Wealth Management IFA Admin Specialist
3 days ago
A reputable financial services firm in Leicester Forest East is seeking an experienced IFA Technical Administrator. This full-time position involves managing client interactions, processing new business applications, and ensuring compliance in an office-based environment. Applicants should have at least 5 years of administration experience, including 2 years in financial services, and possess excellent IT and communication skills.
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IFA Administrator
9 hours ago
Leicester, United Kingdom IDEX Consulting Ltd Full timeIFA Administrator/Client Relationship Manager Leicester | Up to £35k + Excellent Benefits | Hybrid Working I’m recruiting for a standout IFA Administrator/Client Relationship Manager role with one of the UK’s leading wealth management and employee benefits businesses. If you’re currently working as an IFA Administrator or CRM and enjoy blending client...
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Leicester, United Kingdom IDEX Consulting Ltd Full timeIFA Administrator/Client Relationship Manager Leicester | Up to £35k + Excellent Benefits | Hybrid Working I’m recruiting for a standout IFA Administrator/Client Relationship Manager role with one of the UK’s leading wealth management and employee benefits businesses. If you’re currently working as an IFA Administrator or CRM and enjoy...
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IFA Administrator
1 day ago
Leicester, United Kingdom Ortus PSR Ltd. Full timeJob Title: Technical Administrator – IFA Support | Financial Services | Office-Based Company Overview Our client is a highly reputable and well-established Independent Financial Advisory (IFA) firm, known for delivering expert financial planning and wealth management services to a loyal client base. With a focus on integrity, compliance, and exceptional...
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IFA Administrator
5 days ago
Leicester, United Kingdom IDEX Consulting Full timeJob description Are you an experienced IFA Administrator or Client Relationship Manager (CRM) looking for a role where you can combine strong client-facing skills with financial services expertise?What's on OfferCompetitive salary of upto £35k and benefits.Hybrid working flexibility and a supportive, collaborative team environment.Opportunity to work...
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Senior Administrator/Paraplanner
1 week ago
Leicester, Leicester, United Kingdom Willday Wealth Management Full timeLocation: LeicesterSalary: Based on experienceJoin a growing and dynamic financial advisory firm where your experience truly matters. We're seeking an experienced Senior Administrator/Paraplanner to play a key role in supporting advisers, producing high-quality technical work and helping maintain efficient, compliant processes across the business.About the...
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IFA Administrator
3 days ago
Leicester, United Kingdom IDEX Consulting Full timeAre you an experienced IFA Administrator or Client Relationship Manager (CRM) looking for a role where you can combine strong client-facing skills with financial services expertise? What's on Offer Competitive salary of upto £35k and benefits. Hybrid working flexibility and a supportive, collaborative team environment. Opportunity to work closely with...
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Senior Ifa Administrator
3 days ago
Nottingham East Midlands Airport, United Kingdom Ortus Psr Full time**IFA Administrator** **Location: Derby** **Salary: £20,000 - £30,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered...
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IFA with a client bank
4 hours ago
East Kilbride, United Kingdom IDEX Consulting Ltd Full timeIdex have partnered with a wealth management company with an office in East Kilbride who are looking for an IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the central belt and pride themselves on being true advocates of personal, face-to-face advice, provided...
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IFA with a client bank
1 day ago
East Kilbride, South Lanarkshire, United Kingdom IDEX Consulting Ltd Full timeIdex have partnered with a wealth management company with an office in East Kilbride who are looking for an IFA who will support their growth strategy.The firm offer independent financial planning and investment management services to clients throughout the central belt and pride themselves on being true advocates of personal, face-to-face advice, provided...
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IFA with a client bank
3 hours ago
East Kilbride, United Kingdom IDEX CONSULTING LTD Full timeIdex have partnered with a wealth management company with an office in East Kilbride who are looking for an IFA who will support their growth strategy.Increase your chances of an interview by reading the following overview of this role before making an application.The firm offer independent financial planning and investment management services to clients...