Admin-Clerical ifa administrator jobs

24 Sep, 2026

Permanent

Capio Recruitment Financial Planning London, UK

Senior IFA Administrator £38,000-£42,000 + Up to 12% Bonus A growing Chartered financial planning firm is looking for an experienced Senior IFA Administrator to join its London team. This position offers greater responsibility than a traditional financial planning administration role. You will take ownership of important client servicing processes, resolve issues independently and provide support to less experienced colleagues. The Client Service Team has grown from four to nine people following several acquisitions, creating an opportunity for someone experienced to help the team maintain a consistently high standard of service as the business continues to expand. The role You will support the firm's Financial Planners and Paraplanners throughout the client journey. Your responsibilities will include: Preparing portfolio reports and pre-meeting documentation Reviewing and correcting client cash accounts Processing fund switches and other servicing...

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...

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,...

AC

11 Sep, 2026

Permanent

Senior Financial Administrator

Aspired Careers Limited London, UK

Senior Financial Administrator London Office-based Are you an experienced Financial Administrator looking for a professional Wealth Management environment that still feels personal, friendly and genuinely close-knit? We're partnering with an established financial services business to recruit an experienced Senior Financial Administrator for its London office. The business has all the credibility and professionalism you would expect from an established Wealth Management firm, but behind that corporate face is a very personable, down-to-earth team with plenty of personality and a strong family-run feel. This is a varied, client-focused role for someone with strong Wealth Management or IFA administration experience who wants more than just a transactional support position. Accuracy and service matter, but so does personality, communication and being someone who naturally contributes to a positive team environment. The Role Act as a key point of support for...

02 Sep, 2026

Full Time Permanent

Senior Client Services Administrator

£30,000 - £35,000 yearly

AWD online Hybrid (Bedford, UK)

Senior Client Services Administrator with Financial Services Industry Experience An excellent opportunity for an experienced client services, financial services, wealth management, IFA administration or financial planning support professional to join a growing Client Services team, providing accurate client administration, adviser support, client records management, correspondence and high-quality support to financial planners and clients. If you’ve also worked in the following roles, we’d also like to hear from you: Client Services Administrator, Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Client Support Administrator, Adviser Support Administrator, Client Services Executive, Financial Planning Assistant, Investment Administrator SALARY: £30,000 - £35,000 per annum + Benefits LOCATION: Hybrid / Bedford, Bedfordshire JOB TYPE: Full-Time, Permanent...

18 Sep, 2026

Full Time Permanent

Administration Manager / Business Support Manager

£32,000 - £36,000 yearly

Eliesha Hybrid (Newcastle upon Tyne, UK)

Administration Manager / Business Support Manager Bring senior administration or operational coordination experience to our team at Eliesha, an employee-owned organisation, leading a small team while managing complex contract administration, scheduling and client service in a hybrid role with continued professional development. If you’ve also worked in the following roles, we’d also like to hear from you: Business Administration Manager, Administration Support Manager, Senior Administrator, Senior Operations Coordinator, Operations Support Manager, Administration Team Leader, Business Operations Coordinator, Administrative Services Manager, Senior Business Administrator Benefits include Employee Ownership Trust membership, continued professional development and hybrid working. SALARY: £32,000 to £36,000 per annum FTE + Benefits LOCATION: Hybrid / Newcastle upon Tyne, North East England JOB TYPE: Full-Time, Permanent...

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...

Ex

25 Sep, 2026

Contract

Executive Assistant (6-12 Month FTC - Maternity Cover)

Experis United Kingdom

Executive Assistant (6-12 Month FTC - Maternity Cover) Up to 35,000 Hybrid (2-3 Days Per Week) Bristol Birmingham London Edinburgh Altrincham Are you an Executive Assistant who enjoys being more than just administrative support? Do you thrive when you're at the centre of a business, working closely with senior leadership, coordinating key initiatives, influencing priorities, and turning information into action? We're looking for an organised, business-minded Executive Assistant to support our Experis leadership team. This is a highly visible role that will see you working across strategic projects, leadership reporting, operational planning and executive support, making a genuine impact on the success of the business. You'll become a trusted partner to senior stakeholders, helping to keep priorities on track, leadership teams aligned, and key business activities running smoothly. What You'll Be Doing You'll play a key role in supporting senior leaders and...

