Ifa jobs

IFA Administrator/Paraplanner (IFA Firm) Manchester £45,000 to £55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive...

This opportunity would suit someone with experience within an IFA or wealth management environment who enjoys working in a varied role supporting advisers and clients across the full financial planning process....

This role would suit a Client Services Manager or similar from an IFA / Financial Services background looking for a varied Fixed Term position within a well-established firm offering the chance to play a key role in a successful business....

Skills & Experience: Previous experience in a client-facing or administrative role, ideally within and IFA admin, financial services or a professional office environment....

Overseeing payment requests Maintaining accurate client records Identifying and implementing process improvements Adhering to internal policies and FCA guidelines Skills and experience: Experience within a Financial Services IFA...

Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further… My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an......

Independent Financial Adviser – Newark, Existing Client Bank, Career Development The Job An exciting opportunity has arisen for an Independent Financial Adviser to join our client in their...

Brook Street Recruitment is working on behalf of our financial services client who are currently looking to recruit a professional and highly organised Financial Services Administrator to join their growing Wealth Management team....

Opportunity for career progression within a growing IFA firm....

This role would suit an IFA Admin looking to join a more relaxed and less corporate environment that offers a friendly atmosphere, 33 days holiday, an annual bonus and 9am-5pm hours....

This is an excellent opportunity for an individual with strong experience in IFA administration, a solid understanding of financial planning platforms, and a commitment to delivering high‑quality client support....

This Financial Services Administrator role offers exposure across the full financial planning process, making it ideal for someone who already has IFA administration experience and wants stability, structure and development....

Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA...

Maintaining accurate and compliant client records Ensuring documentation is stored correctly Supporting wider team objectives and service standards Experience required: Previous financial services experience (ideally within an IFA...

The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous)....

Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA...

Skills & Experience: Previous experience in a client-facing or administrative role, ideally within and IFA admin, financial services or a professional office environment....

IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email...

Experience in processing mortgage, protection and investment applications (Fidelity & Quilter platforms desirable) Studying, or planning to study, towards Level 4 Diploma in Financial Planning English GCSE and Maths GSCE Minimum two years’ experience working in an IFA...

You will ideally have: A minimum of 3 years' experience in an administrative role Previous experience within financial services or IFA administration (highly desirable) Strong attention to detail and a methodical approach...