ifa admin jobs in United Kingdom

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...

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...

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...

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.

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...

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...

Manage and lead a team of support staff within a financial planning firm.

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 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...

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...

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,...

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 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 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 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...