IFA Admin jobs

• Chorley
• £26000 - £29000 per annum
• Posted about 22 hours ago

My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Key Tasks: Daily contact for advisors, updating and liaising to conclude work related tasks Prepare client packs, brochures, applications...

• Aberdeen
• £25000 - £30000 per annum
• Posted about 22 hours 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...

• Glasgow
• £32000.00 - £36000.00 per annum
• Posted 14 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...

• Glasgow
• £25000.00 - £28000.00 per annum + Excellent benefits package
• Posted 20 days 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 ...

• Kidderminster
• £25000 - £32000 per annum + benefits package
• Posted 20 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...

• Devon
• £30000 - £35000 per annum
• Posted 20 days ago

I'm currently looking for an Client Administrator to join a financial advisory firm based in Torquay! Due to the company's ongoing success, they are seeking a talented individual with experience in wealth management administration who live local to the Torquay area. Responsibilities: Manage calen...

• Warwick
• £30000 - £32000 per annum + Benefits + Career Progression
• Posted 28 days ago

I'm currently looking for a Financial Planning Administrator to join a leading financial advisory group with offices based in Warwick. Due to the company's ongoing success, they are seeking talented individuals with experience in financial planning administration. If you're ready to take the next...

• Glasgow
• £28000 - £33000 per annum
• Posted 29 days ago

Idex Consulting have new opportunities for IFA Administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme. You will ...

• Cheltenham
• £30000 - £32000 per annum + Bonus
• Posted 29 days ago

I'm currently looking for Client Administrators to join a leading financial advisory group with offices based in Cheltenham and Cardiff! Due to the company's ongoing success, they are seeking talented individuals with experience in Client administration. If you're ready to take the next step in y...

• Cardiff
• £30000 - £32000 per annum + Bonus
• Posted 29 days ago

I'm currently looking for Client Administrators to join a leading financial advisory group with offices based in Cheltenham and Cardiff! Due to the company's ongoing success, they are seeking talented individuals with experience in Client administration. If you're ready to take the next step in y...

• Glasgow
• £27000 - £32000 per annum
• Posted 29 days ago

Idex Consulting have a new opportunity for an IFA administrator to join a large National Financial Planning Firm with stunning offices in Glasgow City Centre. You will be part of a team providing supporting financial advisers. Prepare suitability reports Using IO system and a variety of platforms...

• Wirral
• £25000 - £28000 per annum + benefits package
• Posted 29 days ago

My client is currently looking for an IFA Administrator to join their team on the Wirral. The Administration Assistant will work collaboratively within the Advice Operations function in delivering effective outcomes for both internal and external stakeholders and clients. This role is integral to...

• Newcastle upon Tyne
• £25000 - £27000 per annum + benefits package
• Posted 29 days ago

My client is currently looking for an IFA Administrator to join their team in the heart of Newcastle. The Administration Assistant will work collaboratively within the Advice Operations function in delivering effective outcomes for both internal and external stakeholders and clients. This role is...

• Newcastle upon Tyne
• £26000 - £29000 per annum
• Posted 29 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...

• Glasgow
• £30000.00 - £35000.00 per annum + Bonus
• Posted about 1 month ago

Highly regarded law firm in Glasgow city centre is looking for a high quality IFA administrator to join the wealth division. You will be involved in a large number of ultra high net worth cases, dealing with the clients and providing technical support to the advisers. Ideally working towards dipl...

• 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...

• Edinburgh
• £25000 - £30000 per annum
• Posted about 2 months ago

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Edinburgh. 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 a...

• Blackpool
• Up to £25000 per annum
• Posted about 2 months ago

My client is currently looking for an Administrator to join their Corporate Actions team in Blackpool. Role Responsibilities To identify and process Corporate Actions on Clients' holdings To identify and process Market Claims on Corporate Actions To provide investors with clear information about ...

• Gloucester
• £35000 - £45000 per annum + Bonus
• Posted about 2 months ago

I'm working with a successful boutique independent financial advice firm who are looking for a Head of Client Administration to lead their dynamic client administration team. The business is in the midst of an exciting growth trajectory due to their continued success. We're looking for candidates...

• Liverpool
• £26000 - £29000 per annum
• Posted about 2 months ago

My client is currently looking for an experienced IFA Administrator to join their team in Liverpool. The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulat...