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

New

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

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

Group Services Agent

Process all reservation requests, changes, and cancellations received by phone, ...

Location

United States , Orlando

Salary:

Not provided

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

High school diploma or G.E.D. equivalent
At least 1 year of related work experience

Job Responsibility

Process all reservation requests, changes, and cancellations received by phone, fax, or mail
Identify guest reservation needs, determine appropriate room type, and verify availability
Explain guarantee, special rate, and cancellation policies to callers
Accommodate and document special requests
Answer questions about property facilities/services and room accommodations
Follow sales techniques to maximize revenue
Communicate information regarding designated VIP reservations
Input and access data in reservation system
Respond to any challenges found for accommodating rooming requests
Oversee accuracy of room blocks and reservations

What we offer

Training
development
recognition
a place where you can pursue your passions in a luxury environment with a focus on holistic well-being

Fulltime

New

Senior Care at Home Worker

Could you be part of our team? Trust has an exciting opportunity for a Senior Ca...

Location

United Kingdom , Tobermory

Salary:

15.00 GBP / Hour

360 Resourcing Solutions

Expiration Date

March 13, 2026

Requirements

Previous experience in the care sector and working with older people or other vulnerable members of a community
Holds an SVQ in Health and Social Care or relevant qualification
SSSC registration will involve working towards an SVQ in Health and Social Care if not already held
Demonstrates good written and verbal communication skills
Possesses basic IT skills (use of tablets and laptops for rota planning, note taking, incident reporting, taking online training, etc.)
Must reside in the UK and already have the right to work documents

Job Responsibility

Supervise other Care at Home Workers
Provide support with daily living tasks and help around the home
Provide care needs as based on individual care plans
Personal care – help with getting in and out bed, washing, bathing and dressing
Overseeing medication
Housework – help with tasks around the home, such as laundry, vacuuming or preparing light meals
Medication – maintain accurate notes and records

What we offer

Living Wage Employer
Access to paid training, ongoing development, and SVQ qualifications
Supportive Environment
Career Progression
Uniform
Generous annual leave
Pension contributions
Paid SSSC membership
Paid PVG Disclosure check

Parttime

New

Accounts Payable

Check figures, postings, and documents for correct entry, mathematical accuracy,...

Location

Egypt , Cairo

Salary:

Not provided

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

High school diploma or G.E.D. equivalent
At least 1 year of related work experience

Job Responsibility

Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes
Organize, secure, and maintain all files, records, cash and cash equivalents in accordance with policies and procedures
Record, store, access, and/or analyze computerized financial information
Maintain accurate electronic spreadsheets for financial and accounting data
Classify, code, and summarize numerical and financial data to compile and keep financial records, using journals, ledgers, and/or computers
Prepare, maintain, and distribute statistical, financial, accounting, auditing, or payroll reports and tables
Complete period-end closing procedures and reports as specified
Prepare, review, reconcile, and issue bills, invoices, and account statements according to company procedures
Follow all company policies and procedures
ensure uniform and personal appearance are clean and professional

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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Job Description:

Job Responsibility:

Requirements:

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Job Posted:March 05, 2026

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Expiration:
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