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A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team.

A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high‑performing support team. Flexible working options (full or part‑time).

The position offers a salary up to £40,000, flexible working options, and a comprehensive benefits package.

The role involves client correspondence, processing new business, and administrative support while maintaining precise client records. Recruit Wealth Limited in Thames Ditton is seeking experienced administrators for their financial planning business.

Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Recruit Wealth are representing one of the UK’s fastest growing an

A forward-thinking financial planning firm in Fetcham is seeking an IFA Administrator. In this role, you will provide vital administrative and technical support to Paraplanners and Advisers, managing client enquiries and correspondence.

Our client, a rapidly expanding national IFA brand has a fantastic opportunity for a Financial Administrator to join their East Molesey Office. Maintain client records on company software and ensure the client and firm's files are well presented, accurate and compliant. Arranging client meetings and

Formed in the 1980’s to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an experienced IFA Administrator. You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm’s compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if this is your goal. You will have strong IT and communications skills and the desire to further your career. Local to the office in Surrey, Fetcham. Hybrid working is available. £neg Salary, depending on experience. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development. Please apply on-line or contact Cameron James for more information. Formed in the 1980’s to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an experienced IFA Administrator. You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm’s compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if this is your goal. You will have strong IT and communications skills and the desire to further your career. Local to the office in Surrey, Fetcham. Hybrid working is available. £neg Salary, depending on experience. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development. Please apply on-line or contact Cameron James for more information

A well-established financial planning business is seeking an experienced IFA Administrator in Liverpool City Centre.

A leading cremation service provider in Cannock Chase is seeking a Head of Strategic Partnerships to shape new revenue channels and build relationships with Independent Financial Advisers (IFAs).

A prestigious wealth management firm is seeking highly skilled Level 4 qualified advisers to join their dynamic team.This role offers the opportunity to serve clients across various offices, ensuring flexibility in location.Candidates with a proven track record in building a client base, a minimum o

IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candida

A well-established financial planning firm in the United Kingdom is seeking an experienced IFA Administrator to join their collaborative support team.

Working closely with the Director and leadership team, the Practice Manager will help oversee the day-to-day running of the practice, ensuring that people, systems and processes operate smoothly.This is a broad and varied role suited to someone who enjoys taking ownership, improving processes, and s

A well-established and family-owned company in Folkestone is seeking an experienced IFA Administrator / Junior Paraplanner. The ideal candidate should have at least two years of experience in an IFA practice and knowledge of back office systems.

James's Place Wealth Management is looking for a Business Administrator to join their team in Horsham.This hybrid role involves managing case progression and client communications while ensuring all documentation is complete.The ideal candidate will have experience in financial services, strong orga

PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone. Minimum two years experience working in an IFA practice.

Our client is a well-established boutique global wealth management firm that is part of a group of affiliate companies, each of which is focused on a key sector.Combining a deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a

At least 12 months experience in an IFA administration or Financial Services support role. A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Kettering.

Understanding the IFA landscape and delivering presentations, insights, and updates consistent with industry best practise. Working with the marketing team to produce collateral for an IFA audience, e. The successful candidate will be confident talking about financial markets and Saltus investment p

Position: Senior IFA Administrator.

Are you an organised, people-focused Sales Co-ordinator who thrives in a fast-paced environment?.Our client is a leading UK manufacturer with a proud family heritage, offering a supportive team, and standout perks like your birthday off and early Friday finishes! Apply today!.Salary up to £27,000 p

The role is suitable for candidates with 1–2 years of experience in financial services administration, ideally within an Independent Financial Adviser (IFA) environment.

A respected financial services firm is seeking a Senior IFA Administrator to support Office Managers and Financial Planners. The ideal candidate has over 5 years of IFA administration experience, strong knowledge of investments and pensions, and excellent organizational skills.

IFA Administrator, Stockport, 30 - 31K depending on experience + excellent benefits. The ideal candidate will have at least 1 years experience working for an IFA practice or provider, experience of understanding pension and investment products with an excellent telephone manner and attention to deta

A leading financial services provider is seeking a Remote International Financial Advisor to guide clients through financial planning and wealth management strategies.This full-time position requires proven experience in financial planning, extensive knowledge of estate planning, and strong communic

A financial planning firm seeks an experienced IFA Relationship Manager / Product Specialist in their London office.

Candidates should have a Level 4 Diploma or be working towards it, with a background in financial services, particularly within IFA environments.

Proven IFA/financial advisory experience (essential). If you’re an experienced IFA administrator ready to step into a role with real impact and autonomy, we’d like to hear from you. Senior Administrator – IFA Experience Essential.

Integro Partners in the Coventry area is looking for a Hybrid IFA Administrator / Paraplanner to join their team.

A financial services recruitment agency is offering a Paraplanner role in Gloucestershire.This position allows for more autonomy and is ideal for candidates looking for a part-time opportunity.The successful applicant will have at least two years of Paraplanner experience and will work closely with

IFA or financial planning firm. This is an excellent opportunity for an experienced IFA Administrator looking to join a supportive and growing firm where they can develop their technical skills and progress their career.

A prominent funeral service provider based in West Midlands is seeking an experienced Senior Business Development Manager to lead growth through strategic partnerships in the insurance and financial services sector.The role involves building new revenue channels, negotiating agreements, and working

IFA/Client Servicing Administrator.

I am recruiting for a client that is currently seeking a Administration manager to manage a small team and oversee the everyday office function as well as carry out the Senior Financial Planning administration work including working on some of the more Complex cases.This role is based within the fin

A reputable financial planning organization in Stockport seeks an IFA Administrator to join their client relations team. Ideal candidates will have prior experience in IFA practice, excellent organizational skills, and attention to detail.

A boutique, client-focused Independent Financial Adviser (IFA) based in London’s West End. Minimum 3 years’ experience in a paraplanning role within an IFA/wealth management firm.

Recruit Wealth Limited is offering an IFA Administrator position in West Midlands. Ideal candidates will have prior experience in IFA administration and strong organizational skills, and they will find great opportunities for career progression within the organization.

Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. Minimum 5 years' IFA administration experience.

A leading fintech company in the UK is looking for a Head of IFA Partnerships to spearhead their IFA strategy and drive revenue growth.

My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast.They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in thei

A growing wealth management group in Kettering is seeking an IFA Administrator for its Client Support team.

A global investment management firm is seeking a Portfolio Manager in Greater London to manage discretionary portfolios primarily for intermediaries.The role requires strong relationship management and portfolio oversight skills, with a focus on providing excellent service.Candidates should have at

A Wealth Management firm is seeking a Senior Administrator with IFA experience to provide high-level operational support in Bristol.

A professional recruitment consultancy is seeking a motivated IFA Administrator to support Financial Advisers in providing tailored advice and reports to clients.