IFA Admin jobs

• Hove
• £28000 - £34000 per annum + benefits package
• Posted 2 days ago

An award winning, chartered financial planning organisation with offices in Hove are looking to add an experienced Financial Planning Administrator to their successful support team. The role will be to provide high level support to the Financial Planners of the business across the full advice ran...

• Brighton
• £28000 - £34000 per annum + benefits package
• Posted 2 days ago

An award winning, chartered financial planning organisation with offices in Hove are looking to add an experienced Financial Planning Administrator to their successful support team. The role will be to provide high level support to the Financial Planners of the business across the full advice ran...

• Arundel
• Negotiable + benefits package
• Posted 8 days ago

An opportunity has become available for a Financial Planning Administrator in Arundel 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 ...

• Aberdeen
• £20000.00 - £25000.00 per annum
• Posted 9 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...

• Glasgow
• £28000.00 - £35000.00 per annum
• Posted 9 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 ...

• Glasgow
• £32000 - £38000 per annum
• Posted 10 days ago

Idex Consulting are working with an award winning IFA Practice to recruit an IFA Administrator based in Glasgow. This is a brilliant large firm where development is encouraged and you will have the opportunity to become a Paraplanner or an Adviser. Role & Responsibilities: Supporting and assistin...

• Glasgow
• £28000 - £36000 per annum
• Posted 10 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice in Glasgow. 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 suitabili...

• Edinburgh
• £25000 - £30000 per annum
• Posted 10 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...

• Kent
• Negotiable + benefits package
• Posted 13 days ago

An opportunity has become available for a Financial Planning Administrator in West Kent 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 wit...

• Manchester
• £28000 - £30000 per annum
• Posted 14 days ago

My client is currently looking for an experienced IFA Administrator in Manchester city centre. ROLE AND RESPONSIBILITIES Provide client support to Financial Planners and Directors, including being first line contact for all clients when the Advisors are unavailable Liaise with Financial Planners ...

• Bristol
• £27000 - £35000 per annum + Bonus
• Posted 14 days ago

I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with financial services administration experience who are based locally to Bristol. With the busi...

• Glasgow
• £26000.00 - £34000.00 per annum
• Posted 16 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...

• Clydebank
• £26000.00 - £30000.00 per annum
• Posted 16 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...

• Bristol
• £38000 - £42500 per annum + Bonus
• Posted 20 days ago

I'm thrilled to represent a leading independent financial planning firm in the heart of Bristol. They're looking for a Head of Client Support (Private Client) to lead their high-performing client administration team. This is a fantastic opportunity for a Senior Client Administrator to take a step...

• Northallerton
• Negotiable
• Posted 23 days ago

IDEX Consulting are working with a leading Financial Advisory business, 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 i...

• Bath
• £25000 - £28000 per annum
• Posted 24 days ago

We're on the lookout for an experienced IFA Administrator to join a highly respected financial advisory group based in Cheltenham and Bath. This dynamic and forward-thinking company has built a solid reputation for not only its expertise in financial planning but also its commitment to employee g...

• Cheltenham
• £25000 - £28000 per annum
• Posted 24 days ago

We're on the lookout for an experienced IFA Administrator to join a highly respected financial advisory group based in Cheltenham and Bath. This dynamic and forward-thinking company has built a solid reputation for not only its expertise in financial planning but also its commitment to employee g...

• Cheltenham
• Negotiable
• Posted 29 days ago

I'm currently looking for IFA Administrators to join a leading financial advisory group based in Cheltenham! Due to the company's ongoing success, they are seeking talented individuals with experience in IFA administration. If you're ready to take the next step in your career, this is a fantastic...

• Reading
• Negotiable
• Posted 29 days ago

I'm currently looking for an IFA Administrator to join a leading financial advisory group based in Reading! Due to the company's ongoing success, they are seeking talented individuals with experience in IFA administration who live local to the area. If you're ready to take the next step in your c...

• Altrincham
• £26000 - £29000 per annum + benefits package
• Posted about 1 month 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 Altrincham. Key Tasks: Daily contact for advisors, updating and liaising to conclude work related tasks Prepare client packs, brochures, applicati...