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
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 working...
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...
Manage and lead a team of support staff within a financial planning firm.
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...
You will be advise clients as appropriate to their circumstances and objectives. Specific responsibilities
IFA AdministratorLocation: Gerrards Cross, Buckinghamshire SL9 8EBPosition: Full-time (office based – Gerrards Cross)Basic Salary: To £30k pa (DOE)We are seeking an experienced, enthusiastic Administrator to complement our existing team. The successful candidate will be confident in their ability to take ownership of their role and to provide support to our advisers, paraplanner and other team...
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...
We are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Worthing office. Purpose of role To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as...
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...
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London. They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of Role Reporting to the Group Administration Manager, this newly created role will support the...
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...
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 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...
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...
We are currently recruiting for a Financial Planning practice in Coggeshal who are looking to recruit an IFA Administrator to join their busy team. They are currently looking for an experienced Financial Services Administrator to join their support team to provide pre- and post-sales support to the Financial Advisers, ensuring that client documentation/requests are accurately processed and...
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...
Location Harrogate Salary £65000 - £75000 TypePermanent WorkplaceHybrid Ref89208 Financial Adviser / IFA Salary: Up to £75,000 (depending on experience and qualifications) Location: Harrogate (Hybrid working available) Job Type: Full-time, Employed Are you a qualified Financial Adviser looking to join a respected national firm with a strong support structure and a client-first approach? Were...