Admin-Clerical ifa administrator jobs

01 Oct, 2026

Permanent

IFA Administrator

Recruit UK Coventry, UK

Job Title: IFA Administrator Industry: Financial Planning Location: Coventry Salary: up to £34,000 Job Reference: 10616 Job Description: Recruit UK are working with on an exciting opportunity for an IFA Administrator to join a Financial Planning firm. Our client is a specialise Financial Planning firm, who have offices across the UK. As their Coventry office continues to grow and expand, they are looking to bring on an IFA Administrator to join their well established back office team. Duties: Helping prepare for client meetings, both new business and existing Updating the back office system with client information and documentation Sending out LOA Preparing cases for submission and processing new business applications Liaising with clients and advisers Benefits: Competitive salary of £34,000 (negotiable for the right candidate) Discretionary Bonus Private medical insurance 25 days annual leave +/- 5 days...

IC

01 Oct, 2026

Permanent

IFA Administrator

IDEX Consulting Ltd Coventry, UK

I'm currently recruiting for an experienced IFA Administrator to join a highly regarded Chartered Financial Planning firm based in Meriden. This is a great opportunity for an IFA Administrator looking to develop their technical knowledge, gain exposure to more complex financial planning and build a long-term career within wealth management. You'll join an established support team working alongside experienced Advisers and Paraplanners within a genuinely supportive and collaborative environment. The firm has a strong track record of developing its people, with members of the wider team progressing internally into Paraplanning and senior positions. The Role As an IFA Administrator, you'll provide dedicated administrative support to a Senior Financial Adviser helping to manage the full client journey and ensuring clients receive a first-class service. You'll work closely with Advisers, Paraplanners and the wider operations team, supporting complex financial planning...

17 Sep, 2026

Permanent

Temp IFA Administrator!

Office Angels London, UK

Job Title: IFA Administrator (Temporary) Location: Blackfriars, Central London Our client, a reputable organisation in the financial services sector, is seeking a dedicated and detail-oriented IFA Administrator to join their dynamic team on a temporary basis. This role is pivotal in ensuring smooth operations within the administration team, processing new business, and maintaining impeccable client records. If you thrive in a fast-paced environment and possess a passion for delivering high-quality service, this opportunity is perfect for you! Key Responsibilities: Accurately process new business using Curo event lists and relevant platforms. Monitor and manage new business entries, ensuring timely updates. Perform data cleansing and update client information in Curo. Process withdrawals, contributions, and key transactions such as drawdowns, Bed & SIPP, and Bed & ISA. Pre-complete provider forms for clients and produce review packs for adviser...

IC

16 Sep, 2026

Permanent

IFA Administrator

IDEX Consulting Ltd Lancashire, UK

My client is currently looking for an experienced IFA Administrator to join their team in Manchester. The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To work closely with the aligned Financial Planners to deliver excellent client outcomes. To build relationships with clients and maintain regular contact. Maintain back-office systems and client records in line with the company policies. Request policy information from third party policy providers if applicable. Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable. Preparation of meeting packs and valuations (as required) Assist investment managers in the preparation of new business pitches and presentations To be successful in this role, you...

IC

17 Sep, 2026

Permanent

IFA Administrator

IDEX Consulting Ltd Nottingham, UK

The Opportunity Our client is an established financial planning business seeking an experienced client services professional to join their team in Nottingham. This is a client-focused role where you will take ownership of a portfolio of clients, acting as a key point of contact and ensuring they receive a first-class service throughout their relationship with the business. You will work closely with Financial Planners, technical teams and, where appropriate, clients' Legal and Tax Advisers to ensure advice and planning recommendations are implemented efficiently. Key Responsibilities Manage a portfolio of clients and act as the first point of contact for service enquiries Build and maintain strong, trusted client relationships through telephone, email and face-to-face contact Take ownership of client queries, ensuring they are resolved promptly and professionally Organise client and Planner meetings and coordinate the required documentation Gather and maintain...

