IFA Admin jobs

• Bath
• £40000 - £45000 per annum + Bonus
• Posted 2 days ago

I'm currently recruiting for a Client Administrator position with a well-respected wealth management firm based in Bath. They're looking for someone with experience in financial services administration, ideally already based in or near the Bath area. What makes this role particularly appealing is...

• Edinburgh
• £30000 - £36000 per annum + benefits package
• Posted 2 days ago

This is a fantastic opportunity for an ambitious administrator looking to progress within Private Banking/Wealth Management. Client Advisor Assistant/Administrator to provide comprehensive support to the Client Advisors as well as general office support, in the Edinburgh office. Key Accountabilit...

• Aberystwyth
• £27000 - £30000 per annum
• Posted 2 days ago

We are seeking a professional, detail-oriented IFA Administrator to join our dynamic team in Aberystwyth. This is an excellent opportunity for someone looking to build a long-term career in financial services within a supportive, forward-thinking firm. The role offers a blend of technical adminis...

• Bristol
• £30000 - £35000 per annum + Bonus
• Posted 4 days ago

I'm currently looking for a Client Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with financial services administration experience who are based locally to Bristol. With th...

• Glasgow
• £32000.00 - £36000.00 per annum
• Posted 4 days ago

We are working with a brilliant large IFA practice in Glasgow who is going through an exciting expansion plan. We are looking for 2 Technical IFA administrators for the team. The Techncial Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues i...

• 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...

• 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...

• Kidderminster
• £25000 - £32000 per annum + benefits package
• Posted 11 days ago

An excellent opportunity has arisen for an experienced 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-quality, ef...

• Hamilton
• £28500.00 - £32000.00 per annum + flexible working from home
• Posted 17 days ago

Financial Administrator Location: Hamilton (Hybrid - 1 day WFH after probation) Benefits (including a 9-day working fortnight) Job Type: Full-Time, Permanent Idex Consulting is working with a leading IFA practice in Hamilton to recruit an experienced Financial Administrator. Responsibilities: Pro...

• Farnborough
• £25000 - £30000 per annum + Benefits + Bonus
• Posted 18 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...

• Taunton
• £30000 - £40000 per annum
• Posted 18 days ago

I'm working with a leading wealth management firm in Taunton that's looking to welcome a Senior Client Administrator to their expanding team. Following continued success, they're keen to hear from individuals with experience in financial services client administration, ideally based locally to Ta...

• Edinburgh
• £25000 - £30000 per annum
• Posted 19 days ago

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

• Borehamwood
• £28000 - £32000 per annum + Benefits + Bonus
• Posted 24 days ago

An opportunity has become available for a Financial Planning Administrator near Borehamwood 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 efficientl...

• West Midlands
• £32000 - £35000 per annum
• Posted about 1 month ago

We're supporting a long-established, Chartered firm of Independent Financial Advisers in Henley in their search for an experienced IFA Administrator to join their growing team. Known for delivering truly independent and client-focused advice, this highly regarded firm has been helping clients ach...

• Bromsgrove
• £32000 - £34000 per annum
• Posted about 1 month ago

Are you an experienced financial services professional looking for a new challenge in a client-facing role? We're working exclusively with a highly regarded, growing Financial Advisory and Wealth Management firm in Bromsgrove that is seeking a Client Relationship Manager to join their Customer Ca...

• Aberdeenshire
• £22000.00 - £30000.00 per annum
• Posted about 1 month 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...

• Glasgow
• £32000 - £38000 per annum + Bonus
• Posted about 1 month ago

Wealth Management Administrator Salary: £32,000 - £38,000 Location: Glasgow 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...

• Bracknell
• £25000 - £30000 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...

• Bromsgrove
• £35000 - £38000 per annum + bonus + benefits
• Posted about 1 month ago

Are you an experienced financial planning administrator looking to take the next step in your career? We're looking to speak with Financial Planning Administrators to join a growing team which will see you working closely with Independent Financial Advisers and their clients by delivering high le...

• Coventry
• £45000 - £55000 per annum
• Posted about 2 months ago

About the role We are a chartered financial planning and employee benefits practice, directly regulated by the FCA, with a reputation for delivering clear, personal and professional advice. As our business continues to grow, we are now seeking a Junior Financial Adviser to join our team and build...