IFA Admin jobs

• Hove
• £20000.00 - £25000.00 per annum + benefits package
• Posted 5 days ago

I am working with a well established Financial Advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Hov...

• Wirral
• £26000.00 - £30000.00 per annum
• Posted 5 days ago

My client is currently looking for a Senior IFA Administrator to join their business on the Wirral. Specific responsibilities Act as first point of contact to client queries, supporting both new and existing clients Take ownership for all assigned tasks, monitor progress, and ensure all planned w...

• Mansfield
• £22000.00 - £25000.00 per annum
• Posted 11 days ago

My client is going through an exciting growing period. They are on a lookout for a Platform Administrator to support them in their growth plans for the future. They are looking to grow their platform team as they envision acquisitions. They are looking for someone with experience and knowledge of...

• Glasgow
• £30000.00 - £35000.00 per annum + benefits package
• Posted 11 days ago

The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The successful candidate will also support the Managing Director with his day to day management responsibilities, and work within a lar...

• Glasgow
• £30000.00 - £35000.00 per annum + benefits package
• Posted 17 days ago

Reporting to the Business Support Team Leader, the Business Support Associate is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The Jobholder will also support the Commercial Director with his day to day man...

• Glasgow
• £30000.00 - £35000.00 per annum
• Posted 17 days ago

Idex Consulting are working exclusively with an IFA firm based in the west end of Glasgow. They are looking for a Senior IFA Support to join the team due to new Advisers joining. This firm have a team of 5 Financial Planners, 2 Mortgage Advisers and have 6 admin support/Paraplanners looking after...

• Edinburgh
• £18000.00 - £24000.00 per annum
• Posted 18 days ago

A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Opening and franking mail, scanning all relevant documentation to client file and updating back office system Typing up of the Client Factfin...

• Essex
• £25000.00 - £28000.00 per annum
• Posted 19 days ago

An opportunity has become available for a Financial Planning Admin in Essex 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 with only those...

• Glasgow
• £28000.00 - £35000.00 per annum
• Posted 19 days 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 ...

• Blackpool
• £23000.00 - £24000.00 per annum + benefits package
• Posted 19 days ago

My client is a financial planning and wealth management business in Blackpool. They are currently looking for a Client Administrator to join their team. Duties will include: Responsible for the ongoing monitoring activities including periodic reviews and ongoing transaction/ payment monitoring Re...

• Aberdeen
• £25000.00 - £30000.00 per annum
• Posted 20 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based 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. Responsibilities: Using IO system ...

• Aberdeen
• £25000.00 - £30000.00 per annum
• Posted 20 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based 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. Responsibilities: Using IO system ...

• Edinburgh
• £25000.00 - £30000.00 per annum
• Posted 20 days ago

Idex Consulting are recruiting for an experienced Financial 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 Processi...

• Glasgow
• £25000.00 - £28000.00 per annum
• Posted 23 days 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
• £24000.00 - £32000.00 per annum
• Posted 25 days ago

Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in Glasgow. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will ...

• Sunderland
• £21000.00 - £24000.00 per annum
• Posted 25 days ago

Our client have a great opportunity for an Administrator who wants to develop a career in financial services with an established and well respected chartered financial planning firm. We are looking for an enthusiastic individual to join their Adviser support team to provide top quality administra...

• Clydebank
• £26000.00 - £30000.00 per annum
• Posted 27 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. We are looking for someone to provide high quality technical financial services administration and analyti...

• Hove
• £20000.00 - £28000.00 per annum
• Posted about 1 month ago

I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Bri...

• Brighton
• £20000.00 - £28000.00 per annum
• Posted about 1 month ago

I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Bri...

• Glasgow
• £25000.00 - £30000.00 per annum + Excellent benefits package
• Posted about 1 month 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...