25 Sep, 2026

Contract

Customer Service Administrator

Office Angels United Kingdom

Customer Service Coordinator (1 year Fixed term contract) Salary: 30,000 Location: Canary Wharf Hours: Monday - Friday 8am -5pm or 8:30am-5:30pm -full time office based Perks: Social events, Christmas and Summer parties, office snack and treats! We are currently looking for a Customer Coordinator to join a busy design and interiors company based in the heart of Canary Wharf. This is an excellent opportunity for an organised and customer-focused individual who enjoys delivering exceptional service while supporting day-to-day administrative operations. The successful candidate will play a key role in ensuring customer enquiries are handled efficiently and accurately, contributing to a positive customer experience. Duties: Acting as the first point of contact for customer enquiries Providing outstanding customer service and resolving queries in a timely and professional manner Processing customer orders, sample requests and documentation accurately Ensuring...

25 Sep, 2026

Permanent

PA/Office Administrator

Office Angels Minster on Sea, UK

Job Title: PA/Office Administrator Location: Sheerness Contract Type: Permanent Working Pattern: Full Time Driving Required: Yes About the Role: Our client, a dynamic and forward-thinking organisation is seeking a motivated and detail-oriented PA/Office Administrator to join their vibrant team in Sheerness. This exciting opportunity is perfect for an individual who thrives in a fast-paced environment and is eager to contribute to a growing business. Key Responsibilities: As a PA/Office Administrator, the successful candidate will play a pivotal role in ensuring the smooth operation of the office. Responsibilities will include: Providing comprehensive administrative support to senior management, including calendar management, travel arrangements, and meeting coordination Managing incoming communications, including phone calls and emails, and responding promptly and professionally Organising office operations and procedures to enhance efficiency and...

25 Sep, 2026

Permanent

Receptionist

Berry Recruitment Southmoor, Abingdon, UK

Berry Recruitment are NOW hiring for a committed and experienced Receptionist to work for a company in Abingdon, Oxfordshire Role: Receptionist Salary: 24,479 per annum Location: Abingdon, Oxfordshire Hours: Monday to Friday 9:00 am - 5:00 pm Key Responsibilities of the Receptionist Respond to all incoming telephone calls, ensuring that these are answered promptly and are directed to the right person in the company Receive all visitors to the branch, ensuring that their requirements are promptly dealt with and that they are given a favourable impression of the company Ensure visitors are entered into the visitor's book Maintain the reception, client waiting area and meeting rooms in a tidy manner so that a favourable first impression is given to visitors Supervise the collection and delivery of incoming and outgoing mail, DX, and faxes to ensure that they are promptly delivered to the correct addresses, internally and externally Daily collection and delivery...

25 Sep, 2026

Permanent

Office Administrator

Office Angels Edinburgh, UK

Office Administrator Location: Edinburgh (West) Contract Type: Permanent Annual Salary: 31,000 Working Pattern: Full Time Are you an organised and detail-oriented individual looking to make a significant impact in a dynamic office environment? Our client is seeking a dedicated Office Administrator to support the day-to-day administrative functions of their business. This is a fantastic opportunity for someone who thrives in a busy setting and enjoys ensuring that processes run smoothly and is comfortable with finance duties. Key Responsibilities: As an Office Administrator, you will play a pivotal role in: Processing supplier invoices and customer account payments with precision Completing daily cash-up procedures to maintain financial accuracy Handling general system administration tasks to support various functions Running daily and periodic reports to provide insights and data to the team Filing and maintaining accurate records to ensure compliance and...