NR

06 Oct, 2026

Permanent

IFA Client Support Administrator

NJR Recruitment Lancashire, UK

IFA Client Support Administrator Location: Manchester / Hybrid Salary up to £30,000 Contract: Full-Time, Permanent NJR Recruitment is delighted to be working with a well-established financial services business who are looking to recruit a Client Support Administrator to join their busy and growing team. This is a fantastic opportunity for an experienced administrator looking to progress their career within financial services, as well as those looking to take their first steps into the industry. Working closely with Financial Advisers and Paraplanners, you will play an important role in ensuring both new and existing clients receive an excellent level of service. You will be supported by experienced Operations Management and Learning & Development teams, with comprehensive training provided to help you build your industry knowledge and expertise. The Role The Client Support Administrator role is fast-paced, varied and rewarding. You will support...

28 Sep, 2026

Full Time Permanent

Financial Services Administrator

£28,000 - £38,000 yearly

AWD online Yateley, Hampshire, UK

Financial Services Administrator A well-established, friendly and professional financial advice and planning business is looking for a confident and experienced Financial Services Administrator to support the smooth running of its Yateley office. This is a varied role for someone who enjoys a fast-paced environment, takes pride in outstanding client service and is happy to get involved in both managing and completing day-to-day workload. If you’ve also worked in the following roles, we’d also like to hear from you: Financial Advisor Administrator, IFA Administrator, Financial Administrator, Financial Planning Administrator, Financial Adviser Administrator, Wealth Management Administrator, Client Services Administrator, Client Support Administrator, Financial Services Assistant, Administrator SALARY: circa. £28,000 to £38,000 per annum pro-rata LOCATION: Yateley, Hampshire JOB TYPE: Full-Time, Permanent (Part-Time Hours will...

IC

16 Sep, 2026

Permanent

Financial Services Administrator

IDEX Consulting Ltd Midlothian, UK

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA practice in Edinburgh City Centre. You will be part of a team providing support to Financial Advisers, which includes the Company Directors: Prepare suitability reports Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews/valuations Process new business Liaise with providers Deal with client queries About you: Experience in financial services administration (IFA/wealth preferred) Strong organisation and attention to detail Good communication and client service skills Confident using CRM systems Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity,...

IC

16 Sep, 2026

Permanent

IFA Admin

IDEX Consulting Ltd Glasgow, UK

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effective and efficient at delivering the service expectations to wealth management clients. You will work as part of a small team, dealing with multiple providers and collating data, processing and enabling client-centric reporting and documentation to be produced in a timely format Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and Advisers Dealing with clients both on the telephone and face to face Dealing with cases, creating reports to accurately articulate the advice provided Researching, creating compelling, accurate and professional reports for clients under supervision,...

Po

01 Oct, 2026

Permanent

Financial Services Administrator

Polkadotfrog Horstead, Norwich NR12 7EE, UK

Financial Services Administrator Outskirts of Norwich Due to rural location, you will need to drive £25,000 - £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 join a thriving, wellbeing-led business that prides itself on being genuinely client-focused. The Financial Services Administrator will be joining a close-knit team, where people are valued, supported and given the tools and opportunities to succeed. As the Financial Services Administrator , you will already have experience in a similar position, ideally within an IFA or Wealth Management environment. Youll play an important role in supporting a busy client...

01 Sep, 2026

Full Time Permanent

Patient Coordinator / Sales Support Administrator

£32,000 yearly

Healthium Clinics Henley-on-Thames, Oxfordshire, UK

Patient Coordinator / Sales Support Administrator We have great opportunity to join our team at Healthium Clinics, for a confident, organised and customer-focused professional who enjoys providing a premium patient experience while supporting bookings, enquiries, CRM administration and commercially focused follow-up activity. If you’ve also worked in the following roles, we’d also like to hear from you: Patient Coordinator, Patient Administrator, Sales Support Administrator, Sales Administrator, Customer Service Administrator, Clinic Administrator, Healthcare Administrator, Front of House Administrator, Customer Service Advisor, Client Services Advisor SALARY: £32,000 per annum + Benefits LOCATION: Henley-on-Thames, Oxfordshire JOB TYPE: Full-Time, Permanent JOB OVERVIEW This is an excellent opportunity for a Patient Coordinator / Sales Support Administrator who can combine warm, professional customer service with...

