IFA Admin Job at IDEX Consulting Ltd (Stirling)

Admin Team Manager

Join our team as an Admin Team Manager to lead a dedicated team of 4+ administra...

Location

United Kingdom , London

Salary:

40000.00 - 45000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Prior experience in leading a team of administrative staff in an IFA company
Ability to coordinate and manage administrative tasks efficiently
Understanding of regulatory requirements and commitment to compliance
Familiarity with CRM and other administrative tools to enhance efficiency
Excellent communication skills to work seamlessly across departments
A proactive approach to identifying and implementing streamlined procedures
Commitment to ongoing training for team members to keep skills updated

Job Responsibility

Oversee the day-to-day operations of the allocated team
Act as the first point of contact for team queries and workload management
Identify training needs and promote continuous improvement
Process new and existing business efficiently and accurately
Streamline and implement organisational processes within the team
Oversee the client review process and maintain accurate CRS records
Support the team in daily administrative tasks and operations
Drive improvements in service quality, productivity, and efficiency
Collaborate closely with the Head of Administration to achieve business goals
Attend regular meetings with the Head of Administration and team members

What we offer

Conveniently located office just 7 minutes from City Thameslink train station
Supportive and collaborative environment
Equal opportunities employer

Fulltime

New

IFA Admin

A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm...

Location

United Kingdom , Glasgow

Salary:

32000.00 - 39000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

June 12, 2026

Requirements

You MUST have worked within an IFA practice to be considered.

Job Responsibility

Producing valuations and Annual Review letters to clients
Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms, illustrations and appropriate paperwork to be issued with the Suitability Reports
Transacting new business, fund switches etc via Platform Providers
Input of new business and scanning on mail to clients via Intelligent Office
Collating information from existing platforms/providers
Providing assistance to Directors/IFAs for client meetings with Compliance Paperwork

What we offer

Work within an amazing team
Huge amount of growth potential if desired

Fulltime

Admin Team Leader

Admin Team Leader role supporting and guiding administration team within IFA/Fin...

Location

United Kingdom , London

Salary:

40000.00 - 45000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience managing administrative staff within an IFA or financial services environment
Strong ability to manage workflows, prioritise tasks, and meet deadlines
Excellent customer-service approach with meticulous attention to detail
Understanding of compliance requirements within financial services
Comfortable using CRM systems and administrative software (CURO experience advantageous)
Confident communicator able to collaborate effectively across teams
Forward-thinking approach to identifying areas for improvement
Ability to support team development and promote best practice

Job Responsibility

Lead, support, and oversee the daily operations of the administration team
Act as the main escalation point for team queries, workflow, and workload distribution
Identify training needs and encourage continuous development
Ensure efficient processing of new and existing business
Implement and refine administrative processes to increase efficiency
Oversee the client review process and maintain accurate CRS records
Support the team with everyday administrative duties
Enhance productivity, service quality, and operational performance
Work closely with the Head of Administration to support departmental goals
Attend regular meetings with senior management and team members

What we offer

Convenient location just 7 minutes from City Thameslink station

Fulltime

Team Manager – Administration

As a Team Manager you will work closely with our Head of Client Support to ensur...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

A good level of experience in an administration supervisory role within the financial services, ideally within an IFA
Experience of leading or managing a team
A good knowledge and understanding of a wide range of financial products, including employee benefits products
Ability to build and develop effective working relationships at all levels
Some experience of training on a one-to-one basis and in a group environment

Job Responsibility

Responsible for the day-to-day oversight and management of the administration team
Acting as first point of contact for queries, managing workloads within the team and identifying training needs and areas for continuous improvement
To hold regular one to one’s meetings with individuals
To deal with the day to day technical and process queries from Administrators, advisers and clients and to take the appropriate action to ensure the query is dealt with in a timely and effective manner, referring more complex queries to the Regional Operations Manager
To work closely with the Head of Client Support, to identify and implement the necessary changes to processes, procedures and working practices within the team
To proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards
To assess the department’s workload and capacity on a daily basis, prioritising and reallocating the work as required
To ensure that during periods of holiday and sickness, there is the appropriate level of administration support for advisers at all times
At busy time periods the team manager will also be expected to assist with the work if/when required
To assist the Head of Client Support, and Senior Manager/s with collating and implementing the output from the MI reports on a regular basis

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Senior Client Admin

My client is looking for an experienced IFA Administrator to join their Bristol-...

