You will be joining a strong team who provide holistic financial planning to HNW and UHNW clients.
You will be overseeing their team of circa 4 6 team members.
You should have experience of leading a team
You should have previous experience as an IFA Administrator
You should have desire to be part of a growing team and take an active role in delivering growth for the business
Independent Financial AdviserSalary: £50,000 – £75,000 (employed) or self-employed optionLocation: Home-Based / Remote + optional office accessReady to take your advice career to the next level? We’re looking for an experienced Independent Financial Adviser to join a forward-thinking, client-focused wealth management team. Work remotely, build meaningful client relationships, and deliver...
Location Reading Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89124 Senior IFA Administrator Salary: Up to £35,000 (DOE) Location: Reading , Berkshire (Office-based) Job Type: Full-time, Permanent Start Date: Immediate Are you an experienced IFA Administrator ready to take the next step in your career? Were working with a fully independent, professional financial planning firm...
IFA Administrator – North Birmingham | £27,000 – £32,000 + Benefits Are you an experienced IFA Administrator looking to join a forward-thinking, client-focused wealth management firm in North Birmingham? This is an excellent opportunity to become part of a growing business where collaboration, precision, and progression are genuinely valued. You’ll be joining a supportive, close-knit team...
Job description A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clientsProducing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms,...
A financial services company in Sutton Coldfield is seeking an Administrator to provide crucial support to Advisers and the Operations Manager. The candidate must have at least 2 years of experience in the IFA Market and strong computer skills. Responsibilities include preparing client reviews, updating the office system, and supporting meetings. This role offers a chance to develop interpersonal...
A well-established financial planning business is seeking an experienced IFA Administrator in Liverpool City Centre. This 35-hour per week role offers a salary of £24,000 - £30,000 depending on experience and includes an option to work one day from home. Key responsibilities involve gathering information, conducting analysis, maintaining client records, and serving clients effectively. Initial...
The Role: to assist in providing administrative and technical support to the Paraplanner(s) within the business. Reports To: Paraplanner and Financial Planner Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team membersAn understanding of FCA regulations and guidelines relating to financial services...
A recruitment agency in Belfast is seeking an experienced Senior Financial Services Administrator to support financial advisers and enhance client servicing. Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required. The ideal candidate will have at least three years of experience in an IFA or wealth...
You will be advise clients as appropriate to their circumstances and objectives. Specific responsibilities
Location High Wycombe Salary £30000 - £40000 TypePermanent WorkplaceHybrid Ref89230 IFA Administrator High Wycombe Location: High Wycombe Salary: Up to £40,000 DOE Benefits: 25 days holiday + BH, discretionary bonus, pension, DIS x4, PMI, PHI Hours: Full-time, office-based (with up to 2 non-contractual WFH days post probation) About the Company Join a growing, independent financial planning...
You will be joining a strong team who provide holistic financial planning to HNW and UHNW clients.
You will be overseeing their team of circa 4 6 team members.
You should have experience of leading a team
You should have previous experience as an IFA Administrator
You should have desire to be part of a growing team and take an active role in delivering growth for the business
Senior IFA Administrator - Central Manchester Location: Central Manchester (office-based) Salary: £26,000 - £32,500 (DOE) Hours: Full-time, Permanent Are you an experienced IFA Administrator looking to take the next step in your career within a Top 100 UK Financial Adviser firm? This is a fantastic opportunity to join a modern, forward-thinking wealth management practice where you'll play a key...
You will be responsible for processing and monitoring technical business, both new and existing.
You will have the opportunity to work in a supportive team environment where progression is strongly supported. In addition, you will be provided with study support for CII qualifications and a competitive salary.
You will be joining a strong team who provide holistic financial planning to HNW and UHNW clients. The business requires an IFA Admin Team Leader to manage and lead their small team of support staff. The business is due to embark upon their next chapter of growth and are looking for grow...
IFA Administrator – North Birmingham | £27,000 – £32,000 + Benefits Are you an experienced IFA Administrator looking to join a forward-thinking, client-focused wealth management firm in North Birmingham? This is an excellent opportunity to become part of a growing business where collaboration, precision, and progression are genuinely valued. You’ll be joining a supportive, close-knit team working...
Location Dyrham Salary £30000 - £40000 TypePermanent WorkplaceHybrid Ref89231 IFA Administrator Doynton (South Gloucestershire) Location: Doynton, near Bath / Bristol Salary: Up to £40,000 DOE Benefits: 25 days holiday + BH, discretionary bonus, pension, DIS x4, PMI, PHI Hours: Full-time, office-based (with up to 2 non-contractual WFH days) About the Company Join a growing, independent...
Location Reigate Salary £25000 - £35000 TypePermanent WorkplaceOn-Site Ref88718 IFA Administrator Location: Surrey Salary: £25,000 £35,000 DOE Job Type: Permanent | Full-time Job Description A well-established and growing financial planning firm in Surrey is looking for a proactive and detail-oriented IFA Administrator to join their team. This is a fantastic opportunity for someone with a...
Client Services Administrator Location: Bury (Full-time, Office-based) Hours: 5 days per week | Flexitime between 8am–6pm Salary: Competitive + Bonus + Exam Support Type: Permanent About the Firm A growing, modern financial planning business with offices in Bury, known for its young, ambitious team and strong track record of internal development. Several administrators in the business have...
Location Reading Salary £22000 - £32000 TypePermanent WorkplaceOn-Site Ref89125 IFA Administrator Salary: Up to £32,000 (DOE) Location: Reading, Berkshire (Office-based only) Job Type: Full-time, Permanent Start Date: Immediate Are you a motivated and detail-driven IFA Administrator looking to grow your career in a professional, client-focused environment? Were working with a fully...