IFA Admin jobs

• Edinburgh
• £30000 - £35000 per annum
• Posted 6 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 ...

• Manchester
• £30000 - £33000 per annum
• Posted 6 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...

• Stirling
• £28000 - £35000 per annum
• Posted 7 days ago

Idex Consulting is working with a leading IFA practice in Stirling to recruit an experienced Financial Administrator. Responsibilities: Provide administrative support across all areas of financial planning Use Intelligent Office (IO) and various provider platforms Obtain quotes, illustrations, pr...

• Glasgow
• £32000 - £39000 per annum
• Posted 7 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,...

• Edinburgh
• £25000 - £33000 per annum
• Posted 15 days ago

Idex Consulting are working with an IFA Practice to recruit an IFA Support in Edinburgh. 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 and have e...

• Redditch
• £27000 - £30000 per annum
• Posted 19 days ago

We are recruiting on behalf of a well-established, independent financial planning firm located on the outskirts of Redditch. The firm has built a reputation for delivering clear, independent financial advice and tailored solutions for its clients. This is an exciting opportunity for a proactive a...

• Edinburgh
• £30000 - £34000 per annum + benefits package
• Posted 23 days 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...

• Aberdeen
• £25000 - £32000 per annum
• Posted about 1 month 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
• £28000 - £33000 per annum
• Posted about 1 month ago

Fantastic opportunity for an experienced Client Services Associates to join a trusted and expanding firm in Edinburgh. To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business The Role Process new busine...

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

• Elgin
• £22000 - £30000 per annum
• Posted about 1 month ago

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: Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems A...

• Chorley
• £26000 - £29000 per annum
• Posted about 2 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...

• St. Helens
• £30000 - £32000 per annum
• Posted about 2 months ago

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team in St Helens due to an internal progression of an existing team member. The client administration team is responsibl...

• Warwick
• £32000 - £35000 per annum
• Posted about 2 months ago

An excellent opportunity has arisen for an experienced Senior 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-qual...

• Northallerton
• £30000 - £32000 per annum
• Posted about 2 months ago

IDEX Consulting are working with an acquisitional Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team. Duti...

• Glasgow
• £32000 - £40000 per annum + Excellent benefits package and hybrid
• Posted about 2 months 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...

• Glasgow
• £32000 - £39000 per annum
• Posted 2 months 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,...

• Manchester
• £29000 - £35000 per annum
• Posted 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...

• Newcastle-under-Lyme
• £28000 - £30000 per annum
• Posted 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
• £32000 - £38000 per annum + Bonus
• Posted 2 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...