Job Title: IFA Administrator Location: Exeter Salary: 25,000 - 33,000 DOE Hours: Monday to Friday, 9:00am - 5:00pm Full Time, Office Based Key Benefits Include: 25 days annual leave plus bank holidays. Office closure between Christmas and New Year. Enhanced company sick pay scheme. Death in Service benefit. Cycle to Work scheme. Supportive and collaborative working environment. Long-term career development opportunities. About the Role: An exciting opportunity has arisen for an organised and proactive IFA Administrator to join a well-established and growing business based in Exeter. This role is ideal for someone who enjoys working in a fast-paced environment, managing competing priorities and delivering exceptional client service. Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring clients receive a professional and efficient service throughout their financial planning journey. This is a...

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...

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...

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...

IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports...

IFA Administrator / Senior IFA Administrator Are you looking for a role with genuine flexibility and the opportunity to develop your career within a growing financial planning business? We are seeking an experienced IFA Administrator or Senior IFA Administrator to join our team. This is an excellent opportunity to become a key part of the client services function, supporting advisers and helping to deliver high standards of service to clients. Key Responsibilities Manage and oversee daily administrative tasks relating to client onboarding, reviews, and financial planning recommendations. Prepare and process new business applications across pensions, investments, protection, and tax-efficient products. Liaise with providers and third parties to obtain valuations, policy information, and resolve queries. Communicate with clients when required, ensuring a high level of customer service. Ensure all documentation is completed accurately and maintained in line with...

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...

Client Services Executive - Financial Planning Sutton Coldfield (Office based) 30,000 to 35,000 depending on experience Ref: JC/BCR/32442a Bell Cornwall Recruitment are currently searching for an experienced Client Services Executive - Financial Planning or IFA Administrator with experience of working for an IFA to support the Independent Financial Advisors at a boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a Client Services Executive - Financial Planning or IFA Administrator...

Client Services Executive - Financial Planning Sutton Coldfield (Office based) £30,000 to 35,000 depending on experience Ref: JC/BCR/32442a Bell Cornwall Recruitment are currently searching for an experienced Client Services Executive - Financial Planning or IFA Administrator with experience of working for an IFA to support the Independent Financial Advisors at a boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a Client Services Executive - Financial Planning or IFA...

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,...

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,...

Junior Paraplanner Sutton Coldfield (Office based) £30,000 to 35,000 p/a depending on experience Bell Cornwall Recruitment are currently searching for an experienced Junior Paraplanner or an experienced administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a IFA Administrator within an Independent Financial Adviser (IFA) or financial planning firm....

Junior Paraplanner Sutton Coldfield (Office based) 30,000 to 35,000 p/a depending on experience Bell Cornwall Recruitment are currently searching for an experienced Junior Paraplanner or an experienced administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a IFA Administrator within an Independent Financial Adviser (IFA) or financial planning firm....

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...

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...