Location

United Kingdom , Bristol

Salary:

35000.00 - 39000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

May 01, 2026

Requirements

Proven experience within financial services, ideally in a client support or administration role
Strong client service ethic with excellent communication skills
Ability to prioritise workload and work effectively under pressure
Excellent written and verbal communication, organisational skills and the ability to influence when needed
Good judgement and problem-solving skills

Job Responsibility

Provide full administrative support to Financial Planners, ensuring excellent client service through direct client contact and collaboration with operational colleagues
Work closely with aligned Financial Planners to deliver outstanding client outcomes
Build and maintain strong client relationships with regular contact
Maintain back-office systems and client records in line with company policies
Request policy information from third-party providers, where applicable
Liaise with operational teams to support activities such as scripts, transfers, corporate actions, or static data changes
Prepare meeting packs and valuations as required
Assist Investment Managers in the preparation of new business pitches and presentations

What we offer

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working
Option to purchase additional holiday
Shared parental leave

New

Tactical Field Merchandiser

Are you looking for flexible work? We are looking for people in your area! Need ...

Location

United Kingdom , Doncaster

Salary:

12.50 - 20.00 GBP / Hour

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Flexibility to work on an adhoc basis
Good Communication skills
Accuracy & Punctuality
A positive ‘Can do’ attitude
Relevant experience in either Sales, Merchandising or Retail environment

Job Responsibility

Visiting Local Retailers, High Street Chains or Supermarkets
Merchandising Main Fixtures and Displays
Locating and replenishing stock levels
Identifying & troubleshooting out of stocks
Implementation of POS Displays
Influencing orders

What we offer

Great Way to earn some extra cash
Flexible and you can choose where and when you work
Full training

New

Technology Product Management - Senior Vice President

Citi’s Functions Technology is responsible for delivering Technology solutions t...

Location

United States , Tampa

Salary:

153600.00 - 230400.00 USD / Year

Citi

Expiration Date

March 09, 2026

Requirements

15+ years of experience with deep functional expertise in the Financial Crimes and AML domain
Extensive background across all phases of the Software Development Life Cycle (SDLC) with strong hands-on experience in Agile and SAFe methodologies
Comprehensive knowledge of multiple areas within technology
Proven interpersonal, management and prioritization skills
Consistently demonstrate clear and concise written and verbal communication
Demonstrated ability to work under pressure managing multiple activities and changing priorities
Proven ability to develop working relationships and approach work methodically with attention to detail
Proven self-motivation to take initiative and master new tasks quickly
Bachelor's degree or equivalent work experience

Job Responsibility

Lead integration of functions with understanding of client core business functions and partner with multiple senior management teams to meet goals and deploy new products and process enhancements
Solve the highest-impact, highest-profile problems with significant business impact through in-depth evaluation of complex business processes, system processes and industry standards
Influence and negotiate with senior leaders (across functions) and communicate with external parties as needed
Contribute to technical direction and strategic decisions as a technical expert in all development and implementation phases, providing in-depth and sophisticated analyses to define problems and develop innovative solutions
Conduct management activities, including resource management, work allocation, mentoring/coaching and other duties and functions as assigned
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

!

New

Property consultant

We have a fantastic opportunity for a Property Consultant to join one of our mar...

Location

United Kingdom , Havering Essex

Salary:

35000.00 - 37500.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience in a similar sales role and/or within a customer service or hospitality role
Full UK Driving License
Self-motivated and target driven
Personal integrity
hardworking, personable, professional, and commercially minded
Good computer skills and ability to pick up new systems quickly
Excellent communication skills

Job Responsibility

Working closely with prospective buyers and vendors to develop engaging client relationships
Handling viewing appointments and supporting the offer process
Sales progression
Work closely with inhouse Mortgage & Protection Advisors to support cross selling activity
Work closely with the internal lettings teams

What we offer

Car Allowance
End of Year Profit Share Bonus
Competitions and Incentives
Career Progression
Training & Development Programme
“Do Good” fund for reward & recognition
Health and Wellbeing Programme via Health Assured
Pension Enrolment
Attractive holiday allowance with additional days for achieving targets and length of service
Free day off for your Birthday

IFA Admin

IDEX Consulting Ltd

Location:
United Kingdom , Stirling

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 05, 2026

Expiration:
June 12, 2026

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Category:Finance

Contract Type:Not provided

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Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:March 05, 2026

Expiration:June 12, 2026

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