IFA Admin jobs

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted 3 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,...

• Cheltenham
• £26000 - £32000 per annum + Bonus
• Posted 3 days ago

I'm currently looking for a Client Administrator to join a leading financial advisory group based in Cheltenham. Due to the company's ongoing success, they are seeking talented individuals with 12 months+ experience in client administration within the financial planning industry. Responsibilities...

• Perth
• £25000 - £30000 per annum
• Posted 5 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...

• Edinburgh
• £32000 - £38000 per annum
• Posted 6 days ago

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. The successful candidate will seek to gain an understanding of the business model, ...

• Coventry
• £27000 - £32000 per annum + benefits package
• Posted 12 days 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...

• Edinburgh
• £30000 - £36000 per annum + benefits package
• Posted 23 days ago

This is a fantastic opportunity for an ambitious Investment administrator looking to progress within Private Banking/Wealth Management. Investment Administrator to provide comprehensive support to the Client Advisors as well as general office support, in the Edinburgh office. Key Accountabilities...

• Worcester
• £27000 - £28000 per annum
• Posted 26 days 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...

• Aberdeen
• £25000 - £30000 per annum
• Posted about 1 month 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...

• Manchester
• Negotiable
• Posted about 1 month ago

My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...

• Glasgow
• £32000.00 - £36000.00 per annum
• Posted about 1 month 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...

• Kidderminster
• £25000 - £32000 per annum + benefits package
• Posted about 2 months 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...

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

• Glasgow
• £32000 - £38000 per annum + Bonus
• Posted 3 months 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 3 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...

• Edinburgh
• £30000 - £34000 per annum
• Posted 3 months 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 3 months 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 3 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...