Current jobs related to IFA Administrator - Reading, Reading - Finlink Ltd

  • IFA Administrator

    2 weeks ago


    Reading, Reading, United Kingdom IDEX Consulting Full time

    IFA Administrator OpportunityWe are seeking a highly organized and proactive IFA Administrator to join our team at IDEX Consulting. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisors in delivering exceptional client service.Key Responsibilities:Collaborate with Financial Advisors: Work closely with our Financial...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    IFA Administrator Job DescriptionWe are seeking a skilled IFA Administrator to collaborate with our Financial Advisors and provide exceptional support to our clients.Key Responsibilities:Proactive Assistance: Work closely with Financial Advisors to ensure seamless client experiences.Calendar Management: Schedule client meetings and manage calendars to...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    IFA Administrator Job DescriptionWe are seeking a skilled IFA Administrator to collaborate with our Financial Advisors and provide exceptional support to our clients.Key Responsibilities:Proactive Assistance: Work closely with Financial Advisors to ensure seamless client experiences.Calendar Management: Schedule client meetings and manage calendars to...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    IFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting. As an IFA Administrator, you will play a crucial role in supporting our financial advisors and ensuring the smooth operation of our business.Key Responsibilities:Collaborate with Financial Advisors: Work closely with our...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    IFA Administrator OpportunityWe are seeking a skilled IFA Administrator to collaborate with our Financial Advisors and contribute to the success of our financial advisory group.Key Responsibilities:Provide proactive administrative support to Financial Advisors, ensuring seamless client interactions and efficient operations.Manage calendars and schedule...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    IFA Administrator Job OpportunityWe are seeking a skilled IFA Administrator to join our team at IDEX Consulting. As an IFA Administrator, you will play a crucial role in supporting our financial advisors and ensuring the smooth operation of our business.Key Responsibilities:Collaboration with Financial Advisors: Work closely with our financial advisors to...


  • Reading, Reading, United Kingdom IDEX Consulting Ltd Full time

    IFA Administrator Role - £32K + BonusWe are seeking a skilled IFA Administrator to join our team at IDEX Consulting Ltd. This is an exciting opportunity for a talented individual with 12 months+ experience in IFA administration to take their career to the next level.Responsibilities:Collaborate closely with Financial Advisors to provide proactive assistance...


  • Reading, Reading, United Kingdom IDEX Consulting Ltd Full time

    We are seeking a Senior IFA Operations Coordinator to provide proactive assistance to our Financial Advisors.Responsibilities:Collaborate closely with Financial Advisors to provide administrative supportManage calendars and schedule client meetingsCommunicate with affluent and high-net-worth clients to ensure a seamless processAssemble meeting materials for...


  • Reading, Reading, United Kingdom IDEX Consulting Ltd Full time

    IFA Administrator OpportunityWe are seeking a talented IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our financial advisory group, you will play a crucial role in providing proactive assistance to our Financial Advisors.Key Responsibilities:Collaborate closely with Financial Advisors to ensure seamless client...


  • Reading, Reading, United Kingdom IDEX Consulting Ltd Full time

    IFA Administrator OpportunityWe are seeking a talented IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our financial advisory group, you will play a crucial role in providing proactive assistance to our Financial Advisors.Key Responsibilities:Collaborate closely with Financial Advisors to ensure seamless client...


  • Reading, Reading, United Kingdom IDEX Consulting Ltd Full time

    IFA Administrator OpportunityWe are seeking a talented IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our financial advisory group, you will play a crucial role in providing proactive assistance to our Financial Advisors.Key Responsibilities:Collaborate with Financial Advisors to ensure seamless client interactions and positive...

  • Senior Administrator

    3 weeks ago


    Reading, Reading, United Kingdom IDEX Consulting Ltd Full time £32,000

    IFA Administrator OpportunityWe are seeking a highly skilled IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our financial advisory group, you will play a vital role in providing exceptional support to our clients and financial advisors.Key Responsibilities:Manage calendars and schedule client meetings to ensure seamless...

