IFA Admin jobs

• Glasgow
• £32000 - £40000 per annum + Excellent benefits package and hybrid
• Posted about 24 hours 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...

• Belfast
• £30000 - £33000 per annum
• Posted 1 day ago

My client is currently looking for an experienced IFA Administrator to join their team in Belfast. 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 regulatory...

• Liverpool
• £30000 - £33000 per annum
• Posted 2 days 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 regulato...

• Knutsford
• £30000 - £33000 per annum
• Posted 2 days ago

My client is currently looking for an experienced IFA Administrator to join their team in Knutsford. 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 regulato...

• Norwich
• £35000 - £40000 per annum
• Posted 6 days ago

A leading private bank are looking for an Investment Management Assistant to join their team in Norwich. This role is an excellent opportunity for somebody with strong experience within the financial services industry to receive excellent exposure and ownership of their day to day role. Working w...

• Glasgow
• £32000 - £38000 per annum + Bonus
• Posted 8 days 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...

• Blackpool
• £25000 - £27500 per annum
• Posted 9 days ago

My client is currently looking for a Financial Services Administrator to join their team in Blackpool. This role sits within their transfers and settlements team. Duties: Review daily stock reconciliations for all custodians Chase all outstanding transfers on a weekly basis Complete Fund Applicat...

• Manchester
• £29000 - £35000 per annum
• Posted 13 days ago

My client is currently looking for a Senior IFA Administrator to join their team in Manchester due to an internal promotion. Responsibilities: Acting as a trusted point of contact for clients, ensuring they receive exceptional service and support Processing new business Ensuring the appropriate s...

• Edinburgh
• £26000 - £32000 per annum
• Posted 14 days ago

Idex Consulting is recruiting for an IFA Administrator based in Edinburgh 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 effectiv...

• Newcastle-under-Lyme
• £28000 - £30000 per annum
• Posted 15 days 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...

• Glasgow
• £25000.00 - £32000.00 per annum + Excellent benefits package
• Posted 15 days ago

Our client, is a highly reputable Wealth Managers based in Glasgow. They are not consolidated and will remain on their own. They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The job holder will be handling a...

• Edinburgh
• £30000 - £34000 per annum
• Posted 15 days ago

Are you an experienced Administrator with a strong technical understanding of financial planning? A well-established and respected financial services practice with offices across Scotland is expanding and seeking a Technical Administrator to join its growing Edinburgh team. In this role, you'll w...

• Coventry
• £45000 - £55000 per annum
• Posted 15 days 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...

• Birmingham
• £30000 - £32000 per annum
• Posted 15 days ago

Are you ready to take the next step in your financial services career? We're looking for an ambitious and organised Client Wealth Administrator to join a leading Investment Management team in Birmingham. In this role, you will provide high-level administrative support to Investment Managers while...

• Glasgow
• £28000.00 - £34000.00 per annum + Excellent benefits package
• Posted 16 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. The firm are offering the opportunity to work flexibly going forward and so you may only be in the office ...

• Aberdeen
• £25000 - £30000 per annum
• Posted 29 days ago

Idex Consulting have a new opportunity for an IFA administrator to join a large IFA Practice. 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: Using IO system and a variety of p...

• Liverpool
• £30000 - £33000 per annum
• Posted 29 days 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...

• Manchester
• £30000 - £33000 per annum
• Posted 29 days ago

My client is currently looking for an experienced IFA Administrator to join their team in Manchester. 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 regula...

• Knutsford
• £30000 - £33000 per annum
• Posted 29 days ago

My client is currently looking for an experienced IFA Administrator to join their team in Knutsford. 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...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted about 1 month ago

A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clients Producing Suitability Reports for Investment Bonds,...