IFA Admin Job at IDEX Consulting Ltd (Glasgow)

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

IFA Admin

Idex Consulting is working with a leading IFA practice in Stirling to recruit an...

Location

United Kingdom , Stirling

Salary:

28000.00 - 35000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

June 12, 2026

Requirements

Previous experience in a Financial Services administration role is essential
Confident working with platforms and financial planning systems (IO preferred)
Strong attention to detail and excellent organisational skills
Professional communication skills with a client-first approach

Job Responsibility

Provide administrative support across all areas of financial planning
Use Intelligent Office (IO) and various provider platforms
Obtain quotes, illustrations, product details, and required paperwork
Prepare client valuations and annual review packs
Process new business applications accurately and efficiently
Liaise directly with providers and respond to client queries
Maintain and update client records in line with compliance standards

What we offer

Hybrid working - 1 day from home after 6 months
Supportive team environment and opportunities for career development

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

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

Payroll Specialist

The UKI Payroll Specialist for Cytiva is responsible for the end-to-end processi...

Location

Ireland , Dublin

Salary:

Not provided

Danaher Corporation

Expiration Date

Until further notice

Requirements

5+ yrs experience in end-to-end Irish Payroll processing
Experience in analyzing processes and controls, planning improvements, leading changes, payroll migration and managing priorities
Excellent written and verbal communication skills
excellent command of English read/write/speak
Result oriented, high on initiative with a need to deliver on time
willing to learn and assist others

Job Responsibility

Deliver accurate and timely payroll every pay cycle
monitor vendor KPI and hold monthly review with payroll vendor, together with the payroll manager
Report any control issues on a timely basis to process owners
Strive for operational excellence: lookout for ideas to increase performance, maintain a customer service focus to resolve queries from associates, other HR functions and control partners as well as external parties such as local tax authority, payroll vendors, etc.
Define and document payroll related policies, practices and reporting
Support vendor transitions, consolidation or services

Fulltime

New

Senior Product Designer

GoFundMe is the world's most powerful community for good, dedicated to helping p...

Location

United States , San Francisco

Salary:

145000.00 - 218000.00 USD / Year

DesignX Community

Expiration Date

Until further notice

Requirements

6+ years of experience as a Product Designer working in-house or at an agency
Expert understanding of the formal elements of design, including typography, layout, balance, and proportion
Great aesthetic judgment and attention to detail
Skilled at articulating your design decisions
End-to-end experience designing consumer-facing experiences for web and native apps
Problem solver that requires very little guidance on projects and thrives in a fast-paced environment
Ability to take initiative, prioritize, manage workloads, and meet project deadlines
Excellent communicator and can clearly articulate your design decisions, ideas, and vision
Empathetic and user-centered approach to design
Experience working with a lean team of Engineers, Product Managers and User Researchers

Job Responsibility

Set and drive experience strategy across multiple product areas, aligning design vision with company goals and influencing roadmaps through strong product thinking and storytelling
Use deep qualitative and quantitative insight to define problems, evaluate tradeoffs, and measure impact, connecting customer outcomes to business results and guiding teams toward high-leverage opportunities
Lead complex, cross-functional design explorations, facilitating workshops and working sessions that align Product, Engineering, Data, and Research around shared problem definitions and conceptual direction
Own end-to-end design execution for high-impact initiatives, producing high-quality designs, prototypes, and specifications while ensuring cohesion across surfaces and touchpoints
Steward and evolve the Heart design system, identifying systemic gaps, influencing standards, and ensuring consistency, scalability, and accessibility across the product ecosystem
Partner closely with Product and Engineering leadership to translate ambiguous problem spaces into clear, actionable solutions that are intuitive, elegant, and durable
Raise the bar for design quality across the organization by leading critiques, mentoring designers, and modeling strong craft, feedback, and decision-making practices
Act as a design thought leader, proactively identifying opportunities to improve processes, tools, and ways of working to help design scale effectively

What we offer

Competitive pay and comprehensive healthcare benefits
Financial assistance for hybrid work, family planning
Generous parental leave
Flexible time-off policies
Mental health and wellness resources
Learning, development, and recognition programs
Diversity, equity, and inclusion initiatives and employee resource groups
Volunteering program
Equity
Dental

Fulltime

New

Team Leader

As a Team Leader, you will support the Store Manager and Deputy Manager in the d...