  • Senior Administrator

    4 weeks ago


    Reading, Reading, United Kingdom IDEX Consulting Ltd Full time £32,000

    IFA Administrator OpportunityWe are seeking a highly skilled IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our financial advisory group, you will play a vital role in providing exceptional support to our clients and financial advisors.Key Responsibilities:Manage calendars and schedule client meetings to ensure seamless...


  • Reading, Reading, United Kingdom IDEX Consulting Ltd Full time

    A career-defining role has become available for a skilled Administrative Assistant to join a leading financial advisory group in Reading. This exciting opportunity has arisen due to the company's ongoing success and requires a talented individual with 12 months+ experience in IFA administration who lives local to the area. This is a fantastic opportunity to...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    Administrative Support for Financial AdvisorsWe are seeking a highly organized and detail-oriented Administrative Support to join our team at IDEX Consulting. As an IFA Administrative Assistant, you will play a vital role in supporting our Financial Advisors in delivering exceptional client service.Key Responsibilities:Proactive Assistance: Collaborate...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    Administrative Support for Financial AdvisorsWe are seeking a highly organized and detail-oriented Administrative Support to join our team at IDEX Consulting. As an IFA Administrative Assistant, you will play a vital role in supporting our Financial Advisors in delivering exceptional client service.Key Responsibilities:Proactive Assistance: Collaborate...


  • Reading, Reading, United Kingdom IDEX Consulting Ltd Full time

    IFA Administrator RoleWe are seeking a highly skilled IFA Administrator to join our team at IDEX Consulting Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisors to deliver exceptional client service.Key Responsibilities:Provide proactive administrative support to Financial AdvisorsManage calendars and schedule...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    Key Responsibilities:Collaborate closely with Financial Advisors to provide proactive assistance and support.Manage calendars and schedule client meetings to ensure seamless communication.Communicate with affluent and high-net-worth clients to deliver a positive experience.Assemble meeting materials for Advisors before client meetings to ensure...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    Administrative Support for Financial AdvisorsWe are seeking a highly organized and detail-oriented Administrative Support to join our team at IDEX Consulting. As an IFA Administrative Assistant, you will play a vital role in supporting our Financial Advisors in delivering exceptional client service.Key Responsibilities:Collaborate with Financial Advisors to...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    Administrative Support for Financial AdvisorsWe are seeking a highly organized and detail-oriented Administrative Support to join our team at IDEX Consulting. As an IFA Administrator, you will play a crucial role in providing exceptional support to our Financial Advisors.Key Responsibilities:Collaborate with Financial Advisors to provide proactive assistance...

IFA Administrator

2 months ago


Reading, Reading, United Kingdom Finlink Ltd Full time

About Finlink Ltd

Finlink Ltd is a fast-growing and well-established Financial Services practice with a strong presence in the UK market. Our company is built on a foundation of trust, expertise, and a commitment to delivering exceptional client experiences.

The Role

We are seeking an experienced IFA Administrator to join our support team in Reading. As an IFA Administrator, you will play a vital role in providing an efficient, high-quality, and compliant service to our clients and financial planners. Your primary responsibilities will include:

  • Processing new business and ensuring all documentation is compliant
  • Communicating with clients and providers to resolve queries and issues
  • Assisting with research and basic reports to support business growth
  • Maintaining accurate and up-to-date back-office systems

Benefits and Growth Opportunities

As a valued member of our team, you will enjoy a range of benefits, including:

  • Private medical insurance
  • Healthcare cash plan
  • Group income protection
  • Group life assurance (4 x basic annual salary)
  • Group pension scheme with 5% employer contribution and 3% employee contribution
  • Discretionary company bonus award opportunity
  • 28 days annual leave, plus bank holidays (increasing with each year of service up to a maximum of 30 days)

What We Offer

At Finlink Ltd, we value our employees and offer a supportive and dynamic work environment. Our company culture is built on collaboration, innovation, and a passion for delivering exceptional results. If you are a motivated and experienced IFA Administrator looking for a new challenge, we encourage you to apply for this exciting opportunity.