25 Sep, 2026

Contract

Temp Receptionist Cover - Tooting

Office Angels London Borough of Merton, UK

Receptionist Cover Location: Tooting, London Contract: 3 Month Fixed Term Contract Salary: 28,939 pro rata Start Date: Immediate Start We are looking for an experienced and professional Receptionist to join a busy and friendly office environment on a 3-month fixed-term contract. This is an excellent opportunity for someone with strong front-of-house and administrative experience who enjoys delivering exceptional customer service and can confidently manage a busy reception area. Duties will include: Meeting and greeting visitors Managing incoming calls and enquiries Coordinating meeting room bookings Handling post, deliveries and general office administration Managing visitor sign-in procedures and records Responding to email enquiries Maintaining office supplies and stationery stock Supporting facilities and maintenance reporting Providing day-to-day administrative support to the wider team The successful candidate will have: Previous Reception,...

25 Sep, 2026

Permanent

Administrator (Maternity Cover)

Office Angels Cambuslang, Glasgow, UK

Temporary Administrator (Maternity Cover) Location: Cambuslang Contract: Fixed-Term (12 Months) with potential for extension Salary: 28,000 - 30,000 per annum (depending on experience) Hours: Full-time Immediate Start Available We are currently seeking an organised, proactive, and reliable Administrator to join a busy and established business on a maternity cover contract. This is an excellent opportunity for an experienced administrator who can hit the ground running and provide vital support across various areas of the organisation. The successful candidate will be available to start immediately and will enjoy working within a fast-paced office environment where no two days are the same. Key Responsibilities Provide ongoing administrative support across the business Answer and direct incoming telephone calls Manage incoming and outgoing mail Maintain accurate filing systems and records Match high volumes of purchase invoices to orders and batch for...

25 Sep, 2026

Temporary

Temporary Shipping Administrator

Berry Recruitment Oxfordshire, UK

Berry Recruitment are NOW hiring for a committed and experienced Shipping Administrator to work for a company in Milton Park on a Temporary basis. Role: Temporary Shipping Administrator Salary: 14.23 per hour Location: Milton Park Oxfordshire Hours: Monday - Friday, 8:30am - 5:30pm Key Responsibilities of the Shipping Administrator: Adhere and promote all company policies, procedures and business ethic codes. Follow shipping procedures and compliances - country specific. Ensure the transportation standards and/or legal compliance requirements are being followed for all shipments. Preparing preferential duty statements and ensuring goods qualify as per the relevant customs notices. Preparing shipping documents - invoice, packing lists, Airway Bill. Advise relevant departments of shipments inc. tracking numbers ETA. Clearing held goods with customs in the UK and abroad - working with Border Force and relevant government departments to resolve issues and to...

25 Sep, 2026

Temporary

School Receptionist/Administrator

£16.00 - £18.00 hourly

Reeson Education London, UK

School Receptionist/Administrator Location: South East London Contract: Full-time, Temp-to-Perm Rate: Negotiable based on experience Start Date: September 2026 A specialist school in South East London is seeking an experienced School Receptionist/Administrator to join its busy school office on a full-time, temp-to-perm basis. This School Receptionist/Administrator role is suited to someone with school administration experience who is familiar with MIS systems and has experience working within a busy school environment. The successful School Receptionist/Administrator will manage reception duties and a range of administrative tasks across the school. The Role - School Receptionist/Administrator As a School Receptionist/Administrator in South East London , the successful candidate will manage the day-to-day duties within the school office. Duties will include: Welcoming pupils, parents, visitors and staff to the school. Answering telephone calls and...

25 Sep, 2026

Contract

Customer Service Administrator

Search Consultancy Ltd Manchester, UK

Customer Service Administrator Location: Middleton Contract: Temporary, Initial 3-Month Contract Start Date: 5th October Pay Rate: 12.76 per hour Hours: Monday to Friday, 9:00am - 5:30pm About the Role We are currently recruiting for a Customer Service Administrator to join a busy and fast-paced customer experience team based in Middleton. This is an excellent opportunity for a customer-focused administrator looking for an immediate start within a supportive and professional environment. Initially offered on a 3-month temporary contract, there is potential for the assignment to be extended and opportunities for permanent employment for the right candidate. You will be responsible for handling customer enquiries, supporting administrative processes, and ensuring customers receive an excellent service throughout their journey. Key Responsibilities Providing excellent customer service via inbound and outbound communication channels Managing customer enquiries and administrative...