07 Oct, 2026

Permanent

Office Manager and Administrative Assistant

Kings Court Trust Bristol, UK

Office Manager and Administrative Assistant Salary: £27,000 £30,000 per annum Start Date : ASAP Location: Central Bristol About Us At Kings Court Trust, we specialise in estate administration, helping families navigate the complexities of dealing with a loved one s estate. Since our founding in 2002, we have remained dedicated to providing a straightforward, supportive, and transparent service that puts families first. Our vision is simple: to be the trusted provider that every bereaved family turns to for expert guidance and peace of mind. We are committed to delivering exceptional customer service, ensuring that our clients receive clear communication, fair pricing, and a seamless experience during a challenging time. In addition to supporting families, we work closely with a network of professional partners, including Will Writers, Financial Advisers, Funeral Directors, and Solicitors. By collaborating with these partners, we enhance their service offering and...

07 Oct, 2026

Contract

Loans Administrator

Pontoon Manchester, UK

Job Title: Loans Administrator Duration: 8 months Location: Manchester/Hybrid (four days per week in the office) Salary: Competitive Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. Our client, a leading global financial services organisation at the forefront of the banking industry, is seeking a motivated and detail-oriented Loans Administrator to join their Corporate Trust team. This is an exciting opportunity to be part of a dynamic environment where innovative ideas and advanced technology drive transformative solutions. Key Responsibilities: As a Loans Administrator, you will have a significant impact...

07 Oct, 2026

Temporary

Senior Administrator - Property Investment

Office Angels London, UK

Senior Administrator - Property Investment Start date: ASAP End date: ongoing Salary: up to 38,000 per year plus benefits Location: Close to Oxford Circus tube Fully office based with potential to work 1 day from home Our client, a leading organisation in the Property Investment sector, is seeking a dynamic and detail-oriented Senior Administrator to join their team on a temp-to-perm basis. This is an exciting opportunity for an individual who thrives in a fast-paced environment and is passionate about property investment. As a Senior Administrator, you will play a crucial role in supporting the day-to-day operations of the organisation, ensuring smooth workflows and contributing to the overall success of the team. Key Responsibilities: Managing the onboarding process for new clients and setting up jobs within CRM systems. Conducting KYC (Know Your Customer) and AML (Anti-Money Laundering) checks for buyers, sellers, landlords and tenants. Maintaining...

07 Oct, 2026

Permanent

Qualifications Administrator

Office Angels Lambeth, London, UK

Qualifications Administrator Location: South East London, Lambeth North Salary: 27,000 Hours: Full-time, this role will offer a hybrid working pattern of 3 days office based and 2 days home based The Role We are looking for a highly organised and detail-oriented Qualifications Administrator to support the smooth running of our clients qualifications and certification processes. This is a varied administrative role involving data management, customer service, record keeping, and general operational support. Key Responsibilities Accurately process and maintain records within the CRM system Handle data entry and database administration tasks Process applications and certification documentation Respond to candidate, customer, and training provider enquiries Maintain accurate filing and record management systems Support the administration of the online test platform Assist with reporting and general administrative duties. Provide support across the wider...

07 Oct, 2026

Permanent

Underwriting Admin Assistant Chelmsford, Essex

Office Angels Chelmsford, UK

Underwriting Admin Assistant 23,500 per annum Chelmsford, Essex Monday - Friday, 9am - 5pm Office Angels are truly delighted to be recruiting for this exciting and fast-paced position. Due to continuous growth, a well-established and professional company based in Chelmsford are looking for an Underwriting Admin Assistant to support their growing team. You will be based in their bright and open head office and will need be organised, proactive and have great communication skills. Benefits On-site parking 25 days holiday plus bank holidays Frequent socials, including Summer and Christmas parties Environmentally conscious - you'll be supplied with sustainable products Company lunches the last Friday of every month Opportunity to participate in local fundraising Long service awards Amazing in-house training Responsibilities will include: Being the main point of contact for the wider team Preparing and sending out notification letters Maintain and updating...

