IFA Admin jobs

• Kidderminster
• £25000 - £32000 per annum + benefits package
• Posted 4 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 10 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...

• Edinburgh
• £25000 - £30000 per annum
• Posted 12 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 17 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...

• 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...

• Coventry
• £45000 - £55000 per annum
• Posted about 1 month 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...

• Edinburgh
• £30000 - £34000 per annum
• Posted about 1 month 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...

• Birmingham
• £30000 - £32000 per annum
• Posted about 1 month 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...

• Perth
• £38000 - £45000 per annum + benefits package
• Posted about 2 months ago

A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Perth. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role. Responsibilities: Liaise closely with Financial Planners to gather fac...

• Manchester
• £30000 - £33000 per annum
• Posted about 2 months 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...

• Liverpool
• £30000 - £33000 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...

• Knutsford
• £30000 - £33000 per annum
• Posted about 2 months 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...

• Aberdeen
• £25000 - £30000 per annum
• Posted about 2 months 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...

• Perth
• £25000 - £30000 per annum
• Posted about 2 months 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...

• Coventry
• £27000 - £32000 per annum + benefits package
• Posted 2 months 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...

• Gloucester
• £30000 - £35000 per annum + Bonus
• Posted 2 months ago

I'm working with a successful boutique independent financial advice firm who are looking for a Client Administrator to join their dynamic client administration team. We're looking for candidates with proven IFA administration experience, ideally those already with several months experience, who a...

• Bromsgrove
• £40000 - £45000 per annum
• Posted 2 months ago

I'm working with a successful wealth management firm who are looking for a Desk-Based Financial Advisor to join their dynamic team in Bromsgrove. The business are in the midst of an exciting growth trajectory due to their continued success and unlike much of their competition, they have an impres...

• Worcester
• £27000 - £28000 per annum
• Posted 3 months 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...

• Chorley
• £26000 - £29000 per annum
• Posted 3 months 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 3 months 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...