IFA Admin jobs

• Edinburgh
• £25000 - £30000 per annum
• Posted 3 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...

• Blackpool
• Up to £25000 per annum
• Posted 3 days ago

My client is currently looking for an Administrator to join their Corporate Actions team in Blackpool. Role Responsibilities To identify and process Corporate Actions on Clients' holdings To identify and process Market Claims on Corporate Actions To provide investors with clear information about ...

• Gloucester
• £35000 - £45000 per annum + Bonus
• Posted 3 days ago

I'm working with a successful boutique independent financial advice firm who are looking for a Head of Client Administration to lead their dynamic client administration team. The business is in the midst of an exciting growth trajectory due to their continued success. We're looking for candidates...

• Liverpool
• £26000 - £29000 per annum
• Posted 8 days 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 regulat...

• Newcastle upon Tyne
• £26000 - £32000 per annum
• Posted 8 days ago

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

• Blackpool
• Up to £23400 per annum
• Posted 10 days ago

My client is currently looking for an Administrator to join their corporate actions team in Blackpool. Role responsibilities To identify and process corporate actions on clients' holdings To identify and process market claims on corporate actions To provide investors with clear information about ...

• Glasgow
• £26000 - £34000 per annum
• Posted 10 days 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...

• Edinburgh
• £30000 - £45000 per annum + benefits package
• Posted 17 days ago

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

• Perth
• £38000 - £45000 per annum + benefits package
• Posted 17 days 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...

• Edinburgh
• £28000 - £30000 per annum
• Posted 22 days ago

Idex Consulting have partnered with a boutique DFM business who are looking for an PA to join their team in Edinburgh. This is an excellent opportunity for a motivated individual with a keen interest in a support role within financial services. The primary focus of the role will be supporting two...

• Edinburgh
• £28000 - £32000 per annum
• Posted 22 days ago

Idex Consulting have partnered with a boutique DFM business who are looking for an Client Services Manager to join their team in Edinburgh. This is an excellent opportunity for a motivated individual with a keen interest in client service within financial services. The CSM will be responsible for...

• Edinburgh
• £25000 - £30000 per annum
• Posted 24 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: Client reviews Preparing valu...

• Aberdeen
• £20000.00 - £25000.00 per annum
• Posted 24 days 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...

• Gloucester
• £30000 - £35000 per annum + Bonus
• Posted about 1 month ago

I'm working with a successful boutique independent financial advice firm who are looking for a Client Administrator to join their dynamic client administration team. We're looking for candidates with proven IFA administration experience, ideally those already with several months experience, who a...

• Edinburgh
• £25000 - £30000 per annum + Benefits + Bonus
• Posted about 1 month ago

Idex Consulting have a new opportunity for an Financial Services Administrator for a 6 months FTC to join a highly wealth management team in Edinburgh. Overall summary: Team member of the client on-boarding & data maintenance team, part of the client operations functions and responsible for clien...

• Bromsgrove
• £40000 - £45000 per annum
• Posted about 1 month ago

I'm working with a successful wealth management firm who are looking for a Desk-Based Financial Advisor to join their dynamic team in Bromsgrove. The business are in the midst of an exciting growth trajectory due to their continued success and unlike much of their competition, they have an impres...

• Birmingham
• £28000 - £32000 per annum
• Posted about 1 month ago

My client, a top tier Financial Planning practice is currently looking for an IFA Administrator to join their team in Birmingham with hybrid flexibility. The Role: To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and o...

• Newcastle upon Tyne
• £26000 - £32000 per annum
• Posted about 1 month ago

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

• Glasgow
• £28000.00 - £32000.00 per annum + Excellent benefits package
• Posted about 2 months ago

My client is a successful and highly respected national Wealth Management Practice in Glasgow. They are currently looking for an experienced Client Administrator to join their team. Beautiful offices in the heart of the financial services district, they offer brilliant career progression and work...

• Glasgow
• £26000 - £34000 per annum
• Posted about 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...