IFA Admin jobs

• Edinburgh
• Negotiable
• Posted about 3 hours ago

Purpose Working within the client servicing team based in Edinburgh supporting Paraplanners and Advisers within the group to support them with the day-to-day activities with new and existing clients. Responsibilities Processing letters of authority and obtaining the relevant information from exte...

• Glasgow
• £32000.00 - £36000.00 per annum
• Posted 5 days ago

We are working with a brilliant large IFA practice in Glasgow who is going through an exciting expansion plan. We are looking for 2 Technical IFA administrators for the team. The Techncial Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues i...

• Perth
• £25000 - £32000 per annum
• Posted 7 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice. 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 valuations/illust...

• Lossiemouth
• £25000 - £32000 per annum
• Posted 7 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice. 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 valuations/illust...

• Borehamwood
• Negotiable
• Posted 7 days ago

My client is a national financial planning business and they are currently looking for an Administrator with novation experience. This is a homebased role and has a salary between £27k and £30k. Key responsibilities: Ownership of individual agency and novations projects including novation/transfe...

• Swanley
• Negotiable
• Posted 7 days ago

My client is a national financial planning business and they are currently looking for an Administrator with novation experience. This is a homebased role and has a salary between £27k and £30k. Key responsibilities: Ownership of individual agency and novations projects including novation/transfe...

• Glasgow
• £25000.00 - £28000.00 per annum + Excellent benefits package
• Posted 11 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 ...

• Kidderminster
• £25000 - £32000 per annum + benefits package
• Posted 11 days ago

An excellent opportunity has arisen for an experienced 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-quality, ef...

• Devon
• £30000 - £35000 per annum
• Posted 11 days ago

I'm currently looking for an Client Administrator to join a financial advisory firm based in Torquay! Due to the company's ongoing success, they are seeking a talented individual with experience in wealth management administration who live local to the Torquay area. Responsibilities: Manage calen...

• London
• £35000 - £40000 per annum + benefits package
• Posted 12 days ago

An exciting opportunity has become for an executive assistant, with a leading national financial planning firm looking to expand their support team in London. This role would suit someone who has direct financial planning administration experience/ or an understanding of how a financial planning ...

• Bromsgrove
• £35000 - £38000 per annum + bonus + benefits
• Posted 19 days ago

Are you an experienced financial planning administrator looking to take the next step in your career? We're looking to speak with Financial Planning Administrators to join a growing team which will see you working closely with Independent Financial Advisers and their clients by delivering high le...

• Warwick
• £30000 - £32000 per annum + Benefits + Career Progression
• Posted 19 days ago

I'm currently looking for a Financial Planning Administrator to join a leading financial advisory group with offices based in Warwick. Due to the company's ongoing success, they are seeking talented individuals with experience in financial planning administration. If you're ready to take the next...

• Coventry
• £27000 - £32000 per annum + benefits package
• Posted 19 days ago

Are you an experienced financial administrator looking for a new challenge in a collaborative and forward-thinking environment? We're looking for Wealth Administrators to join a growing team in Meriden, supporting financial advisers with essential administrative tasks. With a competitive salary o...

• Borehamwood
• £28000 - £32000 per annum + Bonus
• Posted 20 days ago

I'm currently looking for a Financial Planning Administrator to join a leading financial advisory group with offices based in Borehamwood or Reading! Due to the company's ongoing success, they are seeking talented individuals with experience in financial planning administration. If you're ready t...

• Reading
• £28000 - £32000 per annum + Bonus
• Posted 20 days ago

I'm currently looking for a Financial Planning Administrator to join a leading financial advisory group with offices based in Borehamwood or Reading! Due to the company's ongoing success, they are seeking talented individuals with experience in financial planning administration. If you're ready t...

• Glasgow
• £28000 - £33000 per annum
• Posted 20 days ago

Idex Consulting have new opportunities for IFA Administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme. You will ...

• Cheltenham
• £30000 - £32000 per annum + Bonus
• Posted 20 days ago

I'm currently looking for Client Administrators to join a leading financial advisory group with offices based in Cheltenham and Cardiff! Due to the company's ongoing success, they are seeking talented individuals with experience in Client administration. If you're ready to take the next step in y...

• Cardiff
• £30000 - £32000 per annum + Bonus
• Posted 20 days ago

I'm currently looking for Client Administrators to join a leading financial advisory group with offices based in Cheltenham and Cardiff! Due to the company's ongoing success, they are seeking talented individuals with experience in Client administration. If you're ready to take the next step in y...

• Glasgow
• £27000 - £32000 per annum
• Posted 20 days ago

Idex Consulting have a new opportunity for an IFA administrator to join a large National Financial Planning Firm with stunning offices in Glasgow City Centre. You will be part of a team providing supporting financial advisers. Prepare suitability reports Using IO system and a variety of platforms...

• Glasgow
• £32000 - £38000 per annum
• Posted 20 days ago

My client is seeking a detail-oriented and experienced Senior Admin to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients. They are a niche business and their clients typically have £1m - £5m po...