IFA Admin jobs

• Leeds
• £30000 - £34000 per annum
• Posted 5 days 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...

• Glasgow
• flexible working
• Posted 5 days ago

We are working with a brilliant practice in Glasgow who is going through an exciting expansion plan. We are looking for 3 IFA administrators for the team. The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, prote...

• Aberdeenshire
• Up to £18900 per annum
• Posted 6 days ago

A new opportunity for an Part-time Administrator to join a IFA Practice Working hours will be approximately 26 per week, Monday to Thursday. Responsibilities Carrying out administrative tasks, such as compiling letters, emails and reports Organising client appointments Office stationery and stock...

• Harrogate
• £28000 - £33000 per annum
• Posted 13 days ago

IDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional IFA Administrator within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks set to continue ...

• Gloucester
• £35000 - £45000 per annum + Bonus
• Posted 24 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...

• Edinburgh
• £25000 - £32000 per annum
• Posted 26 days ago

A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Responsibilities: Preparing illustrations and paperwork for clients Processing and chasing of new business, both paper based and online Process fund switches and rebalances Sending out Letters o...

• Perth
• Up to £30000 per annum + benefits package
• Posted 26 days ago

This is a full-time, permanent position that is fully on-site based in the Perth office. I'm working with one of the UK's leading insurance brokers to recruit a Facilities Assistant based in their Perth Office. Overview: Corporate Real Estate Services (CRES) team is looking for a Facilities Assis...

• Aberdeen
• £20000.00 - £25000.00 per annum
• Posted about 1 month 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 about 1 month 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 about 1 month 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 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...

• Edinburgh
• £25000 - £30000 per annum
• Posted about 1 month 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...

• Manchester
• £28000 - £30000 per annum
• Posted about 1 month 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 ...

• Glasgow
• £26000.00 - £34000.00 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...

• Clydebank
• £26000.00 - £30000.00 per annum
• Posted about 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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...