Location

United Kingdom , Acton

Salary:

14.09 GBP / Hour

Leyland SDM

Expiration Date

Until further notice

Requirements

Retail Experience: Previous experience in a retail or customer service environment
Leadership: Ability to supervise, motivate, and support colleagues
Customer Service: Strong customer service skills, with experience handling enquiries and resolving issues
Communication: Excellent communication and interpersonal skills for engaging with customers and team members
Organisation: Good organisational skills for managing tasks and supporting daily store operations
Attention to Detail: Ability to maintain high standards of store presentation and follow company procedures
Product Knowledge: Willingness and ability to learn about products, services, and promotions
Flexibility: Adaptable and reliable, with a positive attitude and willingness to work varied shifts, including weekends
Supervisory Experience: Previous experience in a team leader or supervisory role
Stock Management: Experience with stock replenishment and inventory processes

Job Responsibility

Customer Service: Deliver outstanding customer service by advising, serving, and engaging with customers, handling complex enquiries, and building loyalty through genuine interactions and a welcoming store environment
Store Operations: Support store management in the day-to-day running of the store, including opening and closing procedures, to ensure smooth operations and a consistently great customer experience
Stock and Presentation: Replenish stock daily, maintain high standards of store appearance, and ensure the store is clean, tidy, and well-presented at all times
Policy and Procedure Compliance: Follow company policies and procedures to uphold brand image, customer confidence, and sales growth
Team Support and Leadership: Embrace company values, motivate and support colleagues, and help create a positive, productive working environment
Product Knowledge: Stay up to date with products, services, promotions, and competitor offerings to provide customers with the best possible advice
Attitude and Flexibility: Maintain a positive attitude, demonstrate flexibility, and act with honesty and reliability to contribute to a fair and effective store climate

Fulltime

New

Evening Cook - Lilly Garden South Cafe

Do you love to cook? Are you passionate about food? As a Cook on our team, you’l...

Location

United States , Indianapolis

Salary:

Not provided

Aramark

Expiration Date

Until further notice

Requirements

Experience as a cook or in a related role required
Validated knowledge of the basic principles of food preparation, various cooking methods, and food safety regulations such as accurate food handling, sanitation, and storage
Must be able to acquire food safety certification
Demonstrate basic math and counting skills
Demonstrates interpersonal communication skills, both written and verbal

Job Responsibility

Cooks and prepare a variety of food according to production guidelines and standardized recipes
Sets up workstation with all needed ingredients and equipment
Prepares ingredients by measuring, weighing, mixing, chopping, trimming, and peeling food items
Safely uses a variety of utensils including knives
Operates equipment such as ovens, stoves, slicers, mixers, etc.
Bakes, roasts, broils, steams, and uses a variety of cooking methods on meat, vegetables, and other foods
Arranges, garnishes, and portions food according to established guidelines
Properly stores food by adhering to food safety policies and procedures
Cleans and sanitizes work areas, equipment, and utensils
Maintains excellent customer service and positive demeanor towards guests, customers, clients, co-workers, etc.

Fulltime

IFA Admin

IDEX Consulting Ltd

Location:
United Kingdom , Glasgow

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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IFA Admin

IDEX Consulting Ltd

Location:United Kingdom , Glasgow

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:March 05, 2026

Expiration:June 12, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Location:
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Category:
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Contract Type:
Not provided

Job Posted:
March 05, 2026

Expiration:
June 12, 2026