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Senior IFA Admin
1 week ago
Redwood Search Longbridge, Warwickshire, United KingdomPosition: Senior IFA Administrator - £25,000 - £30,000 per annum. · We are excited to announce a new opportunity for a senior IFA administrator to join our client's team in an office near Longbridge. The company specialise in financial advice and services for businesses and indi ...
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IFA Admin
1 week ago
Heat Recruitment Ltd Oadby & Wigston, Leicestershire, United KingdomJob Title: Independent Financial Advisor (IFA) Administrator · Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc. · Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays ...
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IFA Admin
1 week ago
Heat Recruitment Ltd Birmingham, United KingdomThis role is integral to providing excellent support for the financial advisors and ensuring that client administration and servicing are conducted efficiently and in compliance with company procedures. · Handle day-to-day administration of Life, Investment, and Pensions, includ ...
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IFA Admin
1 week ago
Heat Recruitment Ltd Bromsgrove, Worcestershire, United KingdomAre you a motivated and detail-oriented individual with a passion for the financial services industry? This is a fantastic opportunity for someone in financial administration who is eager to take ownership of the client review process and progress in their career within a dynamic ...
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IFA Admin
1 week ago
Finlink Ltd Warwick, Warwickshire, United KingdomWith this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. · This is a large Financial Advisory business that provides adv ...
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IFA Admin
1 week ago
Heat Recruitment Ltd Warwick, Warwickshire, United KingdomDuration: Full time, Permanent, Flexible, Hybrid, · Benefits: 10% employer pension contribution, 25 days annual leave + bank holidays · We are working with a well renowned national financial planning firm who are looking for a new Financial Planning Administrator to join their bu ...
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IFA Admin
1 week ago
Recruit UK | Certified B Corp™ Market Harborough, Leicestershire, United KingdomLooking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice?Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advice ...
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IFA Admin
1 week ago
Recruit UK | Certified B Corp™ Market Harborough, Leicestershire, United KingdomLooking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice? · Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advi ...
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IFA Admin
1 week ago
IDEX Consulting Birmingham, United KingdomAn expanding financial services group has an opportunity for an IFA Administrator to join their team in Birmingham. · This role will support Financial Advisers with back office and client support for financial and wealth planning that includes investment, retirement and estate p ...
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IFA Admin
1 week ago
Recruit UK | Certified B Corp™ Market Harborough, Leicestershire, United KingdomJob Description Looking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice? · Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independen ...
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Private Client Adviser
1 week ago
Countrywide Tax and Trust Corporation Leamington Spa, United Kingdom**Summary of Key Responsibilities and Role** · We are looking for Legal, Financial, Tax & Trust Technical Advisers to join a small team of advisors. This is a role in which you will provide support and work towards providing advice to High Net Worth clients. Our clients generally ...
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Technical Ifa Administrator
1 week ago
Cranleigh Personnel Coventry, United Kingdom**Technical IFA / Wealth Planning Administrator** · **Location: Outskirts Coventry** · **Salary: £24,000 - £28,000** · Are you an IFA Administrator with at least one year's IFA Admin experience....? · Do you feel frustrated in your current role as you are not having the mentoring ...
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Ifa Administrator
6 days ago
Cranleigh Personnel Coventry, United Kingdom**Technical IFA / Wealth Planning Administrator** · **Location: Outskirts Coventry** · **Salary: £24,000 - £30,000** · Are you an IFA Administrator with at least one year's IFA Admin experience....? · Do you feel frustrated in your current role as you are not having the mentoring ...
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Employee Benefits Administrator
1 week ago
Recruit UK Coventry, United Kingdom**Job Title: Employee Benefits Administrator** · **Industry: Wealth Management** · **Location: Coventry** · **Salary: up to £30,000** · **Job Reference: 8950** · Do you have Employee Benefits or Pensions experience? Are you looking for progression? · Recruit UK is working on an e ...
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Benefits Administrator
1 week ago
Recruit UK Coventry, United Kingdom**Job Title: Benefits Administrator** · **Industry: Wealth Management** · **Location: Coventry** · **Salary: up to £30,000** · **Job Reference: 8950** · Do you have Employee Benefits or Pensions experience? Are you looking for progression? · Recruit UK is working on an excellent ...
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Institute for Apprenticeships and Technical Education Coventry, United Kingdom**Details**: · **Reference number**: · **Salary**: · - £20,497- National minimum - 20,497, London minimum - 23,867**Job grade**: · - Administrative Assistant- EA**Contract type**: · - Fixed Term · - Loan**Length of employment**: · - 2 years**Business area**: · - IFA - Digital and ...
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Ifa Administrator
1 week ago
Cranleigh Personnel West Midlands, United KingdomFinancial ServicesGot a question about this role? · or Call: · Overview · - Technical IFA / Wealth Planning Administrator- Location: Outskirts Coventry- Salary: £24,000 - £30,000- Are you an IFA Administrator with at least one year's IFA Admin experience.?- Do you feel frustrate ...
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Ifa Administrator
1 week ago
Ortus PSR West Midlands, United KingdomAre you ready to embark on a journey and develop your career as an IFA Administrator where exceptional customer service meets the power of efficient administration? Look no further we're on the lookout for a motivated and proactive Administrator to join a dynamic IFA firm. As a r ...
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Ifa Administrator
1 week ago
Ortus PSR West Midlands, United KingdomA Tech lead IFA firm is looking to hire an experienced IFA Administrator to assist the Head of Advise and their Paraplanner. You will be liaising with Product providers and completing the Administration for Investments and Pension Advice. · You will have the opportunity to work f ...
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Ifa Administrator
4 days ago
Idex Tamworth, United KingdomIFA Administrator required for a leading local financial advice firm · Established company with welcoming friendly team · My client is happy to consider full-time or part-time applicants · **About Our Client** · A West Midlands based independent financial advisory practice with a ...
IFA Admin - Leamington Spa, Warwickshire, United Kingdom - IDEX Consulting
Description
An independent Financial Planning and Wealth Advisory firm in Leamington Spa has an opportunity for an IFA / Financial Planning Administrator to work on a hybrid basis.
This role will provide back office and client support for a director chartered financial planner. who advises clients on investment, estate and retirement planning for private clients and business owners.Support Chartered Financial Planner with client support and administration
The ideal candidate will have a background supporting Financial Planners with back office duties.
A competitive salary and company benefits are linked with this opportunity.
Salary £25-35k with home and office hybrid working.
Visit the IDEX Consulting Ltd website for further opportunities.
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Our Diversity, Equity and Inclusion MissionAt IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We are committed to driving conscious inclusion across our business and creating equitable pathways.#