IFA Admin jobs

• Edinburgh
• £30000 - £34000 per annum + benefits package
• Posted about 12 hours 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...

• Lincoln
• £28000 - £32000 per annum
• Posted 1 day ago

IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their established team in Lincoln. This role gives great exposure, working closely with the Financial Planning team who have been with the business for a long time and are ...

• Glasgow
• £27000.00 - £28000.00 per annum + Excellent benefits package
• Posted 6 days ago

Financial Planning Administrator Glasgow Idex Consulting have new opportunities for Financial Planning 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 ...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted 21 days ago

Idex Consulting have a new opportunity for an IFA administrator to join a large, modern IFA Practice in Glasgow City Centre. You will be part of a brilliant team providing supporting a team of financial advisers, which includes the company directors o Prepare suitability reports o Using IO system...

• Edinburgh
• £32000 - £35000 per annum
• Posted 23 days ago

An exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh. The Role: We are seeking an experienced IFA Administrator / Paraplanner to support the practice's Financial Planners. You will: Conduct research ...

• Glasgow
• £30000.00 - £35000.00 per annum + Excellent benefits package
• Posted 27 days ago

Idex Consulting are working with an award winning IFA Practice to recruit an IFA Administrator based in Glasgow. This is a brilliant large firm where development is encouraged and you will have the opportunity to become a Paraplanner or an Adviser. Role & Responsibilities: Supporting and assistin...

• Edinburgh
• £30000 - £34000 per annum
• Posted 30 days ago

Idex Consulting is working with a leading National IFA firm in Edinburgh who are looking to recruit an Senior IFA Administrator. Responsibilities will include: Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by: Providing all necessary pap...

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

Idex consulting is recruiting for an IFA Administrator based in Belfast 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 ...

• Glasgow
• £32000 - £40000 per annum + Excellent benefits package and hybrid
• Posted about 1 month 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 about 1 month 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 about 1 month 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 about 1 month 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...

• 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...

• Blackpool
• £25000 - £27500 per annum
• Posted about 1 month 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 about 2 months 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 about 2 months 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 about 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...

• Glasgow
• £25000.00 - £32000.00 per annum + Excellent benefits package
• Posted about 2 months 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...

• Coventry
• £45000 - £55000 per annum
• Posted about 2 months 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...

• Glasgow
• £28000.00 - £34000.00 per annum + Excellent benefits package
• Posted about 2 months 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 ...