IFA Admin jobs

• Edinburgh
• £25000.00 - £32000.00 per annum
• Posted 2 days ago

Idex Consulting are recruiting for an experienced Client Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Preparing valuations Processing ...

• Ipswich
• £25000 - £30000 per annum
• Posted 2 days ago

An opportunity has become available for a Financial Planning Administrator in Ipswich to join a growing financial planning firm. This organisation offers great support, training and hybrid working. Your role will include but will not be limited to: Handle all incoming calls/emails in a profession...

• Leeds
• £40000 - £50000 per annum
• Posted 9 days ago

A prestigious Private Bank are recruiting an Assistant Relationship Manager to join their Leeds offices, providing hands-on support to the regional Wealth Managers. The ideal candidate will have relevant experience working closely with Wealth Managers or Private Client Investment Managers, with e...

• Edinburgh
• £25000.00 - £32000.00 per annum
• Posted 9 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. This is an office-based role, and the successful candidate will seek to gain an und...

• Warwick
• Negotiable
• Posted 10 days ago

I'm currently looking for an IFA Administrator to join a leading financial advisory group in Warwick. Responsibilities: Collaborate closely with Financial Advisors to provide proactive assistance Manage calendars and schedule client meetings Communicate with affluent and high-net-worth clients to...

• Kidderminster
• £25000 - £29000 per annum
• Posted 14 days ago

My client is currently looking for an experienced IFA Administrator to join their team in Kidderminster. 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 new b...

• Edinburgh
• £25000 - £30000 per annum
• Posted 16 days ago

Idex Consulting are working with a brilliant 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 a...

• West Sussex
• Negotiable
• Posted 27 days ago

An opportunity has become available for a Financial Planning Administrator in West Sussex 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 efficiently ...

• Leeds
• £30000 - £34000 per annum
• Posted 29 days ago

IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team. Working in modern office spaces that are a short walk from the city center train station, the business continues to be an exciting place to work for man...

• Newcastle upon Tyne
• Negotiable
• Posted 30 days 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 due to an internal progression of an existing team member who has recently joined the Paraplanning team. Duties incl...

• Warwick
• £25000 - £28000 per annum
• Posted about 1 month ago

My client is currently looking for an experienced IFA Administrator to join their team in Warwick. 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 new busines...

• Glasgow
• £28000.00 - £35000.00 per annum
• Posted 2 months ago

Idex Consulting is recruiting for an IFA Administrator 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 and efficient at ...

• Aberdeen
• £20000.00 - £25000.00 per annum
• Posted 2 months ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice in Aberdeen. 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. Some of the duties are: Prepare suitabil...

• Glasgow
• £26000.00 - £34000.00 per annum
• Posted 2 months ago

The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone t...

• Clydebank
• £26000.00 - £30000.00 per annum
• Posted 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. We are looking for someone to provide high quality technical financial services administration and analyti...

• Edinburgh
• £20000.00 - £25000.00 per annum
• Posted 3 months ago

Idex Consulting are recruiting for an experienced administrator to join an IFA practice in Edinburgh. Your main responsibilities in this role will be: Using automated letter of authority process. Extracting provider information into the template with the aid of AI Generating additional informatio...

• West Midlands
• £30000.00 - £35000.00 per annum
• Posted 3 months ago

My client is a Chartered Holistic IFA practice based near Solihull in Warwickshire who manage over £750million in client assets. The role is for a Senior Administrator to join a friendly and welcoming team who regularly attend social and charity events. Details of the role: Arranging and booking ...

• Ipswich
• £25000.00 - £30000.00 per annum
• Posted 3 months ago

An opportunity has become available for a Financial Planning Administrator in Ipswich to join a growing financial planning firm. This organisation offers great support, training and hybrid working. Your role will include but will not be limited to: Handle all incoming calls/emails in a profession...