IFA Admin jobs

• Newcastle upon Tyne
• £28000 - £32000 per annum
• Posted 5 days 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 due to an internal progression of an existing team member who has recently joined the Paraplanning team. Duties incl...

• Coventry
• £27000 - £32000 per annum + benefits package
• Posted 6 days ago

Are you an experienced Financial Administrator looking for a new challenge in a collaborative and forward-thinking environment? We're looking for Wealth Administrators to join a growing team in Meriden, supporting financial advisers with essential administrative tasks. With a competitive salary o...

• Leeds
• £30000 - £33000 per annum
• Posted 13 days ago

IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team. Recently moved in to brand new offices just a short walk from the city center train station, the business continues to be an exciting place to work for ...

• Edinburgh
• £30000 - £36000 per annum + benefits package
• Posted 17 days ago

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

• Worcester
• £27000 - £28000 per annum
• Posted 20 days ago

Are you looking to kick-start your career in the wealth sector with a dynamic and forward-thinking business? We're partnering with a respected investment and wealth management firm in Worcester, currently hiring a Client Relationship Administrator to join their expanding team. This role will supp...

• Aberdeen
• £25000 - £30000 per annum
• Posted 27 days ago

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Aberdeen. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes and writing suitability letters etc. Ideally you will have had exposure to the I.O. system an...

• Manchester
• Negotiable
• Posted 27 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...

• Aberystwyth
• £27000 - £30000 per annum
• Posted about 1 month 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 about 1 month 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 about 1 month 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...

• Kidderminster
• £25000 - £32000 per annum + benefits package
• Posted about 1 month 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...

• Farnborough
• £25000 - £30000 per annum + Benefits + Bonus
• Posted about 2 months 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 about 2 months 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 about 2 months 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...

• West Midlands
• £32000 - £35000 per annum
• Posted 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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...