IFA Admin jobs

• Leeds
• £25000.00 - £30000.00 per annum
• Posted about 12 hours ago

Are you ready to take your financial administrative career to new heights? Look no further, join my clients dynamic team, where innovation meets expertise, and embark on a journey of professional growth and success. My client are looking for a Financial Planning Assistant to provide first line ad...

• Hove
• £20000.00 - £28000.00 per annum
• Posted 1 day ago

I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Bri...

• Brighton
• £20000.00 - £28000.00 per annum
• Posted 1 day ago

I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Bri...

• Colchester
• £25000.00 - £30000.00 per annum
• Posted 2 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...

• Ipswich
• £25000.00 - £30000.00 per annum
• Posted 2 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...

• Birmingham
• £27000.00 - £32000.00 per annum
• Posted 3 days ago

About our client An expanding financial services group has an opportunity for an IFA Administrator to join their team in Birmingham. Be part of an exciting journey as the Midlands team of this impressive national firm continues going from strength to strength. About the role This role will suppor...

• Glasgow
• £25000.00 - £30000.00 per annum + Excellent benefits package
• Posted 3 days ago

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. They are looking for an individual who is keen to train to become a paraplanner. They have a lovely new of...

• Glasgow
• £23000 - £30000 per annum + Excellent benefits package
• Posted 3 days ago

The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone t...

• Birmingham
• £30000.00 - £35000.00 per annum + bonus
• Posted 11 days ago

A fantastic opportunity has arisen for an experienced Client Administrator to join a top tier investment management and financial planning practice. Idex are pleased to be supporting this prestigious client search for a candidate with suitable experience who is seeking a progressive career opport...

• West Midlands
• £30000 - £35000 per annum + Negotiable + benefits
• Posted 14 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 and communications. The main duties o...

• Leeds
• Up to £30000 per annum
• Posted 14 days ago

IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM and require a Financial Services Administrator to join their Leeds based offices. This is a newly created role and will be responsible for assisting the Investment Management team in various a...

• Manchester
• £26000.00 - £31000.00 per annum + benefits package and bonus scheme
• Posted 18 days ago

My client is a chartered financial planning business in central Manchester. They are looking for an experienced IFA Administrator to provide one to one support for selected Advisers within the firm. The role Processing new business applications Processing fund switches, surrenders, income and inv...

• Manchester
• £35000.00 - £40000.00 per annum
• Posted 23 days ago

My client is current looking for an experienced Senior IFA Administrator to join their team in central Manchester. The role Support and provide a full administration service to the Advisors and Head of Wealth Planning in researching the client's needs and developing appropriate recommendations Pr...

• Guildford
• £34000.00 - £40000.00 per annum
• Posted 23 days ago

We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office. This role is suitable for someone who is already working in a financial planning support role and who has ...

• Weybridge
• £23000.00 - £26000.00 per annum
• Posted 23 days ago

An opportunity has become available for a Financial Planning Administrator to join a growing IFA. 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 only those requiring advice bei...

• Hampshire
• £23000.00 - £26000.00 per annum
• Posted 23 days ago

An opportunity has become available for a Financial Planning Administrator to join a growing IFA. 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 only those requiring advice bei...

• Shrivenham
• £23000.00 - £26000.00 per annum
• Posted 23 days ago

An opportunity has become available for a Financial Planning Administrator to join a growing IFA. 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 only those requiring advice bei...

• Watford
• £23000.00 - £26000.00 per annum
• Posted 23 days ago

An opportunity has become available for a Financial Planning Administrator to join a growing IFA. 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 only those requiring advice bei...

• Colchester
• £25000.00 - £32000.00 per annum
• Posted 24 days ago

An opportunity has become available for a Financial Planning Administrator in East Anglia 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 w...

• Glasgow
• £24000.00 - £32000.00 per annum
• Posted 24 days ago

Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in Glasgow. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will ...