IFA Admin jobs

• 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...

• 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...

• 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...

• Edinburgh
• £28000 - £34000 per annum
• Posted about 1 month ago

We are looking for a Client Support for Wealth Planners for this FTSE 250 leading UK merchant banking group with a role in Edinburgh. The Role Accurate and timely processing of new business for new and existing clients. This includes but is not limited to validation of client instruction, new cli...

• Edinburgh
• £25000.00 - £32000.00 per annum
• Posted about 1 month ago

Idex Consulting are recruiting for an experienced Client 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 Processing ...

• Ipswich
• £25000 - £30000 per annum
• Posted about 1 month ago

An opportunity has become available for a Financial Planning Administrator in Ipswich to join a growing financial planning firm. This organisation offers great support, training and hybrid working. Your role will include but will not be limited to: Handle all incoming calls/emails in a profession...

• Warwick
• Negotiable
• Posted about 2 months ago

I'm currently looking for an IFA Administrator to join a leading financial advisory group in Warwick. Responsibilities: Collaborate closely with Financial Advisors to provide proactive assistance Manage calendars and schedule client meetings Communicate with affluent and high-net-worth clients to...

• Kidderminster
• £25000 - £29000 per annum
• Posted about 2 months ago

My client is currently looking for an experienced IFA Administrator to join their team in Kidderminster. The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients. Key Duties: Processing new b...

• Edinburgh
• £25000 - £30000 per annum
• Posted about 2 months 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...

• Leeds
• £30000 - £34000 per annum
• Posted 2 months ago

IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team. Working in modern office spaces that are a short walk from the city center train station, the business continues to be an exciting place to work for man...