IFA Admin jobs

• Glasgow
• £30000.00 - £38000.00 per annum + Bonus
• Posted 1 day 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 in Glasgow due to an internal progression of an existing team member. The client administration team is responsible...

• Nottingham
• £28000 - £32000 per annum
• Posted 7 days ago

The Opportunity Our client is an established financial planning business seeking an experienced client services professional to join their team in Nottingham. This is a client-focused role where you will take ownership of a portfolio of clients, acting as a key point of contact and ensuring they...

• Kingswood
• £32000 - £34000 per annum
• Posted 21 days ago

Key Responsibilities Personal support to the Adviser Monitor and manage the Adviser's diary Deal with all bespoke Adviser queries and requests Ensure timely execution of client instructions, cheques, contract notes and policy documents Work with colleagues to ensure adherence to company procedure...

• Belfast
• £35000 - £45000 per annum
• Posted 21 days ago

The Company Pension actuarial, consulting, investment consulting and administration services that provide simply smarter solutions for trustees, employers and members. Job Summary You will liaise with internal colleagues and clients from a diverse range of industries and sectors. You will get dir...

• Edinburgh
• £30000 - £34000 per annum + benefits package
• Posted 22 days ago

About the role: To work alongside and support the Financial Adviser taking responsibility for research, preparation and implementation of advice and recommendations, including cash-flow and retirement forecasts and ongoing review of client affairs. To keep up to date with technical and regulatory...

• Macclesfield
• £30000 - £34000 per annum
• Posted 27 days ago

My client is currently looking for an experienced IFA Administrator to join their team in Macclesfield. Key Responsibilities Personal support to the Adviser Monitor and manage the Adviser's diary Deal with all bespoke Adviser queries and requests Ensure timely execution of client instructions, ch...

• Coventry
• £35000 - £41000 per annum
• Posted 29 days ago

A well-established and growing financial planning firm in Coventry is looking to appoint an experienced IFA Administrator to join its supportive and professional team. This is an excellent opportunity for someone with experience within financial services administration who is looking to join a bu...

• Glasgow
• £30000.00 - £38000.00 per annum + Bonus
• Posted about 1 month 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 in Glasgow due to an internal progression of an existing team member. The client administration team is responsible...

• Elgin
• £22000 - £30000 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...

• Highlands
• £26000 - £30000 per annum
• Posted about 1 month ago

An excellent opportunity for two Financial Services Administrators to join a successful national IFA practice, based in either Aberdeen or Inverness. You will provide administrative support to a team of Financial Advisers, ensuring new business and client requests are processed accurately and eff...

• Aberdeen
• £26000 - £30000 per annum
• Posted about 1 month ago

An excellent opportunity for two Financial Services Administrators to join a successful national IFA practice, based in either Aberdeen or Inverness. You will provide administrative support to a team of Financial Advisers, ensuring new business and client requests are processed accurately and eff...

• Coventry
• £24000 - £31000 per annum
• Posted about 1 month ago

I'm currently recruiting for an experienced IFA Administrator to join a highly regarded Chartered Financial Planning firm based in Meriden. This is a great opportunity for an IFA Administrator looking to develop their technical knowledge, gain exposure to more complex financial planning and build...

• Edinburgh
• £28000 - £35000 per annum
• Posted about 2 months ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA practice in Edinburgh City Centre. You will be part of a team providing support to Financial Advisers, which includes the Company Directors: Prepare suitability reports Obtain quotes, illustrations, product inform...

• Glasgow
• £32000 - £40000 per annum + Excellent benefits package and hybrid
• Posted about 2 months ago

Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre. You will be part of a team providing supporting a team of financial advisers, which includes the company directors Prepare suitability reports Obtain quotes, illustrati...

• Newcastle-under-Lyme
• £28000 - £30000 per annum
• Posted 2 months ago

My client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under Lyme The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients. Key Duties: Processing...

• Wendover
• £30000 - £35000 per annum
• Posted 3 months ago

An award winning, financial planning organisation are looking to add an experienced Financial Planning Administrator to their successful support team in their office in Wendover, Buckinghamshire. The role will be to provide high level support to experienced Financial Planners across the full advi...

• Glasgow
• £25000 - £30000 per annum
• Posted 3 months ago

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effective and efficient at...

• Glasgow
• £30000 - £35000 per annum
• Posted 3 months ago

My client is currently looking for an IFA Administrator to join their team in Glasgow. The IFA Administrator will provide support to the Financial Planner and Paraplanner in delivering a high standard of service to clients. The successful candidate will be responsible for the completion of all ad...

• Nottingham
• £25000 - £32000 per annum
• Posted 3 months ago

Our client is a highly respected independent financial planning firm seeking an experienced Senior Financial Planning Administrator to join their growing team. This is an opportunity for an experienced financial planning professional who enjoys taking ownership of complex cases, supporting Advise...

• Alderley Edge
• £30000 - £35000 per annum
• Posted 3 months ago

My client is a HNW practice near Alderley Edge. They are looking for an experienced IFA Adminisatrator to join their team. The Role To deal with day-to-day administration involved in servicing clients and writing new business In this role you will work closely with a Financial Planner and Associa...