Client IFA AdministratorAn excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded Independent Financial Advisory firm renowned for its professional, client-focused approach to wealth planning.The business combines the personal, close-knit culture of a boutique firm with the resources, stability and infrastructure of an established wealth planning organisation.This role would be ideal for an experienced IFA Administrator who enjoys working closely with ...
Are you an experienced IFA Administrator looking for your next opportunity? Join a dynamic and expanding independent financial planning firm where your administrative expertise will directly support client outcomes and business growth.As an IFA Administrator, you'll be the backbone of operations, managing the full administrative lifecycle of client cases. Your day-to-day responsibilities will include completing applications and letters of authority, liaising with product providers, and ensuring ...
Ready to Take the Next Step in Your Financial Planning Career?Are you looking for a role where your experience is genuinely valued, your contribution makes a difference, and there’s a clear opportunity to progress?A highly respected and growing wealth management firm is looking for an experienced IFA Administrator to join its collaborative and high-performing support team.The business is known for providing tailored financial planning and wealth management advice to private clients and business ...
Senior IFA Administrator | Career ProgressionJoin a growing Financial Planning practice where you’ll play a key role in managing client relationships and have genuine opportunities to progress.Our client is a well-established and expanding Financial Planning firm looking for an experienced IFA Administrator to join its close-knit team.Supporting experience Financial Adviser's, you will also work closely with the Managing Director, taking ownership of the full client administration process. This ...
IFA Administrator - (Leeds) Salary: £28,000 - £32,000 DOE Full-time | On-SiteAboutA growing Chartered independent financial planning practice in the Leeds area is seeking an organised and proactive IFA Administrator to support its advice team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning.The team uses modern technology and streamlined processes to deliver an efficient and highly personal service to ...
Senior AdministratorFull Time | On‑SiteSalary: £35,000 per annumLocation: North LeedsRole OverviewA Senior IFA Administrator responsible for delivering high‑quality administrative support within a regulated financial planning environment. The role centres on pension transfers, ISA transfers, investment transfers, and maintaining precise client records to support advisers and ensure compliant case progression. This is a full‑time, office‑based position suited to someone with strong technical ...
Paraplanner - IFA AdministratorSouth Leicestershire (ref AL1414) office based, parking availableSalary £28,000 - £40,000 dep on experienceMy client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team. We are looking for bright, diligent, and competent individuals, who have existing expe...JBLK1_UKTJ
Senior AdministratorFull Time | On‑SiteSalary: £35,000 per annumLocation: North LeedsRole OverviewAn experienced IFA Administrator responsible for delivering high‑quality administrative support within a regulated financial planning environment. The role centres on pension transfers, ISA transfers, investment transfers, and maintaining precise client records to support advisers and ensure compliant case progression. This is a full‑time, office‑based position suited to someone with strong ...
Financial Services AdministratorOutskirts of Norwich Due to rural location, you will need to drive25,000 - 35,000 Doe + Bonus and Benefits*Hybrid working, 2 days from home offered after initial training*Polkadotfrog are delighted to be working with a highly respected Financial Services business, supporting them in their search for a Financial Services Administrator to join their friendly and supportive team.This is a fantastic opportunity for an experienced Financial Services Administrator to ...
Financial Services AdministratorOutskirts of Norwich – Due to rural location, you will need to drive£25,000 - £35,000 DOE + Bonus and BenefitsHybrid working, 2 days from home offered after initial trainingPolkadotfrog are delighted to be working with a highly respected Financial Services business, supporting them in their search for a Financial Services Administrator to join their friendly and supportive team.This is a fantastic opportunity for an experienced Financial Services Administrator to ...
