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 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...
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 *
IFA Administrator - Manchester City Centre 📍 Hybrid (2 days in office) | 💰 Up to £35,000 + £2,000 Bonus Scheme Are you an experienced Financial Services Administrator looking for a flexible, forward-thinking firm in the heart of Manchester? This established and growing wealth management practice is seeking a confident, proactive administrator to support a team of advisers and paraplanners. With a...
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,...
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 responsible for ensuring the smooth and efficient progression of client cases, maintaining accurate records, and acting as a reliable point of contact for both clients and providers.
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. 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...
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.
Senior Client Administrator - £35,000 - Clevedon, Somerset I’m currently looking for an Client Administrator to join a independent financial advisory firm based in Clevedon! The firm are seeking two talented individuals with experience in IFA administration who live local to the area. Responsibilities: • Manage calendars and schedule client meetings • Collaborate closely with Financial Advisors...
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 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...
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...
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 Coggeshall Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref88858 Recruiter Managing This Role A fantastic national Financial Services firm based in Coggeshall is expanding its Administration and Paraplanning teams. The business prides itself on delivering high-quality financial planning and investment management services and offers a supportive, collaborative environment...
Location COVENTRY Salary £26000 - £33000 TypePermanent WorkplaceHybrid Ref88152 Recruiter Managing This Role IFA Administrator Meriden, Coventry Salary: £26,000 £33,000 Duration: Full time, Permanent, Flexible, Hybrid, Part time We are working with a well renowned financial planning firm who are looking for a new Financial Planning Administrator to join their busy Meriden office and assist...
Location Cobham Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89337 Recruiter Managing This Role IFA Admin Cobham Up to £35,000 The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen. We are looking for someone to provide high quality technical administration and analytical support to the...