A well-established financial planning firm is seeking a proactive and organised Financial Planning Administrator to join its established team in Wakefield. This is an excellent opportunity to contribute to a high-performing team by supporti...
Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team. The successful candidate...
Are you an experienced IFA Administrator or Client Relationship Manager (CRM) looking for a role where you can combine strong client-facing skills with financial services expertise? What's on Offer Competitive salary of upto £35k and be...
My client is currently looking for an experienced Office Manager with financial advisor experience to join their firm in Newcastle-under Lyme. The successful candidate will support the operations team and Directors to ensure the smooth da...
IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member...
Idex Consulting have new opportunities for IFA Administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package includi...
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 client...
Idex Consulting are working with an IFA Practice to recruit an IFA Support in Edinburgh. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes and writing suitability letters etc. Ide...
To work alongside and support the Financial Adviser taking responsibility for research, preparation and implementation of advice and recommendations, including cash-flow and retirement forecasts and ongoing review of client affairs. To keep...
Idex Consulting is working with a leading National IFA firm in Edinburgh who are looking to recruit an Senior IFA Administrator. Responsibilities will include: Support the Financial Planner to deliver on agreed service levels and to man...