IFA Administrator

Financial Services AdministratorLocation: Wakefield A well-established financial planning firm with proven success in developing high-performing financial advisers is seeking a motivated and experienced Administrator to join their dynamic team. This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers...

Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Administrator to work closely and to support the Director. The successful candidate will have good interpersonal skills, be a good listener and have a good sense of humour.Working in the office initially, the successful...

Are you a Senior Administrator or Account Manager within the Employee Benefits industry looking to step in to a Consulting role?I am representing one of the UKs leading consultancies looking to grow their Employee Benefits team with the addition of an Assistant Consultant. You will be responsible for administering an established portfolio of risk and...

A rapidly expanding regional IFA firm in Sale are looking to recruit an additional paraplanner. The firm are at the cutting edge of technology, fully embracing AI to smooth the client experience and assist in reports and administration. The role will have a large degree of client contact and interaction and there is a direct path to advice in the firm, in...

My client is a growing and highly reputable, stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team. A client base with recurring income is available.In the job you will be servicing your book of business along with dealing with new business due to their reputation, ties and referrals....

Job descriptionSecure Mortgages and Protection Ltd. (SMP) is a fully regulated, licensed and directly authorised company and has a strategic partnership in the UK with deVere, the world's largest IFA.SMP are now expanding across the UK and have opportunities for experienced, entrepreneurial-thinking Insurance Protection Advisers and Estate Planners who...

A highly respected, successful IFA practice in Cannock have been acquired by a leading regional firm. As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is c. £20m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£300k plus space. All paraplanning and...

Secure Mortgages and Protection Ltd. (SMP) is a fully regulated, licensed and directly authorised company and has a strategic partnership in the UK with deVere, the world's largest IFA.SMP are now expanding and have opportunities for experienced, entrepreneurial-thinking, highly sales driven individuals who want to fast-track their career in insurance...

Secure Mortgages and Protection Ltd. (SMP) is a fully regulated, licensed and directly authorised company and has a strategic partnership in the UK with deVere, the world's largest IFA.SMP are now expanding and have opportunities for experienced, entrepreneurial-thinking, highly sales driven individuals who want to fast-track their career in insurance...

Job descriptionSecure Mortgages and Protection Ltd. (SMP) is a fully regulated, licensed and directly authorised company and has a strategic partnership in the UK with deVere, the world's largest IFA.SMP are now expanding across the UK and have opportunities for experienced, entrepreneurial-thinking Insurance Protection Advisers and Estate Planners who...

About the CompanySecure Mortgages and Protection Ltd. (SMP) is a fully regulated, licensed and directly authorised company and has a strategic partnership in the UK with deVere, the world's largest IFA.About the RoleThe role will see you qualifying and speaking to UK based clients looking to obtain protection policies, including life cover, critical...

Job Title: Trainee Financial AdviserIndustry: Financial ServicesLocation: BirminghamSalary: £40,000Job Ref: 9426Are you looking for a new challenge? Are you wanting to further develop your advisory career? Are you looking for an excellent opportunity to progress your career as a trainee financial adviser?Recruit UK are working on an excellent opportunity...

Are you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment? A highly successful and fully independent financial planning practice in Guildford is seeking a dedicated professional to join their team. This is a fantastic opportunity to work a team of leading financial planners and make a meaningful impact on...

IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business...

IFA AdministratorHalifax Salary up to £28,000 (Experience dependant) Death in service 5% Pension Yulife Employee benefits package Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent...

IFA Administrator, Salary up to £30,000(Experience dependant) Birmingham, Hybrid working25 Days Holiday, increases based on serviceLife AssuranceFree ParkingIncome ProtectionSick Pay Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their...

Technical IFA AdministratorStockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.Full exam supportGroup Life Scheme Hybrid working Flexible working hours Our client are a highly progressive and buoyant...

We are working with an award-winning financial planning organisation to recruit an IFA Administration Team Leader. Our client is a reputable business who are currently undergoing a sustained period of growth, they are a well-known name in the industry and pride themselves on providing exceptional financial planning services to clients across to UK.Due to...

IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...

IFA SupportNewbury£28-£32kHybridWe are pleased to be working with an IFA firm based in Newbury on their search for a new team member.Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning.Responsibilities:Providing administration...

Head of Administration – Financial PlanningSalary: Up to £45,000Location: Hybrid (Office & Home working)Company: Award-winning Financial Planning OrganisationWe are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering...

Location: Birmingham (Hybrid: 3 days from home, 2 in the office)Salary: £33,000 (flexible) + Excellent Benefits & BonusWe’re working with a fantastic client who is looking for a Financial Planning Assistant to join their growing team. This is an excellent opportunity for someone with 2-3 years of experience in financial services administration who’s...

IFA Administrator, Leicestershire based Hybrid workingSalary up to £26,000 (Experience dependant)Death in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to...

My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new...

Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...

Pension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs.Place of work: Godalming offices. Salary: 27k-35k depending on experienceBenefits include: 25 days holiday (3...

We are pleased to be working on behalf of a fantastic company who are looking to bring on board a Senior IFA Financial Administrator to join their reputable company based in Ipswich.Key Responsibilities:Providing administrative support to the Financial Services team to ensure deadlines are met.Providing comprehensive pre and post-meeting support for the...

Job Title: Financial Services Administrator / ParaplannerSalary: Starting from £25,000 (rising subject to experience and qualifications)Location: Penrith, CumbriaA fantastic opportunity for an organised and enthusiastic Paraplanner to join a highly reputable business founded over 20 years ago.Professional Financial Centre Cumbria Ltd is a local Chartered...

HR AdministratorWe are the Smart Currency Group, and this role is to support in the management of our talent for the whole group. The business consists of two Foreign Exchange Brokerages, a Fintech hub, a Property Media Company, and a Luxury Property Brand. The primary role of the group is to educate and help individuals and businesses manage their risk. The...

Financial Planning SupportFarnham£32-34kWe are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business.We are looking for some one who can:· Input client details onto Prestwood system· New business administration· Liaise with clients for new business information, Terms of Business,...

Job Title: Financial AdviserIndustry: Financial ServicesLocation: Accrington, LancashireSalary: Up to £65,000Job Ref: 9442Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Accrington, Lancashire. Company: This is a UK wide company, offering...

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....