includ...

• West Yorkshire
• £23000.00 - £26000.00 per annum
• Posted 24 days ago

Our client are growing to be the leading financial advice firm in the North of England. They are People - focused in everything they do with a family culture and will look after their team in the same way that they look after their clients, building and investing in personal relationships for the...

• London
• £32000.00 - £35000.00 per annum
• Posted 24 days ago

IFA based in central London with a solid 25+ year history demonstrating a breadth of capability from investment and retirement planning to pension advice and employee benefits. Particular specialism is in later life planning with an experienced team advising on funding long-term care, tax, trusts...

• Liverpool
• £26000.00 - £29000.00 per annum
• Posted 25 days ago

My client is a Chartered IFA firm in the heart of Liverpool City Centre and they are currently looking for an experienced Client Support. The Client Manager Support role is primarily an administrative role, supporting the Adviser and Paraplanner in dealing with clients and providers. Typical acti...

• London
• £32000.00 - £40000.00 per annum
• Posted 30 days ago

The role of the IFA Admin is a critical function within the business and forms one part of a tripartite relationship with the firms advisers and Paraplanners in supporting new and existing clients of the business. The role occupies a diverse role in supporting team members in the computation and ...

• London
• £27000.00 - £32000.00 per annum
• Posted 30 days ago

The role of the IFA Admin is a critical function within the business and forms one part of a tripartite relationship with the firms Advisers and Paraplanners in supporting new and existing clients of the business. The role occupies a diverse role in supporting team members in the computation and ...

• Barnstaple
• £23000.00 - £28000.00 per annum
• Posted about 1 month ago

We are looking for an experienced Administrator to join a growing business in Cornwall. 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 a ...

• Edinburgh
• £25000.00 - £30000.00 per annum
• Posted about 1 month ago

Idex Consulting have a new opportunity for an Financial Services Administrator to join a highly wealth management team in Edinburgh. Overall summary: Team member of the Client On-boarding & Data Maintenance team, part of the Client Operations functions and responsible for client on-boarding and c...

• London
• Up to £38000.00 per annum
• Posted about 1 month ago

Client on-boarding team for FTSE 250 leading UK merchant banking group with this role in London (Hybrid), part of the Client Operations functions and responsible for client on-boarding and client data maintenance requiring accurate and timely data input, managing work-flow and 3rd party provider ...

• Merseyside
• £25000.00 - £30000.00 per annum
• Posted about 1 month ago

My client is currently looking for a Senior IFA Administrator to join their team in Southport. The role is to support the advisor and planning teams with a robust control, support and execution of advice service. They are responsible for ensuring that recommended advice is consistently implemente...

• Bristol
• £24000.00 - £28000.00 per annum
• Posted about 1 month ago

We are working with a large wealth management company looking to take on a Financial Services Administrator to support one or more Financial Planners! This role is suitable for someone wanting to kick start their financial services career and wishes to move into paraplanning or financial planning...