IFA Admin jobs

• Edinburgh
• Up to £30000.00 per annum
• Posted about 19 hours ago

This role is permanent and based in the private client team (PCT) in the Edinburgh office. You will work closely with one or more Private Client Directors and/or Financial Planning Directors, to provide support for new and existing discretionary, wealth management and family office clients. Respo...

• Glasgow
• £25000.00 - £30000.00 per annum + Excellent benefits package
• Posted 4 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. They are looking for an individual who is keen to train to become a paraplanner. They have a lovely new of...

• Glasgow
• £28000.00 - £32000.00 per annum + flexible working
• Posted 6 days ago

One of the UK's largest Wealth Management firms are looking for an Investment Administrator to join their busy and growing team in Glasgow. Due to the fast paced nature of this role, the business are ideally seeking somebody with recent and relevant experience within an investment/wealth manageme...

• Sheffield
• £25000.00 - £28000.00 per annum
• Posted 7 days ago

My client has a growing business and are looking for a Consultant Support/Trainee Paraplanner who are ambitious to step up and get involved in all the tasks and duties of this role. This role is for candidates who are hungry for progression and self-development with a good understanding of Financ...

• Glasgow
• £25000.00 - £30000.00 per annum + Excellent benefits package
• Posted 14 days 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,...

• Nottingham
• £28000.00 - £30000.00 per annum
• Posted 14 days ago

Progressive UK-wide independent financial advice business. In complex markets that change frequently, we help our Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored to their specific needs. Wren Sterling...

• Bristol
• £35000.00 - £50000.00 per annum
• Posted 14 days ago

We are working on an excellent opportunity for a Financial Adviser to join a growing financial planning firm as a home based desk based financial adviser. Delivering excellent financial planning, advice and service to clients. This role is home based but you should be within a commutable distance...

• Glasgow
• £30000 - £40000 per annum
• Posted 18 days ago

An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Senior Financial Services Administrator. You must have an excellent understanding of the financial services industry and have an awareness of investments and pensions. You will cover all aspects of the ...

• Halifax
• £25000.00 - £27000.00 per annum
• Posted 19 days ago

Our client is looking for a Corporate Services Administrator to join their successful team. You will be part of a warm friendly team, together making a real difference to their clients and communities. If you have an Employee benefit background or experience in pensions, private medical or Insura...

• Halifax
• £25000.00 - £27000.00 per annum
• Posted 19 days ago

Our client is looking for a Corporate Services Administrator to join their successful team. You will be part of a warm friendly team, together making a real difference to their clients and communities. If you have an Employee benefit background or experience in pensions, private medical or Insura...

• Knutsford
• £27000.00 - £32000.00 per annum
• Posted 21 days ago

My client is currently looking for an IFA Administrator to join them in Knutsford. The Role: To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering...

• Bath
• £30000.00 - £38000.00 per annum
• Posted 27 days ago

An opportunity has become available for a Financial Planning Admin in Bath or Cheltenham to join a growing financial planning firm where you will covering maternity leave on a hybrid basis. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and e...

• Newcastle upon Tyne
• £18000.00 - £22000.00 per annum
• Posted about 1 month ago

Idex Consulting have a new opportunity for a Trainee Financial Planning Administrator to join a large, modern IFA Practice in Newcastle. This is an office based position. To support the smooth and professional running of the Newcastle office in addition to administrative duties and delivering a h...

• West Yorkshire
• £23000.00 - £26000.00 per annum
• Posted about 1 month ago

Our client are growing to be the leading financial advice firm in the North of England. They are People - focused in everything they do with a family culture and will look after their team in the same way that they look after their clients, building and investing in personal relationships for the...

• Dundee
• £25000.00 - £28000.00 per annum
• Posted about 2 months ago

Idex Consulting are working with an IFA practice to recruit an IFA Administrator based in Dundee Role and responsibilities: Supporting and assisting a team of Financial Advisers Responding and forwarding on queries sent into our centralised enquiry mailbox Booking internal meetings and managing t...

• Newcastle upon Tyne
• £28000.00 - £30000.00 per annum
• Posted 2 months ago

Our client is one of the UK's leading independent providers of discretionary wealth management. Specialising in helping clients protect and grown their portfolios that meet personal and professional ambitions and aspirations. They are seeking a Senior Administrator on a 12 month FTC who will play...

• Belfast
• £25000.00 - £32000.00 per annum + benefits package
• Posted 2 months ago

Idex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding in Belfast. 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 sche...

• Northallerton
• £25000.00 - £27000.00 per annum + Benefits + Bonus
• Posted 2 months ago

We are working exclusively with a progressive firm of IFA's with a strong presence in the London and the South East of England who due to recent growth are now looking to recruit a Financial Services Administrator in their office in Newcastle. Your role is to sit within the Client Administration ...

• Linlithgow
• £22000.00 - £35000.00 per annum + Benefits + Bonus
• Posted 2 months ago

Are you looking to make a career change? Want to take your transferable skills but immerse yourself in a whole new profession? We are seeking an individual to join an excellent Financial Planning firm to join their small and friendly team in West Lothian. They have taken a bespoke approach for th...

• Leeds
• Up to £28000.00 per annum
• Posted 3 months ago

My client is looking for an experienced Financial Planning Administrator to join there growing firm. You will work closely with Paraplanners, Financial Advisers and Directors. Duties and responsibilities will include: Processing new business applications across the key financial products Submitti...