07 Oct, 2026

Permanent

Part Time Administrator

Office Angels Edinburgh, UK

Part Time Administrator Location: South West Edinburgh Hours: 17.5 hours per week, Monday to Friday mornings Salary: 27,000 - 30,500 pro rata Start Date: ASAP Office Angels are delighted to be recruiting on behalf of our client for a Part Time Administrator. This is an excellent opportunity for an organised and proactive administrator looking to join a professional and supportive team environment. This varied role combines finance administration and general office support, making it ideal for someone who enjoys a busy position with plenty of variety and opportunity to contribute across the organisation. The Role As Finance Administrator, you will be responsible for supporting the smooth day-to-day running of the office through a range of administrative, customer service and finance related tasks, including: Processing daily payment information and maintaining accurate records Assisting with supplier payments and purchase ledger administration Supporting...

07 Oct, 2026

Temporary

Temporary Senior Team Administrator - Property Investment

£17.00 - £20.88 hourly

Office Angels London, UK

Are you an experienced administrator with a flair for organisation and a passion for the property industry? Our client, a prominent player in the property sector, is seeking a Temporary Senior Team Administrator to support their dynamic team. This is an exciting opportunity to play a pivotal role in ensuring the smooth operation of the organisation while contributing to a vibrant workplace. Position: Temporary Senior Team Administrator - Property Investment Industry: Property Investments Contract Type: Temporary Location: Mayfair Start Date: ASAP Durations: ongoing Pay: up to 38,00 Working Pattern: Full Time - Monday - Friday full officed based - with potential to work 1 day from home Hours: 9.30am to 5.30 Key Responsibilities: Managing the onboarding process for new clients and setting up jobs within CRM systems. Conducting KYC (Know Your Customer) and AML (Anti-Money Laundering) checks for buyers, sellers, landlords and tenants....

07 Oct, 2026

Permanent

Supply Chain Administrator SAP £34k

Office Angels Ashford, UK

Our client, a dynamic organisation located near Ashford, would like to recruit a dedicated Supply Chain Administrator to join their vibrant team! If you'd like to work for a Global company, you have a passion for logistics and supply chain management, this could be the perfect role for you! Position Details: Title: Supply Chain Administrator Location: Near Ashford, your own transport is required due to the location of our client Hours: Monday to Friday, 9am - 5pm (with a 1-hour unpaid lunch break) Salary: 30,000 to 34,000 (dependent on experience) Why join our clients business? At our client's organisation, they value employees and offer a comprehensive benefits package to support your well-being: Generous Leave: 21 days of holiday plus bank holidays Medicash Benefits: Enjoy discounts on gym memberships, access to virtual doctors, and savings on shopping, entertainment, and travel Employee Assistance Programme (EAP) Pension Scheme Cycle to...

07 Oct, 2026

Temporary

Administrator

Stafforce Ports Hull, UK

Administrator Location: Hull, East Yorkshire Pay Rate: 13.50 per hour Hours: Monday to Friday, 40 hours per week Job Type: Full-Time Stafforce are recruiting on behalf of a well-established Hull-based company. We are looking for an experienced and highly organised Administrator to join their busy team. This is an excellent opportunity for a computer-literate individual who enjoys working in a fast-paced office environment and providing key administrative support across the business. The Role As an Administrator, you will be responsible for supporting the day-to-day running of the office, ensuring accurate record-keeping, efficient communication, and the smooth coordination of administrative processes. Key Responsibilities Managing incoming telephone calls and email enquiries Performing data entry and maintaining company databases Preparing, filing, and organising documentation and records Processing orders, invoices, and other administrative paperwork...