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...
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 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...
A leading financial services firm is seeking an IFA Administrator to join their Financial Planning team in Leeds. The role involves providing comprehensive administrative support to Financial Planners and maintaining strong client relationships. Ideal candidates will have at least one year of experience in Financial Services, a strong client service ethic, excellent communication skills, and a...
You will be responsible for managing client requests, preparing meeting materials, and maintaining accurate records within Intelliflo Office. This role offers an opportunity to work in a dynamic and client-focused environment, contributing to process automation and digitisation efforts.
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 national IFA brand in Molesey is seeking a Financial Administrator to provide high-quality administrative support. The role involves managing client queries, processing new business, and ensuring accurate client records. Candidates should have experience in a Financial Planning firm and possess excellent communication, organizational, and IT skills. The position offers a range of benefits...
A reputable financial services firm in Leicester Forest East is seeking an experienced IFA Technical Administrator. This full-time position involves managing client interactions, processing new business applications, and ensuring compliance in an office-based environment. Applicants should have at least 5 years of administration experience, including 2 years in financial services, and possess...
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.
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...
A national IFA brand in Stokenchurch is seeking a Financial Administrator to provide essential support through client correspondence and office management. This role requires prior experience in a Financial Planning firm and excellent communication and organizational skills. Key benefits include 25 days of holiday and various employee perks. Ideal candidates will have strong IT proficiency and a...
A well-established financial planning firm in Bradford-on-Avon is seeking an IFA Admin Team Leader to manage a small team. Responsibilities include leading the support staff, designing and implementing efficient processes, and actively participating in the firm's growth. Ideal candidates will have experience in leading teams and as IFA Administrators. This role offers a unique opportunity to...
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...
A leading recruitment firm is seeking an IFA Technical Administrator in South Leics. This office-based role requires at least 2 years of experience in financial services, focusing on administration tasks. The ideal candidate will excel in a fast-paced environment, have excellent communication skills, and be proficient with Microsoft Office. Competitive salary up to GBP 30,000 plus excellent...
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 - 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...
Overview 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. Responsibilities Producing valuations and Annual Review letters to clients Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating...
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 Reading Salary £30,000 - £35,000 (DOE) Job Type Full-time, Permanent, On-site Start Date Immediate Senior IFA Administrator 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 based in Reading , who are looking for a driven and capable Senior IFA Administrator to join their...
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...