Employment Type : Full-Time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: Providing administration and planning support to Financial Planners and a professional service to new and existing clients Undertake client ...
Employment Type : Full-Time
Idex have partnered with a boutique wealth management company who are looking for a Chartered IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, competent and experienced professionals The team manage HNW clients ranging from c 1m- 7m in...
Employment Type : Full-Time
Our Client has an urgent requirement for an experienced IFA, with CAS, to join the team. This is a firm that values integrity, independence and long-term client relationships. Working from offices in Berwick, you’ll benefit from an established client bank (Private Clients, Trusts and Corporates) and enjoy the support of experienced paraplanners and administrators. This is an environment where you’ll be measured on a range of MI metrics i.e. AUA ...
Employment Type : Full-Time
IFA Administrator Clydebank (Hybrid) 28,000 – 35,000 benefits Join a well-established independent financial advisory firm with a strong reputation and decades of success in the market. You’ll work in a close-knit, experienced team where mentoring and training are part of the culture - and where your technical admin skills will be genuinely valued. This is a varied and interesting role, ideal if you enjoy working across a wide range of financial ...
Employment Type : Full-Time
Job Title: IFA Administrator Industry: Financial Services Location: Manchester Salary: 27,000 - 35,000 Reference Number: 9515 Job Description: IFA Administrator Recruit UK are working on an excellent opportunity for a IFA Administrator position in Manchester to join a leading Financial Advice firm. My client is a well-established, award winning, financial advisory business based Manchester. They are recruiting for an experienced Financial Planni...
Employment Type : Full-Time
Job Title: Independent Financial Advisor (IFA) Administrator Location: Hampshire (remote) Salary: 25,000 - 30,000 Key Benefits: Work-Life Balance: Fully remote working available. Progression pathway: Potential pathway to Paraplanner. The completion of the Level 4 Diploma is encouraged Exam Support: Structured training plan in place and support for professional exams Company Culture: They pride themselves on providing a unique and supportive cult...
Employment Type : Full-Time
Job Title: Independent Financial Advisor (IFA) Administrator Location: Woking Salary: 30,000 - 35,000 Key Benefits: Work-Life Balance: Flexibility for hybrid post-probation. Progression pathway: Potential pathway to Paraplanner. The completion of the Level 4 Diploma is encouraged Exam Support: Structured training plan in place and support for professional exams Employee Benefits: Discretionary annual bonus scheme from day one, annual pay reviews...
Employment Type : Full-Time
Job Title: Independent Financial Advisor (IFA) Administrator Location: Guildford, hybrid Salary: 30,000 - 35,000 Key Benefits: Work-Life Balance: Flexibility for 2/3 days working from home Progression pathway: Potential pathway to Paraplanner. The completion of the Level 4 Diploma is encouraged Exam Support: Structured training plan in place and support for professional exams Employee Benefits: Discretionary annual bonus scheme from day one, ann...
Employment Type : Full-Time
An established IFA firm based in the Tunbridge Wells area is looking for Financial Services/Mortgage Administrators to join our small team. The role is to provide support to a successful Financial Adviser, who specialises in Pensions, Estate Planning, Protection, Investments & Mortgages. The ideal candidate should have at least 1 year of experience working in an IFA or mortgage broking business IFA Administrator Responsibilities Preparing ca...
Employment Type : Full-Time
IFA Administrator 30,000 - 35,000 Flexible working hours Hybrid working Benefits Altrincham A boutique IFA in Altrincham that have established themselves perfectly in the market offering a wide range of products to their clients are growing. Workload stretched across the team of 4 therefore require a 5th superstar in the team (and what a team it is!) Two of the Administrators in the team have been with the firm for over 10 years. People join thi...