IFA Admin jobs

• Edinburgh
• £28000 - £30000 per annum
• Posted 3 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 3 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 5 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 5 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 5 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 ...

• Gloucester
• £30000 - £35000 per annum + Bonus
• Posted 12 days 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 17 days 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 19 days 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 19 days 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 19 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....

• London
• £40000 - £50000 per annum
• Posted 20 days ago

An ambitious and growing financial planning practice are looking to strengthen their financial planning support function with a key hire. I would like to speak with experienced Administration Team Leader/Managers who come from a financial planning/advice background. The role is to directly manage...

• London
• £30000 - £35000 per annum + excellent benefits
• Posted 20 days ago

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

• Glasgow
• £28000.00 - £32000.00 per annum + Excellent benefits package
• Posted 30 days 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 1 month 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...

• Chorley
• £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 Chorley. Key Tasks: Daily contact for advisors, updating and liaising to conclude work related tasks Prepare client packs, brochures, applications...

• 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...

• Blackpool
• Up to £23400 per annum
• Posted about 1 month 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 ...

• Newcastle upon Tyne
• £30000 - £33000 per annum
• Posted about 1 month ago

A national Wealth Management business with offices in the heart of Newcastle are looking to add further presence to the office with a Wealth Planning Administrator. This is an excellent opportunity for somebody with experience and an understanding of a Financial Planning environment, wanting furt...

• Glasgow
• £28000 - £36000 per annum
• Posted about 1 month 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...

• Bath
• £23000 - £25000 per annum + Bonus
• Posted about 2 months ago

I'm currently looking for an Client Administrator to join a leading wealth management firm! Due to the company's ongoing success, they are seeking talented individuals with 6 months+ experience in wealth management administration who live local to Bath. Responsibilities: Manage calendars and sche...