ifa admin jobs

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 Please ensure you read the below overview and requirements for this employment opportunity completely. 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...

Job Description I'm working with a well-established financial planning firm in Stirling who are looking to add an IFA Administrator to their team. If you’re someone who enjoys keeping the plates spinning and making sure advisers can do what they do best, this one’s worth a look. You’ll get involved in things like: • Preparing client packs & documentation • Processing new business & policy...

You will provide high-quality administrative support to Financial Advisers, manage client communication, and coordinate financial planning reviews. This role is ideal for someone with existing Financial Services / Financial Planning experience who enjoys working closely with Advisers and delivering exceptional client service.

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 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 financial planning firm based in Ellesmere Port is seeking an IFA Administrator to support their Financial Planning team. The successful candidate will be responsible for processing new business applications, maintaining client records, and providing administrative support. Ideal for candidates with attention to detail and strong organizational skills, this role requires interaction with...

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...

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...

A leading financial advisory firm in the UK is seeking an experienced IFA Administrator to support its Financial Advisers by performing crucial administrative tasks. The ideal candidate should have experience in financial services and an understanding of investments, pensions, and protection. This role requires excellent communication skills and the ability to work independently while also being...

I'm working with a well-established financial planning firm in Stirling who are looking to add an IFA Administrator to their team. If you’re someone who enjoys keeping the plates spinning and making sure advisers can do what they do best, this one’s worth a look. You’ll get involved in things like: • Preparing client packs & documentation • Processing new business & policy admin • Liaising...

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 – 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...

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,...

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 